Polianta Ltd lessened its holdings in shares of Bloom Energy Corporation (NYSE:BE – Free Report) by 34.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,400 shares of the company’s stock after selling 3,300 shares during the quarter. Polianta Ltd’s holdings in Bloom Energy were worth $1,937,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors also recently modified their holdings of BE. MJT & Associates Financial Advisory Group Inc. increased its position in shares of Bloom Energy by 49.3% in the second quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock worth $34,000 after purchasing an additional 37 shares during the last quarter. Blue Trust Inc. raised its stake in Bloom Energy by 37.2% in the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after purchasing an additional 51 shares in the last quarter. Anchor Investment Management LLC bought a new stake in Bloom Energy during the first quarter valued at approximately $27,000. Godsey & Gibb Inc. lifted its position in Bloom Energy by 2,000.0% during the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company’s stock valued at $28,000 after purchasing an additional 200 shares during the last quarter. Finally, CENTRAL TRUST Co grew its stake in Bloom Energy by 10,000.0% in the 1st quarter. CENTRAL TRUST Co now owns 303 shares of the company’s stock worth $41,000 after buying an additional 300 shares in the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.
Bloom Energy News Roundup
Here are the key news stories impacting Bloom Energy this week:
- Positive Sentiment: Bloom Energy expanded its partnership with MiTAC Computing Technology to deploy fuel-cell systems for an islanded microgrid supporting AI infrastructure. The agreement reinforces the company’s position in the growing market for onsite power for data centers, though financial terms were not disclosed. Bloom Energy and MiTAC expanded partnership
- Positive Sentiment: BE was added to Zacks’ Rank #1 “Strong Buy” growth-stock list, offering some support for the bullish AI power-demand thesis. Zacks growth stocks list
- Neutral Sentiment: Bloom Energy is reportedly considering a Fremont manufacturing expansion that could create hundreds of jobs, potentially increasing production capacity but also requiring additional investment. Bloom Energy Fremont expansion
- Negative Sentiment: Several law firms reminded investors of a securities class action covering purchases from February 27, 2025, through July 8, 2026. The lawsuit alleges Bloom misled investors by claiming it had no China supply chain while allegedly obtaining scandium through intermediaries connected to China. Investors have until September 28, 2026, to seek lead-plaintiff status. The allegations are unproven, but the litigation adds legal costs, reputational risk and uncertainty—likely the main reason shares have decreased recently. Bloom Energy securities class action allegations
Bloom Energy Stock Down 3.8%
Bloom Energy (NYSE:BE – Get Free Report) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The firm had revenue of $1.07 billion during the quarter, compared to analyst estimates of $826.13 million. During the same period in the previous year, the business posted $0.10 EPS. The business’s quarterly revenue was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, analysts expect that Bloom Energy Corporation will post 1.93 EPS for the current fiscal 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 dated Wednesday, May 13th. The shares were sold at an average price of $293.36, for a total transaction 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Satish Chitoori sold 2,837 shares of the firm’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $289.11, for a total value of $820,205.07. Following the transaction, the insider directly owned 207,417 shares in the company, valued at $59,966,328.87. This trade represents a 1.35% 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 have sold 108,617 shares of company stock worth $30,648,609 over the last 90 days. Insiders own 3.00% of the company’s stock.
Analysts Set New Price Targets
BE has been the topic of a number of research analyst reports. Royal Bank Of Canada reissued an “outperform” rating and issued a $335.00 price target on shares of Bloom Energy in a report on Wednesday, June 10th. BMO Capital Markets dropped their price objective on shares of Bloom Energy from $279.00 to $227.00 and set a “market perform” rating for the company in a report on Wednesday, July 29th. Morgan Stanley reiterated an “overweight” rating and issued a $310.00 target price on shares of Bloom Energy in a research report on Wednesday, April 29th. Zacks Research raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, July 28th. Finally, Mizuho upgraded Bloom Energy from a “neutral” rating to an “outperform” rating and lowered their price target for the company from $285.00 to $242.00 in a research report on Thursday, July 30th. Three investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $246.18.
Get Our Latest Report on Bloom Energy
About Bloom Energy
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.
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