Stephens Investment Management Group LLC has made a significant move by investing $41.8 million in Bloom Energy (ticker: $BE), as indicated by their recent filing with the SEC. This acquisition reflects the increasing interest and confidence that institutional investors are placing in Bloom Energy, particularly as of September 30, 2025.
Institutional interest in Bloom Energy has intensified, with 250 institutional investors increasing their holdings in the last quarter, even as 186 investors chose to reduce their stakes. Among the prominent transactions, BLACKROCK, INC. raised its shareholding by 4,412,420 shares, marking an impressive 27.3% increase. Similarly, AMERIPRISE FINANCIAL INC. increased its investment by 3,773,476 shares, equivalent to a 9.1% rise. D. E. SHAW & CO., INC. recorded a significant portfolio boost with an increase of 2,375,797 shares, or 66%. On the other side of the spectrum, the PUBLIC INVESTMENT FUND reduced its holdings significantly by 60.3%, selling off 2,294,963 shares. CITADEL ADVISORS LLC and WHALE ROCK CAPITAL MANAGEMENT LLC also trimmed their stakes, reflecting varied strategies among institutional players.
Recent insider trading activity at Bloom Energy has shown a trend towards selling, with 24 transactions occurring over the past six months, all of which were sales. Noteworthy insider moves include ECOPLANT CO., LTD. SK selling 10 million shares for around $276 million. CEO KR SRIDHAR also sold 299,338 shares valued at approximately $13.85 million, while COO Satish Chitoori sold 24,979 shares worth about $1.07 million.
In terms of Congressional involvement, there was only one recorded transaction linked to Bloom Energy in the past six months, which indicates a cautious approach among lawmakers concerning this stock. Nevertheless, analyst sentiment towards Bloom Energy remains optimistic. Recent evaluations have revealed that eight firms issued buy ratings, in stark contrast to a single sell rating. Noteworthy target prices from leading firms include Wells Fargo’s prediction of $95.00, B of A Securities’ $26.00, and BMO Capital’s target of $97.00.
Overall, the collective insights from analysts project a promising future for Bloom Energy. Sixteen analysts have provided price targets, reflecting a median of $82.50. Among the highest projections are UBS at $115.00, Susquehanna at $105.00, and HSBC at $100.00. These strategic investments and the positive analyst outlook may suggest a robust trajectory for Bloom Energy in the coming months.