Bloom Energy Corporation $BE Shares Sold by Clearbridge Investments LLC

Key Points

• Clearbridge Investments reduced its Bloom Energy stake by 23.3% in the fourth quarter, selling 534,370 shares and leaving it with 1,755,876 shares worth about $152.6 million.
• Bloom Energy reported strong quarterly results, with EPS of $0.44 versus the $0.12 estimate and revenue of $751.05 million, up 130.4% year over year. The company also raised its FY 2026 EPS guidance to 1.85–2.25.
• Analyst sentiment remains generally positive, with a consensus rating of “Moderate Buy” and a target price of $217.48, even as insiders and some investors have recently sold shares after the stock’s big run.

Clearbridge Investments LLC trimmed its stake in shares of Bloom Energy Corporation (NYSE:BE - Free Report) by 23.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,755,876 shares of the company's stock after selling 534,370 shares during the period. Clearbridge Investments LLC owned about 0.74% of Bloom Energy worth $152,568,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. WPG Advisers LLC lifted its position in shares of Bloom Energy by 26.4% during the 4th quarter. WPG Advisers LLC now owns 321 shares of the company's stock valued at $28,000 after acquiring an additional 67 shares during the period. Hantz Financial Services Inc. lifted its position in shares of Bloom Energy by 45.5% during the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company's stock valued at $28,000 after acquiring an additional 100 shares during the period. Fifth Third Bancorp acquired a new stake in shares of Bloom Energy during the 3rd quarter valued at approximately $32,000. NewEdge Advisors LLC lifted its position 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, Nemes Rush Group LLC lifted its position in shares of Bloom Energy by 40.3% during the 4th quarter. Nemes Rush Group LLC now owns 435 shares of the company's stock valued at $38,000 after acquiring an additional 125 shares during the period. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on BE. Wall Street Zen upgraded shares of Bloom Energy from a "hold" rating to a "buy" rating in a research report on Saturday, May 2nd. Jefferies Financial Group upgraded shares of Bloom Energy from an "underperform" rating to a "hold" rating and set a $187.00 price target for the company in a research report on Tuesday, April 14th. Roth Mkm set a $225.00 price target on shares of Bloom Energy in a research report on Wednesday, April 29th. TD Cowen lifted their price objective on Bloom Energy to $235.00 and gave the stock a "hold" rating in a research report on Wednesday, April 29th. Finally, Wells Fargo & Company lifted their price objective on Bloom Energy to $217.00 and gave the stock an "equal weight" rating in a research report on Wednesday, April 29th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $217.48.

Bloom Energy Trading Up 0.5%

Shares of Bloom Energy stock opened at $265.01 on Monday. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10. Bloom Energy Corporation has a 1 year low of $20.81 and a 1 year high of $322.83. The company has a market capitalization of $75.38 billion, a P/E ratio of -5,299.16 and a beta of 3.74. The business has a 50 day moving average price of $234.12 and a 200 day moving average price of $166.33.

Bloom Energy (NYSE:BE - Get Free Report) last issued its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) 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 the consensus estimate of $539.94 million. During the same period in the previous year, the firm posted $0.03 EPS. The company's quarterly revenue 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. Sell-side analysts anticipate that Bloom Energy Corporation will post 1.31 EPS for the current fiscal year.

Insider Activity

In other Bloom Energy news, insider Shawn Marie Soderberg sold 35,000 shares of Bloom Energy stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $279.00, for a total value 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. The trade was a 9.29% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director John T. Chambers sold 55,000 shares of Bloom Energy stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $297.69, for a total transaction of $16,372,950.00. Following the completion of the sale, the director directly owned 238,333 shares of the company's stock, valued at $70,949,350.77. The trade was a 18.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 323,777 shares of company stock worth $71,485,514. 3.00% of the stock is owned by corporate insiders.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy continues to benefit from bullish AI infrastructure demand, including reported large-scale fuel-cell deals tied to data centers and comments that the company may be solving a major power bottleneck for AI growth. Bloom Energy’s AI Power Deals Test Valuation And Execution Expectations
• Positive Sentiment: Recent commentary also highlighted that Bloom Energy does not expect to need new capital despite the AI boom, which may reduce dilution concerns. Bloom Energy CEO sees no need to raise capital despite AI boom
• Positive Sentiment: UBS reaffirmed a Buy rating, adding to analyst optimism around Bloom Energy’s growth outlook. Is Bloom Energy (BE) One of the Best Renewable Energy Stocks to Buy According to Billionaires?
• Neutral Sentiment: Bloom Energy was mentioned in a technical piece suggesting the stock may be consolidating after a sharp run, which could simply mean it is digesting gains before its next move. Is Bloom Energy Setting Up For Its Next Move?
• Negative Sentiment: Director John Chambers sold 55,000 shares, a move that can raise caution among investors even though he still retains a large position. John Chambers Sells 55,000 Shares of Bloom Energy NYSE: BE Stock
• Negative Sentiment: Some traders are also fading recent optimism and taking profits after the stock’s powerful rally, contributing to short-term weakness. What's Going On With Bloom Energy Stock Thursday?

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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