Bloom Energy Corporation $BE Shares Sold by Artemis Investment Management LLP

Key Points

• Artemis Investment Management cut its Bloom Energy stake by 66.7% in Q4, selling 812,124 shares and retaining 405,858 shares worth about $35.3 million (≈0.17% of the company).
• Bloom posted a blowout Q1 — revenue rose 130.4% YoY and EPS beat estimates — and raised FY‑2026 guidance to $1.85–$2.25, a key driver of the recent rally toward 52‑week highs.
• Insiders have been net sellers (about 490,092 shares sold in the past 90 days, ≈$88.3M), and although analysts have lifted targets and institutions own ~77% of the stock, commentators warn of stretched valuation and elevated volatility.

Artemis Investment Management LLP lowered its position in shares of Bloom Energy Corporation (NYSE:BE - Free Report) by 66.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 405,858 shares of the company's stock after selling 812,124 shares during the quarter. Artemis Investment Management LLP owned approximately 0.17% of Bloom Energy worth $35,265,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of the company. WPG Advisers LLC boosted its position in Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company's stock worth $28,000 after acquiring an additional 67 shares during the last quarter. Ritholtz Wealth Management boosted its holdings in shares of Bloom Energy by 1.5% in the 4th quarter. Ritholtz Wealth Management now owns 5,765 shares of the company's stock valued at $501,000 after purchasing an additional 87 shares during the last quarter. CoreCap Advisors LLC boosted its holdings in shares of Bloom Energy by 7.3% in the 4th quarter. CoreCap Advisors LLC now owns 1,295 shares of the company's stock valued at $113,000 after purchasing an additional 88 shares during the last quarter. Reliant Investment Management LLC boosted its holdings in shares of Bloom Energy by 3.6% in the 4th quarter. Reliant Investment Management LLC now owns 2,556 shares of the company's stock valued at $222,000 after purchasing an additional 90 shares during the last quarter. Finally, Prime Capital Investment Advisors LLC boosted its holdings in shares of Bloom Energy by 3.5% in the 4th quarter. Prime Capital Investment Advisors LLC now owns 2,928 shares of the company's stock valued at $254,000 after purchasing an additional 98 shares during the last quarter. Institutional investors and hedge funds own 77.04% of the company's stock.

Bloom Energy Price Performance

Shares of NYSE:BE opened at $290.07 on Friday. The company has a quick ratio of 4.95, a current ratio of 5.03 and a debt-to-equity ratio of 2.90. Bloom Energy Corporation has a fifty-two week low of $16.05 and a fifty-two week high of $296.50. The firm has a 50-day simple moving average of $172.25 and a 200 day simple moving average of $138.03. The company has a market cap of $81.38 billion, a PE ratio of -5,800.32, a P/E/G ratio of 11.45 and a beta of 3.82.

Bloom Energy (NYSE:BE - Get Free Report) last announced its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, beating analysts' consensus estimates of $0.12 by $0.32. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The business had revenue of $751.05 million during the quarter, compared to the consensus estimate of $539.94 million. During the same quarter in the prior year, the firm earned $0.03 EPS. The company's revenue for the quarter was up 130.4% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, sell-side analysts anticipate that Bloom Energy Corporation will post 0.99 EPS for the current year.

Key Bloom Energy News

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

• Positive Sentiment: Blowout Q1 and upgraded guidance — Bloom reported a large revenue and EPS beat (Q1 revenue far above estimates, EPS swung to profit) and raised FY‑2026 EPS guidance to $1.85–$2.25, which is the primary fundamental driver behind the rally. Bloom Energy Corp (BE) Q1 2026 Earnings Call Highlights
• Positive Sentiment: AI/data-center demand ramp — Multiple reports highlight Bloom’s role as an on‑site power solution for data centers and AI clusters, with the company ramping fuel-cell production and deployments; investors are re‑rating BE as a data‑center power growth play. Bloom Energy May Be Solving AI’s Biggest Power Problem
• Positive Sentiment: Institutional interest and momentum — Reports that Stanley Druckenmiller has built a large position, plus coverage noting BE as one of April’s top industrial performers, are reinforcing momentum and retail/institutional attention. Druckenmiller Made 400% on SanDisk — Now He’s All In on Bloom Energy (BE)
• Positive Sentiment: Technical breakout / all-time highs — Traders are pushing the stock to new highs following the quarter and guidance lift, which attracts momentum buyers and breakout traders. Why Bloom Energy Stock Hit All-Time Highs Today
• Neutral Sentiment: Analyst moves — JPMorgan raised its rating to Overweight and lifted its target (note: the new $267 target is below intraday levels), signaling institutional analyst support but also reflecting mixed views on near‑term upside. JPMorgan price target update
• Negative Sentiment: Valuation and risk — Several analysts and outlets warn valuation is stretched after the surge; BE’s high beta and rapid run from its 52‑week low make it vulnerable to sharp pullbacks if execution or bookings slow. Bloom Energy Is Now a Data Center Stock. Buy Its Shares Now.
• Negative Sentiment: Meme/volatility concerns — Coverage noting a “meme‑stock” dynamic and heavy retail interest suggests sentiment‑driven swings; investors should expect elevated intraday and short‑term volatility. Bloom Energy shares rocket higher by 20%

Insider Activity

In other Bloom Energy news, insider Aman Joshi sold 19,944 shares of the business's stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $154.85, for a total transaction of $3,088,328.40. Following the completion of the transaction, the insider directly owned 190,521 shares of the company's stock, valued at $29,502,176.85. The trade was a 9.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Shawn Marie Soderberg sold 35,000 shares of the company's stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $279.00, for a total transaction of $9,765,000.00. Following the completion of the sale, the insider directly owned 341,731 shares of the company's stock, valued at approximately $95,342,949. This represents a 9.29% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 490,092 shares of company stock valued at $88,329,475. Company insiders own 3.00% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on BE shares. TD Cowen lifted their price target on shares of Bloom Energy to $235.00 and gave the company a "hold" rating in a report on Wednesday. BTIG Research lifted their price target on shares of Bloom Energy to $295.00 and gave the company a "buy" rating in a report on Wednesday. Wells Fargo & Company lifted their price target on shares of Bloom Energy to $217.00 and gave the company an "equal weight" rating in a report on Wednesday. Truist Financial set a $68.00 price target on shares of Bloom Energy in a report on Friday, January 9th. Finally, Royal Bank Of Canada lifted their price target on shares of Bloom Energy to $335.00 and gave the company an "outperform" rating in a report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $205.27.

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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