Daymark Wealth Partners LLC Increases Stake in Bloom Energy Corporation $BE

Daymark Wealth Partners LLC grew its holdings in Bloom Energy Corporation (NYSE:BE) by 367.7% during the 4th quarter, Holdings Channel reports. The fund owned 14,031 shares of the company’s stock after buying an additional 11,031 shares during the period. Daymark Wealth Partners LLC’s holdings in Bloom Energy were worth $1,219,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Graticule Asia Macro Advisors LLC bought a new stake in shares of Bloom Energy during the 3rd quarter valued at $402,494,000. Trivest Advisors Ltd raised its holdings in Bloom Energy by 1,461.6% in the 3rd quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock worth $289,229,000 after purchasing an additional 3,201,000 shares during the period. Norges Bank bought a new position in Bloom Energy in the 2nd quarter worth $57,821,000. Westfield Capital Management Co. LP purchased a new position in Bloom Energy during the third quarter valued at $141,679,000. Finally, Man Group plc lifted its position in Bloom Energy by 177.4% during the second quarter. Man Group plc now owns 2,392,915 shares of the company’s stock valued at $57,239,000 after purchasing an additional 1,530,167 shares in the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Bloom Energy Price Performance

NYSE:BE opened at $133.38 on Friday. 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 business’s 50-day simple moving average is $152.57 and its two-hundred day simple moving average is $118.56. The stock has a market cap of $37.42 billion, a PE ratio of -351.00, a P/E/G ratio of 6.13 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.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data on Thursday, February 5th. The company reported $0.45 EPS for the quarter, beating the consensus estimate 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 business had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. During the same period in the previous year, the business earned $0.43 earnings per share. The business’s revenue was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, analysts forecast that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

Wall Street Analyst Weigh In

BE has been the subject of a number of analyst reports. BTIG Research upped their price target on Bloom Energy to $165.00 and gave the stock a “buy” rating in a research report on Friday, February 6th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, January 27th. Citigroup assumed coverage on Bloom Energy in a research note on Tuesday, February 24th. They set a “neutral” rating and a $162.00 price objective for the company. JPMorgan Chase & Co. increased their target price on shares of Bloom Energy to $166.00 and gave the stock an “overweight” rating in a report on Friday, February 6th. Finally, Truist Financial set a $68.00 target price on shares of Bloom Energy in a research note on Friday, January 9th. One 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Bloom Energy has an average rating of “Hold” and a consensus target price of $131.87.

Bloom Energy News Summary

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

• Positive Sentiment: Company pushed an AI‑focused power narrative at CERAWeek, highlighting how its solid oxide fuel cells and a multibillion‑dollar backlog and expanding service contracts position Bloom to capture surging AI/data‑center power demand and grid bottleneck opportunities. This reinforces derivable recurring revenue and higher‑margin services upside. How Bloom Energy’s AI-Focused Power Pitch at CERAWeek 2026 Will Impact Bloom Energy (BE) Investors
• Positive Sentiment: Analyst write‑up initiating coverage on the data‑center opportunity (Buy) argues BE has meaningful upside from AI power demand, short lead times vs. turbines, and optionality in hydrogen — a bullish fundamental case that supports long‑term revenue/EBITDA growth assumptions. Bloom Energy: More Upside In The Data Center Power Boom
• Positive Sentiment: Bloom named Simon Edwards as CFO (effective April 13) — a hire with scale‑up and digital infrastructure experience that could improve execution, financial discipline and investor confidence if he accelerates margin and cash‑flow improvements. Bloom Energy Appoints Simon Edwards as Chief Financial Officer
• Neutral Sentiment: Brokerage consensus remains mixed (average rating: Hold), indicating Wall Street is split between growth potential from AI/data centers and execution/valuation risk. That neutrality can limit upside until execution is proven. Bloom Energy Corporation (NYSE:BE) Given Average Rating of “Hold” by Brokerages
• Neutral Sentiment: Business and finance outlets continue to highlight Bloom as a beneficiary of AI power demand, but coverage also notes broader cyclical and capital intensity risks for data‑center infrastructure. This keeps sentiment bifurcated. Software Stocks Are Souring Again. Why ‘HALO’ Companies Might Not Be a Better Bet.
• Negative Sentiment: Insider selling was reported and coincided with earlier downward pressure; such activity can spook investors and prompt near‑term selling irrespective of long‑term fundamentals. Bloom Energy (NYSE:BE) Trading Down 5.6% After Insider Selling

Insider Buying and Selling

In other Bloom Energy news, insider Aman Joshi sold 19,944 shares of the stock in a transaction that occurred on 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 directly owned 190,521 shares of the company’s stock, valued at $29,502,176.85. This trade represents a 9.48% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Maciej Kurzymski sold 7,800 shares of Bloom Energy stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $151.85, for a total transaction of $1,184,430.00. Following the sale, the insider owned 84,294 shares in the company, valued at approximately $12,800,043.90. The trade was a 8.47% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 370,092 shares of company stock worth $61,365,925 in the last quarter. 3.60% of the stock is owned by insiders.

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.