Dimensional Fund Advisors LP Sells 60,635 Shares of Bloom Energy Corporation $BE

Key Points

• Dimensional Fund Advisors reduced its Bloom Energy stake by 11.7%, selling 60,635 shares and retaining 459,266 shares valued at approximately $62.1 million. Institutional investors collectively own 77.04% of the company.
• Analyst sentiment remains broadly positive: Bloom Energy has a “Moderate Buy” consensus rating and an average price target of $246.18, despite differing views from analysts including Mizuho, Susquehanna, Wells Fargo and BMO.
• Bloom reported a strong quarter, with revenue up 165.5% year over year to $1.07 billion and EPS of $0.78 versus the $0.39 consensus estimate. However, insider selling, a high P/E ratio of 274.75 and legal and technology-related concerns create potential risks for investors.

Dimensional Fund Advisors LP lessened its holdings in shares of Bloom Energy Corporation (NYSE:BE - Free Report) by 11.7% in the first quarter, according to its most recent filing with the SEC. The firm owned 459,266 shares of the company's stock after selling 60,635 shares during the period. Dimensional Fund Advisors LP owned 0.16% of Bloom Energy worth $62,143,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in BE. Blue Trust Inc. boosted its position in shares of Bloom Energy by 37.2% in the 1st quarter. Blue Trust Inc. now owns 188 shares of the company's stock worth $25,000 after purchasing an additional 51 shares during the last quarter. HB Wealth Management LLC increased its holdings in Bloom Energy by 1.6% in the first quarter. HB Wealth Management LLC now owns 3,442 shares of the company's stock valued at $466,000 after purchasing an additional 54 shares during the last quarter. WPG Advisers LLC lifted its stake in Bloom Energy by 26.4% in the fourth 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. Cedar Mountain Advisors LLC lifted its stake in Bloom Energy by 29.0% in the first quarter. Cedar Mountain Advisors LLC now owns 334 shares of the company's stock valued at $45,000 after buying an additional 75 shares during the period. Finally, D.A. Davidson & CO. boosted its holdings in Bloom Energy by 2.9% during the first quarter. D.A. Davidson & CO. now owns 2,655 shares of the company's stock worth $360,000 after buying an additional 75 shares during the last quarter. Institutional investors own 77.04% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. Mizuho upgraded Bloom Energy from a "neutral" rating to an "outperform" rating and decreased their target price for the stock from $285.00 to $242.00 in a research report on Thursday. Clear Str upgraded shares of Bloom Energy from a "hold" rating to a "strong-buy" rating in a research report on Wednesday. Susquehanna lifted their price objective on shares of Bloom Energy from $293.00 to $298.00 and gave the stock a "positive" rating in a research note on Friday, July 10th. Wall Street Zen upgraded shares of Bloom Energy from a "hold" rating to a "buy" rating in a report on Saturday, May 2nd. Finally, Roth Capital boosted their price objective on shares of Bloom Energy from $225.00 to $285.00 and gave the company a "neutral" rating in a report on Wednesday, July 1st. Three equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Bloom Energy presently has an average rating of "Moderate Buy" and a consensus price target of $246.18.

Insiders Place Their Bets

In other Bloom Energy news, insider Shawn Marie Soderberg sold 2,879 shares of the firm's stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $288.10, for a total transaction of $829,439.90. Following the sale, the insider directly owned 137,853 shares in the company, valued at approximately $39,715,449.30. This trade represents a 2.05% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Mary K. Bush sold 25,000 shares of Bloom Energy stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $266.96, for a total transaction of $6,674,000.00. Following the completion of the transaction, the director directly owned 108,524 shares in the company, valued at approximately $28,971,567.04. The trade was a 18.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 118,617 shares of company stock worth $34,238,909 in the last three months. 3.00% of the stock is owned by corporate insiders.

Bloom Energy News Summary

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

• Positive Sentiment: Analyst support and AI demand: Mizuho upgraded Bloom Energy to “Outperform” and set a $242 price target, citing the potential for fuel cells to provide rapidly deployable power for data centers. Other coverage also highlights Bloom’s commercial scale and a reported multiyear backlog tied to artificial-intelligence power demand. Mizuho upgrades Bloom Energy
• Positive Sentiment: Strong quarterly results continue to support the bull case: Bloom reported quarterly revenue of $1.07 billion, up 165.5% year over year, and EPS of $0.78 versus the $0.39 consensus estimate. The company also issued fiscal 2026 EPS guidance of $2.55 to $2.85, reinforcing optimism about accelerating demand and operating leverage. Bloom Energy shares gap up after strong earnings
• Neutral Sentiment: Valuation and technical volatility are limiting conviction: Despite the earnings beat, Bloom trades at a very high earnings multiple and has fallen substantially from its 52-week high. The sharp swings indicate that traders are rapidly repricing both the company’s AI opportunity and execution risks.
• Negative Sentiment: Hunterbrook challenges fuel-cell performance claims: Hunterbrook Capital alleged that Bloom’s fuel cells may not deliver the efficiency, output, or lifespan previously claimed. The report directly attacks the company’s technology and could pressure investor confidence if its assertions gain wider attention. Hunterbrook report challenges fuel-cell performance
• Negative Sentiment: Multiple securities-fraud class-action announcements add legal overhang: Several law firms publicized a lawsuit covering investors who purchased Bloom securities from February 27, 2025, through July 8, 2026, alleging investor harm from purportedly misleading disclosures. The September 28, 2026 lead-plaintiff deadline is likely to keep the issue in focus, although the repeated notices largely concern the same case. Bloom Energy class action investor alert
• Negative Sentiment: Conflicting analyst views weigh on sentiment: Wells Fargo lowered its price target to $176 and maintained an “Equal Weight” rating, while BMO issued a pessimistic forecast. Those targets contrast sharply with Mizuho’s bullish outlook and highlight uncertainty over whether Bloom’s growth expectations justify its valuation. Bloom Energy analyst coverage

Bloom Energy Stock Performance

BE stock opened at $206.06 on Friday. Bloom Energy Corporation has a 1-year low of $32.52 and a 1-year high of $351.28. The company has a current ratio of 4.09, a quick ratio of 4.10 and a debt-to-equity ratio of 1.59. The firm has a market cap of $58.61 billion, a PE ratio of 274.75 and a beta of 3.73. The business's 50-day moving average price is $261.00 and its two-hundred day moving average price is $209.14.

Bloom Energy (NYSE:BE - Get Free Report) last announced its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.39 by $0.39. The company had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%.The company's revenue for the quarter was up 165.5% compared to the same quarter last year. During the same period in the prior year, the company earned $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, research analysts forecast that Bloom Energy Corporation will post 1.55 earnings per share for the current year.

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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