Capital World Investors Increases Stake in Bloom Energy Corporation $BE

Key Points

• Capital World Investors raised its stake in Bloom Energy by 4.7% to 1,708,183 shares—about 0.72% of the company—valued at approximately $144.46 million at quarter end.
• Bloom Energy beat quarterly estimates (EPS $0.45 vs. $0.25) with revenue up 35.9% year‑over‑year, set FY2026 guidance of $1.33–$1.48 EPS, and secured a reported $5 billion partnership with Brookfield to deploy fuel cells for AI data centers.
• Insiders sold 268,788 shares worth ~$45.6 million last quarter (insider ownership 3.6%), while analysts are mixed — the street consensus is a Hold with a $131.87 target, though some firms (Morgan Stanley, China Renaissance) have higher targets of $184 and $207.

Capital World Investors raised its stake in Bloom Energy Corporation (NYSE:BE - Free Report) by 4.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,708,183 shares of the company's stock after acquiring an additional 77,273 shares during the quarter. Capital World Investors owned approximately 0.72% of Bloom Energy worth $144,461,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. N.E.W. Advisory Services LLC acquired a new position in shares of Bloom Energy in the 3rd quarter valued at $32,000. Fifth Third Bancorp acquired a new stake in Bloom Energy during the third quarter valued at $32,000. Parkside Financial Bank & Trust grew its position in Bloom Energy by 250.9% during the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company's stock valued at $33,000 after buying an additional 281 shares during the period. Elevation Point Wealth Partners LLC purchased a new position in Bloom Energy in the second quarter valued at $36,000. Finally, NewEdge Advisors LLC increased 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 buying an additional 1,626 shares in the last quarter. Institutional investors and hedge funds own 77.04% of the company's stock.

Insider Transactions at Bloom Energy

In other news, insider Aman Joshi sold 10,000 shares of the company's stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $175.60, for a total transaction of $1,756,000.00. Following the completion of the sale, the insider owned 210,465 shares of the company's stock, valued at $36,957,654. This represents a 4.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Satish Chitoori sold 1,521 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $139.37, for a total transaction of $211,981.77. Following the completion of the sale, the insider owned 230,017 shares of the company's stock, valued at $32,057,469.29. This trade represents a 0.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 268,788 shares of company stock worth $45,575,889 in the last quarter. 3.60% of the stock is owned by insiders.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the stock. Morgan Stanley increased their target price on shares of Bloom Energy to $184.00 and gave the stock an "overweight" rating in a research note on Friday, February 6th. China Renaissance assumed coverage on Bloom Energy in a report on Wednesday, January 28th. They issued a "buy" rating and a $207.00 price target for the company. Weiss Ratings reiterated a "hold (c)" rating on shares of Bloom Energy in a research report on Tuesday, January 27th. Zacks Research lowered Bloom Energy from a "strong-buy" rating to a "hold" rating in a report on Monday. Finally, Jefferies Financial Group set a $102.00 price objective on Bloom Energy in a research report on Tuesday, February 10th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have issued a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Hold" and a consensus target price of $131.87.

Bloom Energy Trading Up 3.2%

BE stock opened at $158.96 on Thursday. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. Bloom Energy Corporation has a 12-month low of $15.15 and a 12-month high of $180.90. The stock has a market cap of $44.60 billion, a price-to-earnings ratio of -418.32, a PEG ratio of 6.29 and a beta of 3.11. The business's 50-day moving average is $145.29 and its 200 day moving average is $111.41.

Bloom Energy (NYSE:BE - Get Free Report) last announced its earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, beating analysts' consensus estimates of $0.25 by $0.20. The business 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 business's revenue was up 35.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.43 earnings per share. 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 EPS for the current fiscal year.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Major partnership: Bloom agreed a reported $5 billion partnership with Brookfield to deploy its solid‑oxide fuel cells for AI data centers — a direct boost to its project pipeline, backlog and exposure to fast‑growing AI infrastructure demand. Read More.
• Positive Sentiment: Revenue momentum: Coverage notes Bloom generated roughly $2B in revenue in 2025 and expects about $1B of additional revenue this year — supporting the view that the company is scaling and justifying premium growth multiples if demand persists. Read More.
• Positive Sentiment: Market recognition: The stock was flagged as joining a select group with a 95+ composite rating, which can attract momentum/quant flows and validates recent performance metrics. Read More.
• Neutral Sentiment: AI thematic positioning: Analysts and commentators are increasingly citing Bloom as part of the energy stack for AI buildout (memory, power, space), which raises long‑term optionality but also ties expectations to AI capex cycles. Read More.
• Neutral Sentiment: Heavy media/analyst coverage: Multiple buy/sell assessments (Fool, Forbes, Yahoo/finance pieces) are driving attention and volatility — helpful for liquidity but increasing headline sensitivity. Read More.
• Negative Sentiment: Analyst downgrade: Zacks cut Bloom from "strong‑buy" to "hold," which can temper momentum investors and act as a near‑term headwind to sentiment. Read More.

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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