22,504 Bloom Energy Corporation $BE Shares Bought by Yousif Capital Management LLC

Key Points

• Yousif Capital Management increased its Bloom Energy position by 648.2% in the third quarter, purchasing 22,504 additional shares for a total holding of 25,976 shares valued at approximately $7.2 million. Institutional investors now own 77.04% of the company.
• Bloom Energy reported strong quarterly results, with revenue up 138.1% year over year to $1.24 billion and adjusted EPS of $0.94, beating analyst expectations. The company also raised its full-year 2026 revenue and adjusted EPS outlook, citing strong product sales, backlog growth and data-center demand.
• Despite the earnings beat and higher guidance, shares face pressure from negative cash flow of roughly $180 million, expansion costs and a high valuation. The stock trades at about 118 times earnings, while analyst sentiment remains a “Moderate Buy” with an average price target of $258.36.

Yousif Capital Management LLC boosted its position in Bloom Energy Corporation (NYSE:BE - Free Report) by 648.2% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 25,976 shares of the company's stock after purchasing an additional 22,504 shares during the period. Yousif Capital Management LLC's holdings in Bloom Energy were worth $7,195,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the company. OLD Second National Bank of Aurora purchased a new stake in shares of Bloom Energy during the 3rd quarter valued at about $62,000. Brookstone Capital Management boosted its holdings in shares of Bloom Energy by 17.8% in the third quarter. Brookstone Capital Management now owns 11,820 shares of the company's stock worth $3,274,000 after buying an additional 1,783 shares during the last quarter. Root Financial Partners LLC purchased a new position in shares of Bloom Energy in the third quarter worth approximately $53,000. Precedent Wealth Partners LLC grew its position in Bloom Energy by 21.1% during the third quarter. Precedent Wealth Partners LLC now owns 1,324 shares of the company's stock valued at $367,000 after buying an additional 231 shares during the period. Finally, Aire Advisors LLC bought a new stake in Bloom Energy during the third quarter valued at approximately $764,000. 77.04% of the stock is currently owned by institutional investors.

Bloom Energy Stock Down 0.4%

BE stock opened at $192.52 on Monday. Bloom Energy Corporation has a twelve month low of $75.70 and a twelve 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 $56.70 billion, a P/E ratio of 118.11, a PEG ratio of 2.50 and a beta of 3.77. The business's 50-day moving average price is $248.71 and its 200-day moving average price is $249.97.

Bloom Energy (NYSE:BE - Get Free Report) last announced its quarterly earnings data on Thursday, October 22nd. The company reported $0.94 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.69 by $0.25. The company had revenue of $1.24 billion during the quarter, compared to the consensus estimate of $1.07 billion. Bloom Energy had a return on equity of 45.29% and a net margin of 13.53%. The firm's revenue was up 138.1% on a year-over-year basis. During the same period in the previous year, the company posted $0.15 EPS. On average, equities research analysts forecast that Bloom Energy Corporation will post 2.04 EPS for the current year.

Insider Activity at Bloom Energy

In other Bloom Energy news, CAO Maciej Kurzymski sold 2,295 shares of the company's stock in a transaction that occurred on Wednesday, September 16th. The shares were sold at an average price of $268.42, for a total value of $616,023.90. Following the completion of the transaction, the chief accounting officer directly owned 77,391 shares in the company, valued at $20,773,292.22. This represents a 2.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 8,437 shares of the stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $277.17, for a total transaction of $2,338,483.29. Following the completion of the sale, the insider directly owned 147,092 shares of the company's stock, valued at approximately $40,769,489.64. This trade represents a 5.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 89,698 shares of company stock worth $21,780,758 in the last 90 days. Insiders own 3.00% of the company's stock.

Key Bloom Energy News

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

• Positive Sentiment: Bloom Energy reported record third-quarter revenue of $1.24 billion, up 138.1% year over year, while adjusted EPS of $0.94 exceeded the approximately $0.69–$0.71 analyst consensus. Net income reached $250.3 million, compared with a loss in the prior-year quarter. Bloom Energy Reports Record Third Quarter 2026 Financial Results and Raises Full Year 2026 Guidance
• Positive Sentiment: The company raised its full-year 2026 outlook for the third time, projecting revenue of $4.4 billion to $4.6 billion and adjusted EPS of $3.10 to $3.40—both above consensus expectations. Management cited strong product sales, rising backlog and demand from data centers and other customers requiring reliable, on-site power. BE Q3 Earnings Beat Estimates on Strong Product Sales, View Up
• Positive Sentiment: Analyst sentiment remained generally constructive: JPMorgan maintained an “overweight” rating despite lowering its price target to $292, while RBC reaffirmed “outperform” with a $335 target and Bernstein raised its target to $306. JPMorgan Bloom Energy Ratings
• Neutral Sentiment: Broader selling in AI-related and data-center power stocks is adding pressure, as investors reassess whether projected capital spending will translate into near-term returns. Bloom’s CEO said the company’s opportunity extends beyond artificial intelligence, including broader distributed-power demand. The AI Rout: Sorting CAPEX Fact From Fiction
• Negative Sentiment: Operating and net cash flow were negative by roughly $180 million in the quarter. Investors are concerned that aggressive manufacturing expansion and other growth investments could require substantial cash before the higher revenue and backlog convert into sustainable free cash flow. Bloom Energy Slides as Q3 Beat and Raise Clouded by Cash Outflows
• Negative Sentiment: At a very high earnings multiple, Bloom Energy had already priced in substantial growth. Consequently, the cash-flow shortfall and expansion spending outweighed the earnings beat and guidance increase for short-term investors.

Analyst Upgrades and Downgrades

A number of brokerages have commented on BE. Oppenheimer reaffirmed a "market perform" rating on shares of Bloom Energy in a report on Friday. Barclays lifted their price target on shares of Bloom Energy from $276.00 to $308.00 and gave the stock an "equal weight" rating in a research note on Thursday, October 1st. KeyCorp reiterated a "sector weight" rating on shares of Bloom Energy in a research note on Friday. Zacks Research downgraded shares of Bloom Energy from a "strong-buy" rating to a "hold" rating in a research report on Friday, October 2nd. Finally, Weiss Ratings restated a "hold (c)" rating on shares of Bloom Energy in a research note on Monday, October 19th. Two research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, Bloom Energy currently has a consensus rating of "Moderate Buy" and an average target price of $258.36.

About Bloom Energy

Bloom Energy Corporation develops and manufactures energy systems designed to generate electricity on-site. Its primary product is the Bloom Energy Server, a solid oxide fuel cell platform that converts fuel into electricity through an electrochemical process rather than combustion. The systems are used by businesses, utilities, data centers and other organizations seeking reliable, distributed power.

The company also develops electrolyzers based on its solid oxide technology. These systems are designed to produce hydrogen from electricity and water and support applications related to industrial operations, energy storage and the emerging hydrogen economy.

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