3,722 Shares of Bloom Energy Corporation $BE Bought by M Holdings Securities Inc.

Posted by Brenda Bartman on Nov 10th, 2026

M Holdings Securities Inc. acquired a new stake in shares of Bloom Energy Corporation (NYSE:BE – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 3,722 shares of the company’s stock, valued at approximately $999,000.

Several other hedge funds also recently made changes to their positions in BE. Montanova Capital LLC bought a new stake in shares of Bloom Energy during the 2nd quarter worth $10,231,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in shares of Bloom Energy by 78.3% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company’s stock worth $401,849,000 after acquiring an additional 583,135 shares during the last quarter. Militia Capital Management LLC acquired a new stake in shares of Bloom Energy during the first quarter worth $813,000. Assenagon Asset Management S.A. raised its position in shares of 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 period. Finally, Zweig DiMenna Associates LLC acquired a new stake in shares of Bloom Energy during the first quarter worth $8,468,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

Key Stories Impacting Bloom Energy

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

Positive Sentiment: Bloom’s data-center opportunity gained attention after reports highlighted about 1.6 gigawatts of fuel-cell projects, including a 900-megawatt agreement with NTT DATA and its role in Google’s planned Wyoming project. The deals reinforce demand for on-site power as data centers face grid constraints. Why Bloom Energy Stock Popped Today
Positive Sentiment: Recent operating results provide further support: third-quarter revenue rose 138%, and Bloom raised its full-year guidance again. Is Bloom Energy Really Worth $200 Right Now? Here’s the Math.
Neutral Sentiment: Some investors see clean, on-site fuel cells as a way for data centers to secure power while limiting pressure on the grid. That demand thesis could benefit Bloom, but its scale depends on projects moving forward and customers continuing to invest. Bloom Energy Blooming With Huge Electricity Demand
Negative Sentiment: Valuation is a key concern: at roughly $200 a share, the stock was described as trading at more than 60 times the midpoint of projected 2026 adjusted EPS, leaving little room for execution disappointments. Is Bloom Energy Really Worth $200 Right Now? Here’s the Math.
Negative Sentiment: Quiver’s six-month data showed 24 open-market insider sales and no purchases, a potential cautionary signal, though it does not establish the reason for those transactions. Bloom Energy rises as investors refocus on major data-center power deals

Analysts Set New Price Targets

BE has been the subject of a number of recent analyst reports. Evercore reiterated an “outperform” rating on shares of Bloom Energy in a research report on Monday, October 26th. Sanford C. Bernstein boosted their price objective on Bloom Energy from $282.00 to $306.00 and gave the stock a “market perform” rating in a report on Friday, October 23rd. Zacks Research downgraded Bloom Energy from a “strong-buy” rating to a “hold” rating in a report on Friday, October 2nd. BMO Capital Markets lowered shares of Bloom Energy from an “outperform” rating to a “market perform” rating in a research note on Tuesday, November 3rd. Finally, Wells Fargo & Company raised their target price on shares of Bloom Energy from $176.00 to $182.00 and gave the stock an “equal weight” rating in a report on Monday, October 26th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $263.05.

Read Our Latest Research Report on BE

Insider Activity at Bloom Energy

In other news, insider Satish Chitoori sold 2,870 shares of the stock in a transaction that occurred on Wednesday, September 16th. The shares were sold at an average price of $270.06, for a total value of $775,072.20. Following the completion of the sale, the insider directly owned 202,494 shares of the company’s stock, valued at $54,685,529.64. This represents a 1.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director John T. Chambers sold 15,000 shares of the firm’s stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the sale, the director owned 208,333 shares of the company’s stock, valued at approximately $52,083,250. This represents a 6.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 85,859 shares of company stock worth $20,994,650. Company insiders own 3.00% of the company’s stock.

Bloom Energy Stock Performance

Shares of Bloom Energy stock opened at $193.97 on Tuesday. Bloom Energy Corporation has a 12 month low of $75.70 and a 12 month high of $351.28. The company has a quick ratio of 3.08, a current ratio of 3.74 and a debt-to-equity ratio of 1.33. The stock has a market cap of $57.35 billion, a PE ratio of 119.00, a price-to-earnings-growth ratio of 2.02 and a beta of 3.63. The business has a fifty day simple moving average of $245.69 and a 200-day simple moving average of $221.20.

Bloom Energy (NYSE:BE – Get Free Report) last posted its quarterly earnings results on Thursday, October 22nd. The company reported $0.94 earnings per share for the quarter, beating the consensus estimate of $0.69 by $0.25. The firm had revenue of $1.24 billion for the quarter, compared to analyst estimates of $1.07 billion. Bloom Energy had a return on equity of 45.29% and a net margin of 13.53%. Bloom Energy’s quarterly revenue was up 138.1% on a year-over-year basis. During the same period in the previous year, the firm earned $0.15 earnings per share. On average, sell-side analysts anticipate that Bloom Energy Corporation will post 2.61 EPS for the current fiscal year.

About Bloom Energy

(Free Report)

Bloom Energy Corporation develops solid oxide fuel cell technology for on-site electricity generation and hydrogen production. Its Bloom Energy Server systems generate power near the point of use, helping businesses and institutions meet electricity needs and support resilient energy operations. The company also offers solid oxide electrolyzers designed to produce hydrogen.

Founded in 2001 by K.R. Sridhar, Bloom Energy is headquartered in San Jose, California. It serves customers in the United States and international markets, including countries in Asia.