Bloom Energy Corporation $BE Shares Bought by Strs Ohio

Key Points

• Strs Ohio increased its stake by 24.8% in Bloom Energy in Q4, buying 8,200 shares to hold 41,200 shares valued at about $3.58 million.
• Bloom Energy beat Q1 expectations (EPS $0.44 vs $0.12; revenue $751.1M vs $539.9M, +130% YoY) and set FY‑2026 guidance of 1.85–2.25 EPS, fueling a sharp share rally.
• Company insiders have been net sellers recently—totaling 490,092 shares ($88.33M) sold over the last three months—while institutional investors own roughly 77% of the stock.

Strs Ohio grew its position in Bloom Energy Corporation (NYSE:BE - Free Report) by 24.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 41,200 shares of the company's stock after purchasing an additional 8,200 shares during the period. Strs Ohio's holdings in Bloom Energy were worth $3,580,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the company. Creekmur Asset Management LLC acquired a new stake in Bloom Energy in the 3rd quarter valued at approximately $1,825,000. Meridian Wealth Management LLC bought a new position in shares of Bloom Energy in the third quarter worth $553,000. Udine Wealth Management Inc. grew its stake in shares of Bloom Energy by 27.8% in the third quarter. Udine Wealth Management Inc. now owns 62,967 shares of the company's stock worth $5,325,000 after purchasing an additional 13,684 shares in the last quarter. Straight Path Wealth Management acquired a new position in shares of Bloom Energy during the third quarter valued at $1,099,000. Finally, Teachers Retirement System of The State of Kentucky bought a new stake in shares of Bloom Energy during the third quarter valued at about $1,985,000. Institutional investors and hedge funds own 77.04% of the company's stock.

Insider Activity

In related news, insider Satish Chitoori sold 20,000 shares of Bloom Energy stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $204.23, for a total value of $4,084,600.00. Following the transaction, the insider owned 212,365 shares in the company, valued at $43,371,303.95. This trade represents a 8.61% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Aman Joshi sold 10,000 shares of the business's stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $135.88, for a total transaction of $1,358,800.00. Following the transaction, the insider directly owned 180,521 shares of the company's stock, valued at approximately $24,529,193.48. This represents a 5.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 490,092 shares of company stock valued at $88,329,475 over the last three months. Corporate insiders own 3.00% of the company's stock.

Bloom Energy Stock Performance

Shares of NYSE BE opened at $295.31 on Wednesday. The business's 50-day simple moving average is $175.20 and its 200-day simple moving average is $139.65. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03. Bloom Energy Corporation has a 52 week low of $16.05 and a 52 week high of $302.99. The firm has a market cap of $82.85 billion, a price-to-earnings ratio of -5,904.92 and a beta of 3.82.

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

Wall Street Analysts Forecast Growth

BE has been the subject of several recent analyst reports. TD Cowen increased their price objective on shares of Bloom Energy to $235.00 and gave the company a "hold" rating in a report on Wednesday, April 29th. Weiss Ratings restated a "hold (c)" rating on shares of Bloom Energy in a research report on Friday, April 24th. Susquehanna lifted their target price on Bloom Energy to $293.00 and gave the company a "positive" rating in a research note on Wednesday, April 29th. Evercore restated an "outperform" rating and set a $179.00 price target on shares of Bloom Energy in a report on Friday, February 6th. Finally, Truist Financial set a $68.00 price objective on shares of Bloom Energy in a research report on Friday, January 9th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $213.81.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Recent earnings and guidance momentum: Bloom’s latest quarter beat EPS and revenue expectations and management set FY‑2026 EPS guidance, which has driven upward estimate revisions that analysts and platforms cite as a reason the shares may continue to run higher. Why Bloom Energy (BE) Might be Well Poised for a Surge
• Positive Sentiment: Momentum and sector leadership: Bloomberg/MSN coverage highlights Bloom among April’s top performers as the energy sector leads 2026 gains, reinforcing momentum-chasing flows into BE. Bloom Energy tops April gains as energy sector leads 2026
• Positive Sentiment: Institutional/hedge-fund and influencer buying: Coverage notes that Leopold Aschenbrenner’s Situational Awareness fund bought Bloom before a large run, and copy‑trading portfolios tracking his moves have been active — a catalyst for retail/institutional demand. Leopold Aschenbrenner's Situational Awareness Fund Bought Bloom Energy Stock Before a 176% Run. Here Is the Artificial Intelligence (AI) Stock He Owns That I Think Will Go ...
• Positive Sentiment: Buy-list inclusion tied to AI power demand: Analyst writeups and MarketBeat pieces name Bloom as a buy in the AI‑powering energy theme, which attracts thematic and momentum investors expecting long-term demand for on‑site power solutions. 3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes (BE)
• Positive Sentiment: Celebrity endorsement/visibility: Jim Cramer’s public praise of Bloom increases retail visibility and can amplify short‑term buying interest. Jim Cramer Just Loves Bloom Energy (BE)
• Neutral Sentiment: Retail-education pieces and broader earnings commentary: Several outlets ran explanatory/longer‑term “watch this stock” pieces and broad earnings‑season rundowns that mention Bloom but don’t add new fundamental developments; these help attract new retail attention but are less directly catalytic. Here's Why We Think Bloom Energy NYSE: BE Might Deserve Your Attention Today Earnings Season Hits Overdrive

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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