Bloom Energy Corporation $BE Stake Cut by Kera Capital Partners Inc.

Kera Capital Partners Inc. lessened its holdings in Bloom Energy Corporation (NYSE:BE) by 50.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,862 shares of the company’s stock after selling 2,861 shares during the quarter. Kera Capital Partners Inc.’s holdings in Bloom Energy were worth $249,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Creekmur Asset Management LLC acquired a new position in Bloom Energy in the third quarter valued at approximately $1,825,000. Strs Ohio raised 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 worth $3,580,000 after purchasing an additional 8,200 shares during the period. Fortem Financial Group LLC acquired a new stake in shares of Bloom Energy during the 4th quarter worth approximately $369,000. Teachers Retirement System of The State of Kentucky bought a new stake in shares of Bloom Energy in the 3rd quarter worth approximately $1,985,000. Finally, SPX Gestao de Recursos Ltda bought a new stake in shares of Bloom Energy in the 3rd quarter worth approximately $1,691,000. Institutional investors own 77.04% of the company’s stock.

More Bloom Energy News

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

• Positive Sentiment: Bloom Energy is being highlighted as a key AI infrastructure beneficiary, with articles noting that its fuel-cell technology could help data centers secure reliable on-site power as grid constraints intensify. 5 Stocks Solving the AI Power Crisis (BE)
• Positive Sentiment: Investor attention remains strong after a report suggested many data center developers may build their own power sources if the grid cannot keep up, reinforcing Bloom Energy’s role in the AI datacenter buildout. Bloom Energy Soared After a New AI Power Report. Is the Fuel Cell Stock a Buy?
• Positive Sentiment: Bloom Energy was also mentioned in roundups of highly ranked alternative-energy stocks and top stock picks for the week, which can add momentum by keeping the name in front of growth and clean-energy investors. 3 Highly Ranked Alternative Energy Stocks to Buy Now
• Positive Sentiment: The stock’s sharp run has also drawn attention from valuation-focused coverage, but the broader takeaway is that BE has become a high-profile momentum name tied to AI power demand. A Look at Bloom Energy Corp (BE) After 5.2% Gain — GF Value $26.70 vs Price $345.85
• Neutral Sentiment: Bernstein initiated coverage with a “Market Perform” rating, which is supportive of visibility but not a strong bullish catalyst on its own. Bernstein Initiates Coverage of Bloom Energy (BE) with Market Perform. Here is Why

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on BE shares. Barclays upped their price objective on Bloom Energy to $254.00 and gave the stock an “equal weight” rating in a research note on Monday, May 11th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $335.00 target price on shares of Bloom Energy in a research note on Wednesday, June 10th. Sanford C. Bernstein assumed coverage on shares of Bloom Energy in a report on Tuesday, June 16th. They set a “market perform” rating and a $276.00 price target for the company. Wall Street Zen upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Finally, Zacks Research upgraded shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 7th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $223.36.

Bloom Energy Stock Performance

BE stock opened at $345.64 on Tuesday. The company has a 50-day simple moving average of $266.13 and a 200 day simple moving average of $180.40. The company has a market capitalization of $98.32 billion, a P/E ratio of -6,911.52 and a beta of 3.74. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90. Bloom Energy Corporation has a fifty-two week low of $21.43 and a fifty-two week high of $349.99.

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 business had revenue of $751.05 million for the quarter, compared to analyst estimates of $539.94 million. During the same quarter last year, the business earned $0.03 earnings per share. The business’s revenue for the quarter was up 130.4% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Sell-side analysts predict that Bloom Energy Corporation will post 1.31 earnings per share for the current fiscal year.

Insider Activity at Bloom Energy

In related news, Director John T. Chambers sold 55,000 shares of the firm’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $297.69, for a total transaction of $16,372,950.00. Following the completion of the transaction, the director owned 238,333 shares of the company’s stock, valued at $70,949,350.77. This trade represents a 18.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Satish Chitoori sold 20,000 shares of Bloom Energy stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $204.23, for a total value of $4,084,600.00. Following the transaction, the insider directly owned 212,365 shares in the company, valued at approximately $43,371,303.95. The trade was a 8.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 230,274 shares of company stock worth $58,696,472 in the last quarter. Company insiders own 3.00% of the company’s stock.

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.