Asset Management One Co. Ltd. Makes New $7.57 Million Investment in Bloom Energy Corporation $BE

Key Points

• Asset Management One purchased a new stake of 85,699 shares in Bloom Energy valued at $7.57 million, adding to significant institutional buying that leaves institutional ownership at about 77.04%.
• Company insiders have been net sellers recently—insiders sold a total of 455,092 shares worth $78.56 million over the past 90 days, although insiders still own roughly 3.50% of the stock.
• Bloom beat quarterly revenue and EPS and set FY2026 guidance of $1.33–$1.48 EPS, spurring analyst upgrades (UBS raised its target to $251), but several commentators warn the stock’s valuation looks stretched and could be vulnerable if momentum or margins slip.

Asset Management One Co. Ltd. purchased a new stake in Bloom Energy Corporation (NYSE:BE - Free Report) in the fourth quarter, according to its most recent filing with the SEC. The fund purchased 85,699 shares of the company's stock, valued at approximately $7,574,000.

A number of other institutional investors have also made changes to their positions in BE. Graticule Asia Macro Advisors LLC bought a new stake in shares of Bloom Energy in the 3rd quarter valued at approximately $402,494,000. Trivest Advisors Ltd increased its holdings in shares of Bloom Energy by 1,461.6% in the 3rd 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 last quarter. Westfield Capital Management Co. LP bought a new position in Bloom Energy during the 3rd quarter worth $141,679,000. Man Group plc grew its stake in Bloom Energy by 177.4% during the 2nd 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. Finally, Vanguard Group Inc. grew its stake in Bloom Energy by 6.3% during the 3rd quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company's stock worth $1,759,726,000 after buying an additional 1,240,819 shares during the last quarter. 77.04% of the stock is currently owned by institutional investors.

Insider Transactions at Bloom Energy

In other Bloom Energy news, insider Aman Joshi sold 10,000 shares of the firm's stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $135.88, for a total value of $1,358,800.00. Following the completion of the sale, the insider owned 180,521 shares in the company, valued at approximately $24,529,193.48. This trade represents a 5.25% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Maciej Kurzymski sold 7,800 shares of the firm's stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $151.85, for a total value of $1,184,430.00. Following the completion of the sale, the insider owned 84,294 shares of the company's stock, valued at $12,800,043.90. This represents a 8.47% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 455,092 shares of company stock worth $78,564,475 over the last 90 days. Insiders own 3.50% of the company's stock.

Bloom Energy Stock Performance

BE opened at $220.89 on Wednesday. The company has a market cap of $61.97 billion, a PE ratio of -581.28, a price-to-earnings-growth ratio of 8.77 and a beta of 3.18. The stock has a 50-day moving average of $158.34 and a 200-day moving average of $130.84. Bloom Energy Corporation has a 52-week low of $16.05 and a 52-week high of $234.35. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98.

Bloom Energy (NYSE:BE - Get Free Report) last released its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.25 by $0.20. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The company had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. During the same quarter in the prior year, the company posted $0.43 EPS. The firm's revenue was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, equities research analysts forecast that Bloom Energy Corporation will post 1 earnings per share for the current fiscal year.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: UBS sharply raised its price target from $170 to $251 and kept a Buy rating, citing Bloom’s role in the 800‑VDC data‑center shift — a strong signal of analyst conviction that supports further upside. UBS Hikes Bloom Energy's Price Target From $170 to $251 on the 800 VDC Data Center Revolution
• Positive Sentiment: Multiple analyst and media write-ups (Zacks, Yahoo, InsiderMonkey, MarketBeat) are positioning BE as a leading AI data‑center infrastructure name versus peers (e.g., Plug Power), highlighting stronger estimate revisions, ROE and liquidity — coverage that tends to attract flows into the stock. The Zacks Analyst Blog Bloom Energy and Plug Power
• Positive Sentiment: Bloom’s last reported quarter beat revenue and EPS estimates and the company set FY2026 EPS guidance of $1.33–$1.48 — fundamentals and guidance that support the bullish analyst revisions and reduce execution uncertainty. Company earnings and guidance (Feb 5)
• Neutral Sentiment: Citigroup raised its price target to $229 but kept a Neutral rating, implying only modest upside from current levels — this could temper further upgrades unless visibility improves significantly. Citigroup raises price target to $229 - Benzinga
• Negative Sentiment: Valuation is a key risk: several commentators note Bloom’s rally has put shares well ahead of many analyst targets and traditional valuation metrics look stretched, increasing the chance of a pullback if order momentum or margins disappoint. 5 Stocks Positioned to Win the AI Data Center Buildout

Analyst Upgrades and Downgrades

A number of research analysts recently commented on BE shares. Zacks Research upgraded Bloom Energy from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, April 7th. Wells Fargo & Company upped their price objective on Bloom Energy to $130.00 and gave the company an "equal weight" rating in a report on Friday, February 6th. BMO Capital Markets upped their price objective on Bloom Energy to $149.00 and gave the company a "market perform" rating in a report on Friday, February 6th. JPMorgan Chase & Co. upped their price objective on Bloom Energy to $231.00 and gave the company an "overweight" rating in a report on Tuesday, April 14th. Finally, Jefferies Financial Group raised Bloom Energy from an "underperform" rating to a "hold" rating and set a $187.00 target price for the company in a report on Tuesday, April 14th. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $151.68.

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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