Bloom Energy Corporation $BE Stock Purchased by Diversify Advisory Services LLC

Key Points

• Diversify Advisory Services increased its Bloom Energy stake by 45.5% in the third quarter, bringing its holdings to 17,218 shares valued at approximately $4.77 million. Institutional investors collectively own 77.04% of the company.
• Bloom Energy insiders sold 89,698 shares worth about $21.8 million over the past three months, including director John Chambers’ $3.75 million sale; insiders own 3% of the stock.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $261.55, although Bloom’s high valuation—around 195 times earnings—and elevated expectations could increase volatility around its upcoming results.

Diversify Advisory Services LLC raised its stake in Bloom Energy Corporation (NYSE:BE - Free Report) by 45.5% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 17,218 shares of the company's stock after purchasing an additional 5,387 shares during the quarter. Diversify Advisory Services LLC's holdings in Bloom Energy were worth $4,769,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. MJT & Associates Financial Advisory Group Inc. raised its stake in shares of Bloom Energy by 49.3% during the 2nd quarter. MJT & Associates Financial Advisory Group Inc. now owns 112 shares of the company's stock worth $34,000 after purchasing an additional 37 shares in the last quarter. Compound Planning Inc. boosted its holdings in shares of Bloom Energy by 1.1% in the 1st quarter. Compound Planning Inc. now owns 3,445 shares of the company's stock valued at $467,000 after buying an additional 38 shares during the last quarter. MassMutual Private Wealth & Trust FSB boosted its holdings in shares of Bloom Energy by 13.8% in the 3rd quarter. MassMutual Private Wealth & Trust FSB now owns 355 shares of the company's stock valued at $98,000 after buying an additional 43 shares during the last quarter. Carolina Wealth Advisors LLC grew its stake in shares of Bloom Energy by 51.7% in the second quarter. Carolina Wealth Advisors LLC now owns 135 shares of the company's stock valued at $41,000 after buying an additional 46 shares in the last quarter. Finally, Truefg LLC grew its stake in shares of Bloom Energy by 2.4% in the third quarter. Truefg LLC now owns 2,048 shares of the company's stock valued at $567,000 after buying an additional 48 shares in the last quarter. Institutional investors and hedge funds own 77.04% of the company's stock.

Insider Buying and Selling at Bloom Energy

In other Bloom Energy news, Director John T. Chambers sold 15,000 shares of the firm's stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the completion of the sale, the director owned 208,333 shares of the company's stock, valued at $52,083,250. This trade represents a 6.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Shawn Soderberg sold 2,895 shares of the firm's stock in a transaction on Friday, August 14th. The shares were sold at an average price of $233.60, for a total value of $676,272.00. Following the sale, the insider directly owned 129,370 shares of the company's stock, valued at $30,220,832. This represents a 2.19% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 89,698 shares of company stock worth $21,780,758 in the last three months. 3.00% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

BE has been the topic of a number of recent analyst reports. Barclays boosted their target price on shares of Bloom Energy from $276.00 to $308.00 and gave the stock an "equal weight" rating in a report on Thursday, October 1st. Susquehanna upped their price target on shares of Bloom Energy from $293.00 to $298.00 and gave the stock a "positive" rating in a research report on Friday, July 10th. Evercore reiterated an "outperform" rating on shares of Bloom Energy in a research note on Friday, August 7th. Wall Street Zen upgraded shares of Bloom Energy from a "hold" rating to a "buy" rating in a research note on Sunday, September 6th. Finally, Clear Str raised shares of Bloom Energy from a "hold" rating to a "strong-buy" rating in a research report on Wednesday, July 29th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Bloom Energy currently has a consensus rating of "Moderate Buy" and a consensus price target of $261.55.

Key Bloom Energy News

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

• Positive Sentiment: SpaceX CEO Elon Musk said power generation, cooling and related infrastructure—not chips—are becoming the primary constraints on AI expansion. The comments reinforced Bloom Energy’s investment case for deploying solid-oxide fuel cells as on-site power for data centers. Bloom Energy Gains 8% as Elon Musk Says AI’s Real Limit Is “Power and Cooling,” Not Chips
• Positive Sentiment: Investor interest is increasingly concentrating on Bloom as one of the fuel-cell companies most directly exposed to AI and data-center electricity demand, supported by reported projects and relationships involving Oracle and Google. Bloom Energy Jumps 7% Ahead of Q3 Report
• Positive Sentiment: Management has raised its 2026 revenue outlook twice, most recently to $3.9 billion-$4.2 billion, while the company has moved into positive free cash flow and reported stronger returns on capital. An analyst upgrade also provided additional support. Bloom Energy Shares Climb After Analyst Upgrade
• Neutral Sentiment: Bloom Energy is scheduled to release third-quarter results after the market closes on October 22. Investors will likely focus on revenue, margins, cash flow, backlog and updates on AI data-center contracts. Bloom Energy Stock Rebounding Ahead of Earnings
• Negative Sentiment: The stock remains highly valued after its earlier rally, making execution on data-center projects and the earnings outlook especially important. Articles note that much of the expected growth may already be reflected in the share price. AI Data Center Deals Altering the Investment Case
• Negative Sentiment: BE had previously fallen substantially from its June peak, and earnings-related positioning could produce significant volatility if results or guidance fail to meet elevated expectations. Bloom Energy Is Down From Its June Record

Bloom Energy Price Performance

Shares of NYSE BE opened at $238.77 on Thursday. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59. The business's 50 day moving average price is $249.85 and its two-hundred day moving average price is $248.99. The company has a market cap of $70.32 billion, a PE ratio of 195.31, a price-to-earnings-growth ratio of 2.88 and a beta of 3.77. Bloom Energy Corporation has a twelve month low of $75.70 and a twelve month high of $351.28.

Bloom Energy (NYSE:BE - Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%. The company had revenue of $1.07 billion during the quarter, compared to analysts' expectations of $826.13 million. During the same period last year, the firm posted $0.10 earnings per share. The business's revenue was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, analysts predict that Bloom Energy Corporation will post 2.04 EPS for the current year.

Bloom Energy Company Profile

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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