National Pension Service Sells 33,519 Shares of Bloom Energy Corporation $BE

National Pension Service cut its position in Bloom Energy Corporation (NYSE:BE) by 6.9% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 449,125 shares of the company’s stock after selling 33,519 shares during the quarter. National Pension Service’s holdings in Bloom Energy were worth $135,950,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. WINTON GROUP Ltd bought a new position in Bloom Energy in the second quarter worth approximately $9,444,000. Capital Advantage Inc. bought a new stake in shares of Bloom Energy during the second quarter valued at approximately $283,000. NewEdge Advisors LLC increased its holdings in shares of Bloom Energy by 45.0% during the second quarter. NewEdge Advisors LLC now owns 45,509 shares of the company’s stock valued at $13,776,000 after acquiring an additional 14,113 shares in the last quarter. Centerline Wealth Advisors LLC acquired a new position in shares of Bloom Energy during the second quarter worth approximately $242,000. Finally, Allworth Financial LP raised its position in shares of Bloom Energy by 40.8% during the second quarter. Allworth Financial LP now owns 2,507 shares of the company’s stock worth $759,000 after purchasing an additional 726 shares during the period. 77.04% of the stock is owned by institutional investors.

Bloom Energy News Summary

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

• Positive Sentiment: Bloom Energy’s solid-oxide fuel-cell systems are benefiting from surging electricity demand from artificial-intelligence data centers. Recent commentary highlights customer interest from hyperscalers, neocloud companies and AI labs, while the company reportedly delivered power to an Oracle data center in just 55 days. Bloom Energy Has More Room to Run Amid the AI Supercycle
• Positive Sentiment: A new Power Connect system could reduce installation time by more than 40%, potentially accelerating deployments and improving Bloom’s ability to convert its backlog into revenue. Bloom Energy’s New Power Connect System
• Positive Sentiment: Bloom is scheduled to join the S&P 500 on September 21, which could create incremental demand from index-tracking funds. The company was also named to Newsweek’s 2026 World’s Most Trustworthy Companies list in the Energy & Utilities category. ETFs in Spotlight as Bloom Energy Joins the S&P 500
• Neutral Sentiment: Heavy options activity, including nearly $350 million traded in one session and reports of a prior high-profile household purchase, is increasing attention and volatility but does not by itself change Bloom’s operating outlook. Bloom Energy Options Activity
• Negative Sentiment: Several law firms are promoting a securities class action covering investors who purchased shares from February 27, 2025, through July 8, 2026. The allegations involve statements about Bloom’s scandium sourcing and its “no China supply chain” claims; the lead-plaintiff deadline is September 28. The repeated announcements are adding an overhang and potential legal costs. Bloom Energy Securities Class Action Deadline
• Negative Sentiment: After rising more than 400% over the past year, analysts and commentary warn that the stock’s valuation leaves limited room for disappointment. Profit-taking is particularly understandable given the company’s very high earnings multiple, even though recent quarterly revenue and earnings significantly exceeded estimates. Bloom Energy Valuation and Limited Upside

Bloom Energy Trading Down 4.3%

NYSE BE opened at $257.81 on Friday. The firm has a market capitalization of $75.93 billion, a P/E ratio of 343.74, a PEG ratio of 3.69 and a beta of 3.80. The business has a fifty day simple moving average of $225.25 and a 200 day simple moving average of $225.50. Bloom Energy Corporation has a 12 month low of $61.37 and a 12 month high of $351.28. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. The firm had revenue of $1.07 billion for the quarter, compared to analysts’ expectations of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The business’s revenue for the quarter was up 165.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, analysts predict that Bloom Energy Corporation will post 1.92 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, Director Jeffrey R. Immelt sold 30,000 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $238.91, for a total value of $7,167,300.00. Following the sale, the director owned 201,243 shares of the company’s stock, valued at $48,078,965.13. The trade was a 12.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director John T. Chambers sold 15,000 shares of the company’s stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the sale, the director owned 208,333 shares in the company, valued at $52,083,250. The trade was a 6.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 89,464 shares of company stock worth $22,131,255 in the last ninety days. 3.00% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on BE shares. Royal Bank Of Canada reiterated an “outperform” rating and issued a $335.00 target price on shares of Bloom Energy in a report on Wednesday, June 10th. Susquehanna boosted their price target on shares of Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a research note on Friday, July 10th. Wells Fargo & Company lowered their price objective 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. Zacks Research raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, July 28th. Finally, Truist Financial lowered 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. 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 issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $249.18.

Bloom Energy Profile

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.