Atom Investors LP Makes New Investment in Bloom Energy Corporation $BE

Atom Investors LP purchased a new position in Bloom Energy Corporation (NYSE:BE) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 46,294 shares of the company’s stock, valued at approximately $4,022,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. WPG Advisers LLC grew its stake in Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after buying an additional 67 shares in the last quarter. Orion Capital Management LLC lifted its holdings in shares of Bloom Energy by 0.7% in the 4th quarter. Orion Capital Management LLC now owns 12,083 shares of the company’s stock worth $1,050,000 after acquiring an additional 83 shares during the last quarter. Ritholtz Wealth Management lifted its holdings in shares of Bloom Energy by 1.5% in the 4th quarter. Ritholtz Wealth Management now owns 5,765 shares of the company’s stock worth $501,000 after acquiring an additional 87 shares during the last quarter. CoreCap Advisors LLC lifted its holdings in shares of Bloom Energy by 7.3% in the 4th quarter. CoreCap Advisors LLC now owns 1,295 shares of the company’s stock worth $113,000 after acquiring an additional 88 shares during the last quarter. Finally, Reliant Investment Management LLC lifted its holdings in shares of Bloom Energy by 3.6% in the 4th quarter. Reliant Investment Management LLC now owns 2,556 shares of the company’s stock worth $222,000 after acquiring an additional 90 shares during the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

More Bloom Energy News

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

• Positive Sentiment: Bloom Energy’s latest data center report reinforced that power shortages are a major bottleneck for AI infrastructure, supporting demand for its fuel-cell and clean-power systems. AI Data Center Growth Hinges on Solving Both Power Constraints and Community Concerns, Bloom Energy Report Finds
• Positive Sentiment: Analysts and market write-ups pointed to BE’s strong 2026 surge and ongoing AI data center demand as reasons investors may continue paying up for the stock. Bloom Energy Trades at a Premium: How to Play the Stock
• Neutral Sentiment: Bloom Energy was noted as outperforming the broader market in the latest session, with shares settling higher even as the overall market fell. Bloom Energy (BE) Ascends While Market Falls: Some Facts to Note

Insider Activity at Bloom Energy

In related news, Director John T. Chambers sold 55,000 shares of the company’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $297.69, for a total transaction of $16,372,950.00. Following the completion of the sale, the director directly owned 238,333 shares in the company, valued at $70,949,350.77. This represents a 18.75% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Satish Chitoori sold 2,111 shares of the company’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $288.24, for a total transaction of $608,474.64. Following the sale, the insider owned 210,254 shares of the company’s stock, valued at $60,603,612.96. This represents a 0.99% 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 a total of 234,188 shares of company stock worth $57,693,971 over the last ninety days. Insiders own 3.00% of the company’s stock.

Bloom Energy Trading Up 2.6%

NYSE:BE opened at $281.60 on Wednesday. The company has a fifty day moving average of $251.91 and a 200 day moving average of $174.26. Bloom Energy Corporation has a 52 week low of $20.93 and a 52 week high of $322.83. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90. The firm has a market capitalization of $80.10 billion, a P/E ratio of -5,630.91 and a beta of 3.73.

Bloom Energy (NYSE:BE) last posted its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, beating analysts’ consensus estimates of $0.12 by $0.32. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The company had revenue of $751.05 million during the quarter, compared to analyst estimates of $539.94 million. During the same period in the prior year, the business posted $0.03 EPS. The firm’s revenue was up 130.4% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, research analysts predict that Bloom Energy Corporation will post 1.31 earnings per share for the current year.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on BE. Wells Fargo & Company boosted their price objective on shares of Bloom Energy to $217.00 and gave the stock an “equal weight” rating in a report on Wednesday, April 29th. Mizuho set a $285.00 price objective on shares of Bloom Energy in a report on Friday, May 1st. TD Cowen boosted their price objective on shares of Bloom Energy to $235.00 and gave the stock a “hold” rating in a report on Wednesday, April 29th. UBS Group boosted their price objective on shares of Bloom Energy to $251.00 and gave the stock a “buy” rating in a report on Tuesday, April 21st. Finally, Zacks Research upgraded shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 7th. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Bloom Energy currently has an average rating of “Moderate Buy” and a consensus target price of $220.14.

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.