Concurrent Investment Advisors LLC Acquires 5,196 Shares of Bloom Energy Corporation $BE

Key Points

• Concurrent Investment Advisors raised its Bloom Energy stake by 202.7% in Q4, buying 5,196 shares to hold 7,759 shares worth about $674,000.
• Bloom’s Q1 beat and guidance lift—$0.44 EPS vs. $0.12 expected and $751.05M revenue—led management to raise FY2026 guidance to $1.85–$2.25 EPS, sparking a rally to near all‑time highs and a market cap of roughly $81.4B.
• There’s significant institutional accumulation (Goldman added 836,810 shares; institutions own 77.04% of the stock) while insiders have sold heavily—about 490,092 shares worth ~$88.33M in the last three months.

Concurrent Investment Advisors LLC raised its holdings in Bloom Energy Corporation (NYSE:BE - Free Report) by 202.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 7,759 shares of the company's stock after buying an additional 5,196 shares during the period. Concurrent Investment Advisors LLC's holdings in Bloom Energy were worth $674,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently made changes to their positions in BE. Bayforest Capital Ltd bought a new position in shares of Bloom Energy in the first quarter valued at $2,055,000. AQR Capital Management LLC bought a new position in shares of Bloom Energy in the first quarter valued at $1,820,000. NewEdge Advisors LLC lifted its stake in shares of 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. Goldman Sachs Group Inc. lifted its stake in shares of Bloom Energy by 50.3% in the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company's stock valued at $49,127,000 after buying an additional 836,810 shares in the last quarter. Finally, Focus Partners Wealth raised its holdings in shares of Bloom Energy by 30.7% in the first quarter. Focus Partners Wealth now owns 20,063 shares of the company's stock valued at $394,000 after purchasing an additional 4,716 shares during the last quarter. 77.04% of the stock is owned by institutional investors.

Analysts Set New Price Targets

BE has been the subject of several analyst reports. Roth Mkm set a $225.00 target price on shares of Bloom Energy in a report on Wednesday. UBS Group increased their target price on shares of Bloom Energy to $251.00 and gave the company a "buy" rating in a report on Tuesday, April 21st. BTIG Research increased their target price on shares of Bloom Energy to $295.00 and gave the company a "buy" rating in a report on Wednesday. Wall Street Zen upgraded shares of Bloom Energy from a "hold" rating to a "buy" rating in a report on Saturday. Finally, China Renaissance initiated coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They issued a "buy" rating and a $207.00 target price for the company. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $205.27.

Bloom Energy Stock Performance

NYSE BE opened at $290.07 on Friday. Bloom Energy Corporation has a 52-week low of $16.05 and a 52-week high of $296.50. The company has a 50-day simple moving average of $172.25 and a 200 day simple moving average of $138.23. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.95 and a current ratio of 5.03. The company has a market capitalization of $81.38 billion, a PE ratio of -5,800.32, a price-to-earnings-growth ratio of 11.74 and a beta of 3.82.

Bloom Energy (NYSE:BE - Get Free Report) last posted its earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, topping the consensus estimate of $0.12 by $0.32. The firm had revenue of $751.05 million during the quarter, compared to the consensus estimate of $539.94 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The company's revenue was up 130.4% on a year-over-year basis. During the same quarter last year, the company earned $0.03 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, research analysts predict that Bloom Energy Corporation will post 1.31 EPS for the current year.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Blowout Q1 and upgraded guidance — Bloom reported a large revenue and EPS beat (Q1 revenue far above estimates, EPS swung to profit) and raised FY‑2026 EPS guidance to $1.85–$2.25, which is the primary fundamental driver behind the rally. Bloom Energy Corp (BE) Q1 2026 Earnings Call Highlights
• Positive Sentiment: AI/data-center demand ramp — Multiple reports highlight Bloom’s role as an on‑site power solution for data centers and AI clusters, with the company ramping fuel-cell production and deployments; investors are re‑rating BE as a data‑center power growth play. Bloom Energy May Be Solving AI’s Biggest Power Problem
• Positive Sentiment: Institutional interest and momentum — Reports that Stanley Druckenmiller has built a large position, plus coverage noting BE as one of April’s top industrial performers, are reinforcing momentum and retail/institutional attention. Druckenmiller Made 400% on SanDisk — Now He’s All In on Bloom Energy (BE)
• Positive Sentiment: Technical breakout / all-time highs — Traders are pushing the stock to new highs following the quarter and guidance lift, which attracts momentum buyers and breakout traders. Why Bloom Energy Stock Hit All-Time Highs Today
• Neutral Sentiment: Analyst moves — JPMorgan raised its rating to Overweight and lifted its target (note: the new $267 target is below intraday levels), signaling institutional analyst support but also reflecting mixed views on near‑term upside. JPMorgan price target update
• Negative Sentiment: Valuation and risk — Several analysts and outlets warn valuation is stretched after the surge; BE’s high beta and rapid run from its 52‑week low make it vulnerable to sharp pullbacks if execution or bookings slow. Bloom Energy Is Now a Data Center Stock. Buy Its Shares Now.
• Negative Sentiment: Meme/volatility concerns — Coverage noting a “meme‑stock” dynamic and heavy retail interest suggests sentiment‑driven swings; investors should expect elevated intraday and short‑term volatility. Bloom Energy shares rocket higher by 20%

Insider Buying and Selling at Bloom Energy

In other news, insider Aman Joshi sold 19,944 shares of Bloom Energy stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $154.85, for a total value of $3,088,328.40. Following the completion of the transaction, the insider owned 190,521 shares in the company, valued at $29,502,176.85. This trade represents a 9.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Shawn Marie Soderberg sold 35,000 shares of Bloom Energy stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $279.00, for a total transaction of $9,765,000.00. Following the completion of the transaction, the insider owned 341,731 shares of the company's stock, valued at $95,342,949. The trade was a 9.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 490,092 shares of company stock worth $88,329,475 over the last three months. Company insiders own 3.00% of the company's stock.

About Bloom Energy

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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