Bloom Energy Corporation $BE Position Decreased by Stratos Wealth Partners LTD.

Key Points

• Stratos Wealth Partners cut its Bloom Energy stake by 52.8%, selling 7,355 shares to hold 6,570 shares worth $571,000, while institutional investors collectively own 77.04% and several large funds (Vanguard, Trivest, Graticule, Goldman, Man Group) materially increased positions.
• Bloom Energy beat Q4 estimates with EPS of $0.45 versus $0.25 and revenue of $777.7M (up 35.9% YoY), and provided FY2026 EPS guidance of $1.33–$1.48.
• Analysts are mixed — the stock has a consensus rating of "Hold" with a $137.91 target despite some upgrades and sell ratings, and the shares trade near $166 amid a wide 52‑week range of $16.01–$180.90, highlighting valuation debate and volatility.

Stratos Wealth Partners LTD. decreased its holdings in shares of Bloom Energy Corporation (NYSE:BE - Free Report) by 52.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,570 shares of the company's stock after selling 7,355 shares during the period. Stratos Wealth Partners LTD.'s holdings in Bloom Energy were worth $571,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the business. Vanguard Group Inc. boosted its position in shares of Bloom Energy by 6.3% during the 3rd quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company's stock valued at $1,759,726,000 after purchasing an additional 1,240,819 shares in the last quarter. Graticule Asia Macro Advisors LLC purchased a new stake in Bloom Energy during the third quarter valued at about $402,494,000. Trivest Advisors Ltd lifted its stake in Bloom Energy by 1,461.6% during the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company's stock valued at $289,229,000 after buying an additional 3,201,000 shares in the last quarter. Goldman Sachs Group Inc. lifted its stake in Bloom Energy by 50.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company's stock valued at $49,127,000 after buying an additional 836,810 shares in the last quarter. Finally, Man Group plc lifted 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 valued at $57,239,000 after buying an additional 1,530,167 shares in the last quarter. Institutional investors own 77.04% of the company's stock.

Analyst Upgrades and Downgrades

A number of research firms have commented on BE. Citigroup began coverage on shares of Bloom Energy in a research note on Tuesday, February 24th. They set a "neutral" rating and a $162.00 price objective for the company. Royal Bank Of Canada set a $143.00 price objective on shares of Bloom Energy in a research note on Tuesday, January 20th. Truist Financial set a $68.00 price objective on shares of Bloom Energy in a research note on Friday, January 9th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Bloom Energy in a research note on Tuesday, January 27th. Finally, Barclays began coverage on shares of Bloom Energy in a research note on Wednesday, January 28th. They set an "equal weight" rating and a $153.00 price objective for the company. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus target price of $137.91.

Key Bloom Energy News

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

• Positive Sentiment: Company fundamentals: Q4 results showed an EPS beat and strong revenue growth with FY2026 EPS guidance of $1.33–$1.48, which supports investor confidence in near-term profitability and revenue trajectory. A Look Back at Renewable Energy Stocks’ Q4 Earnings: Bloom Energy NYSE: BE Vs The Rest Of The Pack
• Positive Sentiment: Leadership & pre-earnings momentum: Stock rallied ahead of earnings on news of a new finance chief and growing investor optimism, a catalyst for momentum traders. Bloom Energy (BE) Soars 9.1% Ahead of Earnings, New Finance Chief Appointment
• Positive Sentiment: Analyst upgrades: Zacks moved BE from “hold” to “strong-buy,” increasing buy-side interest. Upgrades/support from research houses can amplify buying pressure. Zacks Research upgrade
• Positive Sentiment: Susquehanna maintained a positive rating (target ~$173), signaling upside from some sell‑side analysts despite a lower target — another vote of confidence. Susquehanna price target update
• Positive Sentiment: Sector tailwinds: Coverage highlights AI-driven demand for power and energy infrastructure, a thematic tailwind for companies like Bloom that offer distributed power solutions. 1 Brilliant Energy Stock to Buy Now and Hold for the Long Term
• Neutral Sentiment: Market context: Broader market moves are mixed as investors weigh inflation data and rate dynamics; sector/market volatility could affect BE’s near-term trading. US Stock Market Today S&P 500 Futures Slip As Inflation Jitters Meet Rate Relief
• Neutral Sentiment: Valuation debate: After a multi‑fold one‑year surge, several writeups ask whether current price fully reflects fundamentals — this raises both profit‑taking risk and debate over longer‑term upside. Is It Too Late To Consider Bloom Energy (BE) After A 7x One Year Surge?
• Negative Sentiment: Sell-side caution: Jefferies maintains an Underperform (sell) rating and trimmed its price target, highlighting downside risk and skepticism about valuation/near-term execution for some investors. Here’s Why Jefferies Has a Sell Rating on Bloom Energy (BE)

Bloom Energy Price Performance

NYSE BE opened at $166.30 on Friday. The company has a 50 day simple moving average of $150.15 and a 200-day simple moving average of $123.81. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95. The firm has a market capitalization of $46.65 billion, a price-to-earnings ratio of -437.62, a price-to-earnings-growth ratio of 6.54 and a beta of 3.18. Bloom Energy Corporation has a 52-week low of $16.01 and a 52-week high of $180.90.

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. The business had revenue of $777.68 million during the quarter, compared to analyst estimates of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The firm's revenue was up 35.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Equities research analysts predict that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, insider Shawn Marie Soderberg sold 15,410 shares of the firm's stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $150.47, for a total transaction of $2,318,742.70. Following the transaction, 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 is available through the SEC website. Also, insider Satish Chitoori sold 18,964 shares of the firm's stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $154.45, for a total transaction of $2,928,989.80. Following the transaction, the insider directly owned 232,365 shares in the company, valued at approximately $35,888,774.25. The trade was a 7.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 380,092 shares of company stock valued at $62,724,725 over the last ninety days. Insiders own 3.60% of the company's stock.

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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