Bay Rivers Group Purchases Shares of 7,807 Bloom Energy Corporation $BE

Bay Rivers Group purchased a new stake in Bloom Energy Corporation (NYSE:BE) during the fourth quarter, HoldingsChannel reports. The institutional investor purchased 7,807 shares of the company’s stock, valued at approximately $678,000.

Other hedge funds have also modified their holdings of the company. Meridian Wealth Management LLC acquired a new position in shares of Bloom Energy during the 3rd quarter worth about $553,000. Creekmur Asset Management LLC bought a new position in shares of Bloom Energy in the 3rd quarter valued at about $1,825,000. Udine Wealth Management Inc. increased its position in shares of Bloom Energy by 27.8% in the third quarter. Udine Wealth Management Inc. now owns 62,967 shares of the company’s stock valued at $5,325,000 after acquiring an additional 13,684 shares during the last quarter. Straight Path Wealth Management acquired a new stake in shares of Bloom Energy in the third quarter valued at about $1,099,000. Finally, Teachers Retirement System of The State of Kentucky bought a new stake in Bloom Energy during the third quarter worth about $1,985,000. 77.04% of the stock is currently owned by institutional investors.

Insider Activity

In other news, insider Shawn Marie Soderberg sold 29,807 shares of the company’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $153.78, for a total value of $4,583,720.46. Following the completion of the sale, the insider owned 224,216 shares in the company, valued at $34,479,936.48. This represents a 11.73% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Aman Joshi sold 19,944 shares of the stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $154.85, for a total transaction of $3,088,328.40. Following the completion of the sale, the insider owned 190,521 shares of the company’s stock, valued at approximately $29,502,176.85. This represents a 9.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 370,092 shares of company stock worth $61,365,925. Company insiders own 3.60% of the company’s stock.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Brookfield committed multibillion-dollar investment to deploy Bloom’s fuel cells in AI-focused data centers — a direct demand pipeline that underpins revenue growth and institutional validation. Bloom Energy Brookfield Deal Links Fuel Cells To AI Data Center Growth
• Positive Sentiment: Analyst commentary highlights a nearly 596% one‑year surge driven by AI data center demand and distributed power solutions; rising estimates and improved ROIC support a bullish fundamental narrative. Bloom Energy Outpaces Industry in a Year: How to Play the Stock?
• Positive Sentiment: Market write-ups note a near‑term rally (shares climbed earlier this week) as investors favor companies with on‑demand and less geopolitically exposed services. Bloom Energy (BE) Climbs 6.5%–Here’s Why
• Positive Sentiment: Technical analysis shows consolidation near trend highs with a cup‑with‑handle pattern and support at the 50‑day moving average — suggests upside if buying resumes. Bloom Energy (BE) Price Forecast: Support Holds, Trend Poised for Upside
• Neutral Sentiment: Bloom appears on lists of top market movers today — useful for intraday attention but not a standalone fundamental driver. 10 Stocks Dominating Today’s Market Action: Bloom, Vermilion and More
• Neutral Sentiment: Broader sector commentary (news roundup) may influence sentiment but contains mixed signals for fuel‑cell peers. Stock Market Today, March 18: Plug Power’s Rally Stalls Slightly
• Negative Sentiment: Headline reporting ties a recent share dip to insider selling, which can prompt short‑term weakness and increase volatility. Bloom Energy (NYSE:BE) Stock Price Down 2.1% on Insider Selling
• Negative Sentiment: Officer Shawn Marie Soderberg sold 29,807 shares — another reported insider sale that may be viewed as profit‑taking. Shawn Marie Soderberg Sells 29,807 Shares of Bloom Energy (NYSE:BE) Stock
• Negative Sentiment: Executives Aman Joshi and Satish Chitoori also reported sales (19,944 and 18,964 shares), adding to the near‑term sell pressure narrative. Aman Joshi Sells 19,944 Shares of Bloom Energy (NYSE:BE) Stock Satish Chitoori Sells 18,964 Shares of Bloom Energy (NYSE:BE) Stock

Bloom Energy Stock Performance

Shares of BE opened at $149.65 on Friday. The firm has a market capitalization of $41.98 billion, a P/E ratio of -393.82, a P/E/G ratio of 6.80 and a beta of 3.11. Bloom Energy Corporation has a 52 week low of $15.15 and a 52 week high of $180.90. The stock has a 50 day moving average price of $152.13 and a two-hundred day moving average price of $116.10. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98.

Bloom Energy (NYSE:BE) last posted its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, beating analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The company had revenue of $777.68 million for the quarter, compared to analyst estimates of $647.59 million. During the same quarter last year, the company earned $0.43 earnings per share. The company’s revenue for the quarter was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Equities analysts forecast that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several brokerages recently commented on BE. Roth Mkm increased their price target on Bloom Energy to $133.00 and gave the company a “neutral” rating in a research report on Tuesday, February 3rd. Morgan Stanley upped their price objective on Bloom Energy to $184.00 and gave the stock an “overweight” rating in a research note on Friday, February 6th. UBS Group reissued a “buy” rating and issued a $170.00 price objective on shares of Bloom Energy in a report on Friday, February 6th. Royal Bank Of Canada set a $143.00 target price on shares of Bloom Energy in a research note on Tuesday, January 20th. Finally, Wells Fargo & Company upped their price target on shares of Bloom Energy to $130.00 and gave the stock an “equal weight” rating in a research report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $131.87.

Bloom Energy Company 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.