Vanguard Group Inc. Has $1.81 Billion Position in Bloom Energy Corporation $BE

Vanguard Group Inc. lifted its stake in Bloom Energy Corporation (NYSE:BE) by 0.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 20,853,477 shares of the company’s stock after purchasing an additional 45,557 shares during the period. Vanguard Group Inc. owned 0.09% of Bloom Energy worth $1,811,959,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of BE. Graticule Asia Macro Advisors LLC acquired a new stake in shares of Bloom Energy in the third quarter valued at approximately $402,494,000. Trivest Advisors Ltd increased its holdings in shares of Bloom Energy by 1,461.6% in the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after purchasing an additional 3,201,000 shares in the last quarter. Westfield Capital Management Co. LP acquired a new stake in shares of Bloom Energy in the third quarter valued at approximately $141,679,000. Man Group plc increased its holdings in shares of Bloom Energy by 177.4% in the second quarter. Man Group plc now owns 2,392,915 shares of the company’s stock valued at $57,239,000 after purchasing an additional 1,530,167 shares in the last quarter. Finally, Handelsbanken Fonder AB increased its holdings in shares of Bloom Energy by 2,063.7% in the third quarter. Handelsbanken Fonder AB now owns 1,265,778 shares of the company’s stock valued at $107,047,000 after purchasing an additional 1,207,278 shares in the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Record Q1 results and much stronger guidance — Bloom reported $751.1M revenue (up 130% YoY) and $0.44 adj. EPS, beat estimates, posted positive operating profit, and raised FY26 revenue and EPS guidance materially; this is the primary catalyst lifting the stock. Business Wire: Bloom Energy Reports Record First Quarter 2026 Results
• Positive Sentiment: AI/data-center demand and strategic partnerships — Management highlighted surging data?center demand and announced a data?center partnership with Oracle, which investors view as durable, high?margin recurring demand that helps justify higher multiples. Schaeffers: How Options Traders Are Playing the Bloom Energy Stock Melt-Up
• Positive Sentiment: Broker upgrades and higher price targets — Several firms bumped targets/ratings after the print (BTIG to $295 buy; RBC to $335 outperform), reinforcing buy-side momentum and coverage flows. Benzinga: Analyst Price Target Moves
• Neutral Sentiment: Heavy options and momentum trading — Elevated options activity and technical commentary (Murrey Math) are amplifying intraday moves; this can magnify volatility without changing fundamentals. Invezz: Murrey Math Lines Suggest Rally
• Negative Sentiment: Valuation and upside/downside divergence among analysts — Despite upgrades, some updated targets (JPMorgan $267, TD Cowen $235, Wells Fargo $217) still sit below the intraday price, and Seeking Alpha flags extreme forward multiples, leaving the stock vulnerable if growth or margins disappoint. Seeking Alpha: Revenue Explosion Is Impressive but Valuation Stretched

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on BE. Zacks Research raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Tuesday, April 7th. TD Cowen raised their price target on shares of Bloom Energy from $160.00 to $235.00 and gave the company a “hold” rating in a report on Wednesday. Wells Fargo & Company raised their price target on shares of Bloom Energy to $217.00 and gave the company an “equal weight” rating in a report on Wednesday. Susquehanna raised their price objective on shares of Bloom Energy to $293.00 and gave the company a “positive” rating in a research note on Wednesday. Finally, Roth Mkm set a $225.00 price objective on shares of Bloom Energy in a research note on Wednesday. Two 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 issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $194.95.

Insider Buying and Selling at Bloom Energy

In other news, insider Aman Joshi sold 19,944 shares of Bloom Energy stock in a transaction on Monday, March 16th. The shares were sold at an average price of $154.85, for a total transaction of $3,088,328.40. Following the transaction, the insider directly owned 190,521 shares of the company’s stock, valued at $29,502,176.85. This trade represents a 9.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Kr Sridhar sold 200,000 shares of Bloom Energy stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total transaction of $34,000,000.00. Following the transaction, the chief executive officer directly owned 2,189,869 shares in the company, valued at approximately $372,277,730. This represents a 8.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 455,092 shares of company stock valued at $78,564,475 in the last three months. Insiders own 3.00% of the company’s stock.

Bloom Energy Price Performance

Shares of BE stock opened at $287.41 on Thursday. Bloom Energy Corporation has a 52-week low of $16.05 and a 52-week high of $290.50. The stock has a market cap of $80.63 billion, a PE ratio of -756.34, a PEG ratio of 9.42 and a beta of 3.18. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. The firm’s 50 day moving average price is $169.78 and its two-hundred day moving average price is $137.02.

Bloom Energy (NYSE:BE) last announced its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.09 by $0.35. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The firm had revenue of $751.05 million for the quarter, compared to analysts’ expectations of $531.29 million. During the same period last year, the firm earned $0.03 earnings per share. The business’s revenue for the quarter was up 130.4% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. As a group, analysts forecast that Bloom Energy Corporation will post 1 EPS for the current year.

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.