Tema ETFs LLC Buys 42,828 Shares of Bloom Energy Corporation $BE

Tema ETFs LLC raised its stake in shares of Bloom Energy Corporation (NYSE:BE) by 60.8% during the second quarter, Holdings Channel reports. The firm owned 113,313 shares of the company’s stock after buying an additional 42,828 shares during the quarter. Bloom Energy makes up approximately 1.1% of Tema ETFs LLC’s portfolio, making the stock its 22nd biggest position. Tema ETFs LLC’s holdings in Bloom Energy were worth $34,300,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. E. Ohman J or Asset Management AB lifted its position in shares of Bloom Energy by 21.2% in the 2nd quarter. E. Ohman J or Asset Management AB now owns 9,214 shares of the company’s stock worth $2,789,000 after purchasing an additional 1,610 shares during the period. Carolina Wealth Advisors LLC increased its position in shares of Bloom Energy by 51.7% during the second quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock valued at $41,000 after buying an additional 46 shares during the period. Fulton Bank N.A. bought a new position in Bloom Energy in the second quarter worth about $295,000. Veery Capital LLC bought a new position in Bloom Energy in the second quarter worth about $202,000. Finally, Focus Financial Network Inc. lifted its holdings in Bloom Energy by 19.1% in the second quarter. Focus Financial Network Inc. now owns 4,403 shares of the company’s stock worth $1,333,000 after buying an additional 707 shares during the period. 77.04% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several analysts have weighed in on BE shares. Wall Street Zen raised Bloom Energy from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. TD Cowen reissued a “hold” rating and issued a $235.00 target price on shares of Bloom Energy in a research report on Monday, July 20th. Clear Str upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 29th. Barclays lifted their price target on Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a research report on Tuesday, June 23rd. Finally, Mizuho raised Bloom Energy from a “neutral” rating to an “outperform” rating and reduced their price target for the stock from $285.00 to $242.00 in a research note on Thursday, July 30th. Three investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $246.18.

Bloom Energy Price Performance

Shares of BE opened at $211.54 on Wednesday. Bloom Energy Corporation has a fifty-two week low of $38.18 and a fifty-two week high of $351.28. The firm’s 50-day simple moving average is $251.08 and its two-hundred day simple moving average is $213.46. The stock has a market cap of $62.30 billion, a PE ratio of 282.05, a price-to-earnings-growth ratio of 2.88 and a beta of 3.79. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09.

Bloom Energy (NYSE:BE) last released its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The firm had revenue of $1.07 billion during the quarter, compared to analyst estimates of $826.13 million. During the same period last year, the business earned $0.10 earnings per share. The business’s revenue was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Analysts anticipate that Bloom Energy Corporation will post 1.93 earnings per share for the current fiscal year.

Insider Activity at Bloom Energy

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 stock was sold at an average price of $297.69, for a total transaction of $16,372,950.00. Following the completion of the transaction, the director owned 238,333 shares in the company, valued at approximately $70,949,350.77. The trade was a 18.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Maciej Kurzymski sold 2,259 shares of the business’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $288.62, for a total value of $651,992.58. Following the completion of the sale, the chief accounting officer directly owned 79,686 shares in the company, valued at $22,998,973.32. This trade represents a 2.76% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 102,388 shares of company stock worth $28,821,270 over the last quarter. 3.00% of the stock is currently owned by company insiders.

Key Bloom Energy News

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

• Positive Sentiment: AI power expansion supports the growth narrative. Bloom is expanding its partnership with MiTAC Computing Technology to deploy a fuel-cell microgrid at an AI-server manufacturing campus in Fremont, California. Investors view Bloom’s ability to provide reliable, onsite power faster than conventional grid connections as a potential advantage amid accelerating AI infrastructure demand. Bloom Energy Deepens AI Power Footprint In Fremont
• Positive Sentiment: Improved outlook and earnings momentum are supporting sentiment. Bloom was identified as a Q2 earnings-season standout after raising guidance. The company previously reported quarterly revenue of $1.07 billion, up 165.5% year over year, and EPS of $0.78 versus consensus of $0.39. Zacks also added BE to its Rank #1 “Strong Buy” growth-stock list. Q2 Earnings Season Standouts
• Positive Sentiment: Analysts and financial commentators continue to highlight Bloom’s time-to-power advantage. Articles argue that fuel-cell deployments could help data centers overcome grid-connection delays, potentially positioning Bloom as a key supplier to the AI power build-out. Bloom Energy Stock Is Up 153% This Year
• Neutral Sentiment: Valuation is the central investment debate. Bullish coverage describes a potentially “generational” opportunity, while more cautious analysis characterizes BE’s roughly $62 billion market capitalization as a gamble. The elevated valuation leaves the stock dependent on continued rapid growth, successful AI deployments and further execution. Bloom Energy: A Generational Opportunity Or A $62 Billion Gamble?
• Negative Sentiment: Multiple law firms are promoting a securities class action against Bloom Energy. The case covers investors who purchased shares during periods including February 27, 2025, through July 8, 2026, and alleges investor harm or securities-law violations. The September 28, 2026 lead-plaintiff deadline creates a legal overhang, although the notices are law-firm solicitations and do not establish liability. Pomerantz Investor Alert
• Negative Sentiment: Recent commentary also revisits the sharp July selloff. Despite strong AI-related business prospects, the decline highlighted how sensitive BE is to expectations, valuation and execution risk. Why Bloom Energy Stock Crashed in July

Bloom Energy 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.