Aureus Asset Management LLC Invests $616,000 in Bloom Energy Corporation $BE

Aureus Asset Management LLC acquired a new position in Bloom Energy Corporation (NYSE:BE) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 4,549 shares of the company’s stock, valued at approximately $616,000.

Several other large investors also recently added to or reduced their stakes in the business. Strs Ohio lifted its position in shares of Bloom Energy by 24.8% during the 4th quarter. Strs Ohio now owns 41,200 shares of the company’s stock valued at $3,580,000 after buying an additional 8,200 shares in the last quarter. Fortem Financial Group LLC purchased a new stake in Bloom Energy in the 4th quarter worth approximately $369,000. Norges Bank bought a new stake in Bloom Energy during the 4th quarter worth approximately $239,683,000. Cidel Asset Management Inc. bought a new stake in Bloom Energy during the 1st quarter worth approximately $445,000. Finally, Zweig DiMenna Associates LLC purchased a new position in Bloom Energy during the first quarter valued at approximately $8,468,000. 77.04% of the stock is currently owned by institutional investors.

Insider Activity at Bloom Energy

In other Bloom Energy news, insider Aman Joshi sold 8,343 shares of Bloom Energy stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $300.37, for a total transaction of $2,505,986.91. Following the completion of the sale, the insider directly owned 163,807 shares of the company’s stock, valued at $49,202,708.59. The trade was a 4.85% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Mary K. Bush sold 25,000 shares of the company’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $266.96, for a total value of $6,674,000.00. Following the completion of the sale, the director owned 108,524 shares of the company’s stock, valued at $28,971,567.04. This represents a 18.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 153,617 shares of company stock worth $44,003,909 over the last three months. Corporate insiders own 3.00% of the company’s stock.

Bloom Energy Trading Down 3.0%

Shares of BE stock opened at $219.40 on Thursday. Bloom Energy Corporation has a 12-month low of $25.74 and a 12-month high of $351.28. 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 stock’s 50-day moving average price is $274.14 and its 200-day moving average price is $205.91. The stock has a market capitalization of $62.41 billion, a price-to-earnings ratio of -4,387.08 and a beta of 3.73.

Bloom Energy (NYSE:BE) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, beating the consensus estimate of $0.12 by $0.32. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The business had revenue of $751.05 million during the quarter, compared to analysts’ expectations of $539.94 million. During the same quarter last year, the business posted $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 research analysts predict that Bloom Energy Corporation will post 1.43 EPS for the current fiscal year.

Analyst Ratings Changes

A number of analysts have recently issued reports on the stock. BTIG Research increased their price objective on shares of Bloom Energy to $295.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Susquehanna upped their target price on shares of Bloom Energy from $293.00 to $298.00 and gave the stock a “positive” rating in a report on Friday, July 10th. Citigroup reiterated a “hold” rating on shares of Bloom Energy in a research note on Thursday, July 16th. TD Cowen reissued a “hold” rating and set a $235.00 price target on shares of Bloom Energy in a report on Monday. Finally, BMO Capital Markets restated an “outperform” rating on shares of Bloom Energy in a research report on Tuesday, June 9th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $254.00.

Key Bloom Energy News

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

• Positive Sentiment: JPMorgan boosted its price target on Bloom Energy and reaffirmed an Overweight rating, pointing to strong long-term delivery potential and AI-related demand. Why Bloom Energy (BE) Stock Is Trading Up Today
• Positive Sentiment: Bloom Energy has been tied to a reported $1.7 billion AI data center contract, reinforcing the view that AI infrastructure demand could support growth. Bloom Energy Soars 15% on $1.7 Billion AI Data Center Deal
• Neutral Sentiment: Investor commentary from Polen Capital highlighted Bloom Energy as a stock benefiting from AI-driven power demand, but this was more of a thesis update than a fresh catalyst. Bloom Energy Corporation (BE) Rose on AI-Driven Power Demand
• Negative Sentiment: After the recent surge, BE pulled back and underperformed the broader market, indicating some profit-taking or cooling momentum. Bloom Energy (BE) Suffers a Larger Drop Than the General Market: Key Insights

About Bloom Energy

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.