Zurcher Kantonalbank Zurich Cantonalbank Lowers Stock Position in Bloom Energy Corporation $BE

Key Points

• Zurcher Kantonalbank trimmed its Bloom Energy stake by 16.6% in Q4, selling 35,776 shares and ending the quarter with 180,125 shares worth roughly $15.65 million, per its Form 13F filing.
• Significant insider selling: CEO Kr Sridhar sold 200,000 shares for about $34 million, and insiders have sold 455,092 shares totaling ~$78.6 million in the past 90 days, leaving insiders with 3.6% ownership.
• Analysts have raised targets (e.g., UBS to $251, Baird to $242, Citi to $229) as the stock trades near $230 after a revenue beat and FY‑2026 guidance of $1.33–$1.48 EPS; MarketBeat’s consensus rating is a Moderate Buy with an average target of $154.86.

Zurcher Kantonalbank Zurich Cantonalbank lessened its stake in shares of Bloom Energy Corporation (NYSE:BE - Free Report) by 16.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 180,125 shares of the company's stock after selling 35,776 shares during the quarter. Zurcher Kantonalbank Zurich Cantonalbank owned 0.08% of Bloom Energy worth $15,651,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Creekmur Asset Management LLC purchased a new position in Bloom Energy during the third quarter worth about $1,825,000. Meridian Wealth Management LLC purchased a new position in Bloom Energy during the third quarter worth about $553,000. Udine Wealth Management Inc. boosted its stake in Bloom Energy by 27.8% during the third quarter. Udine Wealth Management Inc. now owns 62,967 shares of the company's stock worth $5,325,000 after buying an additional 13,684 shares during the period. Straight Path Wealth Management purchased a new position in Bloom Energy during the third quarter worth about $1,099,000. Finally, Teachers Retirement System of The State of Kentucky acquired a new position in Bloom Energy in the 3rd quarter valued at about $1,985,000. Hedge funds and other institutional investors own 77.04% of the company's stock.

Insider Buying and Selling

In other news, CEO Kr Sridhar sold 200,000 shares of the business's stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $170.00, for a total transaction of $34,000,000.00. Following the completion of the transaction, the chief executive officer directly owned 2,189,869 shares of the company's stock, valued at approximately $372,277,730. The trade was a 8.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Shawn Marie Soderberg sold 30,000 shares of the business's stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $204.23, for a total value of $6,126,900.00. Following the transaction, the insider directly owned 165,732 shares of the company's stock, valued at approximately $33,847,446.36. This represents a 15.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 455,092 shares of company stock valued at $78,564,475. Corporate insiders own 3.60% of the company's stock.

Analyst Ratings Changes

BE has been the subject of several research reports. Jefferies Financial Group raised Bloom Energy from an "underperform" rating to a "hold" rating and set a $187.00 target price for the company in a research report on Tuesday, April 14th. Citigroup lifted their target price on Bloom Energy to $229.00 and gave the company a "neutral" rating in a research report on Tuesday. Morgan Stanley lifted their target price on Bloom Energy to $184.00 and gave the company an "overweight" rating in a research report on Friday, February 6th. Zacks Research raised Bloom Energy from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, April 7th. Finally, Roth Mkm reaffirmed a "neutral" rating on shares of Bloom Energy 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 given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $154.86.

Bloom Energy Stock Performance

NYSE BE opened at $229.66 on Thursday. Bloom Energy Corporation has a 1-year low of $16.05 and a 1-year high of $235.35. The company has a market cap of $64.43 billion, a P/E ratio of -604.36, a P/E/G ratio of 8.87 and a beta of 3.18. The company has a debt-to-equity ratio of 3.54, a current ratio of 5.98 and a quick ratio of 4.95. The stock has a 50-day moving average of $159.81 and a two-hundred day moving average of $131.54.

Bloom Energy (NYSE:BE - Get Free Report) last announced its quarterly earnings data 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 positive return on equity of 7.88% and a negative net margin of 4.37%.The business had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. During the same period in the previous year, the company posted $0.43 earnings per share. The business's revenue for the quarter was up 35.9% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. As a group, analysts anticipate that Bloom Energy Corporation will post 1 EPS for the current year.

More Bloom Energy News

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

• Positive Sentiment: The Trump administration’s decision to preserve federal hydrogen hub funding removes a major regulatory overhang and validates Bloom’s hydrogen and fuel-cell pipeline, reducing policy risk for long-term revenue assumptions. Bloom Energy Just Scored a Major Win With the Trump Admin. Is BE Stock a Buy?
• Positive Sentiment: UBS raised its price target to $251 and kept a Buy rating, citing new opportunities (800 VDC data-center trends) that imply higher addressable market and revenue upside. UBS Hikes Bloom Energy's Price Target From $170 to $251
• Positive Sentiment: Robert W. Baird raised its target to $242 and set an Outperform rating, signaling incremental analyst conviction and supporting near-term buying interest. Benzinga
• Positive Sentiment: Zacks highlighted Bloom’s stronger growth forecasts and relative outperformance versus peers (e.g., Plug Power), reinforcing a narrative of accelerating clean-energy demand. The Zacks Analyst Blog: Bloom Energy and Plug Power
• Neutral Sentiment: Jim Cramer called Bloom “the real deal,” which can boost retail interest, but he also warned about the stock’s parabolic short-term move—suggesting momentum-driven volatility. Jim Cramer Calls Bloom Energy “The Real Deal” But Addresses the “Parabolic Move”
• Neutral Sentiment: Citigroup lifted its target to $229 but kept a Neutral rating, implying limited upside from current levels and signaling some analyst caution. Benzinga
• Neutral Sentiment: Mainstream coverage (MSN) is parsing the rapid stock move and attributing gains to the mix of upgrades, policy clarity and momentum—coverage that can amplify trading flows. What's behind the jump in Bloom Energy stock?
• Negative Sentiment: Yahoo Finance flags valuation and ongoing losses as a restraint — rapid share gains tighten the margin for error and increase downside risk if growth or margins disappoint. Bloom Energy (BE) Valuation In Focus After Powerful Share Price Momentum And Ongoing Losses

Bloom Energy Company Profile

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.

Want to see what other hedge funds are holding BE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Bloom Energy Corporation (NYSE:BE - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.