25,371 Shares in Bloom Energy Corporation $BE Acquired by Susquehanna Fundamental Investments LLC

Key Points

• Susquehanna Fundamental Investments acquired 25,371 Bloom Energy shares during the second quarter, valued at approximately $7.68 million. Institutional investors collectively own 77.04% of the company.
• Bloom Energy insiders sold 89,464 shares worth $22.1 million over the past three months, including director Jeffrey Immelt’s sale of 30,000 shares and an insider sale made to cover tax obligations.
• The company reported strong quarterly results, with revenue rising 165.5% year over year to $1.07 billion and EPS of $0.78 versus the $0.39 consensus estimate. Despite a “Moderate Buy” analyst consensus and a $248.05 price target, the stock trades at a high P/E ratio of 275.19.

Susquehanna Fundamental Investments LLC bought a new stake in Bloom Energy Corporation (NYSE:BE - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 25,371 shares of the company's stock, valued at approximately $7,680,000.

A number of other institutional investors also recently added to or reduced their stakes in the company. Blue Trust Inc. increased its position in shares of Bloom Energy by 37.2% in the 1st quarter. Blue Trust Inc. now owns 188 shares of the company's stock valued at $25,000 after purchasing an additional 51 shares during the last quarter. Anchor Investment Management LLC purchased a new stake in shares of Bloom Energy during the 1st quarter worth $27,000. Hantz Financial Services Inc. grew its stake in shares of Bloom Energy by 45.5% during the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company's stock worth $28,000 after purchasing an additional 100 shares in the last quarter. Godsey & Gibb Inc. grew its stake in shares of Bloom Energy by 2,000.0% during the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company's stock worth $28,000 after purchasing an additional 200 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd purchased a new position in Bloom Energy in the fourth quarter valued at $28,000. Hedge funds and other institutional investors own 77.04% of the company's stock.

Insider Activity at Bloom Energy

In other news, insider Shawn Marie Soderberg sold 2,895 shares of the stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $233.60, for a total transaction of $676,272.00. Following the completion of the sale, the insider owned 129,370 shares in the company, valued at approximately $30,220,832. This represents a 2.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Jeffrey R. Immelt sold 30,000 shares of the firm's stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $238.91, for a total value of $7,167,300.00. Following the transaction, the director directly owned 201,243 shares in the company, valued at approximately $48,078,965.13. This represents a 12.97% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 89,464 shares of company stock worth $22,131,255 in the last three months. Company insiders own 3.00% of the company's stock.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Bloom Energy’s Power Connect system reportedly reduces onsite installation time by more than 40%. Faster deployment could help the company meet surging demand from AI data centers and supports its higher 2026 revenue and earnings outlook. Will Faster Installations Drive Bloom Energy’s AI Expansion?
• Neutral Sentiment: Bloom Energy’s shares have gained roughly 1,290% over three years, but valuation measures are mixed. A discounted-cash-flow analysis suggests the stock may be trading above intrinsic value, while market-based multiples imply stronger growth expectations; the result is a relatively low value rating despite continued momentum. Is Bloom Energy Priced For Perfection After AI Demand?
• Negative Sentiment: Multiple law firms are publicizing a securities class action against Bloom Energy concerning investors who purchased shares between February 27, 2025, and July 8, 2026. The firms allege violations of federal securities laws and are seeking lead plaintiffs by September 28, 2026. Repeated notices increase headline and litigation risk, although the allegations have not been proven. Rosen Law Firm Class Action Deadline Notice
• Negative Sentiment: One complaint reportedly alleges that Bloom Energy misrepresented its supply chain by stating it had no China supply-chain exposure while allegedly routing Chinese-sourced scandium and components through intermediaries in several Asian countries. If substantiated, such claims could create financial, regulatory, and reputational risks. Levi & Korsinsky Supply-Chain Allegation Notice

Bloom Energy Price Performance

Shares of NYSE BE opened at $206.39 on Tuesday. 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 $48.87 and a twelve month high of $351.28. The stock has a 50 day moving average of $232.72 and a two-hundred day moving average of $219.92. The stock has a market cap of $60.79 billion, a P/E ratio of 275.19, a P/E/G ratio of 2.89 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 1.92 earnings per share for the current year.

Analyst Ratings Changes

Several research analysts have recently issued reports on BE shares. Truist Financial lowered their price objective on Bloom Energy from $250.00 to $218.00 and set a "hold" rating for the company in a research report on Wednesday, July 29th. Zacks Research upgraded Bloom Energy from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, July 28th. UBS Group lowered their price target on Bloom Energy from $350.00 to $300.00 and set a "buy" rating for the company in a report on Wednesday, July 29th. Jefferies Financial Group increased their price target on shares of Bloom Energy from $188.00 to $229.00 and gave the company a "hold" rating in a research note on Friday, August 14th. Finally, Wall Street Zen cut shares of Bloom Energy from a "buy" rating to a "hold" rating in a report on Saturday. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $248.05.

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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