Myriad Asset Management Advisors LLC Takes Position in Bloom Energy Corporation $BE

Key Points

• Myriad Asset Management Advisors acquired 5,258 Bloom Energy shares worth approximately $1.59 million, while institutional investors collectively own 77.04% of the company.
• Analyst sentiment is broadly positive, with Bloom Energy holding a consensus “Moderate Buy” rating and an average price target of $246.18, though some firms recently lowered their targets.
• Bloom reported strong quarterly results, including $1.07 billion in revenue—up 165.5% year over year—and $0.78 in EPS versus estimates of $0.39. However, the stock’s high valuation and recently disclosed insider selling remain risks.

Myriad Asset Management Advisors LLC acquired a new position in Bloom Energy Corporation (NYSE:BE - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 5,258 shares of the company's stock, valued at approximately $1,592,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Blue Trust Inc. increased its holdings in shares of Bloom Energy by 37.2% during the first quarter. Blue Trust Inc. now owns 188 shares of the company's stock valued at $25,000 after acquiring an additional 51 shares in the last quarter. Anchor Investment Management LLC acquired a new position in Bloom Energy in the first quarter valued at approximately $27,000. WPG Advisers LLC lifted its stake in shares of Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company's stock valued at $28,000 after purchasing an additional 67 shares during the period. Hantz Financial Services Inc. raised its position in shares of Bloom Energy by 45.5% in the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company's stock worth $28,000 after acquiring an additional 100 shares during the period. Finally, Godsey & Gibb Inc. boosted its position in Bloom Energy by 2,000.0% during the first quarter. Godsey & Gibb Inc. now owns 210 shares of the company's stock worth $28,000 after purchasing an additional 200 shares in the last quarter. 77.04% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the stock. Zacks Research raised shares of Bloom Energy from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, July 28th. Wall Street Zen upgraded shares of Bloom Energy from a "hold" rating to a "buy" rating in a research report on Saturday, May 2nd. Mizuho raised Bloom Energy from a "neutral" rating to an "outperform" rating and cut their target price for the stock from $285.00 to $242.00 in a research note on Thursday, July 30th. BMO Capital Markets cut their target price on Bloom Energy from $279.00 to $227.00 and set a "market perform" rating on the stock in a research report on Wednesday, July 29th. Finally, TD Cowen reissued a "hold" rating and set a $235.00 price target on shares of Bloom Energy in a research report on Monday, July 20th. Three research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, Bloom Energy presently has a consensus rating of "Moderate Buy" and a consensus price target of $246.18.

Insider Activity at Bloom Energy

In related news, insider Aman Joshi sold 8,343 shares of Bloom Energy stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $300.37, for a total transaction of $2,505,986.91. Following the completion of the transaction, the insider directly owned 163,807 shares in the company, valued at $49,202,708.59. The trade was a 4.85% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Maciej Kurzymski sold 2,259 shares of the business's stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $288.62, for a total transaction of $651,992.58. Following the completion of the transaction, the chief accounting officer directly owned 79,686 shares of the company's stock, valued at $22,998,973.32. The trade was a 2.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 92,585 shares of company stock valued at $25,996,248 in the last quarter. 3.00% of the stock is owned by corporate insiders.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Nebius selected Bloom Energy as the behind-the-meter power partner for a flagship AI data center. The deal reinforces Bloom’s positioning in fast-growing onsite power and fuel-cell markets, where data-center operators need reliable electricity without waiting for broader grid connections. Bloom Energy Jumps as Nebius Picks Its Fuel Cells for AI Data Center
• Positive Sentiment: The announcement helped make Bloom one of the leading AI-infrastructure gainers, alongside Nebius and CoreWeave, as investors renewed the trade around GPU computing and the power required to support it. Nebius, CoreWeave, and Bloom Energy Lead AI Stock Gainers
• Positive Sentiment: Recent business developments also support the growth narrative: Bloom is expanding its relationship with MiTAC Computing Technology to deploy fuel-cell microgrids at an AI server-manufacturing campus in Fremont. Analysts and commentators cited AI-driven electricity demand, Bloom’s faster “time-to-power” advantage, and rising earnings estimates as reasons for optimism. Bloom Energy Deepens AI Power Footprint in Fremont
• Neutral Sentiment: Although the growth outlook is attracting buyers, valuation remains a risk. Commentary noted that Bloom’s stock has risen sharply this year, while its premium valuation leaves less room for execution setbacks or disappointing growth.
• Negative Sentiment: Several law firms publicized a securities class action against Bloom and certain executives, with a September 28, 2026 lead-plaintiff deadline. The lawsuit alleges that the company made misleading statements about its supply chain, including claims concerning Chinese-sourced scandium and components. The allegations have not been proven, but the litigation creates reputational, legal-cost, and investor-confidence risks. Levi and Korsinsky Securities Class Action Notice

Bloom Energy Trading Up 12.7%

NYSE BE opened at $238.00 on Thursday. The firm has a market cap of $70.10 billion, a PE ratio of 317.33, a P/E/G ratio of 2.88 and a beta of 3.79. Bloom Energy Corporation has a one year low of $40.56 and a one year high of $351.28. The firm's fifty day moving average is $250.09 and its two-hundred day moving average is $214.11. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09.

Bloom Energy (NYSE:BE - Get Free Report) last released its earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping the consensus estimate of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The company had revenue of $1.07 billion during the quarter, compared to analysts' expectations of $826.13 million. During the same quarter last year, the business earned $0.10 EPS. The business's revenue was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Analysts expect that Bloom Energy Corporation will post 1.93 earnings per share for the current year.

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.

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