Eurizon Capital SGR S.p.A. Acquires Shares of 12,183 Bloom Energy Corporation $BE

Eurizon Capital SGR S.p.A. acquired a new stake in Bloom Energy Corporation (NYSE:BE) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 12,183 shares of the company’s stock, valued at approximately $1,059,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. WPG Advisers LLC lifted its position in Bloom Energy by 26.4% in the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after purchasing an additional 67 shares during the last quarter. Hantz Financial Services Inc. raised its holdings in shares of Bloom Energy by 45.5% during the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after acquiring an additional 100 shares in the last quarter. Fifth Third Bancorp bought a new position in shares of Bloom Energy during the third quarter valued at approximately $32,000. NewEdge Advisors LLC raised its holdings in shares of Bloom Energy by 674.7% during the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after acquiring an additional 1,626 shares in the last quarter. Finally, Lodestone Wealth Management LLC bought a new position in shares of Bloom Energy during the fourth quarter valued at approximately $43,000. Institutional investors own 77.04% of the company’s stock.

Insider Buying and Selling

In related news, insider Aman Joshi sold 4,813 shares of the company’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $288.20, for a total value of $1,387,106.60. Following the sale, the insider directly owned 175,708 shares of the company’s stock, valued at $50,639,045.60. This represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Mary K. Bush sold 25,000 shares of the company’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $266.96, for a total value of $6,674,000.00. Following the completion of the sale, the director directly owned 108,524 shares in the company, valued at approximately $28,971,567.04. The trade was a 18.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 268,777 shares of company stock valued at $55,112,564 over the last 90 days. 3.00% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on the company. Citigroup restated a “neutral” rating on shares of Bloom Energy in a report on Thursday, May 28th. Wells Fargo & Company upped their target price on Bloom Energy to $217.00 and gave the company an “equal weight” rating in a report on Wednesday, April 29th. Roth Mkm set a $225.00 target price on Bloom Energy in a report on Wednesday, April 29th. Barclays upped their target price on Bloom Energy to $254.00 and gave the company an “equal weight” rating in a report on Monday, May 11th. Finally, Morgan Stanley restated an “overweight” rating and set a $310.00 target price on shares of Bloom Energy in a report on Wednesday, April 29th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $217.48.

Bloom Energy News Roundup

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

• Positive Sentiment: Oracle is partnering with Bloom Energy to supply gigawatt-scale clean fuel-cell power for its data centers, boosting Bloom’s visibility as a core AI infrastructure provider. Oracle Reshapes AI Data Centers With Clean Power And Arm Shift
• Positive Sentiment: Bloom Energy’s recent multi-gigawatt Oracle agreements, a $5 billion Brookfield partnership, and accelerating AI power demand suggest a bigger long-term revenue opportunity than the market expected. Bloom Energy’s AI Power Deals Test Valuation And Execution Expectations
• Positive Sentiment: Bloom Energy is getting additional bullish attention from analysts and technical traders, with commentary pointing to improving estimate revisions and strong momentum. Bears are Losing Control Over Bloom Energy (BE), Here’s Why It’s a ‘Buy’ Now
• Neutral Sentiment: Broader energy-sector strength is providing a favorable backdrop, but this is more of a market tailwind than a company-specific catalyst. Sector Update: Energy Stocks Rise Late Afternoon
• Neutral Sentiment: Some recent commentary warns that Bloom’s rally has become extended, with the stock now trading on very high expectations tied to AI growth and execution. Bloom Energy Stock’s Momentum Score Surges Amid 228% YTD Gains, But Analyst Sees A Catch

Bloom Energy Price Performance

Shares of BE stock opened at $302.85 on Wednesday. The stock has a market cap of $86.14 billion, a price-to-earnings ratio of -6,055.83 and a beta of 3.73. The business’s fifty day moving average is $222.92 and its 200 day moving average is $161.41. Bloom Energy Corporation has a twelve month low of $18.39 and a twelve month 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.

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

About Bloom Energy

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.