Westwind Capital Reduces Holdings in Bloom Energy Corporation $BE

Westwind Capital reduced its position in shares of Bloom Energy Corporation (NYSE:BE) by 6.9% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 38,470 shares of the company’s stock after selling 2,869 shares during the quarter. Bloom Energy comprises about 2.6% of Westwind Capital’s portfolio, making the stock its 13th biggest position. Westwind Capital’s holdings in Bloom Energy were worth $10,655,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of BE. MJT & Associates Financial Advisory Group Inc. lifted its holdings in Bloom Energy by 49.3% during the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock worth $34,000 after buying an additional 37 shares during the period. Compound Planning Inc. raised its holdings in Bloom Energy by 1.1% in the first quarter. Compound Planning Inc. now owns 3,445 shares of the company’s stock worth $467,000 after purchasing an additional 38 shares in the last quarter. MassMutual Private Wealth & Trust FSB raised its stake in shares of Bloom Energy by 13.8% during the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 355 shares of the company’s stock worth $98,000 after acquiring an additional 43 shares in the last quarter. Carolina Wealth Advisors LLC lifted its position in 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 acquiring an additional 46 shares during the last quarter. Finally, Blue Trust Inc. boosted its stake in Bloom Energy by 37.2% in the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after acquiring an additional 51 shares in the last quarter. 77.04% of the stock is currently owned by institutional investors.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: AI power demand remains the key bullish catalyst. Bloom’s fuel-cell systems can provide electricity directly at data centers, helping operators bypass constrained utility grids. Morgan Stanley has identified Bloom as a potential beneficiary of an estimated 77-gigawatt data-center power shortfall. Morgan Stanley sees Bloom Energy as a winner amid 77 GW shortfall for data centers
• Positive Sentiment: Bloom is expanding production capacity. The company’s purchase of a 158,000-square-foot facility in Fremont suggests management is preparing for substantially higher demand, reinforcing the view that AI infrastructure orders could continue to grow. Bloom Energy Is Building Like Demand Is About to Explode
• Positive Sentiment: Investor and analyst attention remains favorable. Jim Cramer called Bloom a leading AI power play, while UBS reportedly raised its price target to $350. Recent earnings also showed strong operating momentum, with revenue up sharply year over year and EPS ahead of consensus estimates.
• Neutral Sentiment: Bernstein maintained a Market Perform rating with a $282 price target. The firm said Bloom is already positioned for the broader power buildout, but its target offers limited upside after the stock’s substantial advance. BE Stock Falls Premarket
• Negative Sentiment: Valuation and profit-taking are weighing on the shares. Bloom has returned roughly 235% over the past year and trades at a very high earnings multiple, increasing sensitivity to disappointing news or broader market selling. Analysts have also highlighted the company’s debt burden.
• Negative Sentiment: The weakness is spreading across the sector. FuelCell Energy and Plug Power also declined, indicating broader pressure on fuel-cell and hydrogen stocks rather than a company-specific deterioration at Bloom. The raised UBS target was not enough to offset the selling. Bloom Energy Tumbles Even as UBS Lifts Its Price Target

Bloom Energy Stock Performance

NYSE BE traded down $18.39 during trading hours on Thursday, reaching $272.90. The stock had a trading volume of 15,693,553 shares, compared to its average volume of 12,990,432. The stock has a fifty day moving average of $244.66 and a 200 day moving average of $241.34. The stock has a market cap of $80.38 billion, a P/E ratio of 363.86, a price-to-earnings-growth ratio of 3.78 and a beta of 3.77. Bloom Energy Corporation has a 52-week low of $75.70 and a 52-week high of $351.28. 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 issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, topping 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 company had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. During the same quarter in the prior year, the company earned $0.10 EPS. Bloom Energy’s quarterly 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. Sell-side analysts predict that Bloom Energy Corporation will post 2.06 earnings per share for the current year.

Analyst Ratings Changes

A number of brokerages have recently issued reports on BE. Jefferies Financial Group upped their price target on Bloom Energy from $229.00 to $264.00 and gave the stock a “hold” rating in a research report on Tuesday, September 29th. Susquehanna raised their price objective on Bloom Energy from $293.00 to $298.00 and gave the stock a “positive” rating in a research report on Friday, July 10th. TD Cowen raised Bloom Energy to a “hold” rating in a research report on Monday. Wells Fargo & Company decreased their price target on Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating for the company in a research note on Thursday, July 30th. Finally, Oppenheimer reissued a “market perform” rating on shares of Bloom Energy in a report on Wednesday, July 29th. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Bloom Energy currently has a consensus rating of “Moderate Buy” and an average price target of $258.32.

Insider Transactions at Bloom Energy

In related news, insider Shawn Soderberg sold 2,870 shares of the business’s stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $270.07, for a total transaction of $775,100.90. Following the completion of the transaction, the insider directly owned 126,500 shares in the company, valued at $34,163,855. The trade was a 2.22% 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 Aman Joshi sold 8,437 shares of the stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $277.17, for a total value of $2,338,483.29. Following the sale, the insider directly owned 147,092 shares in the company, valued at $40,769,489.64. This represents a 5.42% 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 89,698 shares of company stock valued at $21,780,758. 3.00% of the stock is owned by corporate insiders.

About Bloom Energy

Bloom Energy Corporation (NYSE: BE) develops and manufactures energy-generation and hydrogen technologies. Its primary product is the Bloom Energy Server, a solid-oxide fuel cell system designed to produce electricity onsite from fuels such as natural gas, biogas and hydrogen. The company’s distributed-generation systems are intended to provide reliable, low-emission power for commercial and industrial facilities, data centers, utilities and other large energy users.

Bloom Energy also produces electrolyzers that use electricity to separate water into hydrogen and oxygen.