Valeo Financial Advisors LLC Sells 4,460 Shares of Bloom Energy Corporation $BE

Valeo Financial Advisors LLC decreased its holdings in Bloom Energy Corporation (NYSE:BE) by 46.2% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 5,191 shares of the company’s stock after selling 4,460 shares during the period. Valeo Financial Advisors LLC’s holdings in Bloom Energy were worth $1,571,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Blue Trust Inc. boosted its position in Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after buying an additional 51 shares during the period. Anchor Investment Management LLC purchased a new position in shares of Bloom Energy in the first quarter worth about $27,000. WPG Advisers LLC lifted its stake in shares of 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 acquiring an additional 67 shares during the last quarter. Hantz Financial Services Inc. lifted 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 valued at $28,000 after acquiring an additional 100 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd purchased a new stake in Bloom Energy during the 4th quarter valued at about $28,000. Institutional investors own 77.04% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have commented on the company. UBS Group decreased their price target on Bloom Energy from $350.00 to $300.00 and set a “buy” rating on the stock in a research note on Wednesday, July 29th. Wells Fargo & Company cut their target price on shares of Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating on the stock in a report on Thursday, July 30th. Sanford C. Bernstein lifted their target price on shares of Bloom Energy from $276.00 to $282.00 and gave the stock a “market perform” rating in a research note on Wednesday, July 29th. JPMorgan Chase & Co. lowered their price target on shares of Bloom Energy from $346.00 to $314.00 and set an “overweight” rating for the company in a report on Wednesday, July 29th. Finally, Wall Street Zen raised shares of Bloom Energy from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Three research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $246.18.

Bloom Energy Stock Performance

NYSE:BE opened at $220.18 on Monday. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59. The firm’s fifty day simple moving average is $254.14 and its 200 day simple moving average is $212.61. The stock has a market cap of $64.85 billion, a P/E ratio of 293.57, a price-to-earnings-growth ratio of 3.00 and a beta of 3.79. Bloom Energy Corporation has a twelve month low of $36.47 and a twelve month high of $351.28.

Bloom Energy (NYSE:BE) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping the consensus estimate of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The business had revenue of $1.07 billion during the quarter, compared to analyst estimates of $826.13 million. During the same period in the prior year, the business earned $0.10 EPS. The company’s revenue for the quarter was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, research analysts predict that Bloom Energy Corporation will post 1.93 EPS for the current year.

Key Bloom Energy News

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

• Positive Sentiment: Bloom Energy expanded its partnership with MiTAC Computing Technology to deploy fuel-cell systems for an islanded microgrid supporting AI infrastructure. The agreement reinforces the company’s position in the growing market for onsite power for data centers, though financial terms were not disclosed. Bloom Energy and MiTAC expanded partnership
• Positive Sentiment: BE was added to Zacks’ Rank #1 “Strong Buy” growth-stock list, offering some support for the bullish AI power-demand thesis. Zacks growth stocks list
• Neutral Sentiment: Bloom Energy is reportedly considering a Fremont manufacturing expansion that could create hundreds of jobs, potentially increasing production capacity but also requiring additional investment. Bloom Energy Fremont expansion
• Negative Sentiment: Several law firms reminded investors of a securities class action covering purchases from February 27, 2025, through July 8, 2026. The lawsuit alleges Bloom misled investors by claiming it had no China supply chain while allegedly obtaining scandium through intermediaries connected to China. Investors have until September 28, 2026, to seek lead-plaintiff status. The allegations are unproven, but the litigation adds legal costs, reputational risk and uncertainty—likely the main reason shares have decreased recently. Bloom Energy securities class action allegations

Insider Activity at Bloom Energy

In related news, Director John T. Chambers sold 55,000 shares of the stock in a transaction dated 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 of the company’s stock, valued at $70,949,350.77. This represents a 18.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Aman Joshi sold 8,343 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $300.37, for a total transaction of $2,505,986.91. Following the completion of the sale, the insider owned 163,807 shares of the company’s stock, valued at $49,202,708.59. This trade represents a 4.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 108,617 shares of company stock valued at $30,648,609 over the last three months. Corporate 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.