Edgestream Partners L.P. Grows Stock Holdings in Bloom Energy Corporation $BE

Edgestream Partners L.P. lifted its stake in shares of Bloom Energy Corporation (NYSE:BE) by 31.4% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 24,787 shares of the company’s stock after purchasing an additional 5,920 shares during the period. Edgestream Partners L.P.’s holdings in Bloom Energy were worth $3,358,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in BE. Blue Trust Inc. lifted its position in Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after buying an additional 51 shares in the last quarter. Anchor Investment Management LLC purchased a new stake in Bloom Energy in the 1st quarter valued at $27,000. WPG Advisers LLC grew its holdings in Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after buying an additional 67 shares in the last quarter. Hantz Financial Services Inc. increased its stake in shares of Bloom Energy by 45.5% in the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after acquiring an additional 100 shares during the last quarter. Finally, Godsey & Gibb Inc. increased its stake 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 worth $28,000 after acquiring an additional 200 shares during the last quarter. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Bloom Energy Trading Down 0.5%

BE opened at $206.06 on Friday. The business has a fifty day simple moving average of $261.00 and a 200-day simple moving average of $209.14. Bloom Energy Corporation has a 52 week low of $32.52 and a 52 week high of $351.28. The firm has a market cap of $58.61 billion, a P/E ratio of 274.75 and a beta of 3.73. The company has a quick ratio of 4.10, a current ratio of 4.09 and a debt-to-equity ratio of 1.59.

Bloom Energy (NYSE:BE) last released its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, beating the consensus estimate of $0.39 by $0.39. The company had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.Bloom Energy’s revenue was up 165.5% compared to the same quarter last year. During the same period in the previous year, the company posted $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, equities analysts expect that Bloom Energy Corporation will post 1.55 earnings per share for the current year.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Analyst support and AI demand: Mizuho upgraded Bloom Energy to “Outperform” and set a $242 price target, citing the potential for fuel cells to provide rapidly deployable power for data centers. Other coverage also highlights Bloom’s commercial scale and a reported multiyear backlog tied to artificial-intelligence power demand. Mizuho upgrades Bloom Energy
• Positive Sentiment: Strong quarterly results continue to support the bull case: Bloom reported quarterly revenue of $1.07 billion, up 165.5% year over year, and EPS of $0.78 versus the $0.39 consensus estimate. The company also issued fiscal 2026 EPS guidance of $2.55 to $2.85, reinforcing optimism about accelerating demand and operating leverage. Bloom Energy shares gap up after strong earnings
• Neutral Sentiment: Valuation and technical volatility are limiting conviction: Despite the earnings beat, Bloom trades at a very high earnings multiple and has fallen substantially from its 52-week high. The sharp swings indicate that traders are rapidly repricing both the company’s AI opportunity and execution risks.
• Negative Sentiment: Hunterbrook challenges fuel-cell performance claims: Hunterbrook Capital alleged that Bloom’s fuel cells may not deliver the efficiency, output, or lifespan previously claimed. The report directly attacks the company’s technology and could pressure investor confidence if its assertions gain wider attention. Hunterbrook report challenges fuel-cell performance
• Negative Sentiment: Multiple securities-fraud class-action announcements add legal overhang: Several law firms publicized a lawsuit covering investors who purchased Bloom securities from February 27, 2025, through July 8, 2026, alleging investor harm from purportedly misleading disclosures. The September 28, 2026 lead-plaintiff deadline is likely to keep the issue in focus, although the repeated notices largely concern the same case. Bloom Energy class action investor alert
• Negative Sentiment: Conflicting analyst views weigh on sentiment: Wells Fargo lowered its price target to $176 and maintained an “Equal Weight” rating, while BMO issued a pessimistic forecast. Those targets contrast sharply with Mizuho’s bullish outlook and highlight uncertainty over whether Bloom’s growth expectations justify its valuation. Bloom Energy analyst coverage

Wall Street Analyst Weigh In

Several research analysts have recently commented on the company. JPMorgan Chase & Co. reduced their price target on Bloom Energy from $346.00 to $314.00 and set an “overweight” rating on the stock in a report on Wednesday. Wall Street Zen raised shares of Bloom Energy from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, July 21st. Morgan Stanley reaffirmed an “overweight” rating and set a $310.00 target price on shares of Bloom Energy in a research note on Wednesday, April 29th. Finally, Citigroup reiterated a “hold” rating on shares of Bloom Energy in a report on Thursday, July 16th. Three analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $246.18.

Insider Activity

In other Bloom Energy news, insider Shawn Marie Soderberg sold 2,879 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $288.10, for a total value of $829,439.90. Following the sale, the insider directly owned 137,853 shares of the company’s stock, valued at approximately $39,715,449.30. This represents a 2.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, 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 value of $16,372,950.00. Following the completion of the transaction, the director directly owned 238,333 shares in the company, valued at $70,949,350.77. This trade represents a 18.75% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 118,617 shares of company stock worth $34,238,909 over the last three months. Company insiders own 3.00% of the company’s stock.

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.