Kercheville Advisors LLC Raises Position in Bloom Energy Corporation $BE

Key Points

• Kercheville Advisors increased its Bloom Energy stake by 59.7% in Q4 to 48,215 shares (worth $4.19M), making BE about 1.2% of the fund's portfolio and its 26th-largest holding.
• Other institutions are also active — notably Goldman Sachs added 836,810 shares and hedge funds/institutional investors now own roughly 77.04% of the stock, signaling heavy institutional interest.
• Bloom reported an earnings beat (Q: $0.45 EPS vs $0.25 est.; revenue $777.7M) and set FY2026 guidance of 1.33–1.48 EPS, while multiple analysts have raised targets (up to $251) and the consensus rating is a Moderate Buy with an average target of $154.86.

Kercheville Advisors LLC boosted its position in Bloom Energy Corporation (NYSE:BE - Free Report) by 59.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 48,215 shares of the company's stock after purchasing an additional 18,015 shares during the period. Bloom Energy comprises approximately 1.2% of Kercheville Advisors LLC's portfolio, making the stock its 26th biggest holding. Kercheville Advisors LLC's holdings in Bloom Energy were worth $4,189,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the company. Bayforest Capital Ltd purchased a new position in shares of Bloom Energy during the 1st quarter valued at $2,055,000. AQR Capital Management LLC bought a new stake in Bloom Energy in the 1st quarter valued at about $1,820,000. NewEdge Advisors LLC lifted its holdings in Bloom Energy by 674.7% during the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company's stock valued at $37,000 after purchasing an additional 1,626 shares during the last quarter. Goldman Sachs Group Inc. boosted its position in Bloom Energy by 50.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company's stock worth $49,127,000 after purchasing an additional 836,810 shares during the period. Finally, Focus Partners Wealth boosted its position in Bloom Energy by 30.7% during the first quarter. Focus Partners Wealth now owns 20,063 shares of the company's stock worth $394,000 after purchasing an additional 4,716 shares during the period. 77.04% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on BE shares. Robert W. Baird raised their price objective on shares of Bloom Energy to $242.00 and gave the stock an "outperform" rating in a report on Wednesday. Jefferies Financial Group upgraded Bloom Energy from an "underperform" rating to a "hold" rating and set a $187.00 price target for the company in a research report on Tuesday, April 14th. JPMorgan Chase & Co. raised their target price on Bloom Energy to $231.00 and gave the stock an "overweight" rating in a research note on Tuesday, April 14th. UBS Group upped their price target on Bloom Energy to $251.00 and gave the company a "buy" rating in a research report on Tuesday. Finally, China Renaissance started coverage on shares of Bloom Energy in a report on Wednesday, January 28th. They issued a "buy" rating and a $207.00 price target on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $154.86.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Analyst upgrade(s) and optimistic broker notes lifted the stock earlier in the week — reports show Bloom trading up following the Citi/analyst upgrade and coverage saying the stock is expected to rise. This was the primary near-term positive catalyst for the rally. Bloom Energy NYSE: BE Trading 4% Higher Following Analyst Upgrade Bloom Energy NYSE: BE Stock Price Expected to Rise, Citigroup Analyst Says
• Neutral Sentiment: Sector/peer comparisons provide context but are not immediate catalysts — analysis pieces compare BE’s year-to-date performance versus oil/energy names and contrast Bloom with other fuel-cell/renewable names (e.g., FCEL), which can guide relative valuation and risk appetite. Are Oils-Energy Stocks Lagging Bloom Energy (BE) This Year? BE vs FCEL: Which renewable energy stock is a better bet amid AI boom? Cramer Names 'The Stocks That Got Away'
• Negative Sentiment: Price pullback amid market improvement and profit-taking — multiple reports note Bloom finished the session lower (decline reported after earlier gains), suggesting short-term consolidation/rotation despite the analyst bullishness. Monitor volume and whether upgrades translate into sustained upward revisions. Bloom Energy (BE) Stock Declines While Market Improves: Some Information for Investors Bloom Energy (BE) Stock Declines While Market Improves

Bloom Energy Stock Performance

Shares of NYSE BE opened at $231.50 on Friday. The stock's 50-day moving average is $163.63 and its 200 day moving average is $133.28. The stock has a market cap of $64.95 billion, a price-to-earnings ratio of -609.22, a P/E/G ratio of 9.54 and a beta of 3.18. Bloom Energy Corporation has a 1-year low of $16.05 and a 1-year high of $242.20. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54.

Bloom Energy (NYSE:BE - Get Free Report) last issued its quarterly earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, beating analysts' consensus estimates of $0.25 by $0.20. The business had revenue of $777.68 million for the quarter, compared to analysts' expectations of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The business's quarterly revenue was up 35.9% on a year-over-year basis. During the same period last year, the business earned $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. On average, sell-side analysts anticipate that Bloom Energy Corporation will post 1 EPS for the current fiscal year.

Insider Buying and Selling at Bloom Energy

In other Bloom Energy news, insider Maciej Kurzymski sold 7,800 shares of the company's stock in a transaction dated Monday, March 16th. The shares were 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 directly owned 84,294 shares in the company, valued at $12,800,043.90. This represents a 8.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Satish Chitoori sold 20,000 shares of the firm's stock in a transaction dated 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 transaction, the insider directly owned 212,365 shares in the company, valued at $43,371,303.95. This trade represents a 8.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 455,092 shares of company stock valued at $78,564,475. Company insiders own 3.60% of the company's stock.

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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