Axiom Investors LLC DE Buys Shares of 95,909 Bloom Energy Corporation $BE

Axiom Investors LLC DE bought a new stake in shares of Bloom Energy Corporation (NYSE:BE) in the 4th quarter, Holdings Channel.com reports. The fund bought 95,909 shares of the company’s stock, valued at approximately $8,334,000.

Other hedge funds have also recently added to or reduced their stakes in the company. WPG Advisers LLC increased its holdings in Bloom Energy by 26.4% during the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after acquiring an additional 67 shares in the last quarter. Hantz Financial Services Inc. increased its holdings in Bloom Energy by 45.5% during the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after acquiring an additional 100 shares in the last quarter. Fifth Third Bancorp purchased a new position in Bloom Energy during the 3rd quarter valued at about $32,000. NewEdge Advisors LLC increased its holdings in Bloom Energy by 674.7% during the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after acquiring an additional 1,626 shares in the last quarter. Finally, Nemes Rush Group LLC increased its holdings in Bloom Energy by 40.3% during the 4th quarter. Nemes Rush Group LLC now owns 435 shares of the company’s stock valued at $38,000 after acquiring an additional 125 shares in the last quarter. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

More Bloom Energy News

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

• Positive Sentiment: Bloom Energy was highlighted as a possible next addition to the S&P 500, which can lift sentiment because index inclusion would likely bring forced buying from index funds and signal growing company scale. Bloom Energy, Astera Labs, Alnylam, Reddit Could Be Among Next Adds to S&P 500
• Positive Sentiment: Bloom Energy also got a fresh “Moderate Buy” average analyst rating, reinforcing bullish sentiment around the company’s outlook. Bloom Energy Corporation (NYSE:BE) Receives Average Rating of “Moderate Buy” from Analysts
• Positive Sentiment: Tuesday’s move was helped by traders leaning into the tariff-reset story and a firmer risk tone, which has supported clean-energy and alternative power names like Bloom Energy. What’s Going On With Bloom Energy Stock Monday?
• Neutral Sentiment: Bloom Energy’s strong latest quarterly results remain a key backdrop: EPS and revenue both beat expectations, and the company raised FY2026 guidance, which continues to support the stock’s valuation.
• Neutral Sentiment: A MarketWatch/Fool-style item said the latest jump in Bloom Energy shares had little to do with the company’s underlying growth story, suggesting some of the volatility may be driven more by trading flows than new fundamentals. Why Bloom Energy Stock Jumped 10% Tuesday Morning But Then Dropped Quickly
• Negative Sentiment: Competition is getting louder: Hyliion’s CEO said its KARNO system could be cheaper and lower-maintenance than Bloom’s fuel-cell technology, which could pressure investor confidence in Bloom’s long-term moat. EXCLUSIVE: Hyliion CEO Reveals Why He Thinks KARNO Is A Better ‘Mousetrap’ Than Bloom Energy’s Fuel Cells

Bloom Energy Price Performance

Bloom Energy stock opened at $259.64 on Wednesday. Bloom Energy Corporation has a 12-month low of $20.93 and a 12-month high of $322.83. The stock has a market capitalization of $73.85 billion, a P/E ratio of -5,191.70 and a beta of 3.73. The firm’s 50-day moving average is $239.05 and its two-hundred day moving average is $168.44. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10.

Bloom Energy (NYSE:BE) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.12 by $0.32. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The company had revenue of $751.05 million for the quarter, compared to analysts’ expectations of $539.94 million. During the same period last year, the company earned $0.03 EPS. The firm’s revenue for the quarter was up 130.4% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Equities analysts predict that Bloom Energy Corporation will post 1.31 earnings per share for the current year.

Insiders Place Their Bets

In related news, insider Satish Chitoori sold 2,111 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $288.24, for a total value of $608,474.64. Following the sale, the insider directly owned 210,254 shares of the company’s stock, valued at approximately $60,603,612.96. This trade represents a 0.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 4,813 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $288.20, for a total transaction of $1,387,106.60. Following the completion of the sale, the insider directly owned 175,708 shares in the company, valued at $50,639,045.60. This represents a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders sold 323,777 shares of company stock valued at $71,485,514. 3.00% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities analysts have weighed in on BE shares. Wall Street Zen upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Robert W. Baird raised their price target on shares of Bloom Energy to $242.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. Zacks Research raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, April 7th. Royal Bank Of Canada raised their price target on shares of Bloom Energy to $335.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $310.00 price target on shares of Bloom Energy in a research note on Wednesday, April 29th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Bloom Energy currently has an average rating of “Moderate Buy” and a consensus price target of $217.48.

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.