Diversified Trust Co Grows Position in Bloom Energy Corporation $BE

Diversified Trust Co raised its stake in Bloom Energy Corporation (NYSE:BE) by 260.5% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 17,468 shares of the company’s stock after acquiring an additional 12,623 shares during the quarter. Diversified Trust Co’s holdings in Bloom Energy were worth $2,367,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in BE. Hantz Financial Services Inc. boosted its stake in shares of Bloom Energy by 45.5% during the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after acquiring an additional 100 shares during the last quarter. WPG Advisers LLC raised its stake in Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after purchasing an additional 67 shares during the last quarter. Caitong International Asset Management Co. Ltd acquired a new position in Bloom Energy in the 4th quarter valued at about $28,000. Fifth Third Bancorp purchased a new position in Bloom Energy in the 3rd quarter valued at about $32,000. Finally, McMillan Office Inc. purchased a new position in Bloom Energy in the 4th quarter valued at about $37,000. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Bloom Energy Stock Down 0.2%

Shares of NYSE:BE opened at $328.38 on Monday. The company has a current ratio of 5.03, a quick ratio of 4.10 and a debt-to-equity ratio of 2.90. The firm has a market cap of $93.40 billion, a price-to-earnings ratio of -6,566.29 and a beta of 3.74. The stock’s 50-day moving average price is $262.42 and its two-hundred day moving average price is $178.71. Bloom Energy Corporation has a 12-month low of $21.41 and a 12-month high of $329.51.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $539.94 million. During the same quarter in the prior year, the company posted $0.03 EPS. The company’s quarterly revenue 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. On average, research analysts forecast that Bloom Energy Corporation will post 1.31 EPS for the current year.

Analyst Ratings Changes

BE has been the topic of several analyst reports. JPMorgan Chase & Co. raised their price target on shares of Bloom Energy to $267.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. Morgan Stanley reissued an “overweight” rating and set a $310.00 price objective on shares of Bloom Energy in a research note on Wednesday, April 29th. Roth Mkm set a $225.00 target price on shares of Bloom Energy in a research report on Wednesday, April 29th. BTIG Research lifted their target price on shares of Bloom Energy to $295.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Finally, Zacks Research raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, April 7th. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Bloom Energy currently has a consensus rating of “Moderate Buy” and an average price target of $220.14.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Sanford C. Bernstein upgraded Bloom Energy to “hold”, which may support sentiment by signaling a more constructive view from the analyst community. Street Insider
• Positive Sentiment: Recent commentary said Bloom Energy could benefit from the AI and data-center buildout because its onsite power systems help customers bypass grid constraints and secure reliable electricity. Bull of the Day: Bloom Energy (BE)
• Positive Sentiment: Bloom Energy was highlighted in a Yahoo Finance article about Trump’s latest portfolio, adding to investor visibility and speculative interest in the stock. Is Bloom Energy (BE) The Best Energy Stock in Trump’s Latest Portfolio?
• Neutral Sentiment: Multiple insiders sold shares recently, but the company said the transactions were tied to tax withholding on equity vesting rather than a change in business outlook, so the signal is not strongly negative.
• Neutral Sentiment: Other recent coverage focused on Bloom Energy’s onsite power-generation model and broader stock momentum, reinforcing the existing narrative rather than introducing new fundamental news. Can Bloom Energy Continue to Benefit From Onsite Power Generation?
• Negative Sentiment: The insider selling by Shawn Marie Soderberg, Satish Chitoori, Maciej Kurzymski, and Aman Joshi may pressure sentiment in the near term, even if the sales were for tax-related reasons.

Insiders Place Their Bets

In related news, insider Shawn Marie Soderberg sold 2,842 shares of the business’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $288.63, for a total value of $820,286.46. Following the completion of the sale, the insider directly owned 132,265 shares in the company, valued at approximately $38,175,646.95. The trade was a 2.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,837 shares of the company’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $289.11, for a total transaction of $820,205.07. Following the transaction, the insider directly owned 207,417 shares of the company’s stock, valued at $59,966,328.87. This trade represents a 1.35% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders sold 230,274 shares of company stock valued at $58,696,472. 3.00% of the stock is currently owned by corporate insiders.

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.