Flaharty Asset Management LLC Makes New $243,000 Investment in Bloom Energy Corporation $BE

Flaharty Asset Management LLC acquired a new position in shares of Bloom Energy Corporation (NYSE:BE) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 2,800 shares of the company’s stock, valued at approximately $243,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Creekmur Asset Management LLC acquired a new stake in Bloom Energy in the 3rd quarter worth about $1,825,000. Meridian Wealth Management LLC acquired a new position in shares of Bloom Energy during the 3rd quarter valued at about $553,000. Straight Path Wealth Management acquired a new position in shares of Bloom Energy during the 3rd quarter valued at about $1,099,000. Strs Ohio lifted its holdings 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 acquiring an additional 8,200 shares during the period. Finally, Teachers Retirement System of The State of Kentucky acquired a new stake in shares of Bloom Energy in the third quarter worth approximately $1,985,000. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on BE. Morgan Stanley restated an “overweight” rating and issued a $310.00 target price on shares of Bloom Energy in a report on Wednesday, April 29th. Mizuho set a $285.00 price target on shares of Bloom Energy in a report on Friday, May 1st. BMO Capital Markets boosted 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. Susquehanna upped their price objective on Bloom Energy to $293.00 and gave the stock a “positive” rating in a report on Wednesday, April 29th. Finally, China Renaissance began coverage on Bloom Energy in a research report on Wednesday, January 28th. They issued a “buy” rating and a $207.00 target price on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $217.48.

Insider Activity

In other Bloom Energy news, Director Mary K. Bush sold 25,000 shares of the firm’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $266.96, for a total value of $6,674,000.00. Following the transaction, the director directly owned 108,524 shares of the company’s stock, valued at $28,971,567.04. This trade represents a 18.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Maciej Kurzymski sold 6,229 shares of the business’s stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $293.36, for a total value of $1,827,339.44. Following the transaction, the chief accounting officer owned 81,945 shares in the company, valued at approximately $24,039,385.20. This represents a 7.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 525,271 shares of company stock worth $99,167,479 in the last quarter. Insiders own 3.00% of the company’s stock.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy won investor attention after a power supply deal with Nebius, strengthening the bullish case for its role in AI and data center power needs. BE stock climbs on power supply deal with Nebius — retail calls Bloom an ‘energy juggernaut’
• Positive Sentiment: Analyst and investor coverage continues to frame Bloom Energy as a beneficiary of climate and clean-energy trends, with a median price target above recent trading levels. Is Bloom Energy (BE) One of the Best Climate Change Stocks to Buy According to Analysts?
• Positive Sentiment: Recent commentary says Bloom Energy is one of the names best positioned to solve AI’s power-supply bottleneck, keeping momentum strong around the stock. Bloom Energy May Be Solving AI’s Biggest Power Problem
• Positive Sentiment: The company’s latest earnings were well above expectations, with revenue surging and management lifting FY2026 guidance, which continues to support the bull case. Bloom Energy (BE) Crushes Q1 Estimates, Raises 2026 Guidance
• Neutral Sentiment: Some recent insider share sales have drawn attention, but the filings indicate the transactions were mainly related to tax withholding on vested equity awards rather than a clear change in business outlook. Bloom Energy (NYSE:BE) Insider Satish Chitoori Sells 2,111 Shares
• Negative Sentiment: Despite the bullish news flow, the stock has also been volatile, and some traders are taking profits after a large run-up following earnings. Bloom Energy shares are sliding Tuesday: What’s driving the action?

Bloom Energy Trading Up 8.0%

NYSE BE opened at $282.33 on Thursday. The firm has a market capitalization of $80.30 billion, a price-to-earnings ratio of -5,645.37 and a beta of 3.82. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03. Bloom Energy Corporation has a one year low of $17.01 and a one year high of $310.00. The company’s 50 day moving average price is $201.03 and its 200 day moving average price is $152.45.

Bloom Energy (NYSE:BE) last released its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, topping 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 company had revenue of $751.05 million during the quarter, compared to analyst estimates of $539.94 million. During the same quarter in the prior year, the business earned $0.03 earnings per share. The business’s quarterly 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. On average, sell-side analysts predict that Bloom Energy Corporation will post 1.31 EPS for the current year.

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.