Bloom Energy Corporation $BE Stock Holdings Boosted by Asset Management One Co. Ltd.

Key Points

• Asset Management One increased its Bloom Energy stake by 13.6% in the third quarter to 117,114 shares valued at approximately $32.4 million. Institutional investors collectively own 77.04% of the company.
• Bloom reported strong operating momentum: third-quarter revenue surged 138.1% year over year to $1.24 billion, while EPS of $0.94 exceeded estimates. The company also raised its 2026 revenue outlook to approximately $4.4 billion-$4.6 billion amid rising electricity demand.
• Investor caution remains despite bullish sentiment. Bloom trades at a high valuation, faces cash-flow and receivables concerns, and recent insider selling contrasts with generally positive analyst coverage; the stock has a “Moderate Buy” consensus rating with an average target of $264.19.

Asset Management One Co. Ltd. lifted its holdings in shares of Bloom Energy Corporation (NYSE:BE - Free Report) by 13.6% in the third quarter, according to its most recent filing with the SEC. The firm owned 117,114 shares of the company's stock after acquiring an additional 13,981 shares during the period. Asset Management One Co. Ltd.'s holdings in Bloom Energy were worth $32,438,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in BE. Montanova Capital LLC bought a new position in shares of Bloom Energy during the 2nd quarter worth approximately $10,231,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in Bloom Energy by 78.3% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company's stock valued at $401,849,000 after buying an additional 583,135 shares in the last quarter. Militia Capital Management LLC acquired a new stake in Bloom Energy in the 1st quarter valued at $813,000. Assenagon Asset Management S.A. grew its position in Bloom Energy by 3,398.3% in the second quarter. Assenagon Asset Management S.A. now owns 239,877 shares of the company's stock valued at $72,611,000 after acquiring an additional 233,020 shares during the period. Finally, Zweig DiMenna Associates LLC bought a new stake in Bloom Energy in the first quarter valued at $8,468,000. 77.04% of the stock is owned by institutional investors.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Higher outlook supports the stock: Bloom raised its 2026 revenue guidance to approximately $4.4 billion-$4.6 billion, citing surging electricity demand. Management also outlined plans to expand manufacturing capacity and pursue utility partnerships and carbon-capture opportunities. Bloom Energy Q3 Earnings Call Highlights Guidance Hike & Capacity Plan
• Positive Sentiment: Strong quarterly results: Third-quarter revenue reached $1.236 billion, a 138% year-over-year increase, while earnings exceeded analyst expectations. The results reinforce the view that Bloom is benefiting from demand for reliable, on-site power for data centers and other high-load customers. Bloom Energy: One Year Later, I'm Still Long
• Positive Sentiment: Analyst and technical momentum: A Wells Fargo-related analyst upgrade and bullish price expectations helped fuel buying interest. The stock also moved above its 200-day moving average, while the broader fuel-cell group recovered from its post-earnings selloff. Bloom Energy Share Price Crosses Above 200-Day Moving Average
• Neutral Sentiment: AI opportunity remains significant but unproven: New data-center contracts and rising global electricity demand strengthen Bloom’s growth narrative, but investors still need evidence that these opportunities will translate into durable cash flow and profitable utility-scale partnerships.
• Negative Sentiment: Cash-flow and valuation concerns remain: Contract assets doubled to $858.6 million, receivables rose to $634.7 million, and $306.5 million in Oracle-related customer consideration remains outstanding. These developments raise questions about collections, working-capital needs and Bloom’s bargaining power with hyperscale customers. Is Bloom Energy Stock Cheap After AI Demand and Cash Flow Concerns?
• Negative Sentiment: Valuation and analyst caution: Despite rapid growth, Bloom trades at an elevated earnings valuation, and one analyst downgraded the stock. Recent volatility reflects concern that future cash generation may not justify the substantial long-term share-price gains.

Wall Street Analyst Weigh In

BE has been the subject of several recent analyst reports. Weiss Ratings reiterated a "hold (c)" rating on shares of Bloom Energy in a research note on Monday, October 19th. Mizuho lifted their price objective on Bloom Energy from $242.00 to $351.00 and gave the company an "outperform" rating in a report on Monday, September 14th. Roth Capital set a $230.00 target price on shares of Bloom Energy in a research note on Friday, October 23rd. Truist Financial upped their target price on shares of Bloom Energy from $218.00 to $240.00 and gave the stock a "hold" rating in a report on Friday, October 16th. Finally, KeyCorp reiterated a "sector weight" rating on shares of Bloom Energy in a research report on Friday, October 23rd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $264.19.

Insider Activity

In other news, insider Shawn Soderberg sold 2,895 shares of Bloom Energy stock in a transaction on Friday, August 14th. The stock was sold at an average price of $233.60, for a total value of $676,272.00. Following the completion of the sale, the insider directly owned 129,370 shares of the company's stock, valued at approximately $30,220,832. This trade represents a 2.19% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 8,437 shares of the business's stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $277.17, for a total value of $2,338,483.29. Following the sale, the insider owned 147,092 shares of the company's stock, valued at approximately $40,769,489.64. The trade was a 5.42% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 89,698 shares of company stock worth $21,780,758. 3.00% of the stock is owned by company insiders.

Bloom Energy Stock Up 4.3%

Shares of NYSE BE opened at $227.87 on Thursday. The firm's 50-day simple moving average is $247.84 and its 200 day simple moving average is $219.02. The company has a market cap of $67.12 billion, a price-to-earnings ratio of 139.80, a price-to-earnings-growth ratio of 2.50 and a beta of 3.77. The company has a quick ratio of 3.08, a current ratio of 3.74 and a debt-to-equity ratio of 1.33. Bloom Energy Corporation has a 12-month low of $75.70 and a 12-month high of $351.28.

Bloom Energy (NYSE:BE - Get Free Report) last issued its quarterly earnings data on Thursday, October 22nd. The company reported $0.94 EPS for the quarter, topping analysts' consensus estimates of $0.69 by $0.25. The firm had revenue of $1.24 billion for the quarter, compared to analyst estimates of $1.07 billion. Bloom Energy had a net margin of 13.53% and a return on equity of 45.29%. The company's revenue was up 138.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.15 EPS. On average, research analysts expect that Bloom Energy Corporation will post 2.04 earnings per share for the current fiscal year.

About Bloom Energy

Bloom Energy Corporation develops and manufactures energy systems designed to generate electricity on-site. Its primary product is the Bloom Energy Server, a solid oxide fuel cell platform that converts fuel into electricity through an electrochemical process rather than combustion. The systems are used by businesses, utilities, data centers and other organizations seeking reliable, distributed power.

The company also develops electrolyzers based on its solid oxide technology. These systems are designed to produce hydrogen from electricity and water and support applications related to industrial operations, energy storage and the emerging hydrogen economy.

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