Ewa LLC Takes Position in Bloom Energy Corporation $BE

Ewa LLC acquired a new stake in shares of Bloom Energy Corporation (NYSE:BE) during the 1st quarter, Holdings Channel.com reports. The fund acquired 2,017 shares of the company’s stock, valued at approximately $273,000.

Several other large investors also recently bought and sold shares of the business. Blue Trust Inc. boosted its holdings in shares of Bloom Energy by 37.2% during the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after acquiring an additional 51 shares during the last quarter. WPG Advisers LLC raised its holdings in shares of Bloom Energy by 26.4% during the fourth 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. Hantz Financial Services Inc. lifted its position in 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 purchasing an additional 100 shares during the period. Godsey & Gibb Inc. lifted its position in Bloom Energy by 2,000.0% during the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock valued at $28,000 after purchasing an additional 200 shares during the period. Finally, Caitong International Asset Management Co. Ltd purchased a new stake in Bloom Energy in the fourth quarter worth approximately $28,000. 77.04% of the stock is currently owned by institutional investors.

Bloom Energy Trading Up 10.0%

Shares of Bloom Energy stock opened at $302.41 on Wednesday. Bloom Energy Corporation has a fifty-two week low of $21.52 and a fifty-two week high of $351.28. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03. The company has a market capitalization of $86.02 billion, a P/E ratio of -6,047.03 and a beta of 3.73. The company has a fifty day moving average of $278.07 and a 200 day moving average of $188.33.

Bloom Energy (NYSE:BE) last posted its quarterly earnings results 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 return on equity of 21.05% and a net margin of 0.25%.The business had revenue of $751.05 million for the quarter, compared to analysts’ expectations of $539.94 million. During the same period last year, the firm earned $0.03 earnings per share. The business’s quarterly revenue was up 130.4% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, sell-side analysts anticipate that Bloom Energy Corporation will post 1.31 earnings per share for the current fiscal year.

More Bloom Energy News

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

• Positive Sentiment: Bloom Energy and Brookfield expanded their strategic AI infrastructure partnership, increasing the financing framework from $5 billion to $25 billion. The fivefold increase signals much stronger demand for Bloom Energy’s fuel-cell power solutions and could support a larger project pipeline globally. Article title: Brookfield and Bloom Energy Expand AI Infrastructure Partnership to 25 Billion
• Positive Sentiment: The stock has also been boosted by broader enthusiasm around Bloom Energy as an AI power play, with recent coverage highlighting accelerating revenue growth, expanding backlog, and rising demand for behind-the-meter power from data centers. Article title: The Time To Power Signal The Market Missed In Bloom Energy Stock
• Positive Sentiment: Bloom Energy is getting additional support from market momentum and index-related buying after reports that it was set to join the Russell 1000 index, which can attract passive investment flows. Article title: Bloom Energy stock is climbing Monday: What’s driving the move?
• Neutral Sentiment: Analyst and commentary pieces have been mixed, with some writers calling Bloom Energy’s valuation stretched even as others remain bullish on its AI infrastructure role. This does not add a clear near-term catalyst by itself. Article title: Bloom Energy: AI Boom Has Pushed It Precariously Close To The Cliff
• Negative Sentiment: Some coverage warns that expectations may be running very high after the stock’s huge run-up, which could make BE vulnerable if growth or deal execution slows. Article title: Bloom Energy’s Momentum Fatigue Plays Out, AI Trade Too Hot To Handle

Insider Activity at Bloom Energy

In other Bloom Energy news, Director John T. Chambers sold 55,000 shares of the company’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $297.69, for a total value of $16,372,950.00. Following the completion of the transaction, the director directly owned 238,333 shares in the company, valued at $70,949,350.77. This represents a 18.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Satish Chitoori sold 2,837 shares of the stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $289.11, for a total transaction of $820,205.07. Following the sale, the insider directly owned 207,417 shares of the company’s stock, valued at approximately $59,966,328.87. This trade represents a 1.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 220,274 shares of company stock worth $57,337,672 in the last three months. Corporate insiders own 3.00% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have commented on BE. Citigroup reaffirmed a “neutral” rating on shares of Bloom Energy in a research report on Thursday, May 28th. BMO Capital Markets reissued an “outperform” rating on shares of Bloom Energy in a report on Tuesday, June 9th. BTIG Research raised their price target on Bloom Energy to $295.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $335.00 price objective on shares of Bloom Energy in a report on Wednesday, June 10th. Finally, Susquehanna upped their price objective on Bloom Energy to $293.00 and gave the company a “positive” rating in a research report on Wednesday, April 29th. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $224.36.

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.