Sei Investments Co. Purchases 81,584 Shares of Bloom Energy Corporation $BE

Posted by George Bondi on Jul 26th, 2026

Sei Investments Co. raised its position in shares of Bloom Energy Corporation (NYSE:BE – Free Report) by 28.7% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 365,975 shares of the company’s stock after acquiring an additional 81,584 shares during the period. Sei Investments Co.’s holdings in Bloom Energy were worth $49,586,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Geode Capital Management LLC increased its position in Bloom Energy by 5.4% in the fourth quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock worth $461,272,000 after purchasing an additional 269,662 shares during the last quarter. Brooklands Fund Management Ltd purchased a new stake in Bloom Energy during the fourth quarter valued at $347,560,000. Amundi lifted its position in Bloom Energy by 390.7% during the fourth quarter. Amundi now owns 3,154,197 shares of the company’s stock valued at $274,068,000 after purchasing an additional 2,511,426 shares during the last quarter. Norges Bank purchased a new position in shares of Bloom Energy in the 4th quarter worth $239,683,000. Finally, Jennison Associates LLC grew its stake in shares of Bloom Energy by 20,074.4% in the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock worth $364,066,000 after buying an additional 2,673,710 shares in the last quarter. 77.04% of the stock is currently owned by institutional investors.

Bloom Energy Price Performance

BE stock opened at $185.80 on Friday. The company has a current ratio of 5.03, a quick ratio of 4.10 and a debt-to-equity ratio of 2.90. Bloom Energy Corporation has a 12 month low of $32.52 and a 12 month high of $351.28. The stock has a market cap of $52.85 billion, a PE ratio of -3,715.24 and a beta of 3.73. The company has a 50-day moving average price of $270.58 and a 200 day moving average price of $206.60.

Bloom Energy (NYSE:BE – Get Free Report) last announced 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 business had revenue of $751.05 million during the quarter, compared to analyst estimates of $539.94 million. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The company’s revenue for the quarter was up 130.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.03 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Equities research analysts anticipate that Bloom Energy Corporation will post 1.43 earnings per share for the current year.

Analyst Upgrades and Downgrades

BE has been the topic of a number of research reports. JPMorgan Chase & Co. boosted their target price on shares of Bloom Energy from $267.00 to $346.00 and gave the stock an “overweight” rating in a report on Tuesday, July 21st. Royal Bank Of Canada reiterated an “outperform” rating and issued a $335.00 price target on shares of Bloom Energy in a research report on Wednesday, June 10th. Susquehanna boosted their price objective on Bloom Energy from $293.00 to $298.00 and gave the stock a “positive” rating in a research note on Friday, July 10th. Citigroup restated a “hold” rating on shares of Bloom Energy in a research report on Thursday, July 16th. Finally, TD Cowen reiterated a “hold” rating and issued a $235.00 target price on shares of Bloom Energy in a report on Monday, July 20th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Bloom Energy presently has a consensus rating of “Hold” and a consensus target price of $254.00.

Check Out Our Latest Analysis on BE

Key Headlines Impacting Bloom Energy

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

Positive Sentiment: Recent commentary remains constructive on Bloom Energy’s long-term AI power demand story, with analysts and bullish articles highlighting its role in supplying on-site power for data centers and other large energy users. Bloom Energy: AI’s Power Crunch Creates Rare Buying Opportunity
Positive Sentiment: Bloom Energy is entering its upcoming Q2 report with elevated expectations, supported by AI-driven demand and the recently highlighted Oracle fuel-cell deal, which could keep sentiment favorable if results and guidance confirm the growth narrative. Bloom Energy Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?
Neutral Sentiment: Wall Street preview pieces are focusing on Q2 metrics and expectations rather than a new negative catalyst, suggesting investors are waiting for the earnings release for confirmation on revenue growth, margins, and cash flow. Unlocking Q2 Potential of Bloom Energy (BE): Exploring Wall Street Estimates for Key Metrics
Neutral Sentiment: Unusual options activity showed a sharp increase in put buying, indicating traders are hedging or betting on further near-term downside, but this is more of a sentiment signal than a fundamental development.
Negative Sentiment: BE is being hit by a broad selloff across the fuel-cell and hydrogen space, which is weighing on the stock despite its longer-term growth story. Bloom Energy Tumbles 13%, FuelCell Energy Drops 9%, Plug Power Slips 4% in Fuel-Cell Selloff

Insider Activity at Bloom Energy

In other Bloom Energy news, Director Mary K. Bush sold 25,000 shares of the company’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $266.96, for a total value of $6,674,000.00. Following the transaction, the director owned 108,524 shares of the company’s stock, valued at $28,971,567.04. This represents a 18.72% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director John T. Chambers sold 55,000 shares of the stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $297.69, for a total value of $16,372,950.00. Following the completion of the sale, the director owned 238,333 shares in the company, valued at approximately $70,949,350.77. The trade was a 18.75% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 153,617 shares of company stock worth $44,003,909 over the last quarter. 3.00% of the stock is owned by insiders.

About Bloom Energy

(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.