Lombard Odier Asset Management Switzerland SA Purchases Shares of 3,389 Bloom Energy Corporation $BE

Lombard Odier Asset Management Switzerland SA purchased a new position in shares of Bloom Energy Corporation (NYSE:BE) during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 3,389 shares of the company’s stock, valued at approximately $459,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in BE. Compound Planning Inc. boosted its holdings in shares of Bloom Energy by 1.1% in the 1st quarter. Compound Planning Inc. now owns 3,445 shares of the company’s stock valued at $467,000 after buying an additional 38 shares during the last quarter. Blue Trust Inc. increased its holdings in Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after buying an additional 51 shares during the last quarter. HB Wealth Management LLC raised its position in Bloom Energy by 1.6% during the first quarter. HB Wealth Management LLC now owns 3,442 shares of the company’s stock worth $466,000 after acquiring an additional 54 shares in the last quarter. WPG Advisers LLC raised its position in Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after acquiring an additional 67 shares in the last quarter. Finally, Cedar Mountain Advisors LLC raised its position in Bloom Energy by 29.0% during the first quarter. Cedar Mountain Advisors LLC now owns 334 shares of the company’s stock worth $45,000 after acquiring an additional 75 shares in the last quarter. Institutional investors own 77.04% of the company’s stock.

Insiders Place Their Bets

In other Bloom Energy news, CAO Maciej Kurzymski sold 2,259 shares of the business’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $288.62, for a total value of $651,992.58. Following the completion of the sale, the chief accounting officer owned 79,686 shares of the company’s stock, valued at $22,998,973.32. The trade was a 2.76% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 8,343 shares of the stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $300.37, for a total transaction of $2,505,986.91. Following the transaction, the insider owned 163,807 shares in the company, valued at approximately $49,202,708.59. The trade was a 4.85% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 118,617 shares of company stock worth $34,238,909. 3.00% of the stock is currently owned by insiders.

Bloom Energy News Roundup

Here are the key news stories impacting Bloom Energy this week:

• Positive Sentiment: Record quarterly results: Bloom Energy reported Q2 revenue of $1.065 billion, up 165.5% year over year and well above the roughly $826 million consensus estimate. Product revenue increased 215.4% to $935.4 million, while gross margin expanded to 33.4% from 26.7%. Adjusted earnings of $0.78 per share surpassed estimates near $0.39-$0.41 and compared with $0.10 a year earlier. Bloom Energy Reports Record Second Quarter 2026 Financial Results and Raises Full Year 2026 Guidance
• Positive Sentiment: Guidance raised above Wall Street expectations: Management now forecasts 2026 revenue of $3.9 billion to $4.2 billion, with a $4.05 billion midpoint about 8% above analyst estimates. Adjusted EPS guidance of $2.55 to $2.85 also exceeds the consensus estimate of $1.99, signaling confidence in demand and operating leverage. Bloom Energy Raises Outlook as Profit, Sales Climb
• Positive Sentiment: AI power demand remains a key catalyst: Investors continue to view Bloom’s onsite fuel-cell systems as a potential solution for power-constrained AI data centers. Attention will remain on the company’s expanded infrastructure partnership with Brookfield Asset Management and whether it can convert that opportunity into recurring orders. Bloom Energy Jumps On Blowout Earnings, Strong Guidance For AI Infrastructure Play
• Neutral Sentiment: The results follow significant pre-earnings volatility. Traders had been taking profits after Bloom’s large year-to-date rally, while broader weakness in AI-related stocks and uncertainty surrounding a recent short-seller report pressured sentiment before the release.
• Negative Sentiment: Despite the operating improvement, Bloom remains a richly valued, high-beta stock with substantial debt relative to equity. Investors may demand continued rapid growth and successful execution to justify the valuation, leaving shares vulnerable to profit-taking if future orders, margins or guidance fail to keep pace.

Bloom Energy Trading Down 10.9%

Shares of BE stock opened at $167.73 on Wednesday. Bloom Energy Corporation has a 12-month low of $32.52 and a 12-month high of $351.28. The company has a market capitalization of $47.71 billion, a PE ratio of -3,353.85 and a beta of 3.73. The firm has a 50 day moving average price of $267.30 and a two-hundred day moving average price of $208.35. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90.

Bloom Energy (NYSE:BE) last posted its earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, beating the consensus estimate of $0.39 by $0.39. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The company had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. During the same quarter in the prior year, the business earned $0.10 earnings per share. The firm’s revenue for the quarter was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, analysts predict that Bloom Energy Corporation will post 1.43 earnings per share for the current year.

Analyst Ratings Changes

A number of research analysts have recently commented on BE shares. Weiss Ratings reissued a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, July 21st. Jefferies Financial Group upped their target price on shares of Bloom Energy from $207.00 to $246.00 and gave the company a “hold” rating in a report on Monday, July 6th. BMO Capital Markets reiterated an “outperform” rating on shares of Bloom Energy in a research note on Tuesday, June 9th. Wall Street Zen upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Finally, Morgan Stanley reiterated an “overweight” rating and set a $310.00 price target on shares of Bloom Energy in a report on Wednesday, April 29th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $254.00.

Bloom Energy Company Profile

Bloom Energy is a clean energy technology company that designs, manufactures and deploys solid oxide fuel cell systems for on-site power generation. Its flagship product, the Bloom Energy Server, converts natural gas, biogas or hydrogen into electricity through an electrochemical reaction, offering customers a reliable, low-carbon alternative to grid power. The company also provides a suite of services that includes system installation, remote monitoring and preventative maintenance to ensure long-term performance and uptime.

Founded in 2001 by Dr.