Nykredit A S Invests $26.94 Million in Bloom Energy Corporation $BE

Key Points

• Nykredit A S acquired 88,994 Bloom Energy shares worth approximately $26.94 million during the second quarter, while institutional investors collectively own 77.04% of the company.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $254.14, though individual targets and ratings vary from “hold” to “outperform.”
• Bloom Energy reported strong quarterly results, with $1.07 billion in revenue—up 165.5% year over year—and EPS of $0.78 versus the $0.39 consensus estimate; however, securities-litigation notices and recent insider sales add risk considerations.

Nykredit A S acquired a new stake in shares of Bloom Energy Corporation (NYSE:BE - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 88,994 shares of the company's stock, valued at approximately $26,938,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Geode Capital Management LLC raised its holdings in shares of Bloom Energy by 5.4% in the fourth quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company's stock worth $461,272,000 after buying an additional 269,662 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in shares of Bloom Energy by 78.3% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,327,549 shares of the company's stock valued at $401,849,000 after acquiring an additional 583,135 shares during the period. Jennison Associates LLC increased its position in shares of Bloom Energy by 20,074.4% in the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company's stock valued at $364,066,000 after acquiring an additional 2,673,710 shares during the period. Brooklands Fund Management Ltd acquired a new position in shares of Bloom Energy in the 4th quarter valued at $347,560,000. Finally, Bank of America Corp DE raised its stake in Bloom Energy by 6.1% in the 1st quarter. Bank of America Corp DE now owns 2,211,880 shares of the company's stock worth $299,688,000 after acquiring an additional 126,649 shares during the last quarter. 77.04% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages have commented on BE. Oppenheimer reaffirmed a "market perform" rating on shares of Bloom Energy in a research report on Wednesday, July 29th. Susquehanna increased their price objective on Bloom Energy from $293.00 to $298.00 and gave the company a "positive" rating in a report on Friday, July 10th. Royal Bank Of Canada restated an "outperform" rating and issued a $335.00 price objective on shares of Bloom Energy in a research note on Wednesday, June 10th. Jefferies Financial Group lifted their target price on Bloom Energy from $188.00 to $229.00 and gave the stock a "hold" rating in a report on Friday, August 14th. Finally, Wells Fargo & Company dropped their target price on Bloom Energy from $217.00 to $176.00 and set an "equal weight" rating on the stock in a research report on Thursday, July 30th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, Bloom Energy has an average rating of "Moderate Buy" and an average target price of $254.14.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: AI data-center power opportunity: Bloom highlighted an 800V DC-native fuel-cell architecture designed for AI data centers. The company says the system can eliminate traditional transformers, reduce power-conversion losses and capital costs, and shorten deployment timelines. Investors view the technology as a potential catalyst for future data-center demand. Why Could Bloom Energy Change AI Data Center Power Economics?
• Positive Sentiment: Supportive policy backdrop: Fuel-cell stocks rallied after the U.S. House reportedly shifted certain data-center power costs toward operators, improving the potential economics of on-site generation. Bloom Energy participated in that sector-wide advance. FuelCell Jumps as House Shifts Data Center Power Costs to Operators
• Positive Sentiment: Strong recent momentum and analyst support: Bloom was identified among green stocks outperforming clean-energy ETFs and major benchmarks in 2026, while a separate report said analysts maintained an overall “Moderate Buy” view. These factors may have contributed to recent buying interest.
• Neutral Sentiment: Brand and community initiative: Bloom honored Louisville first responders and donated to the Louisville Fire Foundation during its ESPN College Football Campus Tour partnership. The announcement supports corporate visibility but is unlikely to materially affect near-term revenue or earnings. Bloom Energy Honors Louisville First Responders
• Negative Sentiment: Multiple securities-litigation notices: Several law firms publicized a shareholder class action and a September 28 deadline to seek lead-plaintiff status. The allegations relate to claims that Bloom’s shares were artificially inflated before a July 8 report concerning alleged Chinese scandium sourcing. The notices add reputational and potential legal-risk concerns, although they do not establish wrongdoing or quantify any liability.

Bloom Energy Trading Down 5.3%

NYSE BE opened at $265.77 on Friday. The company has a market capitalization of $78.28 billion, a PE ratio of 354.36, a P/E/G ratio of 3.40 and a beta of 3.80. The company has a fifty day moving average of $225.63 and a 200 day moving average of $229.42. Bloom Energy Corporation has a 1 year low of $61.37 and a 1 year high of $351.28. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41.

Bloom Energy (NYSE:BE - Get Free Report) last posted its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, beating the consensus estimate of $0.39 by $0.39. The company had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The firm's revenue was up 165.5% on a year-over-year basis. During the same period in the prior year, the company earned $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Research analysts forecast that Bloom Energy Corporation will post 2.06 earnings per share for the current year.

Insider Transactions at Bloom Energy

In related news, insider Satish Chitoori sold 2,870 shares of Bloom Energy stock in a transaction that occurred on Wednesday, September 16th. The stock was sold at an average price of $270.06, for a total transaction of $775,072.20. Following the completion of the transaction, the insider directly owned 202,494 shares in the company, valued at approximately $54,685,529.64. This trade represents a 1.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 3,601 shares of the business's stock in a transaction that occurred on Wednesday, September 16th. The shares were sold at an average price of $269.94, for a total value of $972,053.94. Following the completion of the transaction, the insider directly owned 155,529 shares of the company's stock, valued at $41,983,498.26. The trade was a 2.26% decrease in their ownership of the stock. 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. Over the last ninety days, insiders have sold 89,604 shares of company stock valued at $21,948,262. 3.00% of the stock is owned by insiders.

Bloom Energy Profile

Bloom Energy Corporation develops and manufactures solid oxide fuel cell systems that generate electricity through an electrochemical process. Its primary product, the Bloom Energy Server, is designed to provide on-site, distributed power for commercial and industrial customers, data centers, utilities, and other organizations seeking reliable electricity with lower emissions than conventional fossil-fuel generation.

The company also offers the Bloom Electrolyzer, which uses solid oxide technology to produce hydrogen from electricity and water.

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