RIA Advisory Group LLC Acquires New Stake in Bloom Energy Corporation $BE

Key Points

• RIA Advisory Group acquired a new stake of 5,384 shares in Bloom Energy (NYSE:BE) worth roughly $468,000, part of a broader institutional ownership that now totals about 77.04% of the company.
• Bloom reported a blowout Q1—EPS $0.44 vs. $0.12 estimate and revenue $751.1M (up ~130% YoY)—and raised FY‑2026 guidance to $1.85–$2.25, driving analyst upgrades and a run to new highs.
• Insiders have been selling heavily—CEO Kr Sridhar sold 200,000 shares for ~$34M and insiders sold 490,092 shares (~$88.3M) last quarter—heightening concerns about valuation and near‑term volatility despite strong momentum.

RIA Advisory Group LLC acquired a new stake in Bloom Energy Corporation (NYSE:BE - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 5,384 shares of the company's stock, valued at approximately $468,000.

Several other institutional investors and hedge funds have also recently modified their holdings of BE. Bayforest Capital Ltd purchased a new stake in shares of Bloom Energy in the 1st quarter valued at $2,055,000. AQR Capital Management LLC purchased a new stake in shares of Bloom Energy in the 1st quarter valued at $1,820,000. NewEdge Advisors LLC raised its holdings in shares of Bloom Energy by 674.7% in the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company's stock valued at $37,000 after buying an additional 1,626 shares during the period. Goldman Sachs Group Inc. raised its holdings in shares of Bloom Energy by 50.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company's stock valued at $49,127,000 after buying an additional 836,810 shares during the period. Finally, Focus Partners Wealth raised its holdings in shares of Bloom Energy by 30.7% in the 1st quarter. Focus Partners Wealth now owns 20,063 shares of the company's stock valued at $394,000 after buying an additional 4,716 shares during the period. Hedge funds and other institutional investors own 77.04% of the company's stock.

Insiders Place Their Bets

In other news, CEO Kr Sridhar sold 200,000 shares of the stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total value of $34,000,000.00. Following the transaction, the chief executive officer owned 2,189,869 shares in the company, valued at approximately $372,277,730. This represents a 8.37% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Aman Joshi sold 19,944 shares of the 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 owned 190,521 shares in the company, valued at approximately $29,502,176.85. The trade was a 9.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 490,092 shares of company stock worth $88,329,475. Insiders own 3.00% of the company's stock.

Analyst Ratings Changes

Several equities research analysts recently issued reports on BE shares. Wall Street Zen upgraded Bloom Energy from a "hold" rating to a "buy" rating in a report on Saturday. Roth Mkm set a $225.00 price objective on Bloom Energy in a report on Wednesday. BMO Capital Markets upped their price target on Bloom Energy to $149.00 and gave the stock a "market perform" rating in a report on Friday, February 6th. Morgan Stanley restated an "overweight" rating and set a $310.00 price target on shares of Bloom Energy in a report on Wednesday. Finally, Robert W. Baird upped their price target on Bloom Energy to $242.00 and gave the stock an "outperform" rating in a report on Wednesday, April 22nd. Two equities 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 assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $205.27.

Bloom Energy Price Performance

Shares of NYSE BE opened at $290.07 on Friday. The stock's 50-day moving average is $172.25 and its two-hundred day moving average is $138.23. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.95. Bloom Energy Corporation has a 1-year low of $16.05 and a 1-year high of $296.50. The company has a market cap of $81.38 billion, a price-to-earnings ratio of -5,800.32, a price-to-earnings-growth ratio of 11.74 and a beta of 3.82.

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

Key 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%

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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