Bloom Energy Corporation $BE Stock: Robeco Schweiz AG Boosts Position

Key Points

• Robeco Schweiz AG increased its Bloom Energy position by 17.4% in the third quarter, bringing its holdings to 371,725 shares valued at approximately $103 million. Institutional investors and hedge funds collectively own 77.04% of the company.
• Bloom Energy reported a strong quarter, with revenue rising 138.1% year over year to $1.24 billion and adjusted EPS of $0.94 beating estimates. The company also raised its 2026 guidance, citing robust product sales, backlog growth and data-center demand.
• Analyst sentiment remains generally positive, with a consensus “Moderate Buy” rating and average price target of $258.36, but investors are watching the company’s roughly $180 million negative quarterly cash flow and costly expansion plans.

Robeco Schweiz AG raised its holdings in Bloom Energy Corporation (NYSE:BE - Free Report) by 17.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 371,725 shares of the company's stock after purchasing an additional 55,088 shares during the period. Bloom Energy comprises approximately 1.9% of Robeco Schweiz AG's holdings, making the stock its 16th largest holding. Robeco Schweiz AG owned about 0.13% of Bloom Energy worth $102,960,000 as of its most recent SEC filing.

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

Analyst Ratings Changes

Several brokerages have weighed in on BE. JPMorgan Chase & Co. decreased their price objective on shares of Bloom Energy from $314.00 to $292.00 and set an "overweight" rating for the company in a report on Friday. Wall Street Zen lowered shares of Bloom Energy from a "buy" rating to a "hold" rating in a research note on Saturday. Susquehanna upped their target price on shares of Bloom Energy from $293.00 to $298.00 and gave the company a "positive" rating in a research note on Friday, July 10th. Clear Str raised shares of Bloom Energy from a "hold" rating to a "strong-buy" rating in a research report on Wednesday, July 29th. Finally, BMO Capital Markets reiterated an "outperform" rating and issued a $260.00 price target on shares of Bloom Energy in a research note on Wednesday. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Bloom Energy has an average rating of "Moderate Buy" and an average target price of $258.36.

Insider Activity

In other Bloom Energy news, insider Satish Chitoori sold 2,870 shares of the business's stock in a transaction on Wednesday, September 16th. The shares were sold at an average price of $270.06, for a total transaction of $775,072.20. Following the completion of the sale, the insider owned 202,494 shares in the company, valued at $54,685,529.64. The trade was a 1.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 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 stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $277.17, for a total transaction of $2,338,483.29. Following the sale, the insider directly owned 147,092 shares in the company, valued at $40,769,489.64. This trade represents a 5.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 89,698 shares of company stock valued at $21,780,758 over the last quarter. 3.00% of the stock is owned by company insiders.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy reported record third-quarter revenue of $1.24 billion, up 138.1% year over year, while adjusted EPS of $0.94 exceeded the approximately $0.69–$0.71 analyst consensus. Net income reached $250.3 million, compared with a loss in the prior-year quarter. Bloom Energy Reports Record Third Quarter 2026 Financial Results and Raises Full Year 2026 Guidance
• Positive Sentiment: The company raised its full-year 2026 outlook for the third time, projecting revenue of $4.4 billion to $4.6 billion and adjusted EPS of $3.10 to $3.40—both above consensus expectations. Management cited strong product sales, rising backlog and demand from data centers and other customers requiring reliable, on-site power. BE Q3 Earnings Beat Estimates on Strong Product Sales, View Up
• Positive Sentiment: Analyst sentiment remained generally constructive: JPMorgan maintained an “overweight” rating despite lowering its price target to $292, while RBC reaffirmed “outperform” with a $335 target and Bernstein raised its target to $306. JPMorgan Bloom Energy Ratings
• Neutral Sentiment: Broader selling in AI-related and data-center power stocks is adding pressure, as investors reassess whether projected capital spending will translate into near-term returns. Bloom’s CEO said the company’s opportunity extends beyond artificial intelligence, including broader distributed-power demand. The AI Rout: Sorting CAPEX Fact From Fiction
• Negative Sentiment: Operating and net cash flow were negative by roughly $180 million in the quarter. Investors are concerned that aggressive manufacturing expansion and other growth investments could require substantial cash before the higher revenue and backlog convert into sustainable free cash flow. Bloom Energy Slides as Q3 Beat and Raise Clouded by Cash Outflows
• Negative Sentiment: At a very high earnings multiple, Bloom Energy had already priced in substantial growth. Consequently, the cash-flow shortfall and expansion spending outweighed the earnings beat and guidance increase for short-term investors.

Bloom Energy Price Performance

Shares of NYSE BE opened at $192.52 on Friday. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59. The company has a market capitalization of $56.70 billion, a price-to-earnings ratio of 118.11, a price-to-earnings-growth ratio of 2.50 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. The business has a 50 day simple moving average of $248.71 and a 200-day simple moving average of $249.16.

Bloom Energy (NYSE:BE - Get Free Report) last announced its quarterly earnings data on Thursday, October 22nd. The company reported $0.94 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.69 by $0.25. Bloom Energy had a return on equity of 53.69% and a net margin of 13.53%. The firm had revenue of $1.24 billion for the quarter, compared to analysts' expectations of $1.07 billion. During the same period last year, the business posted $0.15 earnings per share. The firm's revenue for the quarter was up 138.1% on a year-over-year basis. As a group, equities research analysts expect that Bloom Energy Corporation will post 2.04 earnings per share for the current year.

Bloom Energy 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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