5,231 Bloom Energy Corporation $BE Shares Acquired by Prime Capital Investment Advisors LLC

Key Points

• Prime Capital Investment Advisors increased its Bloom Energy stake by 195.1% in the third quarter, purchasing 5,231 additional shares and bringing its holdings to 7,912 shares valued at $2.19 million. Institutional investors collectively own 77.04% of the company.
• Bloom Energy reported quarterly EPS of $0.78, exceeding the $0.39 analyst consensus, while revenue rose 165.5% year over year to $1.07 billion. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $261.55.
• The stock is attracting interest from investors focused on AI-related data-center power demand, but its elevated valuation and execution risks could contribute to volatility around upcoming earnings and guidance updates.

Prime Capital Investment Advisors LLC grew its holdings in Bloom Energy Corporation (NYSE:BE - Free Report) by 195.1% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 7,912 shares of the company's stock after purchasing an additional 5,231 shares during the quarter. Prime Capital Investment Advisors LLC's holdings in Bloom Energy were worth $2,192,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the business. Jennison Associates LLC boosted its stake in shares of Bloom Energy by 20,074.4% during the first quarter. Jennison Associates LLC now owns 2,687,029 shares of the company's stock valued at $364,066,000 after purchasing an additional 2,673,710 shares in the last quarter. Bank of America Corp DE increased its holdings in Bloom Energy by 6.1% during the first quarter. Bank of America Corp DE now owns 2,211,880 shares of the company's stock valued at $299,688,000 after buying an additional 126,649 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in Bloom Energy by 78.3% in the second 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 buying an additional 583,135 shares in the last quarter. Elemental Capital Partners LLC raised its stake in Bloom Energy by 2.5% in the third quarter. Elemental Capital Partners LLC now owns 1,039,031 shares of the company's stock worth $287,791,000 after buying an additional 25,625 shares in the last quarter. Finally, Bank of New York Mellon Corp bought a new position in Bloom Energy in the second quarter worth approximately $296,413,000. Institutional investors own 77.04% of the company's stock.

Bloom Energy Trading Up 7.2%

NYSE BE opened at $238.77 on Thursday. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59. The firm has a market cap of $70.32 billion, a PE ratio of 318.35, a price-to-earnings-growth ratio of 2.88 and a beta of 3.77. The company has a 50 day moving average price of $249.85 and a 200 day moving average price of $248.99. Bloom Energy Corporation has a 52 week low of $75.70 and a 52 week high of $351.28.

Bloom Energy (NYSE:BE - Get Free Report) last posted its earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, beating analysts' consensus estimates of $0.39 by $0.39. The company had revenue of $1.07 billion during the quarter, compared to analysts' expectations of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. Bloom Energy's revenue for the quarter was up 165.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, sell-side analysts forecast that Bloom Energy Corporation will post 2.04 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of analysts have weighed in on the company. TD Cowen upgraded Bloom Energy to a "hold" rating in a report on Monday, October 5th. UBS Group lifted their price target on Bloom Energy from $325.00 to $350.00 and gave the company a "buy" rating in a report on Wednesday, October 7th. Barclays boosted their price target on Bloom Energy from $276.00 to $308.00 and gave the stock an "equal weight" rating in a research report on Thursday, October 1st. Weiss Ratings reissued a "hold (c)" rating on shares of Bloom Energy in a research report on Monday. Finally, Oppenheimer restated a "market perform" rating on shares of Bloom Energy in a research note on Wednesday, July 29th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $261.55.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: SpaceX CEO Elon Musk said power generation, cooling and related infrastructure—not chips—are becoming the primary constraints on AI expansion. The comments reinforced Bloom Energy’s investment case for deploying solid-oxide fuel cells as on-site power for data centers. Bloom Energy Gains 8% as Elon Musk Says AI’s Real Limit Is “Power and Cooling,” Not Chips
• Positive Sentiment: Investor interest is increasingly concentrating on Bloom as one of the fuel-cell companies most directly exposed to AI and data-center electricity demand, supported by reported projects and relationships involving Oracle and Google. Bloom Energy Jumps 7% Ahead of Q3 Report
• Positive Sentiment: Management has raised its 2026 revenue outlook twice, most recently to $3.9 billion-$4.2 billion, while the company has moved into positive free cash flow and reported stronger returns on capital. An analyst upgrade also provided additional support. Bloom Energy Shares Climb After Analyst Upgrade
• Neutral Sentiment: Bloom Energy is scheduled to release third-quarter results after the market closes on October 22. Investors will likely focus on revenue, margins, cash flow, backlog and updates on AI data-center contracts. Bloom Energy Stock Rebounding Ahead of Earnings
• Negative Sentiment: The stock remains highly valued after its earlier rally, making execution on data-center projects and the earnings outlook especially important. Articles note that much of the expected growth may already be reflected in the share price. AI Data Center Deals Altering the Investment Case
• Negative Sentiment: BE had previously fallen substantially from its June peak, and earnings-related positioning could produce significant volatility if results or guidance fail to meet elevated expectations. Bloom Energy Is Down From Its June Record

Insider Buying and Selling at Bloom Energy

In other news, insider Shawn Soderberg sold 2,895 shares of the stock in a transaction on Friday, August 14th. The stock was 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 position. The sale was disclosed in a document filed with the SEC, which is accessible 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 shares were sold at an average price of $277.17, for a total value of $2,338,483.29. Following the sale, the insider owned 147,092 shares of the company's stock, valued at approximately $40,769,489.64. This represents a 5.42% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 89,698 shares of company stock valued at $21,780,758. Corporate insiders own 3.00% of the company's stock.

Bloom Energy Profile

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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