Militia Capital Management LLC Buys Shares of 6,000 Bloom Energy Corporation $BE

Militia Capital Management LLC purchased a new position in shares of Bloom Energy Corporation (NYSE:BE) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 6,000 shares of the company’s stock, valued at approximately $813,000.

Other institutional investors also recently made changes to their positions in the company. Blue Trust Inc. boosted its holdings in shares of Bloom Energy by 37.2% in the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after acquiring an additional 51 shares in the last quarter. Anchor Investment Management LLC bought a new stake in Bloom Energy during the first quarter worth approximately $27,000. Godsey & Gibb Inc. raised its holdings in Bloom Energy by 2,000.0% during the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock worth $28,000 after purchasing an additional 200 shares in the last quarter. CENTRAL TRUST Co lifted its position in Bloom Energy by 10,000.0% in the first quarter. CENTRAL TRUST Co now owns 303 shares of the company’s stock worth $41,000 after purchasing an additional 300 shares during the period. Finally, Hantz Financial Services Inc. lifted its position in Bloom Energy by 45.5% in the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after purchasing an additional 100 shares during the period. 77.04% of the stock is owned by institutional investors and hedge funds.

Bloom Energy News Roundup

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

• Positive Sentiment: Analyst support and AI demand: Mizuho upgraded Bloom Energy to “Outperform” and set a $242 price target, citing the potential for fuel cells to provide rapidly deployable power for data centers. Other coverage also highlights Bloom’s commercial scale and a reported multiyear backlog tied to artificial-intelligence power demand. Mizuho upgrades Bloom Energy
• Positive Sentiment: Strong quarterly results continue to support the bull case: Bloom reported quarterly revenue of $1.07 billion, up 165.5% year over year, and EPS of $0.78 versus the $0.39 consensus estimate. The company also issued fiscal 2026 EPS guidance of $2.55 to $2.85, reinforcing optimism about accelerating demand and operating leverage. Bloom Energy shares gap up after strong earnings
• Neutral Sentiment: Valuation and technical volatility are limiting conviction: Despite the earnings beat, Bloom trades at a very high earnings multiple and has fallen substantially from its 52-week high. The sharp swings indicate that traders are rapidly repricing both the company’s AI opportunity and execution risks.
• Negative Sentiment: Hunterbrook challenges fuel-cell performance claims: Hunterbrook Capital alleged that Bloom’s fuel cells may not deliver the efficiency, output, or lifespan previously claimed. The report directly attacks the company’s technology and could pressure investor confidence if its assertions gain wider attention. Hunterbrook report challenges fuel-cell performance
• Negative Sentiment: Multiple securities-fraud class-action announcements add legal overhang: Several law firms publicized a lawsuit covering investors who purchased Bloom securities from February 27, 2025, through July 8, 2026, alleging investor harm from purportedly misleading disclosures. The September 28, 2026 lead-plaintiff deadline is likely to keep the issue in focus, although the repeated notices largely concern the same case. Bloom Energy class action investor alert
• Negative Sentiment: Conflicting analyst views weigh on sentiment: Wells Fargo lowered its price target to $176 and maintained an “Equal Weight” rating, while BMO issued a pessimistic forecast. Those targets contrast sharply with Mizuho’s bullish outlook and highlight uncertainty over whether Bloom’s growth expectations justify its valuation. Bloom Energy analyst coverage

Insider Activity at Bloom Energy

In related news, insider Satish Chitoori sold 2,837 shares of Bloom Energy stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $289.11, for a total value of $820,205.07. Following the transaction, the insider owned 207,417 shares of the company’s stock, valued at approximately $59,966,328.87. This trade represents a 1.35% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CAO Maciej Kurzymski sold 2,259 shares of Bloom Energy stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $288.62, for a total value of $651,992.58. Following the completion of the transaction, the chief accounting officer directly owned 79,686 shares in the company, valued at $22,998,973.32. This represents a 2.76% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 118,617 shares of company stock valued at $34,238,909 over the last ninety days. Company insiders own 3.00% of the company’s stock.

Bloom Energy Trading Up 0.1%

Bloom Energy stock opened at $206.06 on Monday. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. The firm has a market cap of $58.61 billion, a price-to-earnings ratio of 274.75 and a beta of 3.73. Bloom Energy Corporation has a 1 year low of $32.52 and a 1 year high of $351.28. The firm’s 50 day moving average price is $261.00 and its two-hundred day moving average price is $209.65.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. The company had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The company’s quarterly revenue was up 165.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, research analysts predict that Bloom Energy Corporation will post 1.55 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

BE has been the subject of a number of research reports. Jefferies Financial Group set a $188.00 price target on Bloom Energy in a research note on Wednesday. Barclays boosted their price objective on Bloom Energy from $254.00 to $276.00 and gave the stock an “equal weight” rating in a research note on Tuesday, June 23rd. Wells Fargo & Company decreased their target price on Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating for the company in a research note on Thursday. UBS Group decreased their target price on Bloom Energy from $350.00 to $300.00 and set a “buy” rating for the company in a research note on Wednesday. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $310.00 target price on shares of Bloom Energy in a report on Wednesday, April 29th. Three research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $246.18.

About Bloom Energy

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.