Ted Buchan & Co Buys New Position in Bloom Energy Corporation $BE

Ted Buchan & Co acquired a new stake in Bloom Energy Corporation (NYSE:BE) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 2,707 shares of the company’s stock, valued at approximately $819,000.

Other institutional investors have also made changes to their positions in the company. Bayforest Capital Ltd bought a new stake in Bloom Energy during the 1st quarter worth about $2,055,000. AQR Capital Management LLC acquired a new stake in shares of Bloom Energy in the first quarter valued at about $1,820,000. NewEdge Advisors LLC increased its position in shares of Bloom Energy by 674.7% in 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 during the last quarter. Goldman Sachs Group Inc. raised its holdings in Bloom Energy by 50.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock worth $49,127,000 after acquiring an additional 836,810 shares in the last quarter. Finally, Focus Partners Wealth boosted its position in Bloom Energy by 30.7% during the first quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock valued at $394,000 after purchasing an additional 4,716 shares during the last quarter. Institutional investors own 77.04% of the company’s stock.

Wall Street Analyst Weigh In

BE has been the topic of a number of recent analyst reports. 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. Zacks Research upgraded Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, July 28th. Sanford C. Bernstein lifted their price objective on shares of Bloom Energy from $276.00 to $282.00 and gave the stock a “market perform” rating in a research report on Wednesday, July 29th. Wells Fargo & Company decreased their price objective on shares of Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating on the stock in a report on Thursday, July 30th. Finally, Robert W. Baird reiterated an “outperform” rating and issued a $310.00 price target on shares of Bloom Energy in a research note on Thursday, July 9th. Three investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $246.18.

Bloom Energy Stock Performance

Shares of NYSE:BE opened at $236.12 on Friday. Bloom Energy Corporation has a 12-month low of $40.56 and a 12-month high of $351.28. The company’s 50 day moving average price is $248.98 and its two-hundred day moving average price is $214.75. The firm has a market cap of $69.54 billion, a PE ratio of 314.82, a PEG ratio of 3.24 and a beta of 3.79. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59.

Bloom Energy (NYSE:BE) last posted its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. The firm had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The company’s revenue was up 165.5% on a year-over-year basis. During the same quarter last year, the company earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Equities research analysts predict that Bloom Energy Corporation will post 1.93 earnings per share for the current year.

Bloom Energy News Roundup

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

• Positive Sentiment: AI data-center power partnership boosts growth outlook. Nebius Group selected Bloom’s fuel cells as the behind-the-meter power solution for a flagship AI data center. Analysts highlighted Bloom’s ability to provide “speed to power,” an important advantage as grid interconnection delays constrain AI infrastructure expansion. BE Stock Jumps After NBIS Says Switch To Bloom
• Positive Sentiment: MiTAC expansion reinforces demand for Bloom’s onsite systems. MiTAC Computing Technology expanded its Bloom partnership to include a fuel-cell-powered islanded microgrid at its Fremont AI server manufacturing campus, adding to its existing San Jose installation. The project supports Bloom’s positioning as a rapidly deployable, low-noise power provider for mission-critical AI operations. Scandium Supply Chain Dispute Might Change The Case For Investing In Bloom Energy
• Positive Sentiment: AI-driven earnings expectations remain supportive. Commentary from Zacks, Fool.com and Evercore ISI points to rising power demand from AI data centers as a major long-term opportunity. Bloom’s latest reported quarter also featured revenue growth of 165.5% year over year and earnings well above consensus, strengthening the bullish narrative. Bloom Energy Skyrockets 143% YTD

Insider Transactions at Bloom Energy

In other news, insider Shawn Marie Soderberg sold 2,842 shares of the business’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $288.63, for a total transaction of $820,286.46. Following the completion of the transaction, the insider owned 132,265 shares of the company’s stock, valued at approximately $38,175,646.95. The trade was a 2.10% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director John T. Chambers sold 15,000 shares of Bloom Energy stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $205.58, for a total transaction of $3,083,700.00. Following the sale, the director directly owned 223,333 shares in the company, valued at $45,912,798.14. This trade represents a 6.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 92,585 shares of company stock worth $25,996,248. 3.00% of the stock is owned by insiders.

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.