Bloom Energy Corporation $BE is Family CFO Inc's 10th Largest Position

Key Points

• Family CFO Inc trimmed its stake in Bloom Energy by 19.5%, selling 20,310 shares to hold 83,863 shares valued at about $7.29 million, making BE its 10th largest position (≈3.3% of the fund).
• Oracle expanded a master services agreement to procure up to 2.8 GW of Bloom fuel cell capacity — a major tie to AI/data-center demand — but the deal followed a separate $400M warrant for Oracle to buy Bloom stock, creating potential dilution and governance scrutiny.
• Bloom Energy reported a quarterly EPS of $0.45 (beating estimates) and revenue of $777.7M (up 35.9% YoY), set FY2026 guidance of 1.33–1.48 EPS, while analysts’ consensus rating is a "Hold" with an average target of $137.91.

Family CFO Inc lowered its holdings in shares of Bloom Energy Corporation (NYSE:BE - Free Report) by 19.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 83,863 shares of the company's stock after selling 20,310 shares during the quarter. Bloom Energy makes up approximately 3.3% of Family CFO Inc's holdings, making the stock its 10th biggest position. Family CFO Inc's holdings in Bloom Energy were worth $7,287,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. N.E.W. Advisory Services LLC bought a new position in shares of Bloom Energy during the 3rd quarter valued at approximately $32,000. Fifth Third Bancorp bought a new position in shares of Bloom Energy during the 3rd quarter valued at approximately $32,000. Parkside Financial Bank & Trust grew its stake in shares of Bloom Energy by 250.9% during the 3rd quarter. Parkside Financial Bank & Trust now owns 393 shares of the company's stock valued at $33,000 after acquiring an additional 281 shares during the period. NewEdge Advisors LLC grew its stake in shares of Bloom Energy by 674.7% during the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company's stock valued at $37,000 after acquiring an additional 1,626 shares during the period. Finally, Cranbrook Wealth Management LLC bought a new position in shares of Bloom Energy during the 3rd quarter valued at approximately $39,000. 77.04% of the stock is currently owned by institutional investors.

Bloom Energy Stock Performance

BE stock opened at $176.76 on Tuesday. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. The business's fifty day simple moving average is $150.57 and its two-hundred day simple moving average is $125.28. Bloom Energy Corporation has a twelve month low of $16.01 and a twelve month high of $180.90. The firm has a market cap of $49.59 billion, a price-to-earnings ratio of -465.16, a PEG ratio of 6.80 and a beta of 3.18.

Bloom Energy (NYSE:BE - Get Free Report) last posted its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, topping analysts' consensus estimates 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 business had revenue of $777.68 million for the quarter, compared to the consensus estimate of $647.59 million. During the same quarter in the prior year, the company earned $0.43 EPS. The business's 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. Analysts predict that Bloom Energy Corporation will post -0.23 earnings per share for the current year.

Insiders Place Their Bets

In other Bloom Energy news, insider Shawn Marie Soderberg sold 15,410 shares of the firm's stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $150.47, for a total value of $2,318,742.70. Following the completion of the sale, the insider owned 195,732 shares of the company's stock, valued at approximately $29,451,794.04. This trade represents a 7.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Gary S. Pinkus sold 1,250 shares of the firm's stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $165.80, for a total value of $207,250.00. Following the completion of the transaction, the director owned 4,149 shares of the company's stock, valued at approximately $687,904.20. The trade was a 23.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 380,092 shares of company stock valued at $62,724,725. 3.50% of the stock is currently owned by corporate insiders.

More Bloom Energy News

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

• Positive Sentiment: Oracle expanded its master services agreement to procure up to 2.8 GW of Bloom fuel cell capacity (initial 1.2 GW already contracted and deployment underway). The deal directly ties Bloom to large AI/cloud buildouts and validates its fast-deploying on-site power offering. Read More.
• Positive Sentiment: Multiple outlets (Reuters/Yahoo) reported the same 2.8 GW expansion; coverage highlights that fuel cells can be rolled out faster than traditional power — a competitive advantage as data centers race to scale capacity. Read More.
• Positive Sentiment: Macro tailwind: a Zacks commentary argues AI demand is reviving after recent headwinds (geopolitics, grid stress). Stronger AI/cloud spend supports demand for distributed power providers like Bloom. Read More.
• Neutral Sentiment: Market context pieces list Bloom among “winners” in futures/pre-market moves; useful for sentiment tracking but not company-specific fundamentals. Read More.
• Neutral Sentiment: Analyst/comparison coverage (Bloom vs. Redeia) provides cross-utility context but offers limited immediate impact on BE’s price action. Read More.
• Negative Sentiment: Oracle was issued a warrant to buy $400M of Bloom stock days earlier — while signalling Oracle’s commitment, the warrant creates potential dilution risk and raises governance/related-party scrutiny for some investors. Read More.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on BE shares. Morgan Stanley boosted their price objective on Bloom Energy to $184.00 and gave the company an "overweight" rating in a research note on Friday, February 6th. Zacks Research upgraded Bloom Energy from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, April 7th. China Renaissance assumed coverage on Bloom Energy in a research note on Wednesday, January 28th. They issued a "buy" rating and a $207.00 price target for the company. Jefferies Financial Group dropped their price target on Bloom Energy to $97.00 and set an "underperform" rating for the company in a research note on Friday, March 27th. Finally, JPMorgan Chase & Co. increased their target price on Bloom Energy to $166.00 and gave the company an "overweight" rating in a research report on Friday, February 6th. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Bloom Energy has an average rating of "Hold" and an average price target of $137.91.

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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