Bloom Energy Corporation $BE Shares Newly Acquired by Aire Advisors LLC

Aire Advisors LLC acquired a new position in Bloom Energy Corporation (NYSE:BE) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 2,758 shares of the company’s stock, valued at approximately $764,000.

Other large investors have also recently bought and sold shares of the company. MJT & Associates Financial Advisory Group Inc. lifted its stake in shares of Bloom Energy by 49.3% in the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock valued at $34,000 after acquiring an additional 37 shares during the last quarter. Compound Planning Inc. increased its position in shares of Bloom Energy by 1.1% during the first quarter. Compound Planning Inc. now owns 3,445 shares of the company’s stock worth $467,000 after buying an additional 38 shares during the period. MassMutual Private Wealth & Trust FSB raised its stake in Bloom Energy by 13.8% during the third quarter. MassMutual Private Wealth & Trust FSB now owns 355 shares of the company’s stock worth $98,000 after buying an additional 43 shares during the last quarter. Carolina Wealth Advisors LLC raised its position in shares of Bloom Energy by 51.7% in the 2nd quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock worth $41,000 after acquiring an additional 46 shares in the last quarter. Finally, Truefg LLC grew its stake in Bloom Energy by 2.4% during the third quarter. Truefg LLC now owns 2,048 shares of the company’s stock worth $567,000 after purchasing an additional 48 shares during the period. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: SpaceX CEO Elon Musk said power generation, cooling and related infrastructure—not chips—are becoming the primary constraints on AI expansion. The comments reinforced Bloom Energy’s investment case for deploying solid-oxide fuel cells as on-site power for data centers. Bloom Energy Gains 8% as Elon Musk Says AI’s Real Limit Is “Power and Cooling,” Not Chips
• Positive Sentiment: Investor interest is increasingly concentrating on Bloom as one of the fuel-cell companies most directly exposed to AI and data-center electricity demand, supported by reported projects and relationships involving Oracle and Google. Bloom Energy Jumps 7% Ahead of Q3 Report
• Positive Sentiment: Management has raised its 2026 revenue outlook twice, most recently to $3.9 billion-$4.2 billion, while the company has moved into positive free cash flow and reported stronger returns on capital. An analyst upgrade also provided additional support. Bloom Energy Shares Climb After Analyst Upgrade
• Neutral Sentiment: Bloom Energy is scheduled to release third-quarter results after the market closes on October 22. Investors will likely focus on revenue, margins, cash flow, backlog and updates on AI data-center contracts. Bloom Energy Stock Rebounding Ahead of Earnings
• Negative Sentiment: The stock remains highly valued after its earlier rally, making execution on data-center projects and the earnings outlook especially important. Articles note that much of the expected growth may already be reflected in the share price. AI Data Center Deals Altering the Investment Case
• Negative Sentiment: BE had previously fallen substantially from its June peak, and earnings-related positioning could produce significant volatility if results or guidance fail to meet elevated expectations. Bloom Energy Is Down From Its June Record

Analysts Set New Price Targets

BE has been the topic of several research analyst reports. Evercore reissued an “outperform” rating on shares of Bloom Energy in a research note on Friday, August 7th. Jefferies Financial Group boosted their price target on shares of Bloom Energy from $229.00 to $264.00 and gave the company a “hold” rating in a research note on Tuesday, September 29th. Clear Str raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 29th. Barclays upped their target price on shares of Bloom Energy from $276.00 to $308.00 and gave the stock an “equal weight” rating in a report on Thursday, October 1st. Finally, TD Cowen raised Bloom Energy to a “hold” rating in a report on Monday, October 5th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Bloom Energy presently has a consensus rating of “Moderate Buy” and a consensus target price of $261.55.

Bloom Energy Price Performance

BE stock opened at $238.77 on Thursday. The firm has a 50 day moving average of $249.85 and a 200-day moving average of $248.99. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59. The firm has a market capitalization of $70.32 billion, a P/E ratio of 318.35, a price-to-earnings-growth ratio of 2.88 and a beta of 3.77. Bloom Energy Corporation has a 12 month low of $75.70 and a 12 month high of $351.28.

Bloom Energy (NYSE:BE) last posted its earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping the consensus estimate of $0.39 by $0.39. The business had revenue of $1.07 billion during the quarter, compared to analysts’ expectations 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 was up 165.5% on a year-over-year basis. During the same period in the previous year, the business earned $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, sell-side analysts predict that Bloom Energy Corporation will post 2.04 earnings per share for the current fiscal year.

Insider Activity

In related news, 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 transaction of $2,338,483.29. Following the completion of 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 position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Jeffrey R. Immelt sold 30,000 shares of Bloom Energy stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $238.91, for a total value of $7,167,300.00. Following the completion of the transaction, the director directly owned 201,243 shares in the company, valued at $48,078,965.13. This trade represents a 12.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 89,698 shares of company stock valued at $21,780,758. Insiders own 3.00% of the company’s stock.

Bloom Energy Company Profile

Bloom Energy Corporation develops and manufactures energy systems designed to generate electricity on-site. Its primary product is the Bloom Energy Server, a solid oxide fuel cell platform that converts fuel into electricity through an electrochemical process rather than combustion. The systems are used by businesses, utilities, data centers and other organizations seeking reliable, distributed power.

The company also develops electrolyzers based on its solid oxide technology. These systems are designed to produce hydrogen from electricity and water and support applications related to industrial operations, energy storage and the emerging hydrogen economy.