2,640 Shares in Bloom Energy Corporation $BE Acquired by Meiji Yasuda Life Insurance Co

Posted by Stanley Muller on Aug 30th, 2026

Meiji Yasuda Life Insurance Co purchased a new position in Bloom Energy Corporation (NYSE:BE – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,640 shares of the company’s stock, valued at approximately $799,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Brooklands Fund Management Ltd bought a new position in shares of Bloom Energy in the fourth quarter valued at $347,560,000. Norges Bank bought a new stake in shares of Bloom Energy during the fourth quarter worth about $239,683,000. Jennison Associates LLC increased its position in shares of Bloom Energy by 20,074.4% during the first quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock worth $364,066,000 after acquiring an additional 2,673,710 shares in the last quarter. Amundi raised its holdings in shares of Bloom Energy by 390.7% in the 4th quarter. Amundi now owns 3,154,197 shares of the company’s stock worth $274,068,000 after acquiring an additional 2,511,426 shares during the last quarter. Finally, Man Group plc raised its holdings in shares of Bloom Energy by 177.4% in the 2nd quarter. Man Group plc now owns 2,392,915 shares of the company’s stock worth $57,239,000 after acquiring an additional 1,530,167 shares during the last quarter. Institutional investors own 77.04% of the company’s stock.

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 that occurred on Tuesday, June 16th. The shares were sold at an average price of $289.11, for a total value of $820,205.07. Following the completion of the transaction, the insider owned 207,417 shares of the company’s stock, valued at $59,966,328.87. The trade was a 1.35% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Jeffrey R. Immelt sold 30,000 shares of the stock in a transaction on Monday, August 17th. The stock was sold at an average price of $238.91, for a total transaction of $7,167,300.00. Following the completion of the transaction, the director directly owned 201,243 shares in the company, valued at $48,078,965.13. The trade was a 12.97% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 89,464 shares of company stock valued at $22,131,255 in the last ninety days. Insiders own 3.00% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on BE. Mizuho raised shares of Bloom Energy from a “neutral” rating to an “outperform” rating and dropped their price target for the company from $285.00 to $242.00 in a research report on Thursday, July 30th. UBS Group lowered their price objective on Bloom Energy from $350.00 to $300.00 and set a “buy” rating for the company in a research note on Wednesday, July 29th. JPMorgan Chase & Co. lowered their price objective on Bloom Energy from $346.00 to $314.00 and set an “overweight” rating for the company in a research note on Wednesday, July 29th. Barclays lifted their target price on Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a research report on Tuesday, June 23rd. Finally, Evercore reissued an “outperform” rating on shares of Bloom Energy in a report on Friday, August 7th. Three investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Bloom Energy presently has an average rating of “Moderate Buy” and a consensus price target of $248.05.

Check Out Our Latest Analysis on BE

Bloom Energy Price Performance

Bloom Energy stock opened at $209.37 on Friday. Bloom Energy Corporation has a one year low of $48.87 and a one year high of $351.28. The business has a fifty day moving average price of $235.51 and a 200-day moving average price of $219.07. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41. The firm has a market capitalization of $61.67 billion, a P/E ratio of 279.16, a PEG ratio of 2.89 and a beta of 3.79.

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, topping analysts’ consensus estimates of $0.39 by $0.39. The business had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. Bloom Energy’s revenue was up 165.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, equities research analysts forecast that Bloom Energy Corporation will post 1.92 EPS for the current year.

Bloom Energy News Roundup

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

Positive Sentiment: AI data-center demand remains the primary bullish catalyst. Bloom’s solid-oxide fuel cells can provide onsite electricity much faster than traditional grid infrastructure, supporting demand from data centers with urgent power needs. Analysts and bullish investors point to expanding deployments, constructive backlog expectations and the potential for backlog growth beyond the company’s previously reported $20 billion level. Prediction: Bloom Energy’s Backlog Will Top $50 Billion Before Year’s End
Positive Sentiment: Power Connect could improve execution and accelerate revenue conversion. Bloom says its factory-integrated system pre-wires and tests equipment before delivery, potentially reducing onsite installation time by more than 40% and making the company’s solutions more attractive for rapidly expanding AI infrastructure projects. Bloom Energy Is Up 7.6% After Launching Power Connect To Speed Data Center Deployments
Positive Sentiment: Recent fundamentals and comparisons remain supportive. Bloom recently exceeded quarterly EPS and revenue expectations, while coverage has highlighted its stronger AI-power growth outlook relative to FuelCell Energy and other energy-storage competitors. Bloom Energy vs. FuelCell Energy: Which Fuel Cell Stock Has an Edge?

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.