Stephens Investment Management Group LLC Decreases Stock Holdings in Bloom Energy Corporation $BE

Stephens Investment Management Group LLC trimmed its position in Bloom Energy Corporation (NYSE:BE) by 0.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 497,450 shares of the company’s stock after selling 2,373 shares during the period. Stephens Investment Management Group LLC’s holdings in Bloom Energy were worth $67,400,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in BE. Blue Trust Inc. grew its stake in Bloom Energy by 37.2% during the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after buying an additional 51 shares during the last quarter. WPG Advisers LLC grew its stake in shares of Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after acquiring an additional 67 shares during the last quarter. Hantz Financial Services Inc. increased its holdings in shares of Bloom Energy by 45.5% during the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after acquiring an additional 100 shares in the last quarter. Godsey & Gibb Inc. raised its position in shares of Bloom Energy by 2,000.0% in the 1st quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock valued at $28,000 after purchasing an additional 200 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd acquired a new stake in Bloom Energy in the 4th quarter worth approximately $28,000. 77.04% of the stock is owned by institutional investors and hedge funds.

Bloom Energy Price Performance

Shares of NYSE BE opened at $271.13 on Friday. The company has a market capitalization of $77.12 billion, a price-to-earnings ratio of -5,421.48 and a beta of 3.73. Bloom Energy Corporation has a 1-year low of $22.81 and a 1-year high of $351.28. The business has a 50-day moving average of $281.32 and a 200-day moving average of $191.39. 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 (NYSE:BE) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, beating analysts’ consensus estimates of $0.12 by $0.32. The business had revenue of $751.05 million during the quarter, compared to analyst estimates of $539.94 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The business’s revenue was up 130.4% on a year-over-year basis. During the same period last year, the business earned $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 1.34 EPS for the current fiscal year.

Insider Activity at Bloom Energy

In other Bloom Energy news, Director John T. Chambers sold 55,000 shares of the stock in a transaction on 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 sale, the director directly owned 238,333 shares of the company’s stock, valued at approximately $70,949,350.77. This represents a 18.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Shawn Marie Soderberg sold 35,000 shares of the firm’s stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $279.00, for a total transaction of $9,765,000.00. Following the completion of the transaction, the insider directly owned 341,731 shares in the company, valued at $95,342,949. This represents a 9.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 228,617 shares of company stock worth $59,843,659 over the last 90 days. 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: 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.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the stock. Evercore restated an “outperform” rating and set a $350.00 price target on shares of Bloom Energy in a research note on Wednesday. BTIG Research lifted their target price on Bloom Energy to $295.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Sanford C. Bernstein started coverage on Bloom Energy in a research note on Tuesday, June 16th. They set a “market perform” rating and a $276.00 price target for the company. BMO Capital Markets reissued an “outperform” rating on shares of Bloom Energy in a research note on Tuesday, June 9th. Finally, UBS Group upped their price objective on shares of Bloom Energy from $322.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $236.14.

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.