Mitsubishi UFJ Trust & Banking Corp Purchases New Stake in Bloom Energy Corporation $BE

Key Points

• Mitsubishi UFJ Trust & Banking Corp opened a new position of 89,763 shares in Bloom Energy (NYSE:BE) in Q4, valued at about $7.8 million.
• Blowout Q1: Bloom reported $751.1M revenue (+130% YoY) and $0.44 EPS vs. $0.12 expected, and raised FY‑2026 guidance to $1.85–$2.25, which has driven the recent re‑rating.
• Shares have surged toward all‑time highs with several analysts raising targets (average target ≈ $205), but risks remain from stretched valuation, high beta, insider selling and heavy retail/"meme" interest that could increase volatility.

Mitsubishi UFJ Trust & Banking Corp acquired a new position in Bloom Energy Corporation (NYSE:BE - Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 89,763 shares of the company's stock, valued at approximately $7,800,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in BE. R Squared Ltd bought a new position in shares of Bloom Energy in the 4th quarter valued at about $685,000. Ashton Thomas Private Wealth LLC bought a new stake in shares of Bloom Energy during the fourth quarter worth approximately $478,000. Kestra Private Wealth Services LLC raised its stake in shares of Bloom Energy by 9.9% during the fourth quarter. Kestra Private Wealth Services LLC now owns 8,013 shares of the company's stock worth $696,000 after buying an additional 721 shares during the last quarter. Teachers Retirement System of The State of Kentucky lifted its holdings in Bloom Energy by 4.1% in the fourth quarter. Teachers Retirement System of The State of Kentucky now owns 24,431 shares of the company's stock valued at $2,123,000 after buying an additional 960 shares during the period. Finally, Concurrent Investment Advisors LLC lifted its holdings in Bloom Energy by 202.7% in the fourth quarter. Concurrent Investment Advisors LLC now owns 7,759 shares of the company's stock valued at $674,000 after buying an additional 5,196 shares during the period. 77.04% of the stock is owned by institutional investors.

Bloom Energy Stock Up 2.4%

Shares of NYSE:BE opened at $290.07 on Friday. The company has a 50 day moving average price of $172.25 and a two-hundred day moving average price of $138.23. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.95 and a current ratio of 5.03. The company has a market capitalization of $81.38 billion, a PE ratio of -5,800.32, a PEG ratio of 11.74 and a beta of 3.82. Bloom Energy Corporation has a 52 week low of $16.05 and a 52 week high of $296.50.

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 for the quarter, topping analysts' consensus estimates of $0.12 by $0.32. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The company had revenue of $751.05 million for the quarter, compared to analysts' expectations of $539.94 million. During the same period last year, the firm posted $0.03 earnings per share. The business's quarterly revenue was up 130.4% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. Analysts forecast that Bloom Energy Corporation will post 1.31 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of analysts have commented on BE shares. Citigroup lifted their target price on shares of Bloom Energy to $281.00 and gave the stock a "neutral" rating in a report on Wednesday. BTIG Research increased their price target on Bloom Energy to $295.00 and gave the company a "buy" rating in a research note on Wednesday. TD Cowen raised their price target on Bloom Energy to $235.00 and gave the stock a "hold" rating in a research report on Wednesday. Barclays lifted their price objective on Bloom Energy to $177.00 and gave the stock an "equal weight" rating in a research note on Monday, April 27th. Finally, Robert W. Baird increased their target price on Bloom Energy to $242.00 and gave the company an "outperform" rating in a research note on Wednesday, April 22nd. Two research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Bloom Energy has an average rating of "Moderate Buy" and an average target price of $205.27.

More Bloom Energy News

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

• Positive Sentiment: Blowout Q1 and upgraded guidance — Bloom reported a large revenue and EPS beat (Q1 revenue far above estimates, EPS swung to profit) and raised FY‑2026 EPS guidance to $1.85–$2.25, which is the primary fundamental driver behind the rally. Bloom Energy Corp (BE) Q1 2026 Earnings Call Highlights
• Positive Sentiment: AI/data-center demand ramp — Multiple reports highlight Bloom’s role as an on‑site power solution for data centers and AI clusters, with the company ramping fuel-cell production and deployments; investors are re‑rating BE as a data‑center power growth play. Bloom Energy May Be Solving AI’s Biggest Power Problem
• Positive Sentiment: Institutional interest and momentum — Reports that Stanley Druckenmiller has built a large position, plus coverage noting BE as one of April’s top industrial performers, are reinforcing momentum and retail/institutional attention. Druckenmiller Made 400% on SanDisk — Now He’s All In on Bloom Energy (BE)
• Positive Sentiment: Technical breakout / all-time highs — Traders are pushing the stock to new highs following the quarter and guidance lift, which attracts momentum buyers and breakout traders. Why Bloom Energy Stock Hit All-Time Highs Today
• Neutral Sentiment: Analyst moves — JPMorgan raised its rating to Overweight and lifted its target (note: the new $267 target is below intraday levels), signaling institutional analyst support but also reflecting mixed views on near‑term upside. JPMorgan price target update
• Negative Sentiment: Valuation and risk — Several analysts and outlets warn valuation is stretched after the surge; BE’s high beta and rapid run from its 52‑week low make it vulnerable to sharp pullbacks if execution or bookings slow. Bloom Energy Is Now a Data Center Stock. Buy Its Shares Now.
• Negative Sentiment: Meme/volatility concerns — Coverage noting a “meme‑stock” dynamic and heavy retail interest suggests sentiment‑driven swings; investors should expect elevated intraday and short‑term volatility. Bloom Energy shares rocket higher by 20%

Insiders Place Their Bets

In other Bloom Energy news, insider Satish Chitoori sold 20,000 shares of Bloom Energy stock in a transaction dated 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 transaction, the insider directly owned 212,365 shares in the company, valued at approximately $43,371,303.95. The trade was a 8.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Aman Joshi sold 19,944 shares of the business's stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $154.85, for a total value of $3,088,328.40. Following the completion of the transaction, the insider directly owned 190,521 shares of the company's stock, valued at approximately $29,502,176.85. The trade was a 9.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 490,092 shares of company stock valued at $88,329,475. Insiders own 3.00% 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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