Bloom Energy Corporation $BE Shares Acquired by Nicholas Investment Partners LP

Posted by Francis Steltz on Jun 14th, 2026

Nicholas Investment Partners LP lifted its holdings in shares of Bloom Energy Corporation (NYSE:BE – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 112,116 shares of the company’s stock after buying an additional 3,182 shares during the quarter. Nicholas Investment Partners LP’s holdings in Bloom Energy were worth $9,742,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. WPG Advisers LLC raised its stake in shares of Bloom Energy by 26.4% during the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after buying an additional 67 shares during the period. Hantz Financial Services Inc. raised its stake in shares of Bloom Energy by 45.5% during the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock worth $28,000 after buying an additional 100 shares during the period. Caitong International Asset Management Co. Ltd acquired a new position in shares of Bloom Energy during the 4th quarter worth approximately $28,000. Fifth Third Bancorp acquired a new position in shares of Bloom Energy during the 3rd quarter worth approximately $32,000. Finally, McMillan Office Inc. acquired a new position in shares of Bloom Energy during the 4th quarter worth approximately $37,000. 77.04% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the company. Barclays upped their target price on Bloom Energy to $254.00 and gave the stock an “equal weight” rating in a research note on Monday, May 11th. BTIG Research upped their target price on Bloom Energy to $295.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Morgan Stanley reaffirmed an “overweight” rating and set a $310.00 target price on shares of Bloom Energy in a research note on Wednesday, April 29th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Bloom Energy in a research note on Tuesday. Finally, TD Cowen upped their target price on Bloom Energy to $235.00 and gave the stock a “hold” rating in a research note on Wednesday, April 29th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $217.48.

Read Our Latest Analysis on Bloom Energy

Bloom Energy Stock Up 4.6%

Shares of NYSE:BE opened at $260.39 on Friday. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90. The business has a fifty day moving average of $246.21 and a two-hundred day moving average of $171.19. The stock has a market cap of $74.07 billion, a P/E ratio of -5,206.80 and a beta of 3.73. Bloom Energy Corporation has a 52-week low of $20.93 and a 52-week high of $322.83.

Bloom Energy (NYSE:BE – Get Free Report) last issued its earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.12 by $0.32. The company had revenue of $751.05 million during the quarter, compared to analysts’ expectations of $539.94 million. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The firm’s quarterly revenue was up 130.4% on a year-over-year basis. During the same period in the prior year, the business earned $0.03 EPS. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, research analysts expect that Bloom Energy Corporation will post 1.31 earnings per share for the current year.

Insider Buying and Selling

In other Bloom Energy news, CAO Maciej Kurzymski sold 6,229 shares of the company’s stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $293.36, for a total value of $1,827,339.44. Following the completion of the sale, the chief accounting officer directly owned 81,945 shares in the company, valued at $24,039,385.20. This represents a 7.06% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Shawn Marie Soderberg sold 2,746 shares of the company’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $259.42, for a total value of $712,367.32. Following the completion of the sale, the insider owned 135,107 shares of the company’s stock, valued at approximately $35,049,457.94. The trade was a 1.99% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 323,777 shares of company stock worth $71,485,514 over the last quarter. Corporate insiders own 3.00% of the company’s stock.

Key Stories Impacting Bloom Energy

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

Positive Sentiment: Bloom Energy is being highlighted as a beneficiary of rising demand for reliable power to support AI data centers, with commentary pointing to its fuel-cell technology as a solution for grid-constrained projects and a reason traders are re-entering the name. Bloom Energy Stock Is Climbing Thursday: What’s Driving The Move?
Positive Sentiment: Recent coverage says Bloom Energy continues to stand out in the renewable-energy group, with strong earnings performance helping support the bullish case and reinforcing its growth momentum versus peers. Renewable Energy Q1 Earnings: Bloom Energy (NYSE:BE) is the Best in the Biz
Neutral Sentiment: Bloom Energy’s stock has already delivered an enormous multi-year gain, and one article questions whether there is still upside left after the rally, which may be encouraging some investors to reassess valuation rather than chase the stock. Bloom Energy (BE) Stock After 13x Three Year Surge Is There Still Upside Potential
Neutral Sentiment: One bearish note downgraded Bloom Energy to hold, arguing that AI enthusiasm may be running ahead of fundamentals, which adds caution but does not point to a major business setback. Bloom Energy: AI Euphoria Meets Reality, Downgrading To Hold
Negative Sentiment: Coverage also notes that Bloom Energy has pulled back from a recent peak, and that a paused data-center project tied to Crusoe raises a near-term reminder that some AI-power demand could be delayed even if the longer-term thesis remains intact. BE Stock Recovers After 10% Selloff: Morgan Stanley Says Crusoe Project Pause Does Not Break AI Power Thesis

Bloom Energy Profile

(Free Report)

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.