WINTON GROUP Ltd Acquires New Position in Bloom Energy Corporation $BE

WINTON GROUP Ltd bought a new position in shares of Bloom Energy Corporation (NYSE:BE) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 31,200 shares of the company’s stock, valued at approximately $9,444,000.

A number of other large investors also recently made changes to their positions in BE. MJT & Associates Financial Advisory Group Inc. increased its holdings in Bloom Energy by 49.3% in the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock valued at $34,000 after purchasing an additional 37 shares during the last quarter. Compound Planning Inc. grew its position in shares of Bloom Energy by 1.1% during the 1st quarter. Compound Planning Inc. now owns 3,445 shares of the company’s stock worth $467,000 after buying an additional 38 shares during the period. Carolina Wealth Advisors LLC increased its stake in shares of Bloom Energy by 51.7% in the 2nd quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock valued at $41,000 after acquiring an additional 46 shares during the last quarter. Blue Trust Inc. increased its stake in shares of Bloom Energy by 37.2% in the 1st quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after acquiring an additional 51 shares during the last quarter. Finally, Odyssean LLC raised its position in shares of Bloom Energy by 1.8% in the 2nd quarter. Odyssean LLC now owns 2,926 shares of the company’s stock valued at $886,000 after acquiring an additional 51 shares during the period. Institutional investors and hedge funds own 77.04% of the company’s stock.

Bloom Energy Price Performance

Shares of BE opened at $269.42 on Thursday. The stock has a 50 day simple moving average of $225.52 and a 200 day simple moving average of $224.73. Bloom Energy Corporation has a 52-week low of $60.00 and a 52-week high of $351.28. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. The firm has a market capitalization of $79.35 billion, a PE ratio of 359.23, a P/E/G ratio of 3.80 and a beta of 3.80.

Bloom Energy (NYSE:BE) last announced its earnings results 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 firm had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. During the same period last year, the company posted $0.10 EPS. The business’s quarterly revenue was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Sell-side analysts predict that Bloom Energy Corporation will post 1.92 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research firms recently weighed in on BE. Robert W. Baird reissued an “outperform” rating and set a $310.00 price objective on shares of Bloom Energy in a research note on Thursday, July 9th. Mizuho raised shares of Bloom Energy from a “neutral” rating to an “outperform” rating and lowered their target price for the company from $285.00 to $242.00 in a research note on Thursday, July 30th. Truist Financial cut their target price on shares of Bloom Energy from $250.00 to $218.00 and set a “hold” rating on the stock in a report on Wednesday, July 29th. UBS Group reissued a “buy” rating and set a $325.00 price target on shares of Bloom Energy in a research report on Monday. Finally, Oppenheimer restated a “market perform” rating on shares of Bloom Energy in a research report on Wednesday, July 29th. Three equities research 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’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $249.18.

Key Bloom Energy News

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

• Positive Sentiment: S&P 500 inclusion: Bloom Energy is scheduled to join the S&P 500 before trading begins on September 21. The change is expected to generate buying from index-tracking funds and increase institutional visibility. ETFs in Spotlight as Bloom Energy is Set to Join the S&P 500 Index
• Positive Sentiment: AI data-center power demand: Analysts continue to highlight Bloom’s ability to provide quickly deployable, onsite electricity amid grid constraints. A report noted that the company delivered power to an Oracle data center in 55 days, potentially strengthening its competitive position with hyperscale customers. Bloom Energy Delivered Power to an Oracle Data Center in 55 Days
• Positive Sentiment: Strong operating momentum: Recent coverage points to second-quarter revenue of $1.07 billion, up 165.5% year over year, along with raised 2026 expectations and major customer and financing relationships tied to data-center expansion.
• Neutral Sentiment: Analyst debate: Some commentators remain bullish on Bloom’s growth outlook, while others argue that the stock’s rapid advance has outpaced reasonable estimates of intrinsic value. One model cited a $213.16 target, substantially below the recent trading level. Prediction: Bloom Energy Has Limited Upside Despite 223% Year-to-Date Surge
• Negative Sentiment: Securities litigation over China supply-chain disclosures: Multiple law firms are publicizing a shareholder class action alleging that Bloom misrepresented its lack of China-related supply exposure after an investigative report identified Chinese-origin scandium in its supply chain. The September 28 lead-plaintiff deadline keeps the issue in focus and adds legal and reputational risk. BE Shareholder Alert

Insider Activity at Bloom Energy

In related news, insider Shawn Soderberg sold 2,895 shares of the company’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $233.60, for a total value of $676,272.00. Following the completion of the transaction, the insider directly owned 129,370 shares of the company’s stock, valued at approximately $30,220,832. This represents a 2.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,053 shares of the stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $241.64, for a total value of $496,086.92. Following the transaction, the insider owned 205,364 shares of the company’s stock, valued at approximately $49,624,156.96. This trade represents a 0.99% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 89,464 shares of company stock valued at $22,131,255 over the last three months. Insiders own 3.00% of the company’s stock.

About Bloom Energy

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.

The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.