Vanguard Group Inc. Buys 45,557 Shares of Bloom Energy Corporation $BE

Key Points

• Vanguard Group bought an additional 45,557 shares, bringing its stake to 20,853,477 shares (about 8.82% of Bloom Energy) valued at roughly $1.81 billion at the end of the quarter.
• Bloom Energy reported a record Q1 — $751.1M revenue (up 130% YoY) and $0.44 EPS, beating estimates and prompting a raised FY2026 guidance (1.85–2.25 EPS) as management cited surging AI/data‑center demand and an Oracle partnership that spurred analyst upgrades.
• Despite the upbeat print, valuation concerns remain and insiders have sold heavily — 455,092 shares worth about $78.6M in the last 90 days — which could increase vulnerability if growth or margins disappoint.

Vanguard Group Inc. lifted its stake in Bloom Energy Corporation (NYSE:BE - Free Report) by 0.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 20,853,477 shares of the company's stock after buying an additional 45,557 shares during the period. Vanguard Group Inc. owned about 8.82% of Bloom Energy worth $1,811,959,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in BE. Bayforest Capital Ltd bought a new stake in shares of Bloom Energy in the first quarter valued at about $2,055,000. AQR Capital Management LLC acquired a new position in Bloom Energy in the first quarter worth about $1,820,000. NewEdge Advisors LLC raised its position in Bloom Energy by 674.7% in the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company's stock worth $37,000 after purchasing an additional 1,626 shares in the last quarter. Goldman Sachs Group Inc. raised its position in Bloom Energy by 50.3% in the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company's stock worth $49,127,000 after purchasing an additional 836,810 shares in the last quarter. Finally, Focus Partners Wealth raised its position in Bloom Energy by 30.7% in the first quarter. Focus Partners Wealth now owns 20,063 shares of the company's stock worth $394,000 after purchasing an additional 4,716 shares in the last quarter. Institutional investors own 77.04% of the company's stock.

Bloom Energy Stock Performance

NYSE BE opened at $287.41 on Thursday. The firm has a market cap of $80.63 billion, a price-to-earnings ratio of -756.34, a PEG ratio of 9.42 and a beta of 3.18. The company has a 50 day moving average of $169.78 and a 200-day moving average of $137.02. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54. Bloom Energy Corporation has a 1-year low of $16.05 and a 1-year high of $290.50.

Bloom Energy (NYSE:BE - Get Free Report) last posted its quarterly earnings data on Tuesday, April 28th. The company reported $0.44 earnings per share for the quarter, topping the consensus estimate of $0.09 by $0.35. The company had revenue of $751.05 million during the quarter, compared to analyst estimates of $531.29 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The company's revenue was up 130.4% on a year-over-year basis. During the same quarter last year, the business posted $0.03 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. On average, equities analysts forecast that Bloom Energy Corporation will post 1 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on BE shares. Weiss Ratings reissued a "hold (c)" rating on shares of Bloom Energy in a research report on Friday, April 24th. Wall Street Zen lowered shares of Bloom Energy from a "buy" rating to a "hold" rating in a research report on Saturday, February 28th. Citigroup reissued a "neutral" rating on shares of Bloom Energy in a research report on Wednesday. UBS Group increased their price target on shares of Bloom Energy to $251.00 and gave the stock a "buy" rating in a research report on Tuesday, April 21st. Finally, Jefferies Financial Group raised shares of Bloom Energy from an "underperform" rating to a "hold" rating and set a $187.00 price target for the company in a research report on Tuesday, April 14th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $194.95.

Key Stories Impacting Bloom Energy

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

• Positive Sentiment: Record Q1 results and much stronger guidance — Bloom reported $751.1M revenue (up 130% YoY) and $0.44 adj. EPS, beat estimates, posted positive operating profit, and raised FY26 revenue and EPS guidance materially; this is the primary catalyst lifting the stock. Business Wire: Bloom Energy Reports Record First Quarter 2026 Results
• Positive Sentiment: AI/data-center demand and strategic partnerships — Management highlighted surging data‑center demand and announced a data‑center partnership with Oracle, which investors view as durable, high‑margin recurring demand that helps justify higher multiples. Schaeffers: How Options Traders Are Playing the Bloom Energy Stock Melt-Up
• Positive Sentiment: Broker upgrades and higher price targets — Several firms bumped targets/ratings after the print (BTIG to $295 buy; RBC to $335 outperform), reinforcing buy-side momentum and coverage flows. Benzinga: Analyst Price Target Moves
• Neutral Sentiment: Heavy options and momentum trading — Elevated options activity and technical commentary (Murrey Math) are amplifying intraday moves; this can magnify volatility without changing fundamentals. Invezz: Murrey Math Lines Suggest Rally
• Negative Sentiment: Valuation and upside/downside divergence among analysts — Despite upgrades, some updated targets (JPMorgan $267, TD Cowen $235, Wells Fargo $217) still sit below the intraday price, and Seeking Alpha flags extreme forward multiples, leaving the stock vulnerable if growth or margins disappoint. Seeking Alpha: Revenue Explosion Is Impressive but Valuation Stretched

Insider Activity

In other news, insider Maciej Kurzymski sold 7,800 shares of the firm's stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $151.85, for a total transaction of $1,184,430.00. Following the completion of the sale, the insider 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 transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Aman Joshi sold 10,000 shares of the firm's stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $135.88, for a total transaction of $1,358,800.00. Following the sale, the insider directly owned 180,521 shares of the company's stock, valued at approximately $24,529,193.48. The trade was a 5.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 455,092 shares of company stock worth $78,564,475. Corporate insiders own 3.00% of the company's stock.

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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