Swedbank AB Boosts Holdings in Bloom Energy Corporation $BE

Swedbank AB increased its position in Bloom Energy Corporation (NYSE:BE) by 23.9% in the 1st quarter, Holdings Channel.com reports. The firm owned 59,519 shares of the company’s stock after buying an additional 11,487 shares during the quarter. Swedbank AB’s holdings in Bloom Energy were worth $8,064,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in BE. Walser Wealth Management Company A Ltd Liability Co acquired a new position in Bloom Energy in the 1st quarter worth $237,000. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT grew its stake in shares of Bloom Energy by 17.4% during the first quarter. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT now owns 135,000 shares of the company’s stock valued at $18,291,000 after acquiring an additional 20,000 shares in the last quarter. Abel Hall LLC increased its position in shares of Bloom Energy by 19.1% during the first quarter. Abel Hall LLC now owns 12,816 shares of the company’s stock worth $1,736,000 after acquiring an additional 2,054 shares during the last quarter. Whittier Trust Co. of Nevada Inc. purchased a new stake in shares of Bloom Energy during the first quarter worth about $4,875,000. Finally, Whittier Trust Co. lifted its stake in shares of Bloom Energy by 9,617.4% in the first quarter. Whittier Trust Co. now owns 71,034 shares of the company’s stock worth $9,590,000 after acquiring an additional 70,303 shares in the last quarter. 77.04% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Bloom Energy news, Director John T. Chambers sold 55,000 shares of Bloom Energy stock in a transaction on 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 transaction, the director owned 238,333 shares of the company’s stock, valued at $70,949,350.77. The trade was a 18.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, insider Aman Joshi sold 8,343 shares of Bloom Energy stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $300.37, for a total transaction of $2,505,986.91. Following the completion of the transaction, the insider directly owned 163,807 shares of the company’s stock, valued at approximately $49,202,708.59. This represents a 4.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 228,617 shares of company stock worth $59,843,659. Corporate insiders own 3.00% of the company’s stock.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Bloom Energy continues to get support from Wall Street, with Susquehanna raising its price target to $298 and keeping a positive rating, while Robert W. Baird reaffirmed an outperform rating with a $310 target. Benzinga
• Positive Sentiment: Management has pushed back on the short report, saying it “categorically rejects” claims about supply-chain and scandium sourcing issues, which helped the stock rebound briefly yesterday. Yahoo Finance
• Neutral Sentiment: The stock has had an enormous AI-power rally over the past year, so some of today’s weakness may reflect profit-taking after a 1,000%+ run rather than a change in the company’s long-term story. 24/7 Wall St.
• Neutral Sentiment: Bloom Energy’s stock has also drawn multiple securities-fraud investigations, which keeps uncertainty elevated even though these are not operating results. Business Wire
• Negative Sentiment: Short-seller allegations about scandium and supply-chain exposure are pressuring sentiment, with one report saying Bloom relies on critical minerals tied to China. Yahoo Finance
• Negative Sentiment: Fuel-cell stocks are broadly unwinding part of their massive 2026 gains, adding sector-wide selling pressure on BE. 24/7 Wall St.
• Negative Sentiment: Bloom Energy has now retreated sharply from its recent high, with traders questioning whether the stock’s valuation can be justified ahead of earnings. Invezz

Bloom Energy Stock Down 4.7%

NYSE:BE traded down $12.14 during mid-day trading on Friday, reaching $244.88. The stock had a trading volume of 14,800,589 shares, compared to its average volume of 13,844,773. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10. The company has a market capitalization of $69.65 billion, a price-to-earnings ratio of -4,896.60 and a beta of 3.73. Bloom Energy Corporation has a 1-year low of $24.04 and a 1-year high of $351.28. The stock’s 50 day simple moving average is $283.35 and its two-hundred day simple moving average is $197.67.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $751.05 million for the quarter, compared to analysts’ expectations of $539.94 million. During the same quarter in the prior year, the firm posted $0.03 earnings per share. Bloom Energy’s revenue for the quarter 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 analysts anticipate that Bloom Energy Corporation will post 1.4 EPS for the current year.

Analyst Upgrades and Downgrades

BE has been the subject of a number of analyst reports. Mizuho set a $285.00 price target on Bloom Energy in a report on Friday, May 1st. Citigroup reaffirmed a “neutral” rating on shares of Bloom Energy in a research report on Thursday, May 28th. JPMorgan Chase & Co. increased their target price on Bloom Energy to $267.00 and gave the company an “overweight” rating in a research note on Wednesday, April 29th. Robert W. Baird reissued an “outperform” rating and set a $310.00 price target on shares of Bloom Energy in a research report on Thursday. Finally, Roth Capital lifted 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. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Bloom Energy currently has an average rating of “Hold” and a consensus price target of $242.14.

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.