Diversified Trust Co. Sells 26,356 Shares of Bloom Energy Corporation $BE

Diversified Trust Co. trimmed its stake in Bloom Energy Corporation (NYSE:BE) by 84.5% during the fourth quarter, Holdings Channel reports. The fund owned 4,845 shares of the company’s stock after selling 26,356 shares during the period. Diversified Trust Co.’s holdings in Bloom Energy were worth $421,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Meridian Wealth Management LLC purchased a new position in shares of Bloom Energy during the 3rd quarter valued at $553,000. Creekmur Asset Management LLC bought a new position in shares of Bloom Energy during the 3rd quarter worth $1,825,000. Udine Wealth Management Inc. increased 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 last quarter. Straight Path Wealth Management purchased a new stake in Bloom Energy in the 3rd quarter worth about $1,099,000. Finally, Teachers Retirement System of The State of Kentucky purchased a new stake in Bloom Energy in the 3rd quarter worth about $1,985,000. 77.04% of the stock is owned by institutional investors.

Bloom Energy Stock Performance

Shares of BE opened at $133.54 on Friday. Bloom Energy Corporation has a 52-week low of $15.15 and a 52-week high of $180.90. The stock’s 50-day simple moving average is $152.26 and its 200 day simple moving average is $119.57. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. The stock has a market capitalization of $37.47 billion, a price-to-earnings ratio of -351.43, a price-to-earnings-growth ratio of 5.44 and a beta of 3.11.

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 business had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. During the same quarter in the previous year, the firm earned $0.43 EPS. The company’s quarterly revenue was up 35.9% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Research analysts forecast that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

Insider Buying and Selling

In related news, insider Aman Joshi sold 19,944 shares of the business’s 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 transaction, the insider owned 190,521 shares of the company’s stock, valued at approximately $29,502,176.85. The trade was a 9.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Shawn Marie Soderberg sold 29,807 shares of the company’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $153.78, for a total transaction of $4,583,720.46. Following the sale, the insider directly owned 224,216 shares in the company, valued at $34,479,936.48. This trade represents a 11.73% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 370,092 shares of company stock valued at $61,365,925 in the last three months. Insiders own 3.60% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on BE shares. Wells Fargo & Company upped their price objective on shares of Bloom Energy to $130.00 and gave the company an “equal weight” rating in a report on Friday, February 6th. TD Cowen lifted their target price on shares of Bloom Energy to $160.00 and gave the stock a “hold” rating in a research note on Friday, February 6th. Morgan Stanley boosted their price target on shares of Bloom Energy to $184.00 and gave the company an “overweight” rating in a research report on Friday, February 6th. BMO Capital Markets upped their price target on shares of Bloom Energy to $149.00 and gave the company a “market perform” rating in a research note on Friday, February 6th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $131.65.

More Bloom Energy News

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

• Positive Sentiment: Clear evidence of stronger demand from data centers: ClearBridge and other write-ups highlight Bloom’s Q4 surge driven by data‑center orders and backlog tied to AI power needs, a key revenue growth driver for Bloom. Bloom Energy (BE) Surged in Q4 Due to Demand from Data Centers
• Positive Sentiment: CERAWeek presentation reinforced the AI/data‑center growth narrative — management emphasized multibillion backlog and expanding service contracts as grid constraints and AI compute demand raise need for onsite power. This supports upside to revenue and recurring services. How Bloom Energy’s AI-Focused Power Pitch at CERAWeek 2026 Will Impact Investors
• Positive Sentiment: New CFO appointment (Simon Edwards) seen as a governance/operational positive—markets often view experienced finance chiefs as improving execution and credibility with investors. Bloom announced Edwards will join April 13. Bloom Energy Appoints Simon Edwards as Chief Financial Officer
• Positive Sentiment: Sell‑side / independent bullish research: A Seeking Alpha initiation argues for meaningful upside from the data‑center power boom and positions Bloom as a long‑term beneficiary of AI-driven demand. Bloom Energy: More Upside In The Data Center Power Boom
• Neutral Sentiment: Brokerage consensus sits around a “Hold” average—mixed analyst views suggest some caution despite operational momentum. Bloom Energy Given Average Rating of “Hold”
• Negative Sentiment: Jefferies cut its price target to $97 and assigned an “underperform” rating, signaling near‑term downside (their PT implies material downside from current levels) and adding selling pressure. Jefferies Lowers Price Target to $97
• Negative Sentiment: Analyst/market skepticism on valuation: coverage notes that strong growth and backlog clash with high valuation and past profitability volatility, which could cap multiple expansion until execution and margins prove durable. Bloom Energy’s Robust Performance Meets Analyst Skepticism Over Valuation

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.