PensionDanmark Pensionsforsikringsaktieselskab raised its holdings in shares of Bloom Energy Corporation (NYSE:BE – Free Report) by 9.0% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 34,041 shares of the company’s stock after acquiring an additional 2,820 shares during the quarter. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in Bloom Energy were worth $10,304,000 as of its most recent filing with the SEC.
Several other hedge funds and other institutional investors have also made changes to their positions in the business. Assenagon Asset Management S.A. lifted its stake in Bloom Energy by 3,398.3% during the second quarter. Assenagon Asset Management S.A. now owns 239,877 shares of the company’s stock worth $72,611,000 after purchasing an additional 233,020 shares during the last quarter. Apella Capital LLC increased its stake in Bloom Energy by 77.6% in the second quarter. Apella Capital LLC now owns 8,789 shares of the company’s stock valued at $2,660,000 after purchasing an additional 3,839 shares during the last quarter. Gainplan LLC purchased a new position in Bloom Energy in the second quarter valued at approximately $305,000. Foster Group Inc. acquired a new stake in Bloom Energy during the second quarter worth approximately $373,000. Finally, Harbor Investment Advisory LLC acquired a new stake in Bloom Energy during the second quarter worth approximately $194,000. Institutional investors and hedge funds own 77.04% of the company’s stock.
Insider Activity
In other news, 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 value of $651,992.58. Following the completion of the sale, the chief accounting officer directly owned 79,686 shares of the company’s stock, valued at approximately $22,998,973.32. This represents a 2.76% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shawn Marie Soderberg sold 2,842 shares of the stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $288.63, for a total transaction of $820,286.46. Following the sale, the insider owned 132,265 shares of the company’s stock, valued at $38,175,646.95. This trade represents a 2.10% decrease in their position. The disclosure for this sale is available in the SEC filing. 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. 3.00% of the stock is owned by corporate insiders.
Trending Headlines about Bloom Energy
- 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 Price Performance
Shares of NYSE BE opened at $220.18 on Friday. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59. Bloom Energy Corporation has a twelve month low of $36.47 and a twelve month high of $351.28. The stock has a 50 day moving average of $254.14 and a two-hundred day moving average of $212.16. The stock has a market cap of $64.85 billion, a P/E ratio of 293.57, a P/E/G ratio of 3.00 and a beta of 3.79.
Bloom Energy (NYSE:BE – Get Free Report) last announced its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) 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%. The company’s revenue for the quarter was up 165.5% compared to the same quarter last year. During the same period last year, the firm posted $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, research analysts forecast that Bloom Energy Corporation will post 1.93 earnings per share for the current year.
Wall Street Analyst Weigh In
BE has been the subject of several research analyst reports. Weiss Ratings restated a “hold (c)” rating on shares of Bloom Energy in a report on Tuesday, July 21st. Robert W. Baird reiterated an “outperform” rating and set a $310.00 price target on shares of Bloom Energy in a research note on Thursday, July 9th. Evercore reissued an “outperform” rating on shares of Bloom Energy in a research report on Friday. Sanford C. Bernstein boosted their price target on shares of Bloom Energy from $276.00 to $282.00 and gave the company a “market perform” rating in a research report on Wednesday, July 29th. Finally, Mizuho upgraded shares of Bloom Energy from a “neutral” rating to an “outperform” rating and decreased their price objective for the company from $285.00 to $242.00 in a research note on Thursday, July 30th. Three research 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 assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $246.18.
View 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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