Horizon Investments LLC Buys Shares of 3,914 Bloom Energy Corporation $BE

Horizon Investments LLC bought a new stake in Bloom Energy Corporation (NYSE:BE) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm bought 3,914 shares of the company’s stock, valued at approximately $340,000.

Several other hedge funds have also recently bought and sold shares of BE. Graticule Asia Macro Advisors LLC bought a new position in Bloom Energy in the 3rd quarter valued at about $402,494,000. Trivest Advisors Ltd increased its holdings in Bloom Energy by 1,461.6% in the 3rd quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after buying an additional 3,201,000 shares during the period. Westfield Capital Management Co. LP bought a new position in Bloom Energy in the 3rd quarter valued at about $141,679,000. Man Group plc increased its holdings in Bloom Energy by 177.4% in the 2nd quarter. Man Group plc now owns 2,392,915 shares of the company’s stock valued at $57,239,000 after buying an additional 1,530,167 shares during the period. Finally, Vanguard Group Inc. increased its holdings in Bloom Energy by 6.3% in the 3rd quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock valued at $1,759,726,000 after buying an additional 1,240,819 shares during the period. 77.04% of the stock is owned by institutional investors.

Key Bloom Energy News

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

• Positive Sentiment: Bloom Energy is being highlighted as an AI-energy winner after reporting record Q1 2026 revenue of $751.1 million, beating expectations and prompting a major price-target increase from analysts who cited stronger-than-expected demand and an expanded Oracle partnership.
• Positive Sentiment: Jim Cramer called Bloom Energy a “rocket ship,” adding to bullish sentiment around the stock as investors rotate into AI-related infrastructure and non-combustible power generation plays. Jim Cramer on Bloom Energy: “Stock Is a Rocket Ship”
• Positive Sentiment: Several recent articles argue Bloom is among the market’s strongest growth stories, with commentary pointing to its rapid April share-price surge and its potential to keep benefiting from AI capex buildout. Why Bloom Energy Stock Skyrocketed 109% in April
• Positive Sentiment: Industry coverage also notes that Bloom’s recent earnings beat and outlook raise are helping lift the broader fuel-cell and alternative-energy group, reinforcing confidence in the company’s growth trajectory.
• Neutral Sentiment: Some Street coverage remains cautious despite higher price targets, with at least one major firm reiterating a Neutral rating even after sharply lifting its target, suggesting valuation may be getting stretched. Here’s What the Street is Saying About Bloom Energy Corporation (BE)
• Negative Sentiment: Broader alternative-energy commentary warns that tariffs and expiring tax credits could pressure renewable and clean-energy projects, which may create some headwinds for the sector over time.

Bloom Energy Trading Up 1.1%

Shares of Bloom Energy stock opened at $261.47 on Friday. The firm has a market capitalization of $73.35 billion, a PE ratio of -5,228.31 and a beta of 3.82. The company has a current ratio of 5.03, a quick ratio of 4.10 and a debt-to-equity ratio of 2.90. The firm’s 50 day moving average is $179.59 and its 200 day moving average is $141.89. Bloom Energy Corporation has a 1 year low of $17.01 and a 1 year high of $302.99.

Bloom Energy (NYSE:BE) last posted its earnings results on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, topping the consensus estimate of $0.12 by $0.32. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The business had revenue of $751.05 million for the quarter, compared to the consensus estimate of $539.94 million. During the same period last year, the company earned $0.03 EPS. The firm’s revenue was up 130.4% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Equities research analysts forecast that Bloom Energy Corporation will post 1.31 earnings per share for the current fiscal year.

Insider Buying and Selling at Bloom Energy

In related news, insider Satish Chitoori sold 20,000 shares of Bloom Energy stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $204.23, for a total transaction of $4,084,600.00. Following the sale, the insider directly owned 212,365 shares in the company, valued at $43,371,303.95. This trade represents a 8.61% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Shawn Marie Soderberg sold 35,000 shares of Bloom Energy stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $279.00, for a total transaction of $9,765,000.00. Following the sale, the insider owned 341,731 shares in the company, valued at approximately $95,342,949. This represents a 9.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 515,092 shares of company stock valued at $95,003,475 in the last quarter. 3.00% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

BE has been the topic of several research reports. China Renaissance initiated coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They set a “buy” rating and a $207.00 price target on the stock. BTIG Research lifted their price target on shares of Bloom Energy to $295.00 and gave the company a “buy” rating in a report on Wednesday, April 29th. Royal Bank Of Canada lifted their price target on shares of Bloom Energy to $335.00 and gave the company an “outperform” rating in a report on Wednesday, April 29th. Morgan Stanley reaffirmed an “overweight” rating and set a $310.00 price target on shares of Bloom Energy in a report on Wednesday, April 29th. Finally, Roth Mkm set a $225.00 price target on shares of Bloom Energy in a report on Wednesday, April 29th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $213.81.

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.