SBI Securities Co. Ltd. Grows Stock Holdings in Bloom Energy Corporation $BE

Key Points

• SBI Securities increased its Bloom Energy stake by 241.1% in the second quarter, bringing its holdings to 32,418 shares valued at approximately $9.8 million. Institutional investors collectively own 77.04% of the company.
• Analysts maintain a broadly positive outlook, with a consensus “Moderate Buy” rating and an average price target of $246.18, although several firms recently lowered their targets.
• Bloom Energy reported quarterly revenue of $1.07 billion, up 165.5% year over year, and earnings of $0.78 per share versus expectations of $0.39. AI data-center power partnerships are strengthening the company’s growth narrative, while insiders have sold about $26 million of shares over the past three months.

SBI Securities Co. Ltd. lifted its position in Bloom Energy Corporation (NYSE:BE - Free Report) by 241.1% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 32,418 shares of the company's stock after buying an additional 22,914 shares during the period. SBI Securities Co. Ltd.'s holdings in Bloom Energy were worth $9,813,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Blue Trust Inc. lifted its position in 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 during the last quarter. Anchor Investment Management LLC purchased a new position in Bloom Energy in the first quarter worth $27,000. WPG Advisers LLC increased its position in shares of Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company's stock worth $28,000 after purchasing an additional 67 shares in the last quarter. Hantz Financial Services Inc. increased its position in shares of Bloom Energy by 45.5% during the fourth quarter. Hantz Financial Services Inc. now owns 320 shares of the company's stock worth $28,000 after purchasing an additional 100 shares in the last quarter. Finally, Godsey & Gibb Inc. boosted its position in shares of Bloom Energy by 2,000.0% in the 1st 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. Institutional investors own 77.04% of the company's stock.

Analysts Set New Price Targets

BE has been the subject of a number of research analyst reports. Evercore reiterated an "outperform" rating on shares of Bloom Energy in a research note on Friday, August 7th. BTIG Research restated a "buy" rating and set a $295.00 price target on shares of Bloom Energy in a research note on Wednesday, July 29th. UBS Group cut their price objective on shares of Bloom Energy from $350.00 to $300.00 and set a "buy" rating on the stock in a report on Wednesday, July 29th. Jefferies Financial Group set a $188.00 price objective on shares of Bloom Energy in a research report on Wednesday, July 29th. Finally, Truist Financial lowered their target price on shares of Bloom Energy from $250.00 to $218.00 and set a "hold" rating for the company in a research note on Wednesday, July 29th. Three investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $246.18.

Bloom Energy News Summary

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

• Positive Sentiment: AI data-center power partnership boosts growth outlook. Nebius Group selected Bloom’s fuel cells as the behind-the-meter power solution for a flagship AI data center. Analysts highlighted Bloom’s ability to provide “speed to power,” an important advantage as grid interconnection delays constrain AI infrastructure expansion. BE Stock Jumps After NBIS Says Switch To Bloom
• Positive Sentiment: MiTAC expansion reinforces demand for Bloom’s onsite systems. MiTAC Computing Technology expanded its Bloom partnership to include a fuel-cell-powered islanded microgrid at its Fremont AI server manufacturing campus, adding to its existing San Jose installation. The project supports Bloom’s positioning as a rapidly deployable, low-noise power provider for mission-critical AI operations. Scandium Supply Chain Dispute Might Change The Case For Investing In Bloom Energy
• Positive Sentiment: AI-driven earnings expectations remain supportive. Commentary from Zacks, Fool.com and Evercore ISI points to rising power demand from AI data centers as a major long-term opportunity. Bloom’s latest reported quarter also featured revenue growth of 165.5% year over year and earnings well above consensus, strengthening the bullish narrative. Bloom Energy Skyrockets 143% YTD

Insider Activity

In related news, insider Satish Chitoori sold 2,837 shares of the company's stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $289.11, for a total value of $820,205.07. Following the sale, the insider owned 207,417 shares in the company, valued at $59,966,328.87. This represents a 1.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 8,343 shares of the 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 owned 163,807 shares in the company, valued at approximately $49,202,708.59. This trade represents a 4.85% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 92,585 shares of company stock valued at $25,996,248. 3.00% of the stock is owned by insiders.

Bloom Energy Stock Performance

Shares of BE opened at $236.12 on Friday. The stock has a 50-day moving average of $248.98 and a two-hundred day moving average of $214.75. Bloom Energy Corporation has a one year low of $40.56 and a one year high of $351.28. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. The stock has a market cap of $69.54 billion, a P/E ratio of 314.82, a P/E/G ratio of 3.24 and a beta of 3.79.

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