Bloom Energy Corporation $BE Shares Sold by CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT

CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT lowered its stake in shares of Bloom Energy Corporation (NYSE:BE) by 38.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 115,000 shares of the company’s stock after selling 72,000 shares during the period. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT’s holdings in Bloom Energy were worth $9,992,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in BE. Graticule Asia Macro Advisors LLC acquired a new stake in shares of Bloom Energy during the third quarter valued at $402,494,000. Trivest Advisors Ltd boosted its stake in shares of Bloom Energy by 1,461.6% during the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock valued at $289,229,000 after acquiring an additional 3,201,000 shares during the last quarter. Westfield Capital Management Co. LP acquired a new stake in shares of Bloom Energy during the third quarter valued at $141,679,000. Man Group plc boosted its stake in shares of Bloom Energy by 177.4% during the second quarter. Man Group plc now owns 2,392,915 shares of the company’s stock valued at $57,239,000 after acquiring an additional 1,530,167 shares during the last quarter. Finally, Vanguard Group Inc. boosted its stake in shares of Bloom Energy by 6.3% during the third quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company’s stock valued at $1,759,726,000 after acquiring an additional 1,240,819 shares during the last quarter. Institutional investors and hedge funds own 77.04% of the company’s stock.

Insider Transactions at Bloom Energy

In related news, insider Satish Chitoori sold 20,000 shares of the firm’s stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $204.23, for a total transaction of $4,084,600.00. Following the sale, the insider directly owned 212,365 shares in the company, valued at approximately $43,371,303.95. This trade represents a 8.61% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Aman Joshi sold 19,944 shares of Bloom Energy stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $154.85, for a total value of $3,088,328.40. Following the sale, the insider owned 190,521 shares in the company, valued at $29,502,176.85. This represents a 9.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 455,092 shares of company stock valued at $78,564,475. 3.60% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

BE has been the topic of a number of analyst reports. Roth Mkm reaffirmed a “neutral” rating on shares of Bloom Energy in a research note on Tuesday. Evercore reissued an “outperform” rating and issued a $179.00 price target on shares of Bloom Energy in a research note on Friday, February 6th. Robert W. Baird set a $172.00 price target on Bloom Energy in a research note on Tuesday, January 27th. Susquehanna decreased 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, Truist Financial set a $68.00 price target on Bloom Energy in a research note on Friday, January 9th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $144.27.

Bloom Energy Stock Down 1.4%

Shares of NYSE:BE opened at $207.18 on Friday. The stock’s 50-day moving average price is $155.63 and its two-hundred day moving average price is $128.74. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. Bloom Energy Corporation has a 12-month low of $16.01 and a 12-month high of $229.55. The firm has a market cap of $58.12 billion, a price-to-earnings ratio of -545.21, a PEG ratio of 8.44 and a beta of 3.18.

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

More Bloom Energy News

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

• Positive Sentiment: Oracle hyperscaler deal expansion lifts revenue visibility and underpins multi-year deployment potential for Bloom’s fuel-cell systems. Bloom Energy Is Soaring. Here’s Why.
• Positive Sentiment: Technical breakout and AI data-center demand: BE has moved above its 50- and 200-day SMAs after a large run, attracting momentum traders and quant flows tied to expectations for clean, resilient power for AI infrastructure. Bloom Energy Surges Past 50 & 200-Day SMAs: How to Trade the Stock?
• Positive Sentiment: Wall Street support: JPMorgan raised its price target to $231, citing stronger contract visibility with hyperscalers — analyst upgrades/target increases are helping sustain buying interest. JPMorgan Chase & Co. Raises Bloom Energy (NYSE:BE) Price Target to $231.00
• Positive Sentiment: Bullish coverage and thematic pieces highlight Bloom as a core play in the AI power story and a renewable-energy beneficiary, reinforcing investor conviction. Stocks Break Out to New Highs: 3 AI Leaders to Buy Now (BE, NBIS, NVDA)
• Neutral Sentiment: High-profile retail/individual trade stories and headlines (viral gains) are amplifying attention and volatility but don’t change fundamentals. 24-Year-Old Turns $875 Million Into $2.2 Billion Via Bloom Energy Stock
• Negative Sentiment: Insider selling: filings show Satish Chitoori and Shawn Soderberg sold sizable blocks (multiple transactions at ~$204–$225 per share), which can prompt investor caution and add supply into the market. Bloom Energy (NYSE:BE) Insider Satish Chitoori Sells 20,000 Shares
• Negative Sentiment: Analyst caution and profit-taking: some firms flagged execution/margin risks and traders have taken profits after the Oracle headline — broader macro catalysts (e.g., ceasefire/market rotation) have also pressured cyclical energy names. Johnson Controls, ESAB, Illinois Tool Works, Bloom Energy, and Kennametal Stocks Trade Down, What You Need To Know

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.