Bloom Energy Corporation $BE Shares Purchased by Janus Henderson Group PLC

Janus Henderson Group PLC raised its stake in Bloom Energy Corporation (NYSE:BE) by 157.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 150,094 shares of the company’s stock after purchasing an additional 91,761 shares during the period. Janus Henderson Group PLC’s holdings in Bloom Energy were worth $20,335,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Fortem Financial Group LLC acquired a new position in Bloom Energy in the fourth quarter valued at $369,000. Strs Ohio increased its position in shares of Bloom Energy by 24.8% during the fourth quarter. Strs Ohio now owns 41,200 shares of the company’s stock worth $3,580,000 after purchasing an additional 8,200 shares in the last quarter. Norges Bank purchased a new stake in shares of Bloom Energy in the 4th quarter valued at about $239,683,000. Cidel Asset Management Inc. acquired a new stake in shares of Bloom Energy in the 1st quarter valued at about $445,000. Finally, Zweig DiMenna Associates LLC acquired a new stake in shares of Bloom Energy in the 1st quarter valued at about $8,468,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

Bloom Energy Stock Performance

Shares of BE stock opened at $219.22 on Tuesday. The stock has a market capitalization of $62.35 billion, a PE ratio of 292.29 and a beta of 3.79. Bloom Energy Corporation has a 52-week low of $35.00 and a 52-week high of $351.28. The stock’s 50-day moving average price is $259.34 and its 200 day moving average price is $210.21. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share 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 company had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $826.13 million. During the same period last year, the firm earned $0.10 EPS. The firm’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. As a group, equities research analysts forecast that Bloom Energy Corporation will post 1.55 EPS for the current year.

Insider Buying and Selling at Bloom Energy

In other news, insider Aman Joshi sold 8,343 shares of the company’s stock in a transaction that occurred 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 sale, the insider owned 163,807 shares in the company, valued at $49,202,708.59. This represents a 4.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director John T. Chambers sold 55,000 shares of the stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $297.69, for a total value of $16,372,950.00. Following the sale, the director directly owned 238,333 shares of the company’s stock, valued at approximately $70,949,350.77. This represents a 18.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 118,617 shares of company stock valued at $34,238,909. Corporate insiders own 3.00% of the company’s stock.

Key Bloom Energy News

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

• Positive Sentiment: Analysts and financial commentators continue to highlight Bloom Energy’s long-term growth potential from rising demand for data-center and AI power. Recent coverage points to strong revenue growth, improving operating leverage, and a strategic investment plan with Brookfield. Bloom’s latest quarterly results also exceeded expectations, with revenue up sharply year over year and full-year guidance raised. Bloom Energy: Impressive Growth And Operating Leverage Create A Better Set-Up
• Neutral Sentiment: The recent decline is being described as a post-earnings reset rather than a deterioration in the reported quarter. Traders are digesting the strong results and raised guidance while reassessing expectations after the stock’s substantial run-up. Commentary remains divided: some view the pullback as a buying opportunity, while others recommend waiting for a more attractive entry point because of volatility and elevated valuation. Bloom Energy Stock Dips Monday: What’s Driving the Post-Earnings Reset?
• Negative Sentiment: Wells Fargo reportedly lowered its Bloom Energy price target to $176, reinforcing concerns that the shares may be priced ahead of near-term fundamentals. With the stock’s high beta and premium earnings multiple, further estimate or target-price reductions could increase volatility. Wells Fargo Cuts Bloom Energy Price Target
• Negative Sentiment: Several law firms are promoting a securities class action against Bloom Energy and certain executives, alleging investors were misled between February 27, 2025, and July 8, 2026. The lead-plaintiff deadline is September 28, 2026. The announcements do not establish wrongdoing, but the litigation creates a legal and reputational overhang. Rosen Bloom Energy Securities Class Action Notice

Analyst Ratings Changes

Several research analysts have commented on the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, July 21st. Clear Str raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Wednesday, July 29th. Jefferies Financial Group set a $188.00 target price on shares of Bloom Energy in a research report on Wednesday, July 29th. Susquehanna lifted their target price on shares of Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a report on Friday, July 10th. Finally, Oppenheimer reiterated a “market perform” rating on shares of Bloom Energy in a research report on Wednesday, July 29th. Three investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Bloom Energy presently has an average rating of “Moderate Buy” and an average target price of $246.18.

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.