Resolute Advisors LLC Buys New Stake in Bloom Energy Corporation $BE

Resolute Advisors LLC acquired a new stake in Bloom Energy Corporation (NYSE:BE) during the 2nd quarter, Holdings Channel.com reports. The firm acquired 23,645 shares of the company’s stock, valued at approximately $7,157,000. Bloom Energy comprises approximately 1.8% of Resolute Advisors LLC’s portfolio, making the stock its 10th largest position.

Other hedge funds have also recently bought and sold shares of the company. Blue Trust Inc. boosted its holdings in shares of 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 purchasing an additional 51 shares during the last quarter. Anchor Investment Management LLC purchased a new position in Bloom Energy during the first quarter worth about $27,000. Hantz Financial Services Inc. boosted its stake in Bloom Energy by 45.5% in the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after buying an additional 100 shares during the last quarter. Godsey & Gibb Inc. grew its holdings in Bloom Energy by 2,000.0% in the 1st quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock valued at $28,000 after buying an additional 200 shares during the period. Finally, Caitong International Asset Management Co. Ltd purchased a new stake in Bloom Energy in the 4th quarter valued at about $28,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

Insider Transactions at Bloom Energy

In other news, insider Aman Joshi sold 8,343 shares of the stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $300.37, for a total value of $2,505,986.91. Following the completion of the sale, the insider owned 163,807 shares of the company’s stock, valued at $49,202,708.59. This represents a 4.85% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Jeffrey R. Immelt sold 30,000 shares of the firm’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $238.91, for a total transaction of $7,167,300.00. Following the completion of the transaction, the director directly owned 201,243 shares in the company, valued at approximately $48,078,965.13. This represents a 12.97% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 89,464 shares of company stock valued at $22,131,255 in the last three months. 3.00% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on BE. Robert W. Baird reiterated an “outperform” rating and set a $310.00 price objective on shares of Bloom Energy in a report on Thursday, July 9th. Wells Fargo & Company lowered their target price on shares of Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating for the company in a report on Thursday, July 30th. JPMorgan Chase & Co. dropped their price target on shares of Bloom Energy from $346.00 to $314.00 and set an “overweight” rating for the company in a research report on Wednesday, July 29th. Roth Capital increased their price target on shares of Bloom Energy from $225.00 to $285.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 1st. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $335.00 price target on shares of Bloom Energy in a report on Wednesday, June 10th. 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 issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $248.05.

Bloom Energy Stock Performance

Bloom Energy stock opened at $213.31 on Wednesday. The stock’s 50-day moving average is $230.58 and its 200-day moving average is $220.33. The company has a market cap of $62.83 billion, a price-to-earnings ratio of 284.41, a price-to-earnings-growth ratio of 2.83 and a beta of 3.79. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41. Bloom Energy Corporation has a 12 month low of $48.87 and a 12 month high of $351.28.

Bloom Energy (NYSE:BE) last issued its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The business had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $826.13 million. During the same quarter in the previous year, the business earned $0.10 EPS. The company’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. Equities analysts anticipate that Bloom Energy Corporation will post 1.92 earnings per share for the current year.

More Bloom Energy News

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

• Positive Sentiment: AI-driven demand and faster installations support the growth story. Bloom Energy’s Power Connect technology reportedly reduces onsite installation time by more than 40%, potentially helping the company deploy systems faster as data centers seek reliable, onsite electricity. Analysts also point to higher 2026 guidance and energy-security concerns related to the Iran conflict as potential catalysts for renewable and alternative-energy providers. Will Faster Installations Drive Bloom Energy’s AI Expansion? 3 Alternative Energy Stocks to Buy Amid the Escalating Iran War
• Neutral Sentiment: Valuation remains a concern despite strong momentum. A recent analysis says Bloom Energy has generated an exceptional multiyear return, but discounted-cash-flow estimates suggest the shares may be priced above intrinsic value. Market-based multiples offer a more favorable view, leaving investors with conflicting signals about whether the stock’s AI-growth expectations are already reflected in its valuation. Is Bloom Energy Priced for Perfection After AI Demand?
• Negative Sentiment: Multiple law firms are promoting a securities class action against Bloom Energy. The lawsuit covers investors who acquired BE securities from February 27, 2025, through July 8, 2026, with a September 28, 2026 deadline to seek lead-plaintiff status. The allegations focus on whether Bloom adequately disclosed its exposure to Chinese-sourced scandium and components allegedly routed through third countries, despite statements that its supply chain had no significant China exposure. The claims are allegations, not established findings, but the litigation creates legal, reputational, and disclosure risk for shareholders. BE Deadline Alert: SueWallSt Securities Class Action Pomerantz Investor Alert

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.