Zevenbergen Capital Investments LLC Sells 13,450 Shares of Bloom Energy Corporation $BE

Zevenbergen Capital Investments LLC cut its holdings in shares of Bloom Energy Corporation (NYSE:BE) by 11.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 104,750 shares of the company’s stock after selling 13,450 shares during the quarter. Zevenbergen Capital Investments LLC’s holdings in Bloom Energy were worth $8,859,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in BE. Banque Transatlantique SA increased its holdings in shares of Bloom Energy by 227.6% in the first quarter. Banque Transatlantique SA now owns 1,671 shares of the company’s stock valued at $30,000 after purchasing an additional 1,161 shares during the last quarter. Elevation Point Wealth Partners LLC bought a new stake in shares of Bloom Energy during the 2nd quarter worth about $36,000. NewEdge Advisors LLC grew its stake in Bloom Energy by 674.7% in the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after buying an additional 1,626 shares during the last quarter. IFP Advisors Inc raised its holdings in Bloom Energy by 1,560.8% in the 2nd quarter. IFP Advisors Inc now owns 2,076 shares of the company’s stock valued at $50,000 after acquiring an additional 1,951 shares during the period. Finally, Bernard Wealth Management Corp. lifted its position in Bloom Energy by 150.0% during the second quarter. Bernard Wealth Management Corp. now owns 2,500 shares of the company’s stock worth $60,000 after acquiring an additional 1,500 shares during the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Bloom Energy News Summary

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

• Positive Sentiment: Large, outsized call buying — Traders bought ~98,563 call options today (~37% above the average daily call volume), signaling aggressive bullish positioning that can amplify an intraday rally or reflect expectations for further upside.
• Positive Sentiment: Coverage explaining the rally and investor interest in Bloom’s AI/infra exposure helped push sentiment positive; commentary argues the stock’s bounce reflects renewed demand for companies tied to AI infrastructure and Bloom’s energy hardware niche. AAII: Why Bloom Energy Corporation’s (BE) Stock Is Up 8.38%
• Positive Sentiment: The Motley Fool noted a sharp weekly selloff followed by buyers stepping in, highlighting the narrative that AI infrastructure demand could keep interest in Bloom elevated — a view that supports buy-the-dip flows. Fool: Bloom Energy Stock Sank This Week. Is It a Buying Opportunity?
• Neutral Sentiment: Wall Street analyst activity and targets remain mixed but constructive in places (TD Cowen, Susquehanna had higher targets earlier), which supports conviction among some institutional holders; MarketBeat’s compilation shows a consensus “Hold” with a wide range of price targets. MarketBeat coverage and analyst notes
• Neutral Sentiment: Insider sales disclosed (Maciej Kurzymski sold 3,264 shares; Satish Chitoori sold 431 shares) — filings show small percentage reductions in position; these are routine and modest in size relative to insider holdings. SEC filing (Kurzymski) SEC filing (Chitoori)
• Negative Sentiment: Morning AI-related selloff weighed on the stock early, with coverage reporting a ~12% intraday drop tied to broader tech/AI weakness and profit-taking that triggered short-term selling pressure. MSN: Bloom Energy falls amid AI selloff
• Negative Sentiment: Analyst/commentary pieces flagged near-term downside drivers — high valuation multiples, macro/AI rotation risk, and volatility in sentiment — which can keep price swings large even if the longer-term narrative is supportive. Forbes: Why Is Bloom Energy Stock Dropping?

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on BE shares. Wells Fargo & Company boosted their price objective on Bloom Energy to $95.00 and gave the stock an “equal weight” rating in a report on Tuesday, October 21st. Cowen restated a “hold” rating on shares of Bloom Energy in a research note on Wednesday, October 29th. Oppenheimer reiterated a “market perform” rating on shares of Bloom Energy in a research report on Wednesday, October 29th. Daiwa Capital Markets set a $98.00 target price on Bloom Energy in a report on Tuesday, December 2nd. Finally, Mizuho set a $89.00 price target on shares of Bloom Energy in a research note on Wednesday, October 29th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, Bloom Energy presently has a consensus rating of “Hold” and a consensus price target of $93.77.

Bloom Energy Price Performance

Shares of NYSE BE opened at $88.59 on Friday. The business has a fifty day moving average price of $109.90 and a two-hundred day moving average price of $67.26. The stock has a market capitalization of $20.95 billion, a PE ratio of 445.61, a P/E/G ratio of 50.66 and a beta of 3.00. The company has a debt-to-equity ratio of 1.98, a current ratio of 4.40 and a quick ratio of 2.88. Bloom Energy Corporation has a fifty-two week low of $15.15 and a fifty-two week high of $147.86.

Bloom Energy (NYSE:BE) last released its earnings results on Tuesday, October 28th. The company reported $0.15 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.08 by $0.07. The company had revenue of $519.05 million for the quarter, compared to analyst estimates of $425.18 million. Bloom Energy had a return on equity of 8.74% and a net margin of 0.84%.Bloom Energy’s quarterly revenue was up 57.1% on a year-over-year basis. During the same period in the prior year, the firm posted ($0.01) EPS. As a group, equities analysts predict that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Bloom Energy news, insider Maciej Kurzymski sold 13,105 shares of the business’s stock in a transaction that occurred on Wednesday, November 5th. The shares were sold at an average price of $144.09, for a total transaction of $1,888,299.45. Following the completion of the transaction, the insider directly owned 93,269 shares in the company, valued at $13,439,130.21. The trade was a 12.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Jim H. Snabe sold 20,000 shares of the company’s stock in a transaction on Wednesday, November 5th. The stock was sold at an average price of $143.04, for a total value of $2,860,800.00. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 120,410 shares of company stock worth $16,557,185. 3.60% of the stock is owned by company insiders.

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.