Udine Wealth Management Inc. Has $5.67 Million Stock Holdings in Bloom Energy Corporation $BE

Posted by Geri Gentry on Aug 15th, 2026

Udine Wealth Management Inc. lessened its stake in Bloom Energy Corporation (NYSE:BE – Free Report) by 42.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,723 shares of the company’s stock after selling 13,535 shares during the quarter. Bloom Energy accounts for approximately 2.3% of Udine Wealth Management Inc.’s holdings, making the stock its 10th biggest position. Udine Wealth Management Inc.’s holdings in Bloom Energy were worth $5,667,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the company. MJT & Associates Financial Advisory Group Inc. grew its position in Bloom Energy by 49.3% during the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company’s stock valued at $34,000 after purchasing an additional 37 shares during the last quarter. Compound Planning Inc. raised its holdings in Bloom Energy by 1.1% in the first quarter. Compound Planning Inc. now owns 3,445 shares of the company’s stock worth $467,000 after buying an additional 38 shares during the last quarter. Carolina Wealth Advisors LLC lifted its stake in shares of Bloom Energy by 51.7% in the second quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company’s stock worth $41,000 after buying an additional 46 shares in the last quarter. Blue Trust Inc. lifted its stake in shares of Bloom Energy by 37.2% in the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock worth $25,000 after buying an additional 51 shares in the last quarter. Finally, HB Wealth Management LLC grew its holdings in shares of Bloom Energy by 1.6% during the first quarter. HB Wealth Management LLC now owns 3,442 shares of the company’s stock valued at $466,000 after buying an additional 54 shares during the last quarter. 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: AI power demand remains the primary bullish catalyst. Bloom’s fuel-cell systems are being marketed as a fast, deployable power source for hyperscale data centers facing grid-connection delays. Demand tied to CoreWeave’s expansion and a project involving NBIS reportedly strengthened the investment case. Bloom Energy Shares Jump Premarket as AI Power Crunch Drives Demand
Positive Sentiment: Improving earnings expectations could support the stock. Analysts have been raising estimates for Bloom Energy, suggesting stronger expected demand and execution could help sustain near-term momentum. Earnings Estimates Rising for Bloom Energy
Neutral Sentiment: Investors are debating whether the rally is justified. Bloom Energy has gained more than 400% over the past year as the AI-power theme accelerated. Supporters point to expanding business prospects, while skeptics argue the valuation already discounts substantial future growth. Bloom Energy Stock Has Exploded
Negative Sentiment: Valuation and insider selling are notable risks. Reports cite an approximately 81-times forward price-to-earnings multiple and suggest insiders have been selling shares. Those factors raise the risk of profit-taking if growth or contract execution falls short of very optimistic expectations. Bloom Energy Stock Has Exploded
Negative Sentiment: Multiple law firms are publicizing a securities class action. The lawsuit covers investors who purchased Bloom securities from February 27, 2025, through July 8, 2026, with a September 28, 2026 lead-plaintiff deadline. Allegations reportedly involve potentially inadequate disclosures concerning supply-chain exposure to Chinese scandium. The litigation creates reputational, financial and headline risk, although the allegations have not been proven. Kaplan Fox Advises Bloom Energy Investors

Bloom Energy Price Performance

Shares of BE opened at $230.10 on Friday. The firm has a market cap of $67.77 billion, a PE ratio of 306.80, a P/E/G ratio of 3.23 and a beta of 3.79. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59. The firm has a fifty day simple moving average of $248.28 and a two-hundred day simple moving average of $214.86. Bloom Energy Corporation has a 1-year low of $40.56 and a 1-year high of $351.28.

Bloom Energy (NYSE:BE – Get Free Report) last released its quarterly 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 firm had revenue of $1.07 billion for the quarter, compared to analysts’ expectations of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The company’s revenue was up 165.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, equities analysts anticipate that Bloom Energy Corporation will post 1.93 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the stock. Evercore reissued an “outperform” rating on shares of Bloom Energy in a research report on Friday, August 7th. Jefferies Financial Group increased their target price on Bloom Energy from $188.00 to $229.00 and gave the company a “hold” rating in a research note on Friday. Sanford C. Bernstein lifted their target price on Bloom Energy from $276.00 to $282.00 and gave the stock a “market perform” rating in a report on Wednesday, July 29th. BTIG Research restated a “buy” rating and issued a $295.00 price target on shares of Bloom Energy in a research note on Wednesday, July 29th. Finally, Robert W. Baird reaffirmed an “outperform” rating and set a $310.00 price target on shares of Bloom Energy in a report on Thursday, July 9th. Three investment 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 assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $248.05.

View Our Latest Stock Analysis on Bloom Energy

Insider Activity at Bloom Energy

In other Bloom Energy news, insider Satish Chitoori sold 2,837 shares of the business’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $289.11, for a total transaction of $820,205.07. Following the completion of the sale, the insider directly owned 207,417 shares in the company, valued at $59,966,328.87. The trade was a 1.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CAO Maciej Kurzymski sold 2,259 shares of the company’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $288.62, for a total transaction of $651,992.58. Following the sale, the chief accounting officer directly owned 79,686 shares of the company’s stock, valued at $22,998,973.32. The trade was a 2.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 107,585 shares of company stock valued at $29,746,248 in the last 90 days. 3.00% of the stock is owned by company 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.