Baer Investment Advisory LLC Acquires New Holdings in Bloom Energy Corporation $BE

Baer Investment Advisory LLC purchased a new stake in Bloom Energy Corporation (NYSE:BE) during the first quarter, Holdings Channel.com reports. The firm purchased 2,486 shares of the company’s stock, valued at approximately $337,000.

A number of other large investors have also added to or reduced their stakes in the company. Brooklands Fund Management Ltd purchased a new stake in shares of Bloom Energy during the fourth quarter valued at about $347,560,000. Norges Bank acquired a new stake in Bloom Energy in the fourth quarter valued at approximately $239,683,000. Amundi boosted its stake in Bloom Energy by 390.7% in the fourth quarter. Amundi now owns 3,154,197 shares of the company’s stock valued at $274,068,000 after acquiring an additional 2,511,426 shares in the last quarter. Man Group plc grew its holdings in Bloom Energy by 177.4% in the second quarter. Man Group plc now owns 2,392,915 shares of the company’s stock worth $57,239,000 after purchasing an additional 1,530,167 shares during the last quarter. Finally, Wellington Management Group LLP purchased a new position in Bloom Energy in the third quarter worth $98,444,000. 77.04% of the stock is currently owned by institutional investors.

Insider Activity

In other news, insider Aman Joshi sold 8,343 shares of the business’s stock in a transaction dated Wednesday, July 1st. The shares were 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 owned 163,807 shares of the company’s stock, valued at $49,202,708.59. The trade was a 4.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director John T. Chambers sold 55,000 shares of the firm’s stock in a transaction dated Thursday, May 28th. The shares were 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 directly owned 238,333 shares in the company, valued at $70,949,350.77. This represents a 18.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 228,617 shares of company stock worth $59,843,659. Insiders own 3.00% of the company’s stock.

Bloom Energy Price Performance

Shares of NYSE BE opened at $271.13 on Monday. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10. The stock has a market capitalization of $77.12 billion, a price-to-earnings ratio of -5,421.48 and a beta of 3.73. The firm’s 50 day simple moving average is $281.32 and its 200-day simple moving average is $192.11. Bloom Energy Corporation has a 12 month low of $22.81 and a 12 month high of $351.28.

Bloom Energy (NYSE:BE) last posted its earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $751.05 million during the quarter, compared to analysts’ expectations of $539.94 million. During the same period in the previous year, the business posted $0.03 EPS. The business’s 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. Analysts expect that Bloom Energy Corporation will post 1.34 EPS for the current year.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Brookfield expanded its AI power-financing partnership with Bloom Energy to $25 billion, strengthening Bloom’s growth story and potential fuel-cell deployments for data centers. Shorting the Grid: Bloom Energy’s $25B AI Power Play
• Positive Sentiment: Multiple reports highlighted Bloom Energy as a leading beneficiary of AI-related power demand, reinforcing investor confidence in the company’s long-term opportunity. Bloom Energy’s $25B partnership targets AI’s next bottleneck
• Neutral Sentiment: Insider Aman Joshi sold 8,343 shares, which may add modest caution but does not by itself signal a change in Bloom Energy’s fundamentals. Bloom Energy Insider Aman Joshi Sells 8,343 Shares
• Negative Sentiment: Bloom Energy saw a recent pullback after a strong rally, reflecting some profit-taking and valuation concerns among investors. Bloom Energy Stock Moves -6.43%: What You Should Know
• Negative Sentiment: Some analysts and commentators warned the stock may already be priced for near-perfect execution, which could limit upside if growth slows or deals take longer to convert into revenue.

Analysts Set New Price Targets

A number of equities research analysts have commented on BE shares. Zacks Research cut Bloom Energy from a “strong-buy” rating to a “hold” rating in a research note on Monday, June 29th. Mizuho set a $285.00 price objective on shares of Bloom Energy in a research report on Friday, May 1st. Barclays lifted their target price on shares of Bloom Energy from $254.00 to $276.00 and gave the stock an “equal weight” rating in a research note on Tuesday, June 23rd. UBS Group boosted their price target on Bloom Energy from $322.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday. Finally, Citigroup restated a “neutral” rating on shares of Bloom Energy in a research note on Thursday, May 28th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $236.14.

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.