Nordea Investment Management AB Purchases New Position in Bloom Energy Corporation $BE

Nordea Investment Management AB purchased a new stake in Bloom Energy Corporation (NYSE:BE) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 20,952 shares of the company’s stock, valued at approximately $1,829,000.

Other hedge funds have also recently bought and sold shares of the company. Graticule Asia Macro Advisors LLC acquired a new stake in shares of Bloom Energy in the 3rd quarter valued at $402,494,000. Trivest Advisors Ltd increased its position in shares of Bloom Energy by 1,461.6% during 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 in the last quarter. Norges Bank acquired a new stake in shares of Bloom Energy during the 2nd quarter worth about $57,821,000. Westfield Capital Management Co. LP bought a new position in Bloom Energy during the 3rd quarter valued at about $141,679,000. Finally, Man Group plc lifted its holdings in Bloom Energy by 177.4% during the 2nd 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 during the last quarter. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Bloom Energy Trading Up 0.0%

BE opened at $133.54 on Friday. Bloom Energy Corporation has a 1-year low of $15.15 and a 1-year high of $180.90. The stock has a market capitalization of $37.47 billion, a PE ratio of -351.43, a PEG ratio of 5.44 and a beta of 3.11. 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 moving average price of $152.26 and a two-hundred day moving average price of $119.57.

Bloom Energy (NYSE:BE) last announced its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.25 by $0.20. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The company had revenue of $777.68 million for the quarter, compared to analyst estimates of $647.59 million. During the same period in the prior year, the business earned $0.43 earnings per share. Bloom Energy’s quarterly 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, equities analysts anticipate that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Insider Transactions at Bloom Energy

In other news, insider Satish Chitoori sold 18,964 shares of Bloom Energy stock in a transaction on Monday, March 16th. The stock was sold at an average price of $154.45, for a total value of $2,928,989.80. Following the completion of the sale, the insider directly owned 232,365 shares of the company’s stock, valued at approximately $35,888,774.25. This trade represents a 7.55% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Maciej Kurzymski sold 7,800 shares of the company’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $151.85, for a total value of $1,184,430.00. Following the transaction, the insider directly owned 84,294 shares in the company, valued at $12,800,043.90. This trade represents a 8.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 370,092 shares of company stock worth $61,365,925 over the last ninety days. 3.60% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of equities analysts have commented on BE shares. Barclays began coverage on shares of Bloom Energy in a research report on Wednesday, January 28th. They issued an “equal weight” rating and a $153.00 price target on the stock. BMO Capital Markets lifted their target price on shares of Bloom Energy to $149.00 and gave the company a “market perform” rating in a research note on Friday, February 6th. Roth Mkm boosted their target price on Bloom Energy to $133.00 and gave the stock a “neutral” rating in a report on Tuesday, February 3rd. TD Cowen increased their price target on Bloom Energy to $160.00 and gave the stock a “hold” rating in a research report on Friday, February 6th. Finally, Citigroup initiated coverage on Bloom Energy in a report on Tuesday, February 24th. They set a “neutral” rating and a $162.00 price target for the company. 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 data from MarketBeat.com, Bloom Energy has an average rating of “Hold” and an average target price of $131.65.

Bloom Energy News Roundup

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 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.