Bloom Energy Corporation $BE Stock Holdings Boosted by NewEdge Advisors LLC

NewEdge Advisors LLC raised its position in shares of Bloom Energy Corporation (NYSE:BE) by 17.1% in the first quarter, HoldingsChannel.com reports. The firm owned 31,396 shares of the company’s stock after buying an additional 4,580 shares during the period. NewEdge Advisors LLC’s holdings in Bloom Energy were worth $4,254,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. Brooklands Fund Management Ltd acquired a new stake in shares of Bloom Energy in the fourth quarter valued at $347,560,000. Norges Bank acquired a new position in Bloom Energy during the fourth quarter worth about $239,683,000. Jennison Associates LLC grew its stake in shares of Bloom Energy by 20,074.4% in the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock worth $364,066,000 after purchasing an additional 2,673,710 shares during the last quarter. Amundi grew its position in Bloom Energy by 390.7% in the fourth quarter. Amundi now owns 3,154,197 shares of the company’s stock worth $274,068,000 after buying an additional 2,511,426 shares during the last quarter. Finally, Man Group plc grew its holdings in shares of Bloom Energy by 177.4% in the 2nd quarter. Man Group plc now owns 2,392,915 shares of the company’s stock worth $57,239,000 after acquiring an additional 1,530,167 shares during the last quarter. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Nebius selected Bloom Energy as the behind-the-meter power partner for a flagship AI data center. The deal reinforces Bloom’s positioning in fast-growing onsite power and fuel-cell markets, where data-center operators need reliable electricity without waiting for broader grid connections. Bloom Energy Jumps as Nebius Picks Its Fuel Cells for AI Data Center
• Positive Sentiment: The announcement helped make Bloom one of the leading AI-infrastructure gainers, alongside Nebius and CoreWeave, as investors renewed the trade around GPU computing and the power required to support it. Nebius, CoreWeave, and Bloom Energy Lead AI Stock Gainers
• Positive Sentiment: Recent business developments also support the growth narrative: Bloom is expanding its relationship with MiTAC Computing Technology to deploy fuel-cell microgrids at an AI server-manufacturing campus in Fremont. Analysts and commentators cited AI-driven electricity demand, Bloom’s faster “time-to-power” advantage, and rising earnings estimates as reasons for optimism. Bloom Energy Deepens AI Power Footprint in Fremont
• Neutral Sentiment: Although the growth outlook is attracting buyers, valuation remains a risk. Commentary noted that Bloom’s stock has risen sharply this year, while its premium valuation leaves less room for execution setbacks or disappointing growth.
• Negative Sentiment: Several law firms publicized a securities class action against Bloom and certain executives, with a September 28, 2026 lead-plaintiff deadline. The lawsuit alleges that the company made misleading statements about its supply chain, including claims concerning Chinese-sourced scandium and components. The allegations have not been proven, but the litigation creates reputational, legal-cost, and investor-confidence risks. Levi and Korsinsky Securities Class Action Notice

Bloom Energy Stock Performance

NYSE:BE opened at $238.00 on Thursday. The firm’s 50-day moving average is $250.09 and its 200-day moving average is $214.11. The company has a market cap of $70.10 billion, a price-to-earnings ratio of 317.33, a PEG 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 Corporation has a 52-week low of $40.56 and a 52-week high of $351.28.

Bloom Energy (NYSE:BE) last released its earnings results 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. The business had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The firm’s revenue for the quarter was up 165.5% compared to the same quarter last year. During the same period last year, the business earned $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Equities research analysts anticipate that Bloom Energy Corporation will post 1.93 earnings per share for the current year.

Insiders Place Their Bets

In related news, CAO Maciej Kurzymski sold 2,259 shares of the stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $288.62, for a total value of $651,992.58. Following the completion of the transaction, the chief accounting officer owned 79,686 shares of the company’s stock, valued at $22,998,973.32. This represents a 2.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 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 stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $289.11, for a total value of $820,205.07. Following the completion of the transaction, the insider directly owned 207,417 shares of the company’s stock, valued at approximately $59,966,328.87. The trade was 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 a total of 92,585 shares of company stock valued at $25,996,248 over the last 90 days. Company insiders own 3.00% of the company’s stock.

Wall Street Analyst Weigh In

BE has been the topic of a number of recent analyst reports. Wells Fargo & Company cut their price target on shares of Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating on the stock in a report on Thursday, July 30th. Truist Financial dropped their target price on Bloom Energy from $250.00 to $218.00 and set a “hold” rating on the stock in a research report on Wednesday, July 29th. Evercore restated an “outperform” rating on shares of Bloom Energy in a report on Friday, August 7th. TD Cowen reissued a “hold” rating and issued a $235.00 price objective on shares of Bloom Energy in a research note on Monday, July 20th. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $310.00 target price on shares of Bloom Energy in a report on Wednesday, April 29th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target 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.