Bloom Energy Corporation $BE Shares Sold by DigitalBridge Group Inc.

Key Points

• DigitalBridge cut its stake in Bloom Energy by 51.6% in Q3, selling 469,557 shares and leaving 440,208 shares (Bloom is its 14th largest holding at about 2.9% of the fund, valued near $37.2M).
• Significant insider selling occurred recently, with insiders selling a combined 354,682 shares (~$59.0M) over the last three months, including notable sales by Aman Joshi and others.
• Operational update: Bloom beat quarterly estimates with $0.45 EPS (vs. $0.25 expected) and $777.7M revenue (+35.9% YoY), set FY2026 guidance of $1.33–$1.48 EPS, and currently carries a market cap around $44.9B despite a negative trailing P/E.

DigitalBridge Group Inc. reduced its stake in Bloom Energy Corporation (NYSE:BE - Free Report) by 51.6% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 440,208 shares of the company's stock after selling 469,557 shares during the quarter. Bloom Energy accounts for 2.9% of DigitalBridge Group Inc.'s investment portfolio, making the stock its 14th largest position. DigitalBridge Group Inc. owned 0.19% of Bloom Energy worth $37,228,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently made changes to their positions in BE. Fifth Third Bancorp purchased a new stake in Bloom Energy in the third quarter valued at approximately $32,000. N.E.W. Advisory Services LLC purchased a new position in shares of Bloom Energy during the third quarter worth $32,000. Parkside Financial Bank & Trust boosted its position in shares of Bloom Energy by 250.9% during the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company's stock worth $33,000 after buying an additional 281 shares during the period. Cranbrook Wealth Management LLC acquired a new stake in shares of Bloom Energy in the third quarter valued at $39,000. Finally, E Fund Management Hong Kong Co. Ltd. purchased a new stake in shares of Bloom Energy in the 3rd quarter valued at $42,000. Hedge funds and other institutional investors own 77.04% of the company's stock.

Bloom Energy Stock Performance

NYSE:BE opened at $160.01 on Wednesday. Bloom Energy Corporation has a 12 month low of $15.15 and a 12 month high of $180.90. 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 $44.89 billion, a PE ratio of -421.09, a price-to-earnings-growth ratio of 6.27 and a beta of 3.11. The business's fifty day moving average price is $149.94 and its 200 day moving average price is $114.77.

Bloom Energy (NYSE:BE - Get Free Report) last released its quarterly earnings data on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts' expectations of $647.59 million. During the same period in the prior year, the firm posted $0.43 EPS. The business's quarterly 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. On average, sell-side analysts anticipate that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Insider Transactions at Bloom Energy

In other news, insider Aman Joshi sold 19,944 shares of the business's stock in a transaction that occurred on 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 sale, the insider owned 190,521 shares in the company, valued at approximately $29,502,176.85. The trade was a 9.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Maciej Kurzymski sold 7,800 shares of the company's stock in a transaction on Monday, March 16th. The shares were sold at an average price of $151.85, for a total transaction of $1,184,430.00. Following the completion of the transaction, the insider owned 84,294 shares of the company's stock, valued at approximately $12,800,043.90. The trade was a 8.47% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 354,682 shares of company stock valued at $59,047,182 over the last three months. 3.50% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of research firms have issued reports on BE. BTIG Research increased their target price on shares of Bloom Energy to $165.00 and gave the stock a "buy" rating in a report on Friday, February 6th. Wells Fargo & Company boosted their target price on Bloom Energy to $130.00 and gave the stock an "equal weight" rating in a research note on Friday, February 6th. Daiwa Securities Group set a $98.00 price target on Bloom Energy in a report on Tuesday, December 2nd. Roth Mkm lifted their price objective on Bloom Energy to $133.00 and gave the company a "neutral" rating in a research note on Tuesday, February 3rd. Finally, UBS Group reissued a "buy" rating and set a $170.00 price objective on shares of Bloom Energy in a research report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Hold" and a consensus target price of $131.87.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Zacks highlights Bloom Energy among investment ideas focused on oversold AI/infra names, which can attract renewed analyst/inflow interest into BE as momentum and sector narratives shift. Zacks Investment Ideas feature
• Positive Sentiment: Local utility Lansing Board of Water & Light signed NDAs in January with Deep Green and a fuel-cell firm (Bloom appears in coverage), implying early-stage commercial or pilot discussions that could support future order pipeline expectations. BWL NDAs story
• Negative Sentiment: Insider sale — Aman Joshi sold 19,944 shares at ~$154.85 (≈$3.09M); his holdings fell ~9.5%. Filing: SEC filing
• Negative Sentiment: Insider sale — Maciej Kurzymski sold 7,800 shares at ~$151.85 (≈$1.18M); his holdings fell ~8.5%. Filing: SEC filing
• Negative Sentiment: Insider sale — Satish Chitoori sold 18,964 shares at ~$154.45 (≈$2.93M); his holdings fell ~7.6%. Filing: SEC filing
• Negative Sentiment: Insider sales — Shawn Marie Soderberg sold two blocks (29,807 shares at ~$153.78 and 13,074 shares at ~$153.44) totaling ~42,881 shares (~$6.59M); her ownership declined by single‑digit to low‑double digit percentages across filings. Filing: SEC filing

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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