Bloom Energy Corporation $BE Shares Acquired by Jennison Associates LLC

Jennison Associates LLC lifted its position in shares of Bloom Energy Corporation (NYSE:BE) by 27.2% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 13,319 shares of the company’s stock after buying an additional 2,849 shares during the period. Jennison Associates LLC’s holdings in Bloom Energy were worth $1,157,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Bayforest Capital Ltd purchased a new stake in Bloom Energy in the 1st quarter worth approximately $2,055,000. AQR Capital Management LLC purchased a new position in shares of Bloom Energy during the 1st quarter worth $1,820,000. NewEdge Advisors LLC boosted its holdings in shares of Bloom Energy by 674.7% during the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after purchasing an additional 1,626 shares during the last quarter. Goldman Sachs Group Inc. boosted its holdings in shares of Bloom Energy by 50.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after purchasing an additional 836,810 shares during the last quarter. Finally, Focus Partners Wealth grew its position in shares of Bloom Energy by 30.7% in the first quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock valued at $394,000 after purchasing an additional 4,716 shares during the period. Institutional investors and hedge funds own 77.04% of the company’s stock.

Insiders Place Their Bets

In other news, insider Maciej Kurzymski sold 7,800 shares of Bloom Energy stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $151.85, for a total transaction of $1,184,430.00. Following the sale, the insider directly owned 84,294 shares of the company’s stock, valued at approximately $12,800,043.90. The trade was a 8.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Aman Joshi sold 10,000 shares of the business’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $135.88, for a total value of $1,358,800.00. Following the completion of the transaction, the insider owned 180,521 shares in the company, valued at approximately $24,529,193.48. This trade represents a 5.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 490,092 shares of company stock valued at $88,329,475 over the last ninety days. Insiders own 3.00% of the company’s stock.

Bloom Energy Price Performance

Shares of NYSE BE opened at $290.07 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. Bloom Energy Corporation has a 1-year low of $16.05 and a 1-year high of $296.50. The company has a market capitalization of $81.38 billion, a price-to-earnings ratio of -5,800.32 and a beta of 3.82. The business has a 50-day moving average of $172.25 and a 200-day moving average of $138.39.

Bloom Energy (NYSE:BE) last announced its earnings results on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, beating the consensus estimate of $0.12 by $0.32. The business had revenue of $751.05 million for the quarter, compared to the consensus estimate of $539.94 million. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The company’s revenue was up 130.4% on a year-over-year basis. During the same period last year, the business posted $0.03 EPS. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, equities analysts anticipate that Bloom Energy Corporation will post 1.31 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

BE has been the subject of several analyst reports. China Renaissance initiated coverage on Bloom Energy in a research note on Wednesday, January 28th. They issued a “buy” rating and a $207.00 target price for the company. Citigroup lifted their price target on Bloom Energy to $281.00 and gave the company a “neutral” rating in a report on Wednesday. BMO Capital Markets upped their price objective on shares of Bloom Energy to $149.00 and gave the company a “market perform” rating in a research note on Friday, February 6th. Wall Street Zen upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating in a report on Saturday. Finally, Jefferies Financial Group raised shares of Bloom Energy from an “underperform” rating to a “hold” rating and set a $187.00 target price on the stock in a research report on Tuesday, April 14th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $205.27.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Blowout Q1 and upgraded guidance — Bloom reported a large revenue and EPS beat (Q1 revenue far above estimates, EPS swung to profit) and raised FY?2026 EPS guidance to $1.85–$2.25, which is the primary fundamental driver behind the rally. Bloom Energy Corp (BE) Q1 2026 Earnings Call Highlights
• Positive Sentiment: AI/data-center demand ramp — Multiple reports highlight Bloom’s role as an on?site power solution for data centers and AI clusters, with the company ramping fuel-cell production and deployments; investors are re?rating BE as a data?center power growth play. Bloom Energy May Be Solving AI’s Biggest Power Problem
• Positive Sentiment: Institutional interest and momentum — Reports that Stanley Druckenmiller has built a large position, plus coverage noting BE as one of April’s top industrial performers, are reinforcing momentum and retail/institutional attention. Druckenmiller Made 400% on SanDisk — Now He’s All In on Bloom Energy (BE)
• Positive Sentiment: Technical breakout / all-time highs — Traders are pushing the stock to new highs following the quarter and guidance lift, which attracts momentum buyers and breakout traders. Why Bloom Energy Stock Hit All-Time Highs Today
• Neutral Sentiment: Analyst moves — JPMorgan raised its rating to Overweight and lifted its target (note: the new $267 target is below intraday levels), signaling institutional analyst support but also reflecting mixed views on near?term upside. JPMorgan price target update
• Negative Sentiment: Valuation and risk — Several analysts and outlets warn valuation is stretched after the surge; BE’s high beta and rapid run from its 52?week low make it vulnerable to sharp pullbacks if execution or bookings slow. Bloom Energy Is Now a Data Center Stock. Buy Its Shares Now.
• Negative Sentiment: Meme/volatility concerns — Coverage noting a “meme?stock” dynamic and heavy retail interest suggests sentiment?driven swings; investors should expect elevated intraday and short?term volatility. Bloom Energy shares rocket higher by 20%

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.