ASR Vermogensbeheer N.V. Takes $1.13 Million Position in Bloom Energy Corporation $BE

Key Points

• ASR Vermogensbeheer N.V. disclosed a new fourth-quarter stake in Bloom Energy, buying 13,051 shares worth about $1.13 million.
• Bloom Energy continues to attract heavy institutional interest, with firms like Vanguard and others holding large positions; overall, 77.04% of the stock is institutionally owned.
• The company posted a strong quarter, reporting $0.44 EPS and $751.05 million in revenue, both well above expectations, while analysts have largely turned more bullish with multiple price-target increases.

ASR Vermogensbeheer N.V. acquired a new stake in shares of Bloom Energy Corporation (NYSE:BE - Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 13,051 shares of the company's stock, valued at approximately $1,134,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Graticule Asia Macro Advisors LLC bought a new stake in Bloom Energy in the third quarter valued at about $402,494,000. Trivest Advisors Ltd increased its stake in Bloom Energy by 1,461.6% in the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company's stock valued at $289,229,000 after acquiring an additional 3,201,000 shares during the period. Westfield Capital Management Co. LP bought a new stake in Bloom Energy in the third quarter valued at about $141,679,000. Man Group plc increased its stake in Bloom Energy by 177.4% in the second quarter. Man Group plc now owns 2,392,915 shares of the company's stock valued at $57,239,000 after acquiring an additional 1,530,167 shares during the period. Finally, Vanguard Group Inc. grew its position in Bloom Energy by 6.3% in the third quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company's stock valued at $1,759,726,000 after acquiring an additional 1,240,819 shares during the period. 77.04% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, insider Aman Joshi sold 10,000 shares of the stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $135.88, for a total transaction of $1,358,800.00. Following the sale, the insider directly owned 180,521 shares of the company's stock, valued at $24,529,193.48. This represents a 5.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Satish Chitoori sold 20,000 shares of the stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $204.23, for a total transaction of $4,084,600.00. Following the sale, the insider directly owned 212,365 shares in the company, valued at $43,371,303.95. This trade represents a 8.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 515,092 shares of company stock worth $95,003,475 over the last ninety days. Company insiders own 3.00% of the company's stock.

Bloom Energy Price Performance

Shares of BE stock opened at $261.47 on Monday. The stock's fifty day moving average is $179.59 and its 200-day moving average is $141.89. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03. The stock has a market capitalization of $74.37 billion, a PE ratio of -5,228.31 and a beta of 3.82. Bloom Energy Corporation has a 52 week low of $17.01 and a 52 week high of $302.99.

Bloom Energy (NYSE:BE - Get Free Report) last announced its earnings results on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, topping the consensus estimate of $0.12 by $0.32. The company had revenue of $751.05 million for the quarter, compared to analysts' expectations of $539.94 million. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The business's revenue for the quarter was up 130.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.03 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Equities research analysts expect that Bloom Energy Corporation will post 1.31 EPS for the current fiscal year.

Bloom Energy News Summary

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

• Positive Sentiment: Bloom Energy is being highlighted as an AI-energy winner after reporting record Q1 2026 revenue of $751.1 million, beating expectations and prompting a major price-target increase from analysts who cited stronger-than-expected demand and an expanded Oracle partnership.
• Positive Sentiment: Jim Cramer called Bloom Energy a “rocket ship,” adding to bullish sentiment around the stock as investors rotate into AI-related infrastructure and non-combustible power generation plays. Jim Cramer on Bloom Energy: “Stock Is a Rocket Ship”
• Positive Sentiment: Several recent articles argue Bloom is among the market’s strongest growth stories, with commentary pointing to its rapid April share-price surge and its potential to keep benefiting from AI capex buildout. Why Bloom Energy Stock Skyrocketed 109% in April
• Positive Sentiment: Industry coverage also notes that Bloom’s recent earnings beat and outlook raise are helping lift the broader fuel-cell and alternative-energy group, reinforcing confidence in the company’s growth trajectory.
• Neutral Sentiment: Some Street coverage remains cautious despite higher price targets, with at least one major firm reiterating a Neutral rating even after sharply lifting its target, suggesting valuation may be getting stretched. Here’s What the Street is Saying About Bloom Energy Corporation (BE)
• Negative Sentiment: Broader alternative-energy commentary warns that tariffs and expiring tax credits could pressure renewable and clean-energy projects, which may create some headwinds for the sector over time.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on BE. Weiss Ratings reiterated a "hold (c)" rating on shares of Bloom Energy in a research report on Friday, April 24th. Jefferies Financial Group upgraded Bloom Energy from an "underperform" rating to a "hold" rating and set a $187.00 price target on the stock in a research report on Tuesday, April 14th. BTIG Research upped their price target on Bloom Energy to $295.00 and gave the company a "buy" rating in a research report on Wednesday, April 29th. China Renaissance began coverage on Bloom Energy in a research report on Wednesday, January 28th. They issued a "buy" rating and a $207.00 price target on the stock. Finally, Robert W. Baird upped their price target on Bloom Energy to $242.00 and gave the company an "outperform" rating in a research report on Wednesday, April 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $213.81.

Bloom Energy Company Profile

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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