Boundless Plain Holdings Ltd Takes $5.58 Million Position in Bloom Energy Corporation $BE

Boundless Plain Holdings Ltd purchased a new position in shares of Bloom Energy Corporation (NYSE:BE) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 64,178 shares of the company’s stock, valued at approximately $5,576,000. Bloom Energy comprises approximately 1.8% of Boundless Plain Holdings Ltd’s investment portfolio, making the stock its 12th largest holding.

Several other large investors have also modified their holdings of BE. Bayforest Capital Ltd bought a new position in shares of Bloom Energy during the first quarter worth about $2,055,000. AQR Capital Management LLC bought a new position in shares of Bloom Energy during the first quarter worth about $1,820,000. NewEdge Advisors LLC lifted its position in shares of Bloom Energy by 674.7% during the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after purchasing an additional 1,626 shares during the last quarter. Goldman Sachs Group Inc. lifted its position in shares of Bloom Energy by 50.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after purchasing an additional 836,810 shares during the last quarter. Finally, Focus Partners Wealth lifted its position in shares of Bloom Energy by 30.7% during the first quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock worth $394,000 after purchasing an additional 4,716 shares during the last quarter. Institutional investors own 77.04% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently issued reports on BE. Zacks Research upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, April 7th. Jefferies Financial Group upgraded Bloom Energy from an “underperform” rating to a “hold” rating and set a $187.00 price objective on the stock in a research note on Tuesday, April 14th. UBS Group raised their price objective on Bloom Energy to $251.00 and gave the stock a “buy” rating in a research note on Tuesday, April 21st. Morgan Stanley restated an “overweight” rating and set a $310.00 price objective on shares of Bloom Energy in a research note on Wednesday, April 29th. Finally, Mizuho set a $285.00 price objective on Bloom Energy in a research note on Friday, May 1st. Two 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 assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $217.48.

Bloom Energy Stock Performance

BE stock opened at $302.26 on Friday. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03. The stock has a market capitalization of $85.97 billion, a price-to-earnings ratio of -6,043.97 and a beta of 3.82. Bloom Energy Corporation has a 1 year low of $17.85 and a 1 year high of $322.83. The stock’s fifty day moving average is $206.97 and its two-hundred day moving average is $154.72.

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

Insider Buying and Selling

In other news, Director Mary K. Bush sold 25,000 shares of the firm’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $266.96, for a total transaction of $6,674,000.00. Following the transaction, the director directly owned 108,524 shares of the company’s stock, valued at approximately $28,971,567.04. This trade represents a 18.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Satish Chitoori sold 2,111 shares of the firm’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $288.24, for a total value of $608,474.64. Following the transaction, the insider directly owned 210,254 shares in the company, valued at $60,603,612.96. This trade represents a 0.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 525,271 shares of company stock valued at $99,167,479 in the last three months. 3.00% of the stock is owned by corporate insiders.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy announced a $2.6 billion strategic partnership with Nebius Group to power U.S. data centers with fuel cells, boosting expectations for long-term revenue from AI infrastructure demand. Bloom Energy rises 2% after partnering with European AI infrastructure upstart in $2.6 billion deal
• Positive Sentiment: Multiple outlets highlighted Bloom Energy as a beneficiary of the AI buildout, with commentary that the stock remains attractive for long-term investors despite the recent run-up. 2 Energy Stocks That Are the Smartest Long-Term Buys During the Energy Boom
• Positive Sentiment: Bloom Energy has been included in reports on stocks hitting 52-week highs, showing strong momentum as investors rotate into AI infrastructure and power-related names. APLD, BE, GFS Stocks Hit 52-Week Highs: What’s Driving The Surge?
• Neutral Sentiment: One article noted unusually large put-option activity in BE, suggesting some traders may be hedging or betting on volatility after the sharp rally.
• Neutral Sentiment: Several pieces discussed whether the stock’s surge has gone too far, but these were valuation-focused opinions rather than new company developments. Bloom Energy’s Rally May Have Pushed the Stock Too Far
• Negative Sentiment: Some analysts warned the rally may be ahead of fundamentals, which could pressure the stock if investors start questioning how quickly the AI momentum can translate into profits. Bloom Energy: Pause Warranted

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.