D.A. Davidson & CO. Sells 7,045 Shares of Bloom Energy Corporation $BE

Key Points

• D.A. Davidson cut its Bloom Energy stake by 73.2%, selling 7,045 shares in Q4 and retaining 2,580 shares valued at $224,000.
• Bloom Energy reported a Q1 beat (EPS $0.44 vs. $0.12) and revenue of $751.1M (up 130%), and raised FY2026 guidance to 1.85–2.25 EPS, prompting analyst price-target increases and momentum buying.
• Insiders have sold substantial stock recently (Shawn Soderberg sold 35,000 shares for about $9.8M; Aman Joshi sold ~19,944 shares) even as institutional ownership is near 77%, while high beta and stretched valuation raise short-term volatility risk.

D.A. Davidson & CO. reduced its holdings in Bloom Energy Corporation (NYSE:BE - Free Report) by 73.2% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,580 shares of the company's stock after selling 7,045 shares during the quarter. D.A. Davidson & CO.'s holdings in Bloom Energy were worth $224,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the business. Kestra Private Wealth Services LLC increased its position in shares of Bloom Energy by 9.9% during the 4th quarter. Kestra Private Wealth Services LLC now owns 8,013 shares of the company's stock valued at $696,000 after purchasing an additional 721 shares during the last quarter. Teachers Retirement System of The State of Kentucky increased its position in shares of Bloom Energy by 4.1% during the 4th quarter. Teachers Retirement System of The State of Kentucky now owns 24,431 shares of the company's stock valued at $2,123,000 after purchasing an additional 960 shares during the last quarter. Concurrent Investment Advisors LLC increased its position in shares of Bloom Energy by 202.7% during the 4th quarter. Concurrent Investment Advisors LLC now owns 7,759 shares of the company's stock valued at $674,000 after purchasing an additional 5,196 shares during the last quarter. Kercheville Advisors LLC increased its position in shares of Bloom Energy by 59.7% during the 4th quarter. Kercheville Advisors LLC now owns 48,215 shares of the company's stock valued at $4,189,000 after purchasing an additional 18,015 shares during the last quarter. Finally, Broad Peak Investment Advisers Pte Ltd bought a new position in shares of Bloom Energy during the 4th quarter valued at about $17,552,000. 77.04% of the stock is currently owned by institutional investors.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Q1 beat, raised guidance and an expanded Oracle “Project Jupiter” AI data-center partnership drove optimism about near-term revenue and secular demand for Bloom’s on-site power systems. Bloom Energy (BE) Valuation Check As Strong Q1 2026 Results And Oracle AI Deal Lift Expectations
• Positive Sentiment: Multiple outlets are labeling BE a momentum/growth buy after the earnings/guidance beat, adding retail and momentum demand to the stock’s advance. Here's Why Bloom Energy (BE) is a Great Momentum Stock to Buy
• Positive Sentiment: Zacks and other analyst notes point to upward estimate revisions and argue BE may be poised for further upside on earnings momentum. Why Bloom Energy (BE) Might be Well Poised for a Surge
• Neutral Sentiment: Coverage highlights BE as one of the top growth/momentum names (InsiderMonkey, MSN pieces on April performance), which can attract flows but also concentrates positioning risk. 5 Best Growth Stocks to Invest In for the Next 2 Years
• Positive Sentiment: Investor interest is reinforced by anecdotal fund buying and media mentions (Jim Cramer, sector commentary) that can sustain momentum. Jim Cramer Just Loves Bloom Energy (BE)
• Negative Sentiment: Near-term pullback appears driven by profit-taking after a rapid multi-week rally (very large 1‑month gains) and a stock price that now reflects aggressive growth assumptions; high beta and elevated volatility increase downside risk for short-term traders.
• Negative Sentiment: Valuation and balance-sheet considerations (large market cap after the rally, leverage metrics) may make some investors cautious despite improved guidance — raising the potential for further volatility if execution slips.

Bloom Energy Stock Down 3.3%

BE stock opened at $285.39 on Thursday. Bloom Energy Corporation has a twelve month low of $16.18 and a twelve month high of $302.99. The company has a quick ratio of 4.10, a current ratio of 5.03 and a debt-to-equity ratio of 2.90. The firm has a market cap of $80.06 billion, a PE ratio of -5,706.56 and a beta of 3.82. The business has a 50 day moving average of $177.71 and a 200 day moving average of $140.85.

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

Insider Buying and Selling

In related news, insider Shawn Marie Soderberg sold 35,000 shares of Bloom Energy stock in a transaction on 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 transaction, the insider directly owned 341,731 shares in the company, valued at approximately $95,342,949. The trade was a 9.29% 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 Aman Joshi sold 19,944 shares of the business's 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. The trade was a 9.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 490,092 shares of company stock valued at $88,329,475 over the last three months. 3.00% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several brokerages have recently commented on BE. Royal Bank Of Canada increased their price objective on Bloom Energy to $335.00 and gave the company an "outperform" rating in a research report on Wednesday, April 29th. Citigroup increased their target price on Bloom Energy to $281.00 and gave the company a "neutral" rating in a report on Wednesday, April 29th. Truist Financial set a $68.00 target price on Bloom Energy in a report on Friday, January 9th. Morgan Stanley reiterated an "overweight" rating and issued a $310.00 price objective on shares of Bloom Energy in a report on Wednesday, April 29th. Finally, Barclays increased their price objective on Bloom Energy to $177.00 and gave the stock an "equal weight" rating in a report on Monday, April 27th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $213.81.

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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