11,398 Bloom Energy Corporation $BE Shares Acquired by NFSG Corp

NFSG Corp increased its stake in shares of Bloom Energy Corporation (NYSE:BE) by 137.2% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 19,703 shares of the company’s stock after buying an additional 11,398 shares during the period. NFSG Corp’s holdings in Bloom Energy were worth $5,457,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also bought and sold shares of the company. MJT & Associates Financial Advisory Group Inc. raised its holdings in Bloom Energy by 49.3% in the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock valued at $34,000 after acquiring an additional 37 shares during the period. Compound Planning Inc. lifted its position in Bloom Energy by 1.1% during the first quarter. Compound Planning Inc. now owns 3,445 shares of the company’s stock worth $467,000 after acquiring an additional 38 shares during the last quarter. MassMutual Private Wealth & Trust FSB lifted its position in Bloom Energy by 13.8% during the third quarter. MassMutual Private Wealth & Trust FSB now owns 355 shares of the company’s stock worth $98,000 after acquiring an additional 43 shares during the last quarter. Carolina Wealth Advisors LLC boosted its holdings in shares of Bloom Energy by 51.7% during the second quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock worth $41,000 after acquiring an additional 46 shares during the period. Finally, Truefg LLC boosted its holdings in shares of Bloom Energy by 2.4% during the third quarter. Truefg LLC now owns 2,048 shares of the company’s stock worth $567,000 after acquiring an additional 48 shares during the period. Institutional investors and hedge funds own 77.04% of the company’s stock.

Bloom Energy News Summary

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

• Positive Sentiment: Oracle-related demand remains a major catalyst. Oracle reportedly reaffirmed Bloom Energy’s role as the primary power source for its large AI campus, supporting the company’s positioning as a supplier of reliable electricity for data centers. Bloom Energy Got Good News From Oracle and Fell Anyway
• Positive Sentiment: Robert W. Baird raised its price target to $351 from $310 and maintained an “outperform” rating, indicating continued confidence in Bloom’s growth prospects and potential upside from current levels.
• Neutral Sentiment: Bloom Energy is scheduled to report earnings next week. Wall Street expects year-over-year earnings growth, but Zacks said the company lacks the combination of estimate revisions and historical factors typically associated with a likely earnings beat. Bloom Energy Reports Next Week
• Neutral Sentiment: Long-term growth expectations remain high. Management expects 2026 revenue of approximately $3.9 billion to $4.2 billion, roughly double the prior year, but the stock trades at a demanding valuation that requires substantial future profit growth. Bloom Energy Stock Is 31% Below Its Record
• Negative Sentiment: The AI power trade is unwinding. Bloom Energy and other data-center infrastructure stocks came under pressure as investors questioned the durability of AI-related capital spending and became more concerned about debt and financing risks across the sector. Bloom Energy Is an AI Power Supply Bottleneck Bellwether
• Negative Sentiment: Macroeconomic pressure added to the selling. Higher oil prices and a hot inflation reading revived concerns that interest rates could remain elevated, weighing on high-growth infrastructure companies such as BE. Bloom Energy Stock Slides Amid High Oil Prices and Inflation Woes

Insiders Place Their Bets

In other Bloom Energy news, insider Aman Joshi sold 8,437 shares of the stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $277.17, for a total transaction of $2,338,483.29. Following the sale, the insider directly owned 147,092 shares in the company, valued at $40,769,489.64. This represents a 5.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Satish Chitoori sold 2,870 shares of the stock in a transaction that occurred on Wednesday, September 16th. The stock was sold at an average price of $270.06, for a total transaction of $775,072.20. Following the sale, the insider owned 202,494 shares in the company, valued at $54,685,529.64. This represents a 1.40% 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 89,698 shares of company stock valued at $21,780,758 over the last 90 days. 3.00% of the stock is owned by company insiders.

Bloom Energy Stock Performance

Shares of NYSE:BE opened at $236.74 on Friday. 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 has a market cap of $69.73 billion, a PE ratio of 315.65, a PEG ratio of 3.08 and a beta of 3.77. The company’s 50 day moving average price is $249.27 and its two-hundred day moving average price is $246.27. Bloom Energy Corporation has a 12-month low of $75.70 and a 12-month high of $351.28.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. The business had revenue of $1.07 billion for 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%. The firm’s quarterly revenue was up 165.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Equities research analysts predict that Bloom Energy Corporation will post 2.04 earnings per share for the current year.

Analyst Ratings Changes

BE has been the topic of several research reports. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $282.00 target price on shares of Bloom Energy in a research report on Wednesday, October 7th. Oppenheimer reissued a “market perform” rating on shares of Bloom Energy in a report on Wednesday, July 29th. UBS Group boosted their price target on Bloom Energy from $325.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, October 7th. BMO Capital Markets dropped their target price on Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a report on Wednesday, July 29th. Finally, Roth Capital reissued a “neutral” rating and issued a $260.00 target price on shares of Bloom Energy in a research report on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Bloom Energy presently has an average rating of “Moderate Buy” and a consensus price target of $259.05.

About Bloom Energy

Bloom Energy Corporation (NYSE: BE) develops and manufactures energy-generation and hydrogen technologies. Its primary product is the Bloom Energy Server, a solid-oxide fuel cell system designed to produce electricity onsite from fuels such as natural gas, biogas and hydrogen. The company’s distributed-generation systems are intended to provide reliable, low-emission power for commercial and industrial facilities, data centers, utilities and other large energy users.

Bloom Energy also produces electrolyzers that use electricity to separate water into hydrogen and oxygen.