Polar Capital Holdings Plc Purchases New Position in Bloom Energy Corporation $BE

Posted by Brian Himes on Jun 17th, 2026

Polar Capital Holdings Plc purchased a new stake in Bloom Energy Corporation (NYSE:BE – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 877,359 shares of the company’s stock, valued at approximately $76,234,000.

Several other hedge funds have also recently bought and sold shares of BE. Rakuten Investment Management Inc. bought a new stake in shares of Bloom Energy in the 4th quarter worth about $833,000. Brooklands Fund Management Ltd bought a new position in Bloom Energy during the 4th quarter valued at about $347,560,000. Cynosure Group LLC bought a new position in Bloom Energy during the 4th quarter valued at about $443,000. Towarzystwo Funduszy Inwestycyjnych PZU SA boosted its position in Bloom Energy by 47.8% in the fourth quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 990 shares of the company’s stock valued at $86,000 after buying an additional 320 shares in the last quarter. Finally, Valliance Asset Management Ltd acquired a new position in Bloom Energy in the fourth quarter valued at about $7,646,000. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

BE has been the subject of several recent analyst reports. Wells Fargo & Company raised their price objective on shares of Bloom Energy to $217.00 and gave the stock an “equal weight” rating in a report on Wednesday, April 29th. UBS Group increased their price target on Bloom Energy to $251.00 and gave the stock a “buy” rating in a research report on Tuesday, April 21st. BMO Capital Markets reaffirmed an “outperform” rating on shares of Bloom Energy in a report on Tuesday, June 9th. Morgan Stanley reiterated an “overweight” rating and issued a $310.00 price objective on shares of Bloom Energy in a research report on Wednesday, April 29th. Finally, BTIG Research boosted their price objective on Bloom Energy to $295.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $220.14.

Check Out Our Latest Analysis on BE

Bloom Energy Price Performance

Shares of BE stock opened at $281.60 on Wednesday. Bloom Energy Corporation has a 1 year low of $20.93 and a 1 year high of $322.83. The firm’s 50 day moving average is $251.91 and its 200-day moving average is $174.26. The firm has a market capitalization of $80.10 billion, a price-to-earnings ratio of -5,630.91 and a beta of 3.73. 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 (NYSE:BE – Get Free Report) last issued its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, beating analysts’ consensus estimates of $0.12 by $0.32. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The business had revenue of $751.05 million during the quarter, compared to analyst estimates of $539.94 million. During the same quarter last year, the business posted $0.03 earnings per share. Bloom Energy’s revenue for the quarter was up 130.4% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Sell-side analysts forecast that Bloom Energy Corporation will post 1.31 EPS for the current fiscal year.

Insider Buying and Selling

In other news, insider Aman Joshi sold 4,813 shares of the business’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $288.20, for a total transaction of $1,387,106.60. Following the completion of the sale, the insider owned 175,708 shares in the company, valued at $50,639,045.60. The trade was a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,111 shares of the company’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $288.24, for a total value of $608,474.64. Following the transaction, the insider directly owned 210,254 shares in the company, valued at $60,603,612.96. This trade represents a 0.99% 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. In the last three months, insiders sold 234,188 shares of company stock worth $57,693,971. 3.00% of the stock is currently owned by company insiders.

Bloom Energy News Summary

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

Positive Sentiment: Bloom Energy’s latest data center report reinforced that power shortages are a major bottleneck for AI infrastructure, supporting demand for its fuel-cell and clean-power systems. AI Data Center Growth Hinges on Solving Both Power Constraints and Community Concerns, Bloom Energy Report Finds
Positive Sentiment: Analysts and market write-ups pointed to BE’s strong 2026 surge and ongoing AI data center demand as reasons investors may continue paying up for the stock. Bloom Energy Trades at a Premium: How to Play the Stock
Neutral Sentiment: Bloom Energy was noted as outperforming the broader market in the latest session, with shares settling higher even as the overall market fell. Bloom Energy (BE) Ascends While Market Falls: Some Facts to Note

Bloom Energy 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.