Bloom Energy Corporation $BE Stock Bought by Inspire Investing LLC

Inspire Investing LLC grew its position in Bloom Energy Corporation (NYSE:BE) by 73.9% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 16,156 shares of the company’s stock after buying an additional 6,863 shares during the period. Inspire Investing LLC’s holdings in Bloom Energy were worth $4,475,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Continuum Advisory LLC bought a new stake in shares of Bloom Energy in the 2nd quarter valued at $25,000. Trifecta Capital Advisors LLC bought a new position in Bloom Energy during the third quarter worth about $26,000. MJT & Associates Financial Advisory Group Inc. lifted its holdings in Bloom Energy by 49.3% during the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock worth $34,000 after acquiring an additional 37 shares in the last quarter. Markowski Investments bought a new position in Bloom Energy during the second quarter worth about $37,000. Finally, Bogart Wealth LLC lifted its holdings in Bloom Energy by 725.0% during the second quarter. Bogart Wealth LLC now owns 132 shares of the company’s stock worth $40,000 after acquiring an additional 116 shares in the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Bloom Energy Trading Down 11.6%

BE opened at $192.52 on Friday. The stock has a market capitalization of $56.70 billion, a P/E ratio of 118.11, a P/E/G ratio of 2.81 and a beta of 3.77. Bloom Energy Corporation has a 12 month low of $75.70 and a 12 month high of $351.28. The firm’s fifty day simple moving average is $248.71 and its 200 day simple moving average is $249.16. 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 released its earnings results on Thursday, October 22nd. The company reported $0.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.69 by $0.25. Bloom Energy had a return on equity of 53.69% and a net margin of 13.53%. The firm had revenue of $1.24 billion during the quarter, compared to analysts’ expectations of $1.07 billion. During the same quarter in the prior year, the company earned $0.15 EPS. The company’s revenue was up 138.1% on a year-over-year basis. As a group, research analysts anticipate that Bloom Energy Corporation will post 2.04 EPS for the current fiscal year.

Insider Activity at Bloom Energy

In other news, Director John Chambers sold 15,000 shares of the company’s stock in a transaction dated Thursday, August 13th. The stock was sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the completion of the transaction, the director directly owned 208,333 shares of the company’s stock, valued at $52,083,250. This represents a 6.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Satish Chitoori sold 2,870 shares of the stock in a transaction dated Wednesday, September 16th. The stock was sold at an average price of $270.06, for a total value of $775,072.20. Following the transaction, the insider owned 202,494 shares of the company’s stock, valued at approximately $54,685,529.64. The trade was a 1.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 89,698 shares of company stock valued at $21,780,758 over the last ninety days. Company insiders own 3.00% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on BE. Mizuho increased their price target on Bloom Energy from $242.00 to $351.00 and gave the stock an “outperform” rating in a report on Monday, September 14th. Morgan Stanley raised their price target on Bloom Energy from $310.00 to $335.00 and gave the stock an “overweight” rating in a research report on Friday. Evercore reiterated an “outperform” rating on shares of Bloom Energy in a report on Friday, August 7th. Zacks Research lowered Bloom Energy from a “strong-buy” rating to a “hold” rating in a research report on Friday, October 2nd. Finally, BMO Capital Markets reissued an “outperform” rating and set a $260.00 target price on shares of Bloom Energy in a research note on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $258.36.

Bloom Energy News Summary

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

• Positive Sentiment: Bloom Energy reported record third-quarter revenue of $1.24 billion, up 138.1% year over year, while adjusted EPS of $0.94 exceeded the approximately $0.69–$0.71 analyst consensus. Net income reached $250.3 million, compared with a loss in the prior-year quarter. Bloom Energy Reports Record Third Quarter 2026 Financial Results and Raises Full Year 2026 Guidance
• Positive Sentiment: The company raised its full-year 2026 outlook for the third time, projecting revenue of $4.4 billion to $4.6 billion and adjusted EPS of $3.10 to $3.40—both above consensus expectations. Management cited strong product sales, rising backlog and demand from data centers and other customers requiring reliable, on-site power. BE Q3 Earnings Beat Estimates on Strong Product Sales, View Up
• Positive Sentiment: Analyst sentiment remained generally constructive: JPMorgan maintained an “overweight” rating despite lowering its price target to $292, while RBC reaffirmed “outperform” with a $335 target and Bernstein raised its target to $306. JPMorgan Bloom Energy Ratings
• Neutral Sentiment: Broader selling in AI-related and data-center power stocks is adding pressure, as investors reassess whether projected capital spending will translate into near-term returns. Bloom’s CEO said the company’s opportunity extends beyond artificial intelligence, including broader distributed-power demand. The AI Rout: Sorting CAPEX Fact From Fiction
• Negative Sentiment: Operating and net cash flow were negative by roughly $180 million in the quarter. Investors are concerned that aggressive manufacturing expansion and other growth investments could require substantial cash before the higher revenue and backlog convert into sustainable free cash flow. Bloom Energy Slides as Q3 Beat and Raise Clouded by Cash Outflows
• Negative Sentiment: At a very high earnings multiple, Bloom Energy had already priced in substantial growth. Consequently, the cash-flow shortfall and expansion spending outweighed the earnings beat and guidance increase for short-term investors.

Bloom Energy Profile

Bloom Energy Corporation develops and manufactures energy systems designed to generate electricity on-site. Its primary product is the Bloom Energy Server, a solid oxide fuel cell platform that converts fuel into electricity through an electrochemical process rather than combustion. The systems are used by businesses, utilities, data centers and other organizations seeking reliable, distributed power.

The company also develops electrolyzers based on its solid oxide technology. These systems are designed to produce hydrogen from electricity and water and support applications related to industrial operations, energy storage and the emerging hydrogen economy.