Hsbc Holdings PLC Increases Stake in Bloom Energy Corporation $BE

Key Points

• Hsbc Holdings PLC increased its Bloom Energy stake by 31.6% in the fourth quarter, buying 82,089 additional shares and bringing its position to 342,223 shares valued at about $29.7 million.
• Bloom Energy has been drawing attention as an AI infrastructure and data-center power play, with several recent reports linking its growth story to rising electricity demand from AI buildouts.
• The stock has had a huge run but is also facing valuation and profit-taking concerns, with commentary warning it may be priced for perfection even as recent earnings beat expectations and revenue surged 130.4% year over year.

Hsbc Holdings PLC grew its holdings in shares of Bloom Energy Corporation (NYSE:BE - Free Report) by 31.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 342,223 shares of the company's stock after purchasing an additional 82,089 shares during the quarter. Hsbc Holdings PLC owned approximately 0.12% of Bloom Energy worth $29,697,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. WPG Advisers LLC lifted its stake in shares of Bloom Energy by 26.4% in the fourth quarter. WPG Advisers LLC now owns 321 shares of the company's stock worth $28,000 after buying an additional 67 shares in the last quarter. Orion Capital Management LLC grew its stake in Bloom Energy by 0.7% during the 4th quarter. Orion Capital Management LLC now owns 12,083 shares of the company's stock valued at $1,050,000 after acquiring an additional 83 shares in the last quarter. Ritholtz Wealth Management grew its stake in Bloom Energy by 1.5% during the 4th quarter. Ritholtz Wealth Management now owns 5,765 shares of the company's stock valued at $501,000 after acquiring an additional 87 shares in the last quarter. CoreCap Advisors LLC raised its holdings in Bloom Energy by 7.3% in the 4th quarter. CoreCap Advisors LLC now owns 1,295 shares of the company's stock valued at $113,000 after acquiring an additional 88 shares during the last quarter. Finally, Reliant Investment Management LLC raised its holdings in Bloom Energy by 3.6% in the 4th quarter. Reliant Investment Management LLC now owns 2,556 shares of the company's stock valued at $222,000 after acquiring an additional 90 shares during the last quarter. Hedge funds and other institutional investors own 77.04% of the company's stock.

Key Headlines Impacting Bloom Energy

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

• Positive Sentiment: Bloom Energy is being highlighted as a hot AI infrastructure and data-center power play, with articles noting that rising power demand from AI builds is driving investor enthusiasm. This AI Infrastructure Stock Is Up 14X in the Last Year (Hint: It's Not Micron)
• Positive Sentiment: Bloom Energy has been included in market commentary as one of the stocks powering the AI boom, reinforcing the idea that demand for its products is tied to a strong secular growth theme. CAT stock hits $1,000 on AI demand: Here are two other stocks powering the boom
• Neutral Sentiment: Several recent articles focus on whether Bloom Energy is now too expensive after its massive rally, suggesting valuation is becoming a bigger issue for investors even as the AI story remains intact. Is It Too Late to Buy Bloom Energy Stock After Its 1,410% Gain?
• Neutral Sentiment: Bloom Energy was also featured in roundup and investment-ideas articles, which mainly reflect ongoing market attention rather than a new business update. Zacks Investment Ideas feature highlights: Bloom, Oracle, Brookfield Asset Management, Crescent and Diversified Energy
• Negative Sentiment: Recent coverage also points to a sharp pullback after the stock’s run-up, with one report noting Bloom Energy declined more than the market, underscoring that investors may be taking profits amid the huge advance. Why Bloom Energy Stock Tumbled Today
• Negative Sentiment: Some commentary warns the stock may be priced for perfection and vulnerable to an AI-energy bubble narrative, which could weigh on sentiment if investors grow more cautious about the valuation. Famous Short-Seller Says We’re In an AI Energy Bubble. Will Bloom Energy Prove Him Wrong?

Bloom Energy Price Performance

Shares of BE stock opened at $323.89 on Thursday. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10. The company has a market capitalization of $92.13 billion, a PE ratio of -6,476.42 and a beta of 3.73. The firm's 50-day moving average is $272.16 and its two-hundred day moving average is $183.38. Bloom Energy Corporation has a 12 month low of $21.50 and a 12 month high of $349.99.

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

Analyst Ratings Changes

BE has been the topic of a number of research reports. Roth Mkm set a $225.00 target price on shares of Bloom Energy in a research note on Wednesday, April 29th. Wells Fargo & Company upped their price target on Bloom Energy to $217.00 and gave the company an "equal weight" rating in a research report on Wednesday, April 29th. BTIG Research increased their price target on Bloom Energy to $295.00 and gave the company a "buy" rating in a report on Wednesday, April 29th. JPMorgan Chase & Co. lifted their price objective on Bloom Energy to $267.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 29th. Finally, Wall Street Zen raised Bloom Energy from a "hold" rating to a "buy" rating in a research note on Saturday, May 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $224.36.

Insider Transactions at Bloom Energy

In other Bloom Energy news, insider Satish Chitoori sold 20,000 shares of the firm's stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $204.23, for a total transaction of $4,084,600.00. Following the completion of the sale, the insider owned 212,365 shares of the company's stock, valued at $43,371,303.95. This trade represents a 8.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director John T. Chambers sold 55,000 shares of Bloom Energy stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $297.69, for a total value of $16,372,950.00. Following the completion of the sale, the director owned 238,333 shares in the company, valued at $70,949,350.77. This represents a 18.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 230,274 shares of company stock valued at $58,696,472 in the last ninety days. 3.00% of the stock is currently owned by corporate insiders.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.