E. Ohman J or Asset Management AB purchased a new stake in Bloom Energy Corporation (NYSE:BE – Free Report) in the 4th quarter, HoldingsChannel reports. The fund purchased 7,604 shares of the company’s stock, valued at approximately $661,000.
Several other hedge funds also recently added to or reduced their stakes in the stock. Meridian Wealth Management LLC acquired a new stake in shares of Bloom Energy in the third quarter valued at about $553,000. Creekmur Asset Management LLC purchased a new position in Bloom Energy in the 3rd quarter worth approximately $1,825,000. Udine Wealth Management Inc. boosted its holdings in Bloom Energy by 27.8% in the 3rd quarter. Udine Wealth Management Inc. now owns 62,967 shares of the company’s stock worth $5,325,000 after acquiring an additional 13,684 shares during the period. Straight Path Wealth Management acquired a new stake in Bloom Energy in the third quarter valued at approximately $1,099,000. Finally, Teachers Retirement System of The State of Kentucky acquired a new stake in Bloom Energy in the third quarter valued at approximately $1,985,000. 77.04% of the stock is owned by hedge funds and other institutional investors.
Bloom Energy Stock Up 2.9%
BE stock opened at $150.05 on Thursday. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. The firm has a 50 day simple moving average of $152.69 and a 200-day simple moving average of $118.46. The company has a market capitalization of $42.10 billion, a P/E ratio of -394.88, a PEG ratio of 5.95 and a beta of 3.11. Bloom Energy Corporation has a twelve month low of $15.15 and a twelve month high of $180.90.
Wall Street Analysts Forecast Growth
A number of research analysts have recently commented on the stock. Zacks Research cut shares of Bloom Energy from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 9th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a research note on Tuesday, January 27th. Robert W. Baird set a $172.00 price objective on shares of Bloom Energy in a research report on Tuesday, January 27th. Evercore restated an “outperform” rating and set a $179.00 target price on shares of Bloom Energy in a research note on Friday, February 6th. Finally, BMO Capital Markets lifted their target price on Bloom Energy to $149.00 and gave the stock a “market perform” rating in a research report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have issued a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $131.87.
Read Our Latest Stock Analysis on BE
Insiders Place Their Bets
In related news, insider Maciej Kurzymski sold 7,800 shares of the business’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $151.85, for a total value of $1,184,430.00. Following the completion of the sale, the insider directly owned 84,294 shares of the company’s stock, valued at $12,800,043.90. The trade was a 8.47% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Gary S. Pinkus sold 1,250 shares of the company’s stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $165.80, for a total value of $207,250.00. Following the sale, the director owned 4,149 shares in the company, valued at $687,904.20. The trade was a 23.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have 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: Seeking Alpha initiated coverage with a Buy, arguing Bloom’s solid position in the solid oxide fuel cell (SOFC) market driven by surging AI data-center power needs, short lead times vs. gas turbines, and long-term optionality in hydrogen and commercial adoption — a valuation thesis that supports further upside. Bloom Energy: More Upside In The Data Center Power Boom
- Positive Sentiment: Seeking Alpha piece on BYOP highlights Bloom’s modular fuel-cell tech, 800V DC output, and a 140% backlog surge in 2025 — evidence of accelerating commercial adoption and demand from data centers and other industries. This backlog growth is a direct revenue and margin visibility positive. BYOP (Bring Your Own Power) Is Getting Bigger
- Positive Sentiment: Several financial outlets note Bloom’s gainers status amid AI data-center demand, calling out the stock’s strong performance relative to peers and highlighting the company as a key beneficiary of the capital-intensive buildout of AI infrastructure. This positive press supports increased investor attention and flows. Software Stocks Are Souring Again. Why ‘HALO’ Companies Might Not Be a Better Bet.
- Neutral Sentiment: Macro headwinds (weaker growth signals and rising Treasury yields) are keeping broader market sentiment cautious; these factors can amplify BE’s volatility even as company fundamentals improve. Monitor rates and growth data for near-term price sensitivity. US Stock Market Today S&P 500 Futures Ease As Growth Signals Cool And Yields Rise
- Negative Sentiment: An insider sale was reported and cited as a catalyst for a pullback, prompting at least one article noting the stock traded down after the disclosure — insider sales can raise short-term concerns about timing or personal liquidity and contributed to intraday pressure. Bloom Energy (NYSE:BE) Trading Down 5.6% After Insider Selling
- Negative Sentiment: Recent short-term pullbacks were reported in prior sessions, reflecting volatility as the market digests mixed signals — strong fundamental catalysts vs. macro/rate risk and episodic profit‑taking. Bloom Energy (BE) Stock Dips While Market Gains: Key Facts
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.
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