Inceptionr LLC Makes New $910,000 Investment in Bloom Energy Corporation $BE

Key Points

• Inceptionr LLC bought a new stake of 10,758 shares in Bloom Energy valued at approximately $910,000, as part of heavy institutional accumulation that now represents 77.04% of the company's stock (notable large positions from Graticule and Trivest).
• Company insiders have been net sellers recently: CEO Kr Sridhar sold 200,000 shares for about $34 million, and insiders sold a total of 268,788 shares (~$45.6 million) in the last 90 days, leaving insider ownership near 3.5%.
• Bloom beat quarterly expectations with EPS of $0.45 vs. $0.25 est. and revenue of $777.7M vs. $647.6M est., set FY2026 guidance of EPS 1.33–1.48, but analysts' consensus remains a "Hold" with an average target of $131.87.

Inceptionr LLC purchased a new stake in shares of Bloom Energy Corporation (NYSE:BE - Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 10,758 shares of the company's stock, valued at approximately $910,000.

A number of other institutional investors also recently modified their holdings of the company. Graticule Asia Macro Advisors LLC acquired a new stake in shares of Bloom Energy in the third quarter worth $402,494,000. Trivest Advisors Ltd grew its stake in Bloom Energy by 1,461.6% in the 3rd quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company's stock valued at $289,229,000 after buying an additional 3,201,000 shares during the last quarter. Norges Bank bought a new position in Bloom Energy in the 2nd quarter worth $57,821,000. Westfield Capital Management Co. LP bought a new position in Bloom Energy in the 3rd quarter worth $141,679,000. Finally, Man Group plc lifted its position in Bloom Energy by 177.4% during the 2nd quarter. Man Group plc now owns 2,392,915 shares of the company's stock worth $57,239,000 after acquiring an additional 1,530,167 shares during the last quarter. Institutional investors own 77.04% of the company's stock.

Insiders Place Their Bets

In related news, CEO Kr Sridhar sold 200,000 shares of the firm's stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total transaction of $34,000,000.00. Following the completion of the transaction, the chief executive officer owned 2,189,869 shares in the company, valued at $372,277,730. This trade represents a 8.37% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Shawn Marie Soderberg sold 25,244 shares of the firm's stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $177.93, for a total value of $4,491,664.92. Following the transaction, the insider owned 227,048 shares of the company's stock, valued at $40,398,650.64. This trade represents a 10.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 268,788 shares of company stock worth $45,575,889 in the last 90 days. 3.50% of the stock is owned by corporate insiders.

Bloom Energy Price Performance

Shares of Bloom Energy stock opened at $151.01 on Tuesday. The firm has a market cap of $42.37 billion, a P/E ratio of -397.39, a price-to-earnings-growth ratio of 5.52 and a beta of 3.11. The firm's 50-day simple moving average is $142.51 and its 200-day simple moving average is $110.33. Bloom Energy Corporation has a twelve month low of $15.15 and a twelve month high of $180.90. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98.

Bloom Energy (NYSE:BE - Get Free Report) last posted its quarterly earnings results on Thursday, February 5th. The company reported $0.45 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.25 by $0.20. The firm 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 quarter in the prior year, the business posted $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, research analysts expect that Bloom Energy Corporation will post -0.23 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on BE shares. Robert W. Baird set a $172.00 price target on shares of Bloom Energy in a report on Tuesday, January 27th. Bank of America set a $39.00 price objective on Bloom Energy in a research report on Tuesday, November 25th. Zacks Research upgraded Bloom Energy from a "hold" rating to a "strong-buy" rating in a research note on Friday, February 6th. Evercore reaffirmed an "outperform" rating and issued a $179.00 target price on shares of Bloom Energy in a report on Friday, February 6th. Finally, Truist Financial set a $68.00 price target on Bloom Energy in a research report on Friday, January 9th. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Hold" and an average target price of $131.87.

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.

Want to see what other hedge funds are holding BE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Bloom Energy Corporation (NYSE:BE - Free Report).

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.