Mitsubishi UFJ Asset Management Co. Ltd. Raises Position in Bloom Energy Corporation $BE

Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in Bloom Energy Corporation (NYSE:BE) by 286.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 224,934 shares of the company’s stock after buying an additional 166,729 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Bloom Energy were worth $19,545,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. WPG Advisers LLC boosted its position in Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after buying an additional 67 shares during the period. N.E.W. Advisory Services LLC purchased a new position in Bloom Energy in the 3rd quarter valued at approximately $32,000. Fifth Third Bancorp purchased a new position in Bloom Energy in the 3rd quarter valued at approximately $32,000. Parkside Financial Bank & Trust boosted its position in Bloom Energy by 250.9% in the 3rd quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock valued at $33,000 after buying an additional 281 shares during the period. Finally, NewEdge Advisors LLC boosted its position in Bloom Energy by 674.7% in the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after buying an additional 1,626 shares during the period. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Bloom Energy Price Performance

Shares of BE opened at $261.47 on Friday. Bloom Energy Corporation has a 1-year low of $17.01 and a 1-year high of $302.99. The stock has a market cap of $73.35 billion, a PE ratio of -5,228.31 and a beta of 3.82. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10. The firm has a fifty day moving average price of $179.59 and a 200 day moving average price of $141.89.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share 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 firm had revenue of $751.05 million during the quarter, compared to analysts’ expectations of $539.94 million. During the same period in the previous year, the company earned $0.03 earnings per share. Bloom Energy’s quarterly 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. As a group, sell-side analysts anticipate that Bloom Energy Corporation will post 1.31 EPS for the current year.

Wall Street Analysts Forecast Growth

BE has been the subject of several recent analyst reports. Morgan Stanley reaffirmed an “overweight” rating and set a $310.00 price objective on shares of Bloom Energy in a research report on Wednesday, April 29th. Wall Street Zen raised shares of Bloom Energy from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Susquehanna lifted their price objective on shares of Bloom Energy to $293.00 and gave the stock a “positive” rating in a research report on Wednesday, April 29th. Mizuho set a $285.00 price objective on shares of Bloom Energy in a research report on Friday, May 1st. Finally, Barclays lifted their price objective on shares of Bloom Energy to $177.00 and gave the stock an “equal weight” rating in a research report on Monday, April 27th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $213.81.

Insider Activity at Bloom Energy

In other Bloom Energy news, insider Shawn Marie Soderberg sold 35,000 shares of Bloom Energy stock in a transaction on Wednesday, April 29th. The shares were sold at an average price of $279.00, for a total value of $9,765,000.00. Following the transaction, the insider directly owned 341,731 shares in the company, valued at approximately $95,342,949. The trade was a 9.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Mary K. Bush sold 25,000 shares of Bloom Energy stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $266.96, for a total transaction of $6,674,000.00. Following the completion of the transaction, the director owned 108,524 shares in the company, valued at approximately $28,971,567.04. This represents a 18.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 515,092 shares of company stock valued at $95,003,475 in the last ninety days. 3.00% of the stock is currently owned by insiders.

Key Bloom Energy News

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

• Positive Sentiment: Bloom Energy is being highlighted as an AI-energy winner after reporting record Q1 2026 revenue of $751.1 million, beating expectations and prompting a major price-target increase from analysts who cited stronger-than-expected demand and an expanded Oracle partnership.
• Positive Sentiment: Jim Cramer called Bloom Energy a “rocket ship,” adding to bullish sentiment around the stock as investors rotate into AI-related infrastructure and non-combustible power generation plays. Jim Cramer on Bloom Energy: “Stock Is a Rocket Ship”
• Positive Sentiment: Several recent articles argue Bloom is among the market’s strongest growth stories, with commentary pointing to its rapid April share-price surge and its potential to keep benefiting from AI capex buildout. Why Bloom Energy Stock Skyrocketed 109% in April
• Positive Sentiment: Industry coverage also notes that Bloom’s recent earnings beat and outlook raise are helping lift the broader fuel-cell and alternative-energy group, reinforcing confidence in the company’s growth trajectory.
• Neutral Sentiment: Some Street coverage remains cautious despite higher price targets, with at least one major firm reiterating a Neutral rating even after sharply lifting its target, suggesting valuation may be getting stretched. Here’s What the Street is Saying About Bloom Energy Corporation (BE)
• Negative Sentiment: Broader alternative-energy commentary warns that tariffs and expiring tax credits could pressure renewable and clean-energy projects, which may create some headwinds for the sector over time.

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.