Navellier & Associates Inc. Has $10.20 Million Holdings in Bloom Energy Corporation $BE

Key Points

• Navellier & Associates increased its stake in Bloom Energy to 117,364 shares (a 5.2% lift), valuing the position at approximately $10.20 million and making BE its 22nd largest holding (1.1% of the firm's portfolio).
• Insider selling has been heavy recently: insiders sold 490,092 shares worth about $88.33 million in the last 90 days, including Aman Joshi (10,000 shares) and Satish Chitoori (20,000 shares).
• Bloom reported a quarterly earnings beat (EPS $0.44 vs. $0.12 est.) and revenue of $751.05M (vs. $539.94M est.), set FY‑2026 guidance of 1.85–2.25 EPS, and carries a MarketBeat consensus rating of "Moderate Buy" with a $213.81 target.

Navellier & Associates Inc. lifted its holdings in shares of Bloom Energy Corporation (NYSE:BE - Free Report) by 5.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 117,364 shares of the company's stock after purchasing an additional 5,853 shares during the period. Bloom Energy accounts for 1.1% of Navellier & Associates Inc.'s holdings, making the stock its 22nd biggest holding. Navellier & Associates Inc.'s holdings in Bloom Energy were worth $10,198,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the business. Swedbank AB acquired a new position in shares of Bloom Energy during the fourth quarter worth $4,174,000. Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in Bloom Energy by 286.5% during the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 224,934 shares of the company's stock worth $19,545,000 after buying an additional 166,729 shares during the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd bought a new position in Bloom Energy during the fourth quarter worth $2,115,000. SBI Securities Co. Ltd. raised its stake in Bloom Energy by 35.4% during the fourth quarter. SBI Securities Co. Ltd. now owns 10,256 shares of the company's stock worth $891,000 after buying an additional 2,682 shares during the last quarter. Finally, Amplify Investments LLC raised its stake in Bloom Energy by 21.4% during the fourth quarter. Amplify Investments LLC now owns 1,921 shares of the company's stock worth $167,000 after buying an additional 339 shares during the last quarter. Institutional investors and hedge funds own 77.04% of the company's stock.

Insider Buying and Selling at Bloom Energy

In related news, insider Aman Joshi sold 10,000 shares of the business's stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $135.88, for a total transaction of $1,358,800.00. Following the transaction, the insider directly owned 180,521 shares in the company, valued at approximately $24,529,193.48. The trade was a 5.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Satish Chitoori sold 20,000 shares of the business's 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 owned 212,365 shares in the company, valued at approximately $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. In the last ninety days, insiders sold 490,092 shares of company stock valued at $88,329,475. Insiders own 3.00% of the company's stock.

Wall Street Analyst Weigh In

BE has been the subject of a number of analyst reports. Jefferies Financial Group raised shares of Bloom Energy from an "underperform" rating to a "hold" rating and set a $187.00 target price for the company in a research note on Tuesday, April 14th. Citigroup lifted their price target on shares of Bloom Energy to $281.00 and gave the company a "neutral" rating in a research note on Wednesday, April 29th. Wall Street Zen raised shares of Bloom Energy from a "hold" rating to a "buy" rating in a research note on Saturday. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Bloom Energy in a research note on Friday, April 24th. Finally, Susquehanna lifted their price target on shares of Bloom Energy to $293.00 and gave the company a "positive" rating in a research note on Wednesday, April 29th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $213.81.

Bloom Energy News Roundup

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

• Positive Sentiment: Recent earnings and guidance momentum: Bloom’s latest quarter beat EPS and revenue expectations and management set FY‑2026 EPS guidance, which has driven upward estimate revisions that analysts and platforms cite as a reason the shares may continue to run higher. Why Bloom Energy (BE) Might be Well Poised for a Surge
• Positive Sentiment: Momentum and sector leadership: Bloomberg/MSN coverage highlights Bloom among April’s top performers as the energy sector leads 2026 gains, reinforcing momentum-chasing flows into BE. Bloom Energy tops April gains as energy sector leads 2026
• Positive Sentiment: Institutional/hedge-fund and influencer buying: Coverage notes that Leopold Aschenbrenner’s Situational Awareness fund bought Bloom before a large run, and copy‑trading portfolios tracking his moves have been active — a catalyst for retail/institutional demand. Leopold Aschenbrenner's Situational Awareness Fund Bought Bloom Energy Stock Before a 176% Run. Here Is the Artificial Intelligence (AI) Stock He Owns That I Think Will Go ...
• Positive Sentiment: Buy-list inclusion tied to AI power demand: Analyst writeups and MarketBeat pieces name Bloom as a buy in the AI‑powering energy theme, which attracts thematic and momentum investors expecting long-term demand for on‑site power solutions. 3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes (BE)
• Positive Sentiment: Celebrity endorsement/visibility: Jim Cramer’s public praise of Bloom increases retail visibility and can amplify short‑term buying interest. Jim Cramer Just Loves Bloom Energy (BE)
• Neutral Sentiment: Retail-education pieces and broader earnings commentary: Several outlets ran explanatory/longer‑term “watch this stock” pieces and broad earnings‑season rundowns that mention Bloom but don’t add new fundamental developments; these help attract new retail attention but are less directly catalytic. Here's Why We Think Bloom Energy NYSE: BE Might Deserve Your Attention Today Earnings Season Hits Overdrive

Bloom Energy Trading Up 2.3%

NYSE:BE opened at $295.31 on Wednesday. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10. The firm has a 50-day moving average of $175.20 and a 200-day moving average of $139.65. The company has a market cap of $82.85 billion, a PE ratio of -5,904.92 and a beta of 3.82. Bloom Energy Corporation has a one year low of $16.05 and a one year high of $302.99.

Bloom Energy (NYSE:BE - Get Free Report) last posted its earnings results on Tuesday, April 28th. The company reported $0.44 EPS for the quarter, topping the consensus estimate of $0.12 by $0.32. The company had revenue of $751.05 million during the quarter, compared to the consensus estimate of $539.94 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The firm's revenue for the quarter was up 130.4% on a year-over-year basis. During the same period in the previous year, the firm posted $0.03 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. As a group, equities research analysts expect that Bloom Energy Corporation will post 1.31 EPS for the current fiscal year.

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.

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