Massachusetts Financial Services Co. MA Buys 546,147 Shares of Bloom Energy Corporation $BE

Key Points

• Massachusetts Financial Services Co. raised its stake in Bloom Energy by 214.3% in Q4, buying 546,147 shares to own 801,043 shares (about 0.34% of the company) valued at roughly $69.6 million.
• Oracle deal expands Bloom’s commercial visibility—Oracle can procure up to 2.8 GW of fuel‑cell capacity and reportedly holds a $400M warrant—boosting revenue outlook but creating potential dilution and execution/financing risks.
• Insiders sold heavily (380,092 shares, ~$62.7M) last quarter even as Bloom beat Q results ($0.45 EPS vs $0.25 est.) and set FY26 guidance of $1.33–$1.48; analysts remain mixed with a consensus "Hold" and $137.91 average target.

Massachusetts Financial Services Co. MA raised its holdings in Bloom Energy Corporation (NYSE:BE - Free Report) by 214.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 801,043 shares of the company's stock after acquiring an additional 546,147 shares during the period. Massachusetts Financial Services Co. MA owned about 0.34% of Bloom Energy worth $69,603,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in BE. N.E.W. Advisory Services LLC acquired a new position in Bloom Energy in the third quarter valued at about $32,000. Fifth Third Bancorp acquired a new position in Bloom Energy in the third quarter valued at about $32,000. Parkside Financial Bank & Trust grew its stake in Bloom Energy by 250.9% in the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company's stock valued at $33,000 after acquiring an additional 281 shares during the period. NewEdge Advisors LLC grew its stake in Bloom Energy by 674.7% in the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company's stock valued at $37,000 after acquiring an additional 1,626 shares during the period. Finally, Cranbrook Wealth Management LLC acquired a new position in Bloom Energy in the third quarter valued at about $39,000. 77.04% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, insider Shawn Marie Soderberg sold 15,410 shares of Bloom Energy stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $150.47, for a total value of $2,318,742.70. Following the sale, the insider owned 195,732 shares of the company's stock, valued at approximately $29,451,794.04. The trade was a 7.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Maciej Kurzymski sold 7,800 shares of the firm's stock in a transaction on 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 transaction, the insider directly owned 84,294 shares of the company's stock, valued at $12,800,043.90. This represents a 8.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 380,092 shares of company stock valued at $62,724,725 in the last quarter. 3.50% of the stock is currently owned by corporate insiders.

Bloom Energy Stock Performance

Shares of Bloom Energy stock opened at $176.76 on Tuesday. The firm has a market cap of $49.59 billion, a price-to-earnings ratio of -465.16, a price-to-earnings-growth ratio of 6.80 and a beta of 3.18. The stock's 50-day moving average is $150.57 and its 200-day moving average is $125.28. Bloom Energy Corporation has a one year low of $16.01 and a one year high of $180.90. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95.

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 company had revenue of $777.68 million for the quarter, compared to analyst estimates of $647.59 million. Bloom Energy had a positive return on equity of 7.88% and a negative net margin of 4.37%.The company's quarterly revenue was up 35.9% compared to the same quarter last year. During the same period in the previous year, the company posted $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Equities analysts predict that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Bloom Energy News Roundup

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

• Positive Sentiment: Bloom expanded a master services agreement with Oracle under which Oracle can procure up to 2.8 GW of Bloom fuel-cell capacity (an initial 1.2 GW is already contracted and deployment is underway), directly increasing near- and medium-term revenue visibility and validating Bloom as an AI infrastructure power supplier. Bloom Energy and Oracle Expand Strategic Partnership to Deploy up to 2.8 GW to Accelerate AI Infrastructure Build-Out
• Positive Sentiment: Media coverage and Reuters reporting on the same deal reinforced the scale and credibility of the agreement (press/financial outlets highlighted speed of deployment vs. traditional power options), which supports faster revenue recognition and lower project risk for customers. Bloom Energy to supply up to 2.8 GW of fuel cells under expanded Oracle deal
• Positive Sentiment: Oracle’s recent $400M warrant to buy Bloom shares — reported separately — and the near-immediate expansion of their commercial relationship act as mutual validation (capital/strategic alignment), which has bolstered investor sentiment. Oracle expands Bloom Energy deal days after receiving $400 million stock warrant
• Positive Sentiment: Industry commentary argues that AI power demand is accelerating again as earlier bottlenecks and geopolitical fears fade — a thematic tailwind for Bloom, since AI/data-center builds are a major addressable market for its on-site power solutions. The Fog Clears: Why the AI Stagnation Just Ended
• Neutral Sentiment: Broader market relief (e.g., cooling oil prices, technical momentum, and easing geopolitical risk narratives) is cited by some outlets as supporting risk-on flows, which can lift growth names like Bloom alongside sector peers. Bet on Peace? Why Investors Should Fade Iran Conflict Fears
• Neutral Sentiment: A comparative profile piece contrasts Bloom with other utilities/energy players (useful context on valuation and international exposure) but adds limited incremental newsflow. Comparing Bloom Energy NYSE: BE & Redeia Corporacion OTCMKTS: RDEIY
• Negative Sentiment: Potential negatives to watch: the Oracle warrant could be viewed as a dilution risk if exercised, and Bloom still faces execution, financing and margin pressures on very large rollouts; investors should monitor contract conversion schedules, capital intensity of deployments, and any dilution from equity-linked instruments. Oracle expands Bloom Energy deal days after receiving $400 million stock warrant

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on BE shares. Zacks Research raised Bloom Energy from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, April 7th. Wells Fargo & Company upped their target price on shares of Bloom Energy to $130.00 and gave the stock an "equal weight" rating in a research note on Friday, February 6th. Citigroup began coverage on Bloom Energy in a report on Tuesday, February 24th. They issued a "neutral" rating and a $162.00 price target on the stock. Truist Financial set a $68.00 price target on Bloom Energy in a report on Friday, January 9th. Finally, UBS Group restated a "buy" rating and issued a $170.00 price target on shares of Bloom Energy in a report on Friday, February 6th. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of "Hold" and a consensus price target of $137.91.

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.

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.