HighTower Advisors LLC Buys 43,020 Shares of Bloom Energy Corporation $BE

Key Points

• HighTower Advisors LLC boosted its Bloom Energy stake by 301.8% in the fourth quarter, buying 43,020 additional shares and bringing its total holdings to 57,276 shares worth about $4.98 million.
• Bloom Energy continues to draw attention as a potential AI data-center power solution, with recent commentary and media coverage highlighting its on-site fuel-cell deployments and latest deal activity.
• The stock has seen a mix of signals: analyst sentiment is mostly positive with a Moderate Buy consensus and a $217.48 target, but insiders have been selling shares and some traders are questioning whether the AI growth story is already priced in.

HighTower Advisors LLC increased its stake in Bloom Energy Corporation (NYSE:BE - Free Report) by 301.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 57,276 shares of the company's stock after purchasing an additional 43,020 shares during the period. HighTower Advisors LLC's holdings in Bloom Energy were worth $4,977,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. WPG Advisers LLC raised its position in Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company's stock worth $28,000 after purchasing an additional 67 shares during the last quarter. Fifth Third Bancorp bought a new position in Bloom Energy during the third quarter worth about $32,000. Lodestone Wealth Management LLC bought a new position in Bloom Energy during the fourth quarter worth about $43,000. TFC Financial Management Inc. boosted its holdings in Bloom Energy by 56,600.0% during the fourth quarter. TFC Financial Management Inc. now owns 567 shares of the company's stock worth $49,000 after buying an additional 566 shares during the last quarter. Finally, Rothschild Investment LLC boosted its holdings in Bloom Energy by 74.4% during the third quarter. Rothschild Investment LLC now owns 680 shares of the company's stock worth $58,000 after buying an additional 290 shares during the last quarter. Institutional investors own 77.04% of the company's stock.

Key Bloom Energy News

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

• Positive Sentiment: Bloom Energy is still being highlighted as a beneficiary of booming AI infrastructure spending, with commentary pointing to its on-site fuel-cell deployments as a potential power solution for data centers. The Breakaway Gap: How To Buy Strength While Managing Your Risk
• Positive Sentiment: Investor enthusiasm remains supported by an analyst upgrade from Daiwa to Outperform, along with a $324 price target and a view that orders, capacity, and margins are inflecting higher. Here’s Why Bloom Energy (BE) Is Among the Best Future Stocks to Buy Right Now
• Positive Sentiment: Commentary from Jim Cramer and other market coverage around Bloom Energy’s latest deal is helping keep the stock on traders’ radar as a possible AI/power infrastructure winner. Jim Cramer Discusses Bloom Energy’s (BE) Latest Deal
• Neutral Sentiment: Several articles are discussing Bloom Energy’s long-term growth potential and spare capacity, but these pieces are mainly analytical and do not provide a fresh operational catalyst. Bloom Energy: Spare Capacity May Lead To Surging EPS Growth
• Negative Sentiment: BE has been under pressure intraday as traders take profits and question how much of the AI data-center growth story is already priced in. What's Going On With Bloom Energy Stock Today?
• Negative Sentiment: Bearish Seeking Alpha commentary argues that the hype around Bloom Energy may have gone too far, and another piece warns that while the business may survive the cycle, the valuation could be the bigger risk. Bloom Energy: The Hype Has Gone Too Far

Insider Activity at Bloom Energy

In related news, Director Mary K. Bush sold 25,000 shares of the company's stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $266.96, for a total value of $6,674,000.00. Following the completion of the transaction, the director directly owned 108,524 shares of the company's stock, valued at approximately $28,971,567.04. This represents a 18.72% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Shawn Marie Soderberg sold 35,000 shares of the company's 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 completion of the transaction, the insider directly owned 341,731 shares of the company's stock, valued at approximately $95,342,949. The trade was a 9.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 268,777 shares of company stock valued at $55,112,564 in the last quarter. 3.00% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Evercore restated an "outperform" rating and set a $179.00 target price on shares of Bloom Energy in a report on Friday, February 6th. Barclays raised their target price on Bloom Energy to $254.00 and gave the stock an "equal weight" rating in a report on Monday, May 11th. Zacks Research raised shares of Bloom Energy from a "hold" rating to a "strong-buy" rating in a report on Tuesday, April 7th. BTIG Research boosted 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, TD Cowen boosted their price target on shares of Bloom Energy to $235.00 and gave the company a "hold" rating in a report on Wednesday, April 29th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Bloom Energy has a consensus rating of "Moderate Buy" and a consensus price target of $217.48.

Bloom Energy Price Performance

Shares of BE stock opened at $290.46 on Friday. Bloom Energy Corporation has a 12-month low of $18.12 and a 12-month high of $322.83. The firm has a market capitalization of $82.62 billion, a price-to-earnings ratio of -5,807.96 and a beta of 3.82. 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 fifty day moving average of $218.26 and a 200-day moving average of $159.36.

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

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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