Broad Peak Investment Advisers Pte Ltd Takes $17.55 Million Position in Bloom Energy Corporation $BE

Key Points

• Broad Peak Investment Advisers bought a new stake of 202,000 shares in Bloom Energy (NYSE:BE) in Q4 valued at approximately $17.55 million, making the holding about 3.1% of Broad Peak’s portfolio and representing roughly 0.09% of Bloom Energy outstanding.
• Bloom Energy topped Q4 expectations with $0.45 EPS vs. $0.25 consensus and revenue of $777.7 million (up 35.9% YoY), and set FY2026 guidance of $1.33–$1.48 EPS.
• Analysts’ consensus is a “Moderate Buy” with an average target of $154.86, although recent price targets range widely (e.g., Citigroup at $229, Morgan Stanley at $184), highlighting divergent views versus the current market price.

Broad Peak Investment Advisers Pte Ltd bought a new stake in Bloom Energy Corporation (NYSE:BE - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 202,000 shares of the company's stock, valued at approximately $17,552,000. Bloom Energy comprises about 3.1% of Broad Peak Investment Advisers Pte Ltd's investment portfolio, making the stock its 9th biggest position. Broad Peak Investment Advisers Pte Ltd owned approximately 0.09% of Bloom Energy at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. WPG Advisers LLC raised its holdings in shares of Bloom Energy by 26.4% in the fourth quarter. WPG Advisers LLC now owns 321 shares of the company's stock valued at $28,000 after purchasing an additional 67 shares during the last quarter. N.E.W. Advisory Services LLC acquired a new position in Bloom Energy during the third quarter worth about $32,000. Fifth Third Bancorp acquired a new position in shares of Bloom Energy in the third quarter valued at approximately $32,000. Parkside Financial Bank & Trust boosted its holdings in Bloom Energy by 250.9% in the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company's stock valued at $33,000 after acquiring an additional 281 shares during the last quarter. Finally, NewEdge Advisors LLC boosted its holdings in Bloom Energy by 674.7% in the first 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 last quarter. Institutional investors own 77.04% of the company's stock.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on BE. Morgan Stanley upped their target price on Bloom Energy to $184.00 and gave the stock an "overweight" rating in a research report on Friday, February 6th. Weiss Ratings reiterated a "hold (c)" rating on shares of Bloom Energy in a research report on Tuesday, January 27th. Susquehanna decreased their price target on Bloom Energy to $173.00 and set a "positive" rating on the stock in a research note on Thursday, April 9th. Citigroup lifted their price objective on Bloom Energy to $229.00 and gave the stock a "neutral" rating in a research report on Tuesday. Finally, Barclays started coverage on Bloom Energy in a research note on Wednesday, January 28th. They issued an "equal weight" rating and a $153.00 price target on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Bloom Energy currently has a consensus rating of "Moderate Buy" and a consensus target price of $154.86.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Analyst upgrade(s) and optimistic broker notes lifted the stock earlier in the week — reports show Bloom trading up following the Citi/analyst upgrade and coverage saying the stock is expected to rise. This was the primary near-term positive catalyst for the rally. Bloom Energy NYSE: BE Trading 4% Higher Following Analyst Upgrade Bloom Energy NYSE: BE Stock Price Expected to Rise, Citigroup Analyst Says
• Neutral Sentiment: Sector/peer comparisons provide context but are not immediate catalysts — analysis pieces compare BE’s year-to-date performance versus oil/energy names and contrast Bloom with other fuel-cell/renewable names (e.g., FCEL), which can guide relative valuation and risk appetite. Are Oils-Energy Stocks Lagging Bloom Energy (BE) This Year? BE vs FCEL: Which renewable energy stock is a better bet amid AI boom? Cramer Names 'The Stocks That Got Away'
• Negative Sentiment: Price pullback amid market improvement and profit-taking — multiple reports note Bloom finished the session lower (decline reported after earlier gains), suggesting short-term consolidation/rotation despite the analyst bullishness. Monitor volume and whether upgrades translate into sustained upward revisions. Bloom Energy (BE) Stock Declines While Market Improves: Some Information for Investors Bloom Energy (BE) Stock Declines While Market Improves

Bloom Energy Stock Down 2.6%

NYSE BE opened at $231.50 on Friday. The stock's 50-day moving average price is $163.63 and its 200-day moving average price is $133.28. The company has a quick ratio of 4.95, a current ratio of 5.98 and a debt-to-equity ratio of 3.54. Bloom Energy Corporation has a 52 week low of $16.05 and a 52 week high of $242.20. The company has a market capitalization of $64.95 billion, a P/E ratio of -609.22, a price-to-earnings-growth ratio of 9.54 and a beta of 3.18.

Bloom Energy (NYSE:BE - Get Free Report) last released its earnings results 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. The firm had revenue of $777.68 million during the quarter, compared to analysts' expectations of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The firm's revenue was up 35.9% on a year-over-year basis. During the same quarter last year, the business posted $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, equities research analysts predict that Bloom Energy Corporation will post 1 earnings per share for the current year.

Insider Transactions at Bloom Energy

In other Bloom Energy news, insider Satish Chitoori sold 20,000 shares of Bloom Energy stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $204.23, for a total transaction of $4,084,600.00. Following the completion of the sale, the insider directly owned 212,365 shares of the company's stock, valued at $43,371,303.95. The trade was a 8.61% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Aman Joshi sold 10,000 shares of the business's stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $135.88, for a total value of $1,358,800.00. Following the completion of the transaction, the insider directly owned 180,521 shares of the company's stock, valued at approximately $24,529,193.48. The trade was a 5.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 455,092 shares of company stock valued at $78,564,475. Company insiders own 3.60% of the company's stock.

Bloom Energy Company 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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