CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT Cuts Stock Position in Bloom Energy Corporation $BE

Key Points

• CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT cut its Bloom Energy stake by 38.5% in Q4, selling 72,000 shares and finishing the quarter with 115,000 shares worth about $9.99 million.
• Other institutions have been adding exposure—Graticule purchased a new ~$402.5 million stake, Trivest increased to 3.42M shares (~$289.2 million), and Vanguard holds 20.8M shares (~$1.76 billion); institutional ownership is ~77.04%.
• Bloom recently beat Q expectations with $0.45 EPS vs $0.25 est and revenue of $777.7M (up 35.9%), provided FY‑2026 EPS guidance of 1.33–1.48, but the analyst consensus remains an average "Hold" with a $144.27 target.

CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT lessened its stake in shares of Bloom Energy Corporation (NYSE:BE - Free Report) by 38.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 115,000 shares of the company's stock after selling 72,000 shares during the quarter. CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT's holdings in Bloom Energy were worth $9,992,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of BE. Graticule Asia Macro Advisors LLC purchased a new stake in shares of Bloom Energy during the third quarter worth approximately $402,494,000. Trivest Advisors Ltd raised its stake in shares of Bloom Energy by 1,461.6% during the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company's stock worth $289,229,000 after purchasing an additional 3,201,000 shares during the last quarter. Westfield Capital Management Co. LP purchased a new stake in shares of Bloom Energy during the third quarter worth approximately $141,679,000. Man Group plc raised its stake in shares of Bloom Energy by 177.4% during the second quarter. Man Group plc now owns 2,392,915 shares of the company's stock worth $57,239,000 after purchasing an additional 1,530,167 shares during the last quarter. Finally, Vanguard Group Inc. raised its position in Bloom Energy by 6.3% in the third quarter. Vanguard Group Inc. now owns 20,807,920 shares of the company's stock worth $1,759,726,000 after acquiring an additional 1,240,819 shares in the last quarter. Hedge funds and other institutional investors own 77.04% of the company's stock.

Bloom Energy Stock Down 1.4%

Bloom Energy stock opened at $207.18 on Friday. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98. The firm has a market capitalization of $58.12 billion, a price-to-earnings ratio of -545.21, a price-to-earnings-growth ratio of 8.44 and a beta of 3.18. Bloom Energy Corporation has a fifty-two week low of $16.01 and a fifty-two week high of $229.55. The stock's fifty day moving average is $155.63 and its two-hundred day moving average is $128.74.

Bloom Energy (NYSE:BE - Get Free Report) last posted its earnings results on Thursday, February 5th. The company reported $0.45 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.20. The company had revenue of $777.68 million for the quarter, compared to analyst estimates of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.Bloom Energy's revenue was up 35.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Analysts predict that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

BE has been the subject of several research analyst reports. Wall Street Zen cut Bloom Energy from a "buy" rating to a "hold" rating in a research report on Saturday, February 28th. Truist Financial set a $68.00 price objective on Bloom Energy in a research report on Friday, January 9th. China Renaissance initiated coverage on Bloom Energy in a research report on Wednesday, January 28th. They issued a "buy" rating and a $207.00 price objective for the company. Evercore reiterated an "outperform" rating and issued a $179.00 price objective on shares of Bloom Energy in a research report on Friday, February 6th. Finally, Barclays initiated coverage on Bloom Energy in a research report on Wednesday, January 28th. They issued an "equal weight" rating and a $153.00 price objective for the company. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of "Hold" and an average target price of $144.27.

Insider Transactions at Bloom Energy

In other Bloom Energy news, insider Satish Chitoori sold 20,000 shares of the company's stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $204.23, for a total value of $4,084,600.00. Following the sale, the insider owned 212,365 shares of the company's stock, valued at approximately $43,371,303.95. This represents a 8.61% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Shawn Marie Soderberg sold 25,000 shares of the company's stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $225.13, for a total value of $5,628,250.00. Following the completion of the sale, the insider directly owned 140,732 shares in the company, valued at $31,682,995.16. This trade represents a 15.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 455,092 shares of company stock worth $78,564,475 over the last ninety days. 3.60% of the stock is currently owned by company insiders.

Bloom Energy News Summary

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

• Positive Sentiment: Oracle hyperscaler deal expansion lifts revenue visibility and underpins multi-year deployment potential for Bloom's fuel-cell systems. Bloom Energy Is Soaring. Here's Why.
• Positive Sentiment: Technical breakout and AI data-center demand: BE has moved above its 50- and 200-day SMAs after a large run, attracting momentum traders and quant flows tied to expectations for clean, resilient power for AI infrastructure. Bloom Energy Surges Past 50 & 200-Day SMAs: How to Trade the Stock?
• Positive Sentiment: Wall Street support: JPMorgan raised its price target to $231, citing stronger contract visibility with hyperscalers — analyst upgrades/target increases are helping sustain buying interest. JPMorgan Chase & Co. Raises Bloom Energy NYSE: BE Price Target to $231.00
• Positive Sentiment: Bullish coverage and thematic pieces highlight Bloom as a core play in the AI power story and a renewable-energy beneficiary, reinforcing investor conviction. Stocks Break Out to New Highs: 3 AI Leaders to Buy Now (BE, NBIS, NVDA)
• Neutral Sentiment: High-profile retail/individual trade stories and headlines (viral gains) are amplifying attention and volatility but don't change fundamentals. 24-Year-Old Turns $875 Million Into $2.2 Billion Via Bloom Energy Stock
• Negative Sentiment: Insider selling: filings show Satish Chitoori and Shawn Soderberg sold sizable blocks (multiple transactions at ~$204–$225 per share), which can prompt investor caution and add supply into the market. Bloom Energy NYSE: BE Insider Satish Chitoori Sells 20,000 Shares
• Negative Sentiment: Analyst caution and profit-taking: some firms flagged execution/margin risks and traders have taken profits after the Oracle headline — broader macro catalysts (e.g., ceasefire/market rotation) have also pressured cyclical energy names. Johnson Controls, ESAB, Illinois Tool Works, Bloom Energy, and Kennametal Stocks Trade Down, What You Need To Know

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.

Want to see what other hedge funds are holding BE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Bloom Energy Corporation (NYSE:BE - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.