Family CFO Inc Sells 20,310 Shares of Bloom Energy Corporation $BE

Family CFO Inc reduced its holdings in Bloom Energy Corporation (NYSE:BE) by 19.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 83,863 shares of the company’s stock after selling 20,310 shares during the period. Bloom Energy comprises 3.3% of Family CFO Inc’s holdings, making the stock its 10th largest position. Family CFO Inc’s holdings in Bloom Energy were worth $7,287,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of BE. Graticule Asia Macro Advisors LLC acquired a new stake in Bloom Energy in the third quarter valued at approximately $402,494,000. Trivest Advisors Ltd grew its holdings in 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 during the period. Westfield Capital Management Co. LP acquired a new stake in Bloom Energy in the third quarter valued at approximately $141,679,000. Man Group plc grew its holdings in 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 during the period. Finally, Vanguard Group Inc. grew its holdings in Bloom Energy by 6.3% in the third quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock valued at $1,759,726,000 after purchasing an additional 1,240,819 shares during the period. 77.04% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Bloom Energy news, insider Aman Joshi sold 19,944 shares of the company’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $154.85, for a total transaction of $3,088,328.40. Following the completion of the sale, the insider directly owned 190,521 shares of the company’s stock, valued at $29,502,176.85. This represents a 9.48% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Satish Chitoori sold 18,964 shares of the stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $154.45, for a total value of $2,928,989.80. Following the transaction, the insider directly owned 232,365 shares of the company’s stock, valued at approximately $35,888,774.25. This trade represents a 7.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 380,092 shares of company stock valued at $62,724,725. 3.50% of the stock is owned by insiders.

Analyst Ratings Changes

A number of analysts have recently issued reports on the company. Evercore reaffirmed an “outperform” rating and issued a $179.00 price target on shares of Bloom Energy in a research note on Friday, February 6th. Truist Financial set a $68.00 price target on Bloom Energy in a research note on Friday, January 9th. Roth Mkm lifted their price target on Bloom Energy to $133.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 3rd. Susquehanna lowered their price target on Bloom Energy to $173.00 and set a “positive” rating on the stock in a research note on Thursday, April 9th. Finally, UBS Group reaffirmed a “buy” rating and issued a $170.00 price target on shares of Bloom Energy in a research note on Friday, February 6th. Two research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $137.91.

More Bloom Energy News

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

• Positive Sentiment: Oracle expanded its master services agreement to procure up to 2.8 GW of Bloom fuel cell capacity (initial 1.2 GW already contracted and deployment underway). The deal directly ties Bloom to large AI/cloud buildouts and validates its fast-deploying on-site power offering. Read More.
• Positive Sentiment: Multiple outlets (Reuters/Yahoo) reported the same 2.8 GW expansion; coverage highlights that fuel cells can be rolled out faster than traditional power — a competitive advantage as data centers race to scale capacity. Read More.
• Positive Sentiment: Macro tailwind: a Zacks commentary argues AI demand is reviving after recent headwinds (geopolitics, grid stress). Stronger AI/cloud spend supports demand for distributed power providers like Bloom. Read More.
• Neutral Sentiment: Market context pieces list Bloom among “winners” in futures/pre-market moves; useful for sentiment tracking but not company-specific fundamentals. Read More.
• Neutral Sentiment: Analyst/comparison coverage (Bloom vs. Redeia) provides cross-utility context but offers limited immediate impact on BE’s price action. Read More.
• Negative Sentiment: Oracle was issued a warrant to buy $400M of Bloom stock days earlier — while signalling Oracle’s commitment, the warrant creates potential dilution risk and raises governance/related-party scrutiny for some investors. Read More.

Bloom Energy Price Performance

BE stock opened at $176.76 on Tuesday. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. The company has a market capitalization of $49.59 billion, a PE ratio of -465.16, a P/E/G ratio of 6.80 and a beta of 3.18. Bloom Energy Corporation has a 12-month low of $16.01 and a 12-month high of $180.90. The business’s fifty day moving average price is $150.57 and its 200 day moving average price is $125.28.

Bloom Energy (NYSE:BE) last issued its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, topping the consensus estimate of $0.25 by $0.20. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The company had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. During the same quarter in the prior year, the business earned $0.43 EPS. Bloom Energy’s revenue was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, sell-side analysts anticipate that Bloom Energy Corporation will post -0.23 EPS for the current year.

Bloom Energy 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.