Quantinno Capital Management LP Purchases 36,263 Shares of Bloom Energy Corporation $BE

Quantinno Capital Management LP grew its position in Bloom Energy Corporation (NYSE:BE) by 136.1% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 62,909 shares of the company’s stock after purchasing an additional 36,263 shares during the period. Quantinno Capital Management LP’s holdings in Bloom Energy were worth $8,524,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Compound Planning Inc. grew 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 period. Blue Trust Inc. raised its stake in Bloom Energy by 37.2% during the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after buying an additional 51 shares during the period. HB Wealth Management LLC raised its stake in Bloom Energy by 1.6% during the 1st quarter. HB Wealth Management LLC now owns 3,442 shares of the company’s stock worth $466,000 after buying an additional 54 shares during the period. WPG Advisers LLC lifted its holdings 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 lifted its holdings 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. 77.04% of the stock is owned by institutional investors.

Insider Activity

In related news, Director John T. Chambers sold 55,000 shares of the firm’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $297.69, for a total value of $16,372,950.00. Following the completion of the sale, the director directly owned 238,333 shares in the company, valued at approximately $70,949,350.77. This trade represents a 18.75% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Aman Joshi sold 8,343 shares of Bloom Energy stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $300.37, for a total value of $2,505,986.91. Following the transaction, the insider owned 163,807 shares of the company’s stock, valued at $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. In the last ninety days, insiders sold 133,617 shares of company stock valued at $37,322,609. Corporate insiders own 3.00% of the company’s stock.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Strong earnings continue to support the stock. Bloom Energy reported quarterly revenue of $1.07 billion, up 165.5% year over year and well above the $826.1 million consensus estimate. Earnings per share of $0.78 also exceeded expectations of $0.39. Analysts have identified BE as one of the notable winners of the current second-quarter earnings season. Zacks Q2 earnings winners
• Positive Sentiment: Investor-interest articles are highlighting Bloom’s growth opportunity. Zacks and other financial publications have featured Bloom among value and investment ideas, citing its operating leverage, AI-related power demand opportunity and post-earnings momentum. These articles may help support sentiment, although they do not represent new company guidance or analyst upgrades. Bloom Energy operating leverage analysis
• Neutral Sentiment: Director John T. Chambers sold 15,000 shares on August 3 at an average price of $205.58, generating approximately $3.08 million. He still directly owns 223,333 shares, but the transaction reduced his position by 6.29%. The sale may attract attention, though one insider transaction does not establish a broader change in management’s outlook. SEC insider transaction filing
• Negative Sentiment: Multiple law firms are publicizing a securities class action against Bloom Energy. The lawsuit covers investors who purchased BE securities from February 27, 2025, through July 8, 2026, and alleges that the company misled investors about the source of its materials. The repeated investor-alert announcements increase headline and reputational risk, although the allegations have not been proven. Investors have until September 28, 2026, to seek lead-plaintiff status. Bloom Energy class action announcement

Bloom Energy Stock Up 4.5%

Shares of BE stock opened at $228.22 on Wednesday. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59. Bloom Energy Corporation has a 1 year low of $35.85 and a 1 year high of $351.28. The firm’s fifty day moving average price is $257.85 and its two-hundred day moving average price is $210.88. The firm has a market capitalization of $64.91 billion, a P/E ratio of 304.29 and a beta of 3.79.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping 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 net margin of 7.87% and a return on equity of 35.45%. The company’s quarterly revenue was up 165.5% on a year-over-year basis. During the same period in the prior year, the business posted $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, equities analysts predict that Bloom Energy Corporation will post 1.93 EPS for the current fiscal year.

Analyst Ratings Changes

Several brokerages have issued reports on BE. Wall Street Zen upgraded Bloom Energy from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Morgan Stanley reiterated an “overweight” rating and set a $310.00 price objective on shares of Bloom Energy in a report on Wednesday, April 29th. Zacks Research upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, July 28th. UBS Group decreased their price objective on Bloom Energy from $350.00 to $300.00 and set a “buy” rating for the company in a research report on Wednesday, July 29th. Finally, JPMorgan Chase & Co. lowered their target price on Bloom Energy from $346.00 to $314.00 and set an “overweight” rating for the company in a research note on Wednesday, July 29th. Three investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Bloom Energy currently has a consensus rating of “Moderate Buy” and an average price target of $246.18.

Bloom Energy 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.