Defender Capital LLC. Takes Position in Bloom Energy Corporation $BE

Defender Capital LLC. acquired a new stake in Bloom Energy Corporation (NYSE:BE) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 5,500 shares of the company’s stock, valued at approximately $476,000. Bloom Energy comprises 0.2% of Defender Capital LLC.’s holdings, making the stock its 26th biggest position.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Fifth Third Bancorp bought a new position in shares of Bloom Energy during the third quarter valued at $32,000. N.E.W. Advisory Services LLC acquired a new position in shares of Bloom Energy during the third quarter worth $32,000. Parkside Financial Bank & Trust grew its stake in shares of Bloom Energy by 250.9% in the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock worth $33,000 after purchasing an additional 281 shares during the last quarter. Cranbrook Wealth Management LLC acquired a new stake in Bloom Energy in the third quarter valued at $39,000. Finally, E Fund Management Hong Kong Co. Ltd. acquired a new stake in Bloom Energy in the third quarter valued at $42,000. 77.04% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

BE has been the topic of several recent research reports. Robert W. Baird set a $172.00 target price on Bloom Energy in a report on Tuesday, January 27th. Daiwa Securities Group set a $98.00 price target on Bloom Energy in a research note on Tuesday, December 2nd. TD Cowen raised their price objective on Bloom Energy to $160.00 and gave the stock a “hold” rating in a research report on Friday, February 6th. China Renaissance began coverage on Bloom Energy in a research note on Wednesday, January 28th. They issued a “buy” rating and a $207.00 price objective on the stock. Finally, BTIG Research upped their target price on Bloom Energy to $165.00 and gave the company a “buy” rating in a report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $131.87.

Insider Buying and Selling at Bloom Energy

In other Bloom Energy news, insider Maciej Kurzymski sold 7,800 shares of Bloom Energy stock in a transaction that occurred on 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 in the company, valued at approximately $12,800,043.90. The trade was a 8.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Shawn Marie Soderberg sold 15,410 shares of the business’s stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $150.47, for a total value of $2,318,742.70. Following the completion of the transaction, the insider directly owned 195,732 shares in the company, valued at approximately $29,451,794.04. This trade represents a 7.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 370,092 shares of company stock valued at $61,365,925 over the last ninety days. 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 Price Performance

BE stock opened at $150.05 on Thursday. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. The firm has a market cap of $42.10 billion, a price-to-earnings ratio of -394.88, a PEG ratio of 5.95 and a beta of 3.11. The company’s fifty day simple moving average is $152.69 and its 200 day simple moving average is $118.46. Bloom Energy Corporation has a 12-month low of $15.15 and a 12-month high of $180.90.

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

Bloom Energy 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.