B. Metzler seel. Sohn & Co. AG Makes New Investment in Bloom Energy Corporation $BE

Key Points

• B. Metzler opened a new position in Bloom Energy in Q4, buying 5,263 shares (~$457,000), and institutional investors now own about 77% of the stock, indicating strong institutional interest.
• Company insiders sold a total of 455,092 shares worth roughly $78.6 million in the last quarter — including Shawn Soderberg's $5.63M sale (25,000 shares) and Maciej Kurzymski's $1.18M sale (7,800 shares) — leaving insiders with about 3% ownership.
• Bloom reported Q1 beats (EPS $0.45 vs. $0.25 expected; revenue $777.7M, +35.9% YoY) and scored a commercial win with Oracle's Project Jupiter while UBS raised its target to $251, but a recent prospectus supplement for a stock offering and stretched valuation create near‑term dilution and volatility risk.

B. Metzler seel. Sohn & Co. AG purchased a new position in shares of Bloom Energy Corporation (NYSE:BE - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 5,263 shares of the company's stock, valued at approximately $457,000.

Several other large investors have also recently made changes to their positions in the business. N.E.W. Advisory Services LLC purchased a new position in shares of Bloom Energy in the third quarter worth $32,000. Fifth Third Bancorp purchased a new position in shares of Bloom Energy in the third quarter worth $32,000. Parkside Financial Bank & Trust increased its stake in shares of Bloom Energy by 250.9% in the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company's stock worth $33,000 after buying an additional 281 shares during the period. NewEdge Advisors LLC increased its stake in shares of Bloom Energy by 674.7% in the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company's stock worth $37,000 after buying an additional 1,626 shares during the period. Finally, E Fund Management Hong Kong Co. Ltd. purchased a new position in shares of Bloom Energy in the third quarter worth $42,000. 77.04% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Bloom Energy

In other news, insider Shawn Marie Soderberg sold 25,000 shares of the business's stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $225.13, for a total transaction of $5,628,250.00. Following the sale, the insider owned 140,732 shares in the company, valued at approximately $31,682,995.16. The trade was a 15.08% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Maciej Kurzymski sold 7,800 shares of the business's stock in a transaction on Monday, March 16th. The shares were sold at an average price of $151.85, for a total transaction of $1,184,430.00. Following the sale, the insider owned 84,294 shares in the company, valued at approximately $12,800,043.90. This trade represents a 8.47% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 455,092 shares of company stock worth $78,564,475. Corporate insiders own 3.00% of the company's stock.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on BE. Zacks Research raised shares of Bloom Energy from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, April 7th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Bloom Energy in a research note on Tuesday, January 27th. Citigroup lifted their target price on shares of Bloom Energy to $229.00 and gave the stock a "neutral" rating in a research note on Tuesday, April 21st. UBS Group lifted their target price on shares of Bloom Energy to $251.00 and gave the stock a "buy" rating in a research note on Tuesday, April 21st. Finally, Wells Fargo & Company lifted their target price on shares of Bloom Energy to $130.00 and gave the stock an "equal weight" rating in a research note on Friday, February 6th. Two research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Bloom Energy currently has an average rating of "Moderate Buy" and a consensus target price of $155.95.

Bloom Energy Stock Up 1.6%

Shares of Bloom Energy stock opened at $234.75 on Tuesday. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. The company's fifty day simple moving average is $165.53 and its two-hundred day simple moving average is $134.97. The company has a market cap of $65.86 billion, a P/E ratio of -617.77, a PEG ratio of 9.28 and a beta of 3.18. Bloom Energy Corporation has a 12-month low of $16.05 and a 12-month high of $242.20.

Bloom Energy (NYSE:BE - Get Free Report) last issued its quarterly earnings data on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.25 by $0.20. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The business had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. During the same period in the previous year, the firm earned $0.43 EPS. The company's quarterly revenue was up 35.9% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Research analysts anticipate that Bloom Energy Corporation will post 1 EPS for the current year.

Bloom Energy News Summary

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

• Positive Sentiment: Oracle announced it will use Bloom Energy fuel cells for Project Jupiter, a high‑profile commercial win that directly validates BE’s data‑center and enterprise demand story. Bloom Energy Stock Jumps After The Bell: Here's Why
• Positive Sentiment: Analyst bullishness: UBS raised its price target to $251 (from $171) and kept a Buy rating, citing Bloom’s positioning for AI/data‑center power demand — providing investor support for higher valuation assumptions. Is Bloom Energy (BE) Ready for the Next Wave of AI Data Center Infrastructure Buildout?
• Positive Sentiment: Operational momentum: multiple previews note a record backlog and strong demand for on‑site clean power heading into Q1 earnings, supporting upside to revenue and bookings expectations. Should You Buy, Sell or Hold Bloom Energy Ahead of Q1 Earnings?
• Neutral Sentiment: Earnings and guidance are imminent (Q1 results due after market close on April 28); the report and management commentary on backlog conversion, margins and hydrogen pipeline will likely drive short‑term moves. What To Expect From Bloom Energy’s (BE) Q1 Earnings
• Negative Sentiment: Bloom filed a prospectus supplement for a stock offering, which raises near‑term dilution risk and can pressure the share price if executed. Investors must watch size/timing details. Bloom Energy Files Prospectus Supplement for Stock Offering
• Negative Sentiment: Valuation caution: coverage pieces highlight that Bloom’s rapid rally has produced very high multiples versus fundamentals, which could lead to volatility if execution or margins miss expectations. Bloom Energy Has Made Early Investors Rich. Can It Do It Again?

Bloom Energy 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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