ABN Amro Investment Solutions Has $5.76 Million Holdings in Bloom Energy Corporation $BE

Key Points

• ABN Amro Investment Solutions increased its Bloom Energy stake by 52.2% in the second quarter to 19,034 shares valued at approximately $5.76 million. Institutional investors and hedge funds collectively own 77.04% of the company.
• Bloom Energy reported quarterly revenue of $1.07 billion, up 165.5% year over year, and EPS of $0.78, exceeding analyst expectations. Partnerships supplying power to AI data centers are strengthening the company’s growth outlook.
• Shares opened at $236.12, while analysts maintain a “Moderate Buy” consensus with an average target of $246.18. Recent insider sales and several analyst price-target cuts highlight valuation and market-risk concerns.

ABN Amro Investment Solutions lifted its holdings in shares of Bloom Energy Corporation (NYSE:BE - Free Report) by 52.2% in the second quarter, according to its most recent filing with the SEC. The firm owned 19,034 shares of the company's stock after acquiring an additional 6,526 shares during the period. ABN Amro Investment Solutions' holdings in Bloom Energy were worth $5,762,000 as of its most recent filing with the SEC.

Other institutional investors have also made changes to their positions in the company. Brooklands Fund Management Ltd bought a new stake in shares of Bloom Energy in the 4th quarter worth about $347,560,000. Norges Bank bought a new position in Bloom Energy during the 4th quarter valued at about $239,683,000. Jennison Associates LLC boosted its position in Bloom Energy by 20,074.4% in the first quarter. Jennison Associates LLC now owns 2,687,029 shares of the company's stock valued at $364,066,000 after buying an additional 2,673,710 shares in the last quarter. Amundi boosted its position in Bloom Energy by 390.7% in the fourth quarter. Amundi now owns 3,154,197 shares of the company's stock valued at $274,068,000 after buying an additional 2,511,426 shares in the last quarter. Finally, Man Group plc grew its stake in Bloom Energy by 177.4% during the second quarter. Man Group plc now owns 2,392,915 shares of the company's stock worth $57,239,000 after buying an additional 1,530,167 shares during the last quarter. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Bloom Energy News Roundup

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

• Positive Sentiment: AI data-center power partnership boosts growth outlook. Nebius Group selected Bloom’s fuel cells as the behind-the-meter power solution for a flagship AI data center. Analysts highlighted Bloom’s ability to provide “speed to power,” an important advantage as grid interconnection delays constrain AI infrastructure expansion. BE Stock Jumps After NBIS Says Switch To Bloom
• Positive Sentiment: MiTAC expansion reinforces demand for Bloom’s onsite systems. MiTAC Computing Technology expanded its Bloom partnership to include a fuel-cell-powered islanded microgrid at its Fremont AI server manufacturing campus, adding to its existing San Jose installation. The project supports Bloom’s positioning as a rapidly deployable, low-noise power provider for mission-critical AI operations. Scandium Supply Chain Dispute Might Change The Case For Investing In Bloom Energy
• Positive Sentiment: AI-driven earnings expectations remain supportive. Commentary from Zacks, Fool.com and Evercore ISI points to rising power demand from AI data centers as a major long-term opportunity. Bloom’s latest reported quarter also featured revenue growth of 165.5% year over year and earnings well above consensus, strengthening the bullish narrative. Bloom Energy Skyrockets 143% YTD

Insiders Place Their Bets

In other news, Director John T. Chambers sold 15,000 shares of the firm's stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $205.58, for a total transaction of $3,083,700.00. Following the completion of the transaction, the director directly owned 223,333 shares of the company's stock, valued at $45,912,798.14. This trade represents a 6.29% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Maciej Kurzymski sold 2,259 shares of the business's stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $288.62, for a total transaction of $651,992.58. Following the completion of the sale, the chief accounting officer directly owned 79,686 shares in the company, valued at approximately $22,998,973.32. This represents a 2.76% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 92,585 shares of company stock worth $25,996,248 in the last ninety days. 3.00% of the stock is owned by insiders.

Bloom Energy Trading Down 0.4%

BE opened at $236.12 on Friday. The firm's fifty day moving average is $248.98 and its two-hundred day moving average is $214.75. The firm has a market cap of $69.54 billion, a PE ratio of 314.82, a price-to-earnings-growth ratio of 3.24 and a beta of 3.79. Bloom Energy Corporation has a twelve month low of $40.56 and a twelve month high of $351.28. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09.

Bloom Energy (NYSE:BE - Get Free Report) last issued its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) 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 business had revenue of $1.07 billion during the quarter, compared to analyst estimates of $826.13 million. During the same period in the previous year, the firm earned $0.10 EPS. Bloom Energy's quarterly revenue was up 165.5% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Equities research analysts anticipate that Bloom Energy Corporation will post 1.93 EPS for the current year.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on BE. BMO Capital Markets reduced their target price on Bloom Energy from $279.00 to $227.00 and set a "market perform" rating on the stock in a report on Wednesday, July 29th. Jefferies Financial Group set a $188.00 price target on Bloom Energy in a report on Wednesday, July 29th. Truist Financial cut 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. Citigroup reissued a "hold" rating on shares of Bloom Energy in a research note on Thursday, July 16th. Finally, Royal Bank Of Canada restated an "outperform" rating and set a $335.00 target price on shares of Bloom Energy in a report on Wednesday, June 10th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Bloom Energy has an average rating of "Moderate Buy" and a consensus target price of $246.18.

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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