CTC Alternative Strategies Ltd. Purchases Shares of 3,900 Bloom Energy Corporation $BE

Posted by Geri Gentry on Aug 1st, 2026

CTC Alternative Strategies Ltd. purchased a new stake in Bloom Energy Corporation (NYSE:BE – Free Report) during the first quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 3,900 shares of the company’s stock, valued at approximately $528,000. Bloom Energy makes up approximately 1.2% of CTC Alternative Strategies Ltd.’s investment portfolio, making the stock its 28th largest holding.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Liontrust Investment Partners LLP acquired a new position in shares of Bloom Energy during the first quarter worth about $4,777,000. Western Wealth Management LLC acquired a new stake in Bloom Energy in the first quarter valued at approximately $624,000. Bank of America Corp DE raised its holdings in Bloom Energy by 6.1% in the first quarter. Bank of America Corp DE now owns 2,211,880 shares of the company’s stock valued at $299,688,000 after acquiring an additional 126,649 shares in the last quarter. Edgestream Partners L.P. lifted its stake in Bloom Energy by 31.4% in the first quarter. Edgestream Partners L.P. now owns 24,787 shares of the company’s stock worth $3,358,000 after acquiring an additional 5,920 shares during the last quarter. Finally, Janus Henderson Group PLC lifted its stake in Bloom Energy by 157.3% in the first quarter. Janus Henderson Group PLC now owns 150,094 shares of the company’s stock worth $20,335,000 after acquiring an additional 91,761 shares during the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.

Key Headlines Impacting Bloom Energy

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

Positive Sentiment: Analyst support and AI demand: Mizuho upgraded Bloom Energy to “Outperform” and set a $242 price target, citing the potential for fuel cells to provide rapidly deployable power for data centers. Other coverage also highlights Bloom’s commercial scale and a reported multiyear backlog tied to artificial-intelligence power demand. Mizuho upgrades Bloom Energy
Positive Sentiment: Strong quarterly results continue to support the bull case: Bloom reported quarterly revenue of $1.07 billion, up 165.5% year over year, and EPS of $0.78 versus the $0.39 consensus estimate. The company also issued fiscal 2026 EPS guidance of $2.55 to $2.85, reinforcing optimism about accelerating demand and operating leverage. Bloom Energy shares gap up after strong earnings
Neutral Sentiment: Valuation and technical volatility are limiting conviction: Despite the earnings beat, Bloom trades at a very high earnings multiple and has fallen substantially from its 52-week high. The sharp swings indicate that traders are rapidly repricing both the company’s AI opportunity and execution risks.
Negative Sentiment: Hunterbrook challenges fuel-cell performance claims: Hunterbrook Capital alleged that Bloom’s fuel cells may not deliver the efficiency, output, or lifespan previously claimed. The report directly attacks the company’s technology and could pressure investor confidence if its assertions gain wider attention. Hunterbrook report challenges fuel-cell performance
Negative Sentiment: Multiple securities-fraud class-action announcements add legal overhang: Several law firms publicized a lawsuit covering investors who purchased Bloom securities from February 27, 2025, through July 8, 2026, alleging investor harm from purportedly misleading disclosures. The September 28, 2026 lead-plaintiff deadline is likely to keep the issue in focus, although the repeated notices largely concern the same case. Bloom Energy class action investor alert
Negative Sentiment: Conflicting analyst views weigh on sentiment: Wells Fargo lowered its price target to $176 and maintained an “Equal Weight” rating, while BMO issued a pessimistic forecast. Those targets contrast sharply with Mizuho’s bullish outlook and highlight uncertainty over whether Bloom’s growth expectations justify its valuation. Bloom Energy analyst coverage

Bloom Energy Stock Down 0.5%

BE opened at $206.06 on Friday. The business’s 50-day simple moving average is $261.00 and its 200-day simple moving average is $209.14. The company has a debt-to-equity ratio of 1.59, a quick ratio of 4.10 and a current ratio of 4.09. Bloom Energy Corporation has a one year low of $32.52 and a one year high of $351.28. The stock has a market capitalization of $58.61 billion, a P/E ratio of 274.75 and a beta of 3.73.

Bloom Energy (NYSE:BE – Get Free Report) last posted its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, beating the consensus estimate of $0.39 by $0.39. The business had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The business’s quarterly revenue was up 165.5% on a year-over-year basis. During the same period in the previous year, the business earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Analysts anticipate that Bloom Energy Corporation will post 1.43 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the stock. BMO Capital Markets dropped their price objective on shares of Bloom Energy from $279.00 to $227.00 and set a “market perform” rating on the stock in a research report on Wednesday. Mizuho raised shares of Bloom Energy from a “neutral” rating to an “outperform” rating and decreased their price objective for the stock from $285.00 to $242.00 in a research report on Thursday. Oppenheimer reiterated a “market perform” rating on shares of Bloom Energy in a research note on Wednesday. Clear Str upgraded shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Wednesday. Finally, Wall Street Zen raised Bloom Energy from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Three equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $246.18.

Read Our Latest Research Report on BE

Insider Activity at Bloom Energy

In other Bloom Energy news, Director John T. Chambers sold 55,000 shares of the business’s stock in a transaction that occurred 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 ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Maciej Kurzymski sold 6,229 shares of the stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $293.36, for a total transaction of $1,827,339.44. Following the sale, the chief accounting officer owned 81,945 shares of the company’s stock, valued at approximately $24,039,385.20. This represents a 7.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 118,617 shares of company stock valued at $34,238,909 over the last 90 days. 3.00% of the stock is owned by insiders.

Bloom Energy Company 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.