D.B. Root & Company LLC Invests $330,000 in Bloom Energy Corporation $BE

Key Points

• D.B. Root & Company LLC established a new position in Bloom Energy (NYSE:BE) in Q4, buying 3,793 shares worth about $330,000, while institutional investors own roughly 77% of the stock.
• Bloom Energy posted a strong Q1 beat (EPS $0.44 vs. $0.12 est.; revenue $751.1M vs. $539.9M est., +130.4% YoY) and raised FY2026 guidance to 1.85–2.25 EPS, prompting analyst upgrades and momentum-buy interest.
• Insiders sold 490,092 shares (~$88.3M) over the last quarter, and the stock's high valuation and volatility (market cap ~$80B, beta 3.82, 52‑week high $302.99) raise meaningful downside risk despite recent momentum.

D.B. Root & Company LLC bought a new position in Bloom Energy Corporation (NYSE:BE - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 3,793 shares of the company's stock, valued at approximately $330,000.

Several other hedge funds and other institutional investors have also modified their holdings of BE. WPG Advisers LLC boosted its holdings in shares of Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company's stock valued at $28,000 after buying an additional 67 shares during the period. N.E.W. Advisory Services LLC acquired a new position in shares of Bloom Energy in the 3rd quarter valued at about $32,000. Fifth Third Bancorp acquired a new position in shares of Bloom Energy in the 3rd quarter valued at about $32,000. Parkside Financial Bank & Trust boosted its holdings in shares of Bloom Energy by 250.9% in the 3rd quarter. Parkside Financial Bank & Trust now owns 393 shares of the company's stock valued at $33,000 after buying an additional 281 shares during the period. Finally, NewEdge Advisors LLC boosted its holdings in shares of Bloom Energy by 674.7% in the 1st 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 during the period. 77.04% of the stock is owned by institutional investors and hedge funds.

Bloom Energy Stock Down 3.3%

BE stock opened at $285.39 on Thursday. The company has a current ratio of 5.03, a quick ratio of 4.10 and a debt-to-equity ratio of 2.90. The firm's 50-day moving average is $177.71 and its two-hundred day moving average is $140.85. Bloom Energy Corporation has a 52 week low of $16.18 and a 52 week high of $302.99. The company has a market capitalization of $80.06 billion, a price-to-earnings ratio of -5,706.56 and a beta of 3.82.

Bloom Energy (NYSE:BE - Get Free Report) last released 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 net margin of 0.25% and a return on equity of 21.05%. The business had revenue of $751.05 million for the quarter, compared to the consensus estimate of $539.94 million. During the same period in the previous year, the firm earned $0.03 EPS. The business's revenue for the quarter was up 130.4% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, analysts forecast that Bloom Energy Corporation will post 1.31 earnings per share for the current fiscal year.

Key Bloom Energy News

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.

Insider Buying and Selling at Bloom Energy

In related news, insider Satish Chitoori sold 20,000 shares of the business's stock in a transaction that occurred on Tuesday, April 14th. The shares were sold at an average price of $204.23, for a total value of $4,084,600.00. Following the sale, the insider directly owned 212,365 shares in the company, valued at $43,371,303.95. The trade was a 8.61% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Maciej Kurzymski sold 7,800 shares of the business's stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $151.85, for a total transaction of $1,184,430.00. Following the completion of the sale, the insider owned 84,294 shares in the company, valued at $12,800,043.90. The trade was a 8.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 490,092 shares of company stock valued at $88,329,475 over the last quarter. Company insiders own 3.00% of the company's stock.

Wall Street Analyst Weigh In

Several research analysts have recently commented on BE shares. JPMorgan Chase & Co. lifted their price target on shares of Bloom Energy to $267.00 and gave the company an "overweight" rating in a report on Wednesday, April 29th. Jefferies Financial Group raised shares of Bloom Energy from an "underperform" rating to a "hold" rating and set a $187.00 price target for the company in a report on Tuesday, April 14th. Mizuho set a $285.00 price target on shares of Bloom Energy in a report on Friday, May 1st. BTIG Research lifted their price target on shares of Bloom Energy to $295.00 and gave the company a "buy" rating in a report on Wednesday, April 29th. Finally, Citigroup lifted their price target on shares of Bloom Energy to $281.00 and gave the company a "neutral" rating in a report on Wednesday, April 29th. Two research 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 given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $213.81.

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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