David J Yvars Group Sells 9,807 Shares of Bloom Energy Corporation $BE

Key Points

• David J Yvars Group cut its Bloom Energy stake by 44.3%, selling 9,807 shares and retaining 12,325 shares worth about $1.07 million (≈0.6% of the firm's portfolio).
• Heavy insider selling has occurred recently — insiders disposed of 370,092 shares (~$61.4M) in the last 90 days, including large sales by Aman Joshi and Satish Chitoori, leaving insiders with 3.5% ownership.
• Analyst sentiment is mixed: MarketBeat’s consensus is a "Hold" with a $131.87 target, while Bloom reported Q results that beat estimates (EPS $0.45 vs. $0.25; revenue $777.7M vs. $647.6M) and issued FY2026 guidance of $1.33–$1.48, though the stock remains volatile with a high beta and negative trailing P/E.

David J Yvars Group lowered its position in shares of Bloom Energy Corporation (NYSE:BE - Free Report) by 44.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 12,325 shares of the company's stock after selling 9,807 shares during the quarter. Bloom Energy accounts for about 0.6% of David J Yvars Group's investment portfolio, making the stock its 26th largest position. David J Yvars Group's holdings in Bloom Energy were worth $1,071,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. CWM LLC raised its position in shares of Bloom Energy by 3.3% during the 3rd quarter. CWM LLC now owns 5,111 shares of the company's stock valued at $432,000 after purchasing an additional 162 shares during the period. Seelaus Asset Management LLC boosted its holdings in Bloom Energy by 2.4% in the 3rd quarter. Seelaus Asset Management LLC now owns 11,420 shares of the company's stock worth $966,000 after buying an additional 270 shares during the period. Parkside Financial Bank & Trust boosted its holdings in Bloom Energy by 250.9% in the 3rd quarter. Parkside Financial Bank & Trust now owns 393 shares of the company's stock worth $33,000 after buying an additional 281 shares during the period. Rothschild Investment LLC increased its stake in Bloom Energy by 74.4% in the 3rd quarter. Rothschild Investment LLC now owns 680 shares of the company's stock worth $58,000 after buying an additional 290 shares in the last quarter. Finally, GAMMA Investing LLC increased its stake in Bloom Energy by 14.1% in the 3rd quarter. GAMMA Investing LLC now owns 2,708 shares of the company's stock worth $229,000 after buying an additional 335 shares in the last quarter. 77.04% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several analysts recently issued reports on the company. Wall Street Zen cut Bloom Energy from a "buy" rating to a "hold" rating in a research report on Saturday, February 28th. Weiss Ratings restated a "hold (c)" rating on shares of Bloom Energy in a research note on Tuesday, January 27th. UBS Group reaffirmed a "buy" rating and set a $170.00 price objective on shares of Bloom Energy in a report on Friday, February 6th. BMO Capital Markets lifted their price objective on shares of Bloom Energy to $149.00 and gave the company a "market perform" rating in a research report on Friday, February 6th. Finally, Daiwa Securities Group set a $98.00 target price on shares of Bloom Energy in a report on Tuesday, December 2nd. One investment 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 company. According to MarketBeat, Bloom Energy presently has an average rating of "Hold" and a consensus price target of $131.87.

Insider Transactions at Bloom Energy

In other Bloom Energy news, insider Aman Joshi sold 19,944 shares of the stock in a transaction on Monday, March 16th. The shares were sold at an average price of $154.85, for a total transaction 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 through this link. Also, insider Satish Chitoori sold 18,964 shares of Bloom Energy stock in a transaction on Monday, March 16th. The stock was sold at an average price of $154.45, for a total transaction of $2,928,989.80. Following the completion of the transaction, the insider directly owned 232,365 shares of the company's stock, valued at $35,888,774.25. The trade was a 7.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 370,092 shares of company stock valued at $61,365,925 in the last 90 days. Company insiders own 3.50% of the company's stock.

Bloom Energy Price Performance

Shares of Bloom Energy stock opened at $145.79 on Wednesday. The stock has a 50 day moving average of $152.35 and a 200 day moving average of $118.24. Bloom Energy Corporation has a 12 month low of $15.15 and a 12 month high of $180.90. The firm has a market cap of $40.90 billion, a PE ratio of -383.66, a PEG ratio of 5.77 and a beta of 3.11. 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 (NYSE:BE - Get Free Report) last released its quarterly 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 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 firm's revenue for the quarter was up 35.9% compared to the same quarter last year. During the same quarter last year, the business posted $0.43 EPS. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, research analysts expect that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

Bloom Energy News Roundup

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

• Positive Sentiment: Strong BYOP demand and product positioning: A Seeking Alpha piece highlights Bloom’s role in the growing "Bring Your Own Power" market, noting 140% backlog growth in 2025 and that Bloom’s modular fuel-cell systems (native 800V DC) are well‑positioned for AI data centers and commercial/industrial customers — a clear demand catalyst. BYOP (Bring Your Own Power) Is Getting Bigger: Bloom Energy Makes That Happen, Quickly
• Neutral Sentiment: Macro headwinds could cap gains: Morning market coverage notes cooler US growth signals and rising 10‑year yields, which can pressure high‑beta, growth‑oriented names like BE. This is a broad-market headwind rather than company-specific. US Stock Market Today S&P 500 Futures Ease As Growth Signals Cool And Yields Rise
• Neutral Sentiment: Valuation/rotation context after big run: Analysts and market writeups note a recent pullback after a sharp multi‑month rally, flagging mixed short‑term momentum even as longer‑term gains remain. That frames both opportunity and risk. A Look At Bloom Energy’s Valuation After Its Recent Share Price Pullback
• Negative Sentiment: Recent session weakness: Coverage reported a sharp prior-day decline (around -5.9%), underlining short-term volatility and profit‑taking after the recent run. Bloom Energy (BE) Stock Dips While Market Gains: Key Facts
• Negative Sentiment: Technical/price structure concerns: Market commentary says Bloom briefly bounced but then lost a key support line, signaling continued short‑term technical fragility for traders. AI Enabler Blossoms, Wilts Then Retreats In Thorny Market. What's An Investor To Do?
• Negative Sentiment: Insider selling: A report shows insider sales of roughly $2.32M, a headline that can increase near‑term selling pressure or raise governance/ownership questions for some investors. Insider Selling: Bloom Energy NYSE: BE Insider Sells $2,318,742.70 in 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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