Daymark Wealth Partners LLC Buys 11,031 Shares of Bloom Energy Corporation $BE

Key Points

• Daymark Wealth Partners increased its stake in Bloom Energy (NYSE:BE) by 367.7% in Q4, acquiring 11,031 shares to hold 14,031 shares valued at about $1.22 million, while overall institutional ownership stands at 77.04%.
• Shares traded down 11.2% recently; Bloom beat Q4 estimates (EPS $0.45 vs. $0.25; revenue $777.7M vs. $647.6M) and set FY2026 guidance of $1.33–$1.48, but it still posts a negative net margin and a negative trailing P/E.
• Sentiment is mixed: the company is pushing an AI/data‑center power narrative and hired a new CFO, yet analyst consensus is a "Hold" and insiders have sold heavily (370,092 shares in the last 90 days), which may pressure near‑term stock performance.

Daymark Wealth Partners LLC raised its stake in Bloom Energy Corporation (NYSE:BE - Free Report) by 367.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 14,031 shares of the company's stock after acquiring an additional 11,031 shares during the period. Daymark Wealth Partners LLC's holdings in Bloom Energy were worth $1,219,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Meridian Wealth Management LLC bought a new position in shares of Bloom Energy in the third quarter worth approximately $553,000. Creekmur Asset Management LLC bought a new stake in shares of Bloom Energy during the third quarter valued at approximately $1,825,000. Udine Wealth Management Inc. increased its position in shares of Bloom Energy by 27.8% during the third quarter. Udine Wealth Management Inc. now owns 62,967 shares of the company's stock valued at $5,325,000 after acquiring an additional 13,684 shares in the last quarter. Straight Path Wealth Management purchased a new position in Bloom Energy in the 3rd quarter worth approximately $1,099,000. Finally, Teachers Retirement System of The State of Kentucky purchased a new position in Bloom Energy in the 3rd quarter worth approximately $1,985,000. 77.04% of the stock is owned by hedge funds and other institutional investors.

Bloom Energy News Roundup

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

• Positive Sentiment: Company pushed an AI‑focused power narrative at CERAWeek, highlighting how its solid oxide fuel cells and a multibillion‑dollar backlog and expanding service contracts position Bloom to capture surging AI/data‑center power demand and grid bottleneck opportunities. This reinforces derivable recurring revenue and higher‑margin services upside. How Bloom Energy’s AI-Focused Power Pitch at CERAWeek 2026 Will Impact Bloom Energy (BE) Investors
• Positive Sentiment: Analyst write‑up initiating coverage on the data‑center opportunity (Buy) argues BE has meaningful upside from AI power demand, short lead times vs. turbines, and optionality in hydrogen — a bullish fundamental case that supports long‑term revenue/EBITDA growth assumptions. Bloom Energy: More Upside In The Data Center Power Boom
• Positive Sentiment: Bloom named Simon Edwards as CFO (effective April 13) — a hire with scale‑up and digital infrastructure experience that could improve execution, financial discipline and investor confidence if he accelerates margin and cash‑flow improvements. Bloom Energy Appoints Simon Edwards as Chief Financial Officer
• Neutral Sentiment: Brokerage consensus remains mixed (average rating: Hold), indicating Wall Street is split between growth potential from AI/data centers and execution/valuation risk. That neutrality can limit upside until execution is proven. Bloom Energy Corporation NYSE: BE Given Average Rating of "Hold" by Brokerages
• Neutral Sentiment: Business and finance outlets continue to highlight Bloom as a beneficiary of AI power demand, but coverage also notes broader cyclical and capital intensity risks for data‑center infrastructure. This keeps sentiment bifurcated. Software Stocks Are Souring Again. Why ‘HALO’ Companies Might Not Be a Better Bet.
• Negative Sentiment: Insider selling was reported and coincided with earlier downward pressure; such activity can spook investors and prompt near‑term selling irrespective of long‑term fundamentals. Bloom Energy NYSE: BE Trading Down 5.6% After Insider Selling

Bloom Energy Trading Down 11.2%

Shares of BE stock opened at $133.38 on Friday. 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 Corporation has a 12-month low of $15.15 and a 12-month high of $180.90. The stock has a market capitalization of $37.42 billion, a P/E ratio of -351.00, a P/E/G ratio of 6.13 and a beta of 3.11. The firm's 50 day moving average is $152.57 and its 200 day moving average is $118.56.

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

Wall Street Analyst Weigh In

Several analysts have commented on BE shares. BTIG Research increased their target price on Bloom Energy to $165.00 and gave the company a "buy" rating in a research note on Friday, February 6th. China Renaissance assumed coverage on Bloom Energy in a research note on Wednesday, January 28th. They issued a "buy" rating and a $207.00 price target for the company. Wall Street Zen downgraded Bloom Energy from a "buy" rating to a "hold" rating in a report on Saturday, February 28th. Evercore reaffirmed an "outperform" rating and set a $179.00 price objective on shares of Bloom Energy in a research report on Friday, February 6th. Finally, Wells Fargo & Company lifted their price objective on Bloom Energy to $130.00 and gave the stock an "equal weight" rating in a report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, Bloom Energy presently has a consensus rating of "Hold" and an average price target of $131.87.

Insider Activity at Bloom Energy

In related news, Director Gary S. Pinkus sold 1,250 shares of the company's stock in a transaction on Friday, February 27th. The stock was sold at an average price of $165.80, for a total transaction of $207,250.00. Following the completion of the sale, the director owned 4,149 shares in the company, valued at approximately $687,904.20. This represents a 23.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Aman Joshi sold 19,944 shares of the 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 directly owned 190,521 shares in the company, valued at approximately $29,502,176.85. This represents a 9.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 370,092 shares of company stock valued at $61,365,925 in the last 90 days. 3.60% of the stock is owned by company insiders.

Bloom Energy 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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