Trust Investment Advisors Makes New $1.20 Million Investment in Bloom Energy Corporation $BE

Key Points

• Trust Investment Advisors bought 14,151 shares of Bloom Energy in Q3—about a $1.20 million new position—and institutional investors now own roughly 77.04% of the stock.
• Bloom beat quarterly revenue and EPS expectations (Q revenue $777.7M; EPS $0.45 vs. $0.25 consensus) and set FY2026 EPS guidance of $1.33–$1.48, with analysts noting strong demand from AI/data‑center electrification as a key growth driver.
• Countering that view, insiders have sold heavily (354,682 shares worth about $59M in the last 90 days) and analyst coverage is mixed, with an average price target (~$131.9) below the current share price, indicating potential re‑rating risk.

Trust Investment Advisors acquired a new position in Bloom Energy Corporation (NYSE:BE - Free Report) in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 14,151 shares of the company's stock, valued at approximately $1,197,000.

Several other institutional investors have also bought and sold shares of BE. N.E.W. Advisory Services LLC bought a new position in shares of Bloom Energy in the third quarter valued at approximately $32,000. Fifth Third Bancorp acquired a new stake in shares of Bloom Energy in the third quarter valued at $32,000. Parkside Financial Bank & Trust boosted its stake in Bloom Energy by 250.9% during the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company's stock valued at $33,000 after buying an additional 281 shares in the last quarter. Elevation Point Wealth Partners LLC bought a new position in shares of Bloom Energy during the 2nd quarter valued at about $36,000. Finally, NewEdge Advisors LLC lifted its stake in Bloom Energy by 674.7% during the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company's stock valued at $37,000 after purchasing an additional 1,626 shares during the last quarter. Institutional investors and hedge funds own 77.04% of the company's stock.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Strong data‑center demand thesis: a Seeking Alpha piece argues Bloom is well‑positioned to capture urgent power needs from hyperscale AI/data‑center buildouts (grid delays and transformer lead times boosting demand for on‑site solutions). Bloom Energy: Positioned To Capture Urgent Demand For Data Centers
• Positive Sentiment: Sector/idea flow: Zacks included Bloom in an AI/infra investment ideas feature, which can attract renewed analyst attention and inflows into AI‑infrastructure names. Zacks Investment Ideas feature
• Positive Sentiment: Early commercial signals: local reports note NDAs between a utility and firms including fuel‑cell/clean‑power providers (coverage mentions Bloom), suggesting pilot/partner conversations that could support pipeline expectations. BWL NDAs story
• Positive Sentiment: Fundamentals supporting the bull case: Bloom beat on its latest quarter (revenue and EPS ahead of consensus) and set FY2026 EPS guidance of $1.33–1.48, which underpins the growth narrative for investors focused on AI/data‑center electrification. MarketBeat BE snapshot
• Neutral Sentiment: Analyst mix and valuation: coverage is mixed (many Holds/Buy ratings) and the consensus target (~$131.9) sits below the current market price — this creates both upside narrative and downside re‑rating risk depending on execution. MarketBeat analyst summary
• Negative Sentiment: Insider selling — Aman Joshi sold ~19,944 shares at ~$154.85 (~$3.09M). Filing: Aman Joshi SEC filing
• Negative Sentiment: Insider selling — Maciej Kurzymski sold 7,800 shares at ~$151.85 (~$1.18M). Filing: Maciej Kurzymski SEC filing
• Negative Sentiment: Insider selling — Satish Chitoori sold ~18,964 shares at ~$154.45 (~$2.93M). Filing: Satish Chitoori SEC filing
• Negative Sentiment: Insider selling — Shawn Marie Soderberg sold two blocks totaling ~42,881 shares (~$6.6M across filings), a larger single‑insider divestiture that may concern some investors. Filing: Shawn Soderberg SEC filing

Bloom Energy Price Performance

NYSE:BE opened at $160.01 on Wednesday. The company has a market capitalization of $44.89 billion, a price-to-earnings ratio of -421.09, a PEG ratio of 6.27 and a beta of 3.11. The company has a 50-day moving average of $149.94 and a 200-day moving average of $114.77. Bloom Energy Corporation has a 52 week low of $15.15 and a 52 week high of $180.90. The company has a debt-to-equity ratio of 3.54, a quick ratio of 4.95 and a current ratio of 5.98.

Bloom Energy (NYSE:BE - Get Free Report) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, topping analysts' consensus estimates of $0.25 by $0.20. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The firm had revenue of $777.68 million during the quarter, compared to analysts' expectations of $647.59 million. During the same quarter last year, the company earned $0.43 earnings per share. The company's revenue for the quarter was up 35.9% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, equities research analysts anticipate that Bloom Energy Corporation will post -0.23 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts have recently commented on the company. Citigroup initiated coverage on Bloom Energy in a report on Tuesday, February 24th. They set a "neutral" rating and a $162.00 target price for the company. Barclays started coverage on Bloom Energy in a report on Wednesday, January 28th. They set an "equal weight" rating and a $153.00 price target on the stock. BTIG Research lifted their target price on Bloom Energy to $165.00 and gave the company a "buy" rating in a research note on Friday, February 6th. Morgan Stanley increased their price target on shares of Bloom Energy to $184.00 and gave the stock an "overweight" rating in a research report on Friday, February 6th. Finally, BMO Capital Markets boosted their price objective on shares of Bloom Energy to $149.00 and gave the company a "market perform" rating in a research report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of "Hold" and an average price target of $131.87.

Insider Activity

In other Bloom Energy news, insider Maciej Kurzymski sold 7,800 shares of Bloom Energy stock in a transaction on Monday, March 16th. The stock was sold at an average price of $151.85, for a total transaction of $1,184,430.00. Following the completion of the transaction, the insider directly owned 84,294 shares of the company's stock, valued at approximately $12,800,043.90. This trade represents a 8.47% 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 link. Also, insider Shawn Marie Soderberg sold 29,807 shares of the business's stock in a transaction on Monday, March 16th. The shares were sold at an average price of $153.78, for a total transaction of $4,583,720.46. Following the completion of the sale, the insider owned 224,216 shares in the company, valued at $34,479,936.48. This represents a 11.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 354,682 shares of company stock valued at $59,047,182. 3.50% of the stock is owned by company insiders.

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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