26,883 Bloom Energy Corporation $BE Shares Acquired by Generali Asset Management SPA SGR

Generali Asset Management SPA SGR increased its position in shares of Bloom Energy Corporation (NYSE:BE) by 12,621.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 27,096 shares of the company’s stock after acquiring an additional 26,883 shares during the period. Generali Asset Management SPA SGR’s holdings in Bloom Energy were worth $7,505,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Continuum Advisory LLC purchased a new position in Bloom Energy in the second quarter valued at about $25,000. Trifecta Capital Advisors LLC acquired a new position in Bloom Energy in the 3rd quarter worth about $26,000. MJT & Associates Financial Advisory Group Inc. increased its position in Bloom Energy by 49.3% in the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock worth $34,000 after purchasing an additional 37 shares during the last quarter. Markowski Investments acquired a new position in Bloom Energy in the 2nd quarter worth about $37,000. Finally, Oakworth Capital Inc. purchased a new stake in shares of Bloom Energy during the 3rd quarter worth about $35,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

More Bloom Energy News

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

• Positive Sentiment: Higher outlook supports the stock: Bloom raised its 2026 revenue guidance to approximately $4.4 billion-$4.6 billion, citing surging electricity demand. Management also outlined plans to expand manufacturing capacity and pursue utility partnerships and carbon-capture opportunities. Bloom Energy Q3 Earnings Call Highlights Guidance Hike & Capacity Plan
• Positive Sentiment: Strong quarterly results: Third-quarter revenue reached $1.236 billion, a 138% year-over-year increase, while earnings exceeded analyst expectations. The results reinforce the view that Bloom is benefiting from demand for reliable, on-site power for data centers and other high-load customers. Bloom Energy: One Year Later, I’m Still Long
• Positive Sentiment: Analyst and technical momentum: A Wells Fargo-related analyst upgrade and bullish price expectations helped fuel buying interest. The stock also moved above its 200-day moving average, while the broader fuel-cell group recovered from its post-earnings selloff. Bloom Energy Share Price Crosses Above 200-Day Moving Average
• Neutral Sentiment: AI opportunity remains significant but unproven: New data-center contracts and rising global electricity demand strengthen Bloom’s growth narrative, but investors still need evidence that these opportunities will translate into durable cash flow and profitable utility-scale partnerships.
• Negative Sentiment: Cash-flow and valuation concerns remain: Contract assets doubled to $858.6 million, receivables rose to $634.7 million, and $306.5 million in Oracle-related customer consideration remains outstanding. These developments raise questions about collections, working-capital needs and Bloom’s bargaining power with hyperscale customers. Is Bloom Energy Stock Cheap After AI Demand and Cash Flow Concerns?
• Negative Sentiment: Valuation and analyst caution: Despite rapid growth, Bloom trades at an elevated earnings valuation, and one analyst downgraded the stock. Recent volatility reflects concern that future cash generation may not justify the substantial long-term share-price gains.

Bloom Energy Stock Up 4.3%

BE stock opened at $227.87 on Thursday. The company has a current ratio of 3.74, a quick ratio of 3.08 and a debt-to-equity ratio of 1.33. Bloom Energy Corporation has a 1 year low of $75.70 and a 1 year high of $351.28. The company has a fifty day simple moving average of $247.84 and a 200 day simple moving average of $219.02. The firm has a market cap of $67.12 billion, a PE ratio of 139.80, a PEG ratio of 2.50 and a beta of 3.77.

Bloom Energy (NYSE:BE) last issued its quarterly earnings data on Thursday, October 22nd. The company reported $0.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.69 by $0.25. The firm had revenue of $1.24 billion during the quarter, compared to analysts’ expectations of $1.07 billion. Bloom Energy had a net margin of 13.53% and a return on equity of 45.29%. Bloom Energy’s revenue for the quarter was up 138.1% on a year-over-year basis. During the same period in the prior year, the company posted $0.15 earnings per share. Sell-side analysts anticipate that Bloom Energy Corporation will post 2.04 EPS for the current fiscal year.

Insider Activity at Bloom Energy

In other Bloom Energy news, Director Jeffrey Immelt sold 30,000 shares of the business’s stock in a transaction dated 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 sale, the director owned 201,243 shares of the company’s stock, valued at $48,078,965.13. The trade was a 12.97% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Aman Joshi sold 8,437 shares of the business’s 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 completion of the sale, the insider directly owned 147,092 shares of the company’s stock, valued at $40,769,489.64. This represents a 5.42% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 89,698 shares of company stock valued at $21,780,758. Insiders own 3.00% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on BE. Barclays lifted their price target on Bloom Energy from $308.00 to $316.00 and gave the company an “equal weight” rating in a report on Monday. Susquehanna boosted their price target on Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a research note on Friday, July 10th. Morgan Stanley increased their price objective on Bloom Energy from $310.00 to $335.00 and gave the stock an “overweight” rating in a report on Friday, October 23rd. Sanford C. Bernstein increased their price objective on Bloom Energy from $282.00 to $306.00 and gave the stock a “market perform” rating in a report on Friday, October 23rd. Finally, Wells Fargo & Company raised their price objective on shares of Bloom Energy from $176.00 to $182.00 and gave the company an “equal weight” rating in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Bloom Energy currently has a consensus rating of “Moderate Buy” and an average target price of $264.19.

Bloom Energy 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.