Headlands Technologies LLC Invests $9.88 Million in Bloom Energy Corporation $BE

Headlands Technologies LLC purchased a new stake in Bloom Energy Corporation (NYSE:BE – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 32,637 shares of the company’s stock, valued at approximately $9,879,000. Bloom Energy makes up 1.1% of Headlands Technologies LLC’s investment portfolio, making the stock its 8th biggest holding.

A number of other hedge funds and other institutional investors also recently made changes to their positions in BE. Susquehanna Fundamental Investments LLC bought a new position in Bloom Energy in the 2nd quarter worth about $7,680,000. Moore Capital Management LP increased its position in shares of Bloom Energy by 161.3% during the second quarter. Moore Capital Management LP now owns 218,175 shares of the company’s stock valued at $66,042,000 after buying an additional 134,675 shares during the period. Two Sigma Securities LLC increased its position in shares of Bloom Energy by 62.3% during the second quarter. Two Sigma Securities LLC now owns 2,985 shares of the company’s stock valued at $904,000 after buying an additional 1,146 shares during the period. B & T Capital Management DBA Alpha Capital Management purchased a new stake in shares of Bloom Energy in the second quarter worth about $816,000. Finally, Benjamin Edwards Inc. purchased a new stake in shares of Bloom Energy in the second quarter worth about $367,000. 77.04% of the stock is currently owned by institutional investors.

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Insider Activity at Bloom Energy

In related news, insider Shawn Marie Soderberg sold 2,895 shares of the firm’s stock in a transaction on Friday, August 14th. The stock was sold at an average price of $233.60, for a total value of $676,272.00. Following the completion of the sale, the insider owned 129,370 shares of the company’s stock, valued at $30,220,832. This trade represents a 2.19% decrease in their ownership of the stock. The sale 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 2,837 shares of the firm’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 of the company’s stock, valued at approximately $59,966,328.87. This represents a 1.35% decrease in their ownership of the stock. 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 89,464 shares of company stock valued at $22,131,255 over the last 90 days. Company insiders own 3.00% of the company’s stock.

Analyst Upgrades and Downgrades

BE has been the subject of several recent analyst reports. Barclays boosted their price objective on shares of Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a research note on Tuesday, June 23rd. Roth Capital upped their price target on shares of Bloom Energy from $225.00 to $285.00 and gave the stock a “neutral” rating in a report on Wednesday, July 1st. Truist Financial lowered their price objective on Bloom Energy from $250.00 to $218.00 and set a “hold” rating on the stock in a research report on Wednesday, July 29th. Evercore restated an “outperform” rating on shares of Bloom Energy in a research report on Friday, August 7th. Finally, Clear Str raised Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Wednesday, July 29th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Bloom Energy presently has an average rating of “Moderate Buy” and an average target price of $248.05.

Check Out Our Latest Report on Bloom Energy

Trending Headlines about Bloom Energy

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?

Bloom Energy Price Performance

BE opened at $209.37 on Monday. 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 stock’s 50 day simple moving average is $235.51 and its 200 day simple moving average is $219.52. The firm has a market cap of $61.67 billion, a price-to-earnings ratio of 279.16, a PEG ratio of 2.89 and a beta of 3.79. Bloom Energy Corporation has a 1 year low of $48.87 and a 1 year high of $351.28.

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, beating the consensus estimate of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The firm had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. During the same quarter in the previous year, the company posted $0.10 earnings per share. The business’s 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 predict that Bloom Energy Corporation will post 1.92 earnings per share for the current year.

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.

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