Bloom Energy Corporation $BE Stock Holdings Increased by Janney Montgomery Scott LLC

Janney Montgomery Scott LLC grew its position in shares of Bloom Energy Corporation (NYSE:BE) by 147.4% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 115,891 shares of the company’s stock after buying an additional 69,040 shares during the period. Janney Montgomery Scott LLC’s holdings in Bloom Energy were worth $15,702,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in BE. Bayforest Capital Ltd bought a new position in Bloom Energy during the first quarter worth $2,055,000. AQR Capital Management LLC bought a new stake in shares of Bloom Energy during the 1st quarter valued at about $1,820,000. NewEdge Advisors LLC raised its stake in 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 acquiring an additional 1,626 shares during the period. Goldman Sachs Group Inc. raised its stake in 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 acquiring an additional 836,810 shares during the period. Finally, Focus Partners Wealth lifted its holdings in Bloom Energy by 30.7% in the first quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock worth $394,000 after acquiring an additional 4,716 shares during the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have commented on BE shares. Jefferies Financial Group upgraded Bloom Energy from an “underperform” rating to a “hold” rating and set a $187.00 target price for the company in a research note on Tuesday, April 14th. Barclays increased their price target on Bloom Energy from $254.00 to $276.00 and gave the stock an “equal weight” rating in a research report on Tuesday, June 23rd. Roth Mkm set a $225.00 price target on Bloom Energy in a report on Wednesday, April 29th. UBS Group set a $322.00 price objective on Bloom Energy in a research note on Monday, June 22nd. Finally, Zacks Research raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 7th. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $224.36.

Bloom Energy Price Performance

Shares of NYSE:BE opened at $302.41 on Wednesday. The firm’s 50 day moving average is $278.07 and its two-hundred day moving average is $188.33. Bloom Energy Corporation has a 52 week low of $21.52 and a 52 week high of $351.28. The firm has a market capitalization of $86.02 billion, a P/E ratio of -6,047.03 and a beta of 3.73. The company has a current ratio of 5.03, a quick ratio of 4.10 and a debt-to-equity ratio of 2.90.

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

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy and Brookfield expanded their strategic AI infrastructure partnership, increasing the financing framework from $5 billion to $25 billion. The fivefold increase signals much stronger demand for Bloom Energy’s fuel-cell power solutions and could support a larger project pipeline globally. Article title: Brookfield and Bloom Energy Expand AI Infrastructure Partnership to 25 Billion
• Positive Sentiment: The stock has also been boosted by broader enthusiasm around Bloom Energy as an AI power play, with recent coverage highlighting accelerating revenue growth, expanding backlog, and rising demand for behind-the-meter power from data centers. Article title: The Time To Power Signal The Market Missed In Bloom Energy Stock
• Positive Sentiment: Bloom Energy is getting additional support from market momentum and index-related buying after reports that it was set to join the Russell 1000 index, which can attract passive investment flows. Article title: Bloom Energy stock is climbing Monday: What’s driving the move?
• Neutral Sentiment: Analyst and commentary pieces have been mixed, with some writers calling Bloom Energy’s valuation stretched even as others remain bullish on its AI infrastructure role. This does not add a clear near-term catalyst by itself. Article title: Bloom Energy: AI Boom Has Pushed It Precariously Close To The Cliff
• Negative Sentiment: Some coverage warns that expectations may be running very high after the stock’s huge run-up, which could make BE vulnerable if growth or deal execution slows. Article title: Bloom Energy’s Momentum Fatigue Plays Out, AI Trade Too Hot To Handle

Insider Activity

In other news, insider Shawn Marie Soderberg sold 2,842 shares of the firm’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $288.63, for a total transaction of $820,286.46. Following the transaction, the insider directly owned 132,265 shares of the company’s stock, valued at approximately $38,175,646.95. This trade represents a 2.10% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,837 shares of the firm’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $289.11, for a total value of $820,205.07. Following the transaction, the insider directly owned 207,417 shares in the company, valued at $59,966,328.87. This trade represents a 1.35% 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 have sold 220,274 shares of company stock worth $57,337,672 over the last ninety days. 3.00% of the stock is currently owned by company insiders.

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.