Banque Cantonale Vaudoise Decreases Stock Position in Bloom Energy Corporation $BE

Banque Cantonale Vaudoise lessened its position in Bloom Energy Corporation (NYSE:BE) by 36.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,603 shares of the company’s stock after selling 2,105 shares during the quarter. Banque Cantonale Vaudoise’s holdings in Bloom Energy were worth $313,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in BE. Bayforest Capital Ltd purchased a new position in shares of Bloom Energy in the first quarter valued at approximately $2,055,000. AQR Capital Management LLC purchased a new position in Bloom Energy during the first quarter worth approximately $1,820,000. NewEdge Advisors LLC lifted its position in 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 buying an additional 1,626 shares in the last quarter. Goldman Sachs Group Inc. raised its holdings in shares of Bloom Energy by 50.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after acquiring an additional 836,810 shares during the period. Finally, Focus Partners Wealth raised its holdings in shares of Bloom Energy by 30.7% during the 1st quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock worth $394,000 after acquiring an additional 4,716 shares during the period. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Bloom Energy Stock Performance

Shares of Bloom Energy stock opened at $302.26 on Friday. Bloom Energy Corporation has a 52 week low of $17.85 and a 52 week high of $322.83. The business’s fifty day simple moving average is $206.97 and its 200-day simple moving average is $154.72. The firm has a market cap of $85.97 billion, a PE ratio of -6,043.97 and a beta of 3.82. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90.

Bloom Energy (NYSE:BE) last posted its 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 net margin of 0.25% and a return on equity of 21.05%. The company had revenue of $751.05 million for the quarter, compared to analysts’ expectations of $539.94 million. During the same quarter in the prior year, the company posted $0.03 earnings per share. Bloom Energy’s revenue for the quarter 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. Equities analysts forecast that Bloom Energy Corporation will post 1.31 earnings per share for the current year.

Analysts Set New Price Targets

BE has been the topic of several analyst reports. UBS Group lifted their price target on Bloom Energy to $251.00 and gave the stock a “buy” rating in a report on Tuesday, April 21st. 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 report on Friday, February 6th. Wells Fargo & Company upped their price objective on shares of Bloom Energy to $217.00 and gave the company an “equal weight” rating in a report on Wednesday, April 29th. JPMorgan Chase & Co. upped their price objective on shares of Bloom Energy to $267.00 and gave the company an “overweight” rating in a report on Wednesday, April 29th. Finally, China Renaissance started coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They issued a “buy” rating and a $207.00 price objective for the company. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Bloom Energy presently has an average rating of “Moderate Buy” and an average price target of $217.48.

Insider Buying and Selling

In other Bloom Energy news, insider Satish Chitoori sold 20,000 shares of the company’s stock in a transaction dated Tuesday, April 14th. The shares were sold at an average price of $204.23, for a total value of $4,084,600.00. Following the transaction, the insider owned 212,365 shares of the company’s stock, valued at $43,371,303.95. This represents a 8.61% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Mary K. Bush sold 25,000 shares of the company’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $266.96, for a total transaction of $6,674,000.00. Following the completion of the transaction, the director directly owned 108,524 shares in the company, valued at $28,971,567.04. The trade was a 18.72% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 525,271 shares of company stock valued at $99,167,479 over the last three months. Company 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 announced a $2.6 billion strategic partnership with Nebius Group to power U.S. data centers with fuel cells, boosting expectations for long-term revenue from AI infrastructure demand. Bloom Energy rises 2% after partnering with European AI infrastructure upstart in $2.6 billion deal
• Positive Sentiment: Multiple outlets highlighted Bloom Energy as a beneficiary of the AI buildout, with commentary that the stock remains attractive for long-term investors despite the recent run-up. 2 Energy Stocks That Are the Smartest Long-Term Buys During the Energy Boom
• Positive Sentiment: Bloom Energy has been included in reports on stocks hitting 52-week highs, showing strong momentum as investors rotate into AI infrastructure and power-related names. APLD, BE, GFS Stocks Hit 52-Week Highs: What’s Driving The Surge?
• Neutral Sentiment: One article noted unusually large put-option activity in BE, suggesting some traders may be hedging or betting on volatility after the sharp rally.
• Neutral Sentiment: Several pieces discussed whether the stock’s surge has gone too far, but these were valuation-focused opinions rather than new company developments. Bloom Energy’s Rally May Have Pushed the Stock Too Far
• Negative Sentiment: Some analysts warned the rally may be ahead of fundamentals, which could pressure the stock if investors start questioning how quickly the AI momentum can translate into profits. Bloom Energy: Pause Warranted

Bloom Energy Company 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.