Chesapeake Capital Corp IL Buys New Shares in Bloom Energy Corporation $BE

Key Points

• Chesapeake Capital Corp IL bought a new stake of 8,776 shares (~$742,000) in Bloom Energy, and institutional investors own about 77.04% of the stock.
• Corporate insiders have been net sellers recently—268,788 shares worth $45.6M were sold in the last three months (including 10,000 shares by Aman Joshi), leaving insiders with about 3.6% ownership.
• Bloom has near-term growth catalysts—a reported $5B Brookfield financing

Chesapeake Capital Corp IL purchased a new stake in shares of Bloom Energy Corporation (NYSE:BE - Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 8,776 shares of the company's stock, valued at approximately $742,000.

A number of other large investors have also recently bought and sold shares of BE. Fifth Third Bancorp acquired a new position in Bloom Energy in the third quarter valued at approximately $32,000. N.E.W. Advisory Services LLC acquired a new stake in shares of Bloom Energy during the 3rd quarter worth approximately $32,000. Parkside Financial Bank & Trust increased its stake in shares of Bloom Energy by 250.9% in the 3rd quarter. Parkside Financial Bank & Trust now owns 393 shares of the company's stock valued at $33,000 after acquiring an additional 281 shares in the last quarter. Cranbrook Wealth Management LLC acquired a new position in shares of Bloom Energy during the 3rd quarter valued at $39,000. Finally, E Fund Management Hong Kong Co. Ltd. acquired a new position in shares of Bloom Energy during the 3rd quarter valued at $42,000. 77.04% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Bloom Energy news, insider Satish Chitoori sold 1,521 shares of the firm's stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $139.37, for a total transaction of $211,981.77. Following the transaction, the insider directly owned 230,017 shares in the company, valued at approximately $32,057,469.29. This trade represents a 0.66% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Aman Joshi sold 10,000 shares of the company's stock in a transaction on Wednesday, February 25th. The stock was 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 approximately $36,957,654. The trade was a 4.54% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 268,788 shares of company stock worth $45,575,889 in the last three months. 3.60% of the stock is owned by corporate insiders.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Surging AI data-center demand + Brookfield backing: Reports say Bloom has a multi-year $5B financing deal with Brookfield to expand manufacturing from ~1GW to 2GW and is sitting on a large AI-driven backlog (~$20B reported), which supports revenue visibility and capacity expansion. AI-Fueled Power Demand and Brookfield Backing Might Change The Case For Investing In Bloom Energy (BE)
• Positive Sentiment: Macro tailwind from data-center power constraints: Coverage of the "gigawatt bottleneck" for AI data centers highlights on-site and high-density power needs that play to Bloom’s solid-oxide fuel cell on-site generation pitch. That dynamic supports long-term demand. The Gigawatt Bottleneck: Power Constraints Define AI Data Center Growth
• Positive Sentiment: Bullish investor writeups: Multiple bullish pieces and Substack analyses (OppCost, InsiderMonkey summaries) are circulating, reinforcing a growth narrative that some investors are buying into. Is Bloom Energy Corporation (BE) A Good Stock To Buy Now?
• Neutral Sentiment: Zacks / investment-ideas mention: Bloom is included in a Zacks investment-ideas roundup alongside other tech names — visibility but not a direct catalyst. Zacks Investment Ideas feature highlights SanDisk, Micron, Bloom Energy, Vertiv and Lumentum
• Neutral Sentiment: Headline: stock move recap — short-term price snapshot and volume context reported without new company-specific news. Bloom Energy (BE) Stock Moves -1.28%: What You Should Know
• Neutral Sentiment: Profile / background pieces (founder KR Sridhar, sector comparisons) increase investor familiarity but are not immediate catalysts. KR Sridhar: Clean Energy Visionary, Bloom Energy Founder and CEO
• Negative Sentiment: Valuation and profit-taking concerns: Commentary questions whether BE’s recent rally has priced in too much optimism given thin profitability and a high forward multiple, which can pressure the stock after big gains. Is Bloom Energy (BE) Pricing In Too Much Optimism After Huge Year To Date Rally?
• Negative Sentiment: Competitive threat: FuelCell Energy and other fuel-cell players are targeting AI data centers with alternate DC fuel-cell solutions and carbon-capture combos — increased competition could pressure margins or bid dynamics. FCEL Targets AI Data Centers With DC Power and Carbon Capture

Bloom Energy Trading Down 1.8%

NYSE:BE opened at $154.28 on Friday. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95. Bloom Energy Corporation has a one year low of $15.15 and a one year high of $180.90. The company has a market cap of $43.28 billion, a PE ratio of -406.01, a PEG ratio of 6.42 and a beta of 3.11. The firm has a 50-day moving average of $147.81 and a 200-day moving average of $112.45.

Bloom Energy (NYSE:BE - Get Free Report) last released its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (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 the consensus estimate of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The company's quarterly revenue was up 35.9% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, equities research analysts expect that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research firms have commented on BE. Bank of America set a $39.00 price target on shares of Bloom Energy in a report on Tuesday, November 25th. Weiss Ratings reiterated a "hold (c)" rating on shares of Bloom Energy in a report on Tuesday, January 27th. Wells Fargo & Company increased their price objective on shares of Bloom Energy to $130.00 and gave the stock an "equal weight" rating in a research report on Friday, February 6th. Barclays initiated coverage on Bloom Energy in a research note on Wednesday, January 28th. They issued an "equal weight" rating and a $153.00 target price for the company. Finally, Citigroup assumed coverage on Bloom Energy in a research report on Tuesday, February 24th. They issued a "neutral" rating and a $162.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and an average target price of $131.87.

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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