Bloom Energy Corporation $BE Shares Bought by Rye Brook Capital LLC

Rye Brook Capital LLC grew its position in Bloom Energy Corporation (NYSE:BE) by 25.5% during the 3rd quarter, Holdings Channel.com reports. The firm owned 16,812 shares of the company’s stock after purchasing an additional 3,413 shares during the period. Bloom Energy accounts for about 3.0% of Rye Brook Capital LLC’s portfolio, making the stock its 13th biggest position. Rye Brook Capital LLC’s holdings in Bloom Energy were worth $4,657,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently added to or reduced their stakes in BE. Montanova Capital LLC acquired a new stake in shares of Bloom Energy during the second quarter worth $10,231,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in Bloom Energy by 78.3% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company’s stock worth $401,849,000 after acquiring an additional 583,135 shares during the period. Militia Capital Management LLC purchased a new stake in Bloom Energy during the 1st quarter valued at about $813,000. Assenagon Asset Management S.A. grew its stake in Bloom Energy by 3,398.3% during the 2nd quarter. Assenagon Asset Management S.A. now owns 239,877 shares of the company’s stock valued at $72,611,000 after purchasing an additional 233,020 shares during the last quarter. Finally, Zweig DiMenna Associates LLC acquired a new position in shares of Bloom Energy in the first quarter valued at about $8,468,000. 77.04% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Bloom Energy

In related news, insider Shawn Soderberg sold 2,895 shares of the stock in a transaction on Friday, August 14th. The shares were sold at an average price of $233.60, for a total transaction of $676,272.00. Following the sale, 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director John Chambers sold 15,000 shares of Bloom Energy stock in a transaction 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 completion of the transaction, the director directly owned 208,333 shares of the company’s stock, valued at $52,083,250. The trade was a 6.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 89,698 shares of company stock worth $21,780,758. Insiders own 3.00% of the company’s stock.

Bloom Energy Stock Performance

Bloom Energy stock traded down $4.43 during midday trading on Wednesday, hitting $291.35. 10,912,840 shares of the company were exchanged, compared to its average volume of 12,976,224. The firm has a market capitalization of $85.81 billion, a PE ratio of 388.47, a price-to-earnings-growth ratio of 3.66 and a beta of 3.77. Bloom Energy Corporation has a fifty-two week low of $75.70 and a fifty-two week high of $351.28. The business has a fifty day simple moving average of $242.11 and a two-hundred day simple moving average of $240.46. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The company had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. During the same period in the previous year, the company posted $0.10 earnings per share. Bloom Energy’s revenue for the quarter was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, sell-side analysts forecast that Bloom Energy Corporation will post 2.06 earnings per share for the current year.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Morgan Stanley reportedly views Bloom Energy as a potential major beneficiary of an estimated 77-gigawatt data-center power shortfall. Bloom’s fuel-cell systems can provide electricity faster than traditional grid connections, strengthening its position in the AI infrastructure buildout. Morgan Stanley sees Bloom Energy as a winner amid 77 GW shortfall for data centers
• Positive Sentiment: Bloom’s purchase of a 158,000-square-foot facility in Fremont suggests it is preparing to expand manufacturing capacity ahead of potentially accelerating demand from data centers and other large power users. Bloom Energy Is Building Like Demand Is About to Explode
• Positive Sentiment: Jim Cramer highlighted Bloom as a favored AI power play because its systems could help data-center operators secure electricity without relying entirely on constrained utility grids. Jim Cramer Says This Stock is His Favorite AI Power Play
• Neutral Sentiment: Bloom has crossed key short- and long-term moving averages, indicating strong technical momentum. However, the investment case is contested because improving earnings expectations and AI exposure are offset by substantial leverage and a premium valuation.
• Neutral Sentiment: Investors are awaiting the company’s upcoming earnings report. The prior quarter showed significant revenue growth and an earnings beat, raising expectations for another strong update but also increasing the risk of disappointment.
• Negative Sentiment: Sanford C. Bernstein reaffirmed a “market perform” rating and assigned a $282 price target, below the stock’s recently cited trading level, limiting enthusiasm among valuation-sensitive investors.

Analysts Set New Price Targets

Several research analysts have recently issued reports on BE shares. Royal Bank Of Canada restated an “outperform” rating and issued a $335.00 price objective on shares of Bloom Energy in a research note on Monday, September 28th. Robert W. Baird reiterated an “outperform” rating and issued a $310.00 price target on shares of Bloom Energy in a report on Thursday, July 9th. JPMorgan Chase & Co. decreased their price objective on shares of Bloom Energy from $346.00 to $314.00 and set an “overweight” rating for the company in a research note on Wednesday, July 29th. Evercore reaffirmed an “outperform” rating on shares of Bloom Energy in a report on Friday, August 7th. Finally, Barclays increased their price objective on shares of Bloom Energy from $276.00 to $308.00 and gave the stock an “equal weight” rating in a research note on Thursday, October 1st. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $258.32.

Bloom Energy Profile

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.