Stephens Investment Management Group LLC has recently established a substantial investment in Bloom Energy (ticker: $BE). According to a filing with the SEC, the firm purchased a total of $41.8 million in $BE stock, reflecting its holdings as of September 30, 2025. This filing highlights the growing interest from institutional investors in Bloom Energy.
Institutional Investment Trends in Bloom Energy
The interest in Bloom Energy has surged, with 250 institutional investors increasing their holdings during the last quarter. However, 186 investors reduced their stakes in the company. Notable movements among large investors include:
- BLACKROCK, INC. – Acquired 4,412,420 shares, marking a 27.3% increase.
- AMERIPRISE FINANCIAL INC. – Increased its investment by 3,773,476 shares, equivalent to 9.1%.
- D. E. SHAW & CO., INC. – Boosted its portfolio by 2,375,797 shares, a significant 66.0% rise.
- PUBLIC INVESTMENT FUND – Reduced holdings by 2,294,963 shares, a decrease of 60.3%.
- CITADEL ADVISORS LLC – Cut back by 2,117,020 shares, a 64.7% decline.
- WHALE ROCK CAPITAL MANAGEMENT LLC – Sold 1,924,085 shares, down 48.7%.
- SQUAREPOINT OPS LLC – Substantially expanded its position with an increase of 1,844,516 shares, or 449.0%.
Insider Trading Activity
Recent insider trading activity at Bloom Energy has revealed that there were 24 transactions in the past six months. Notably, all of these trades were sales, with no purchases made by insiders. Here are some highlights:
- ECOPLANT CO., LTD. SK sold 10 million shares for approximately $276 million.
- KR SRIDHAR (Chairman & CEO) has sold 299,338 shares, totaling around $13.85 million.
- SHAWN MARIE SODERBERG sold 78,642 shares valued at approximately $3.53 million.
- SATISH CHITOORI (COO) sold 24,979 shares for about $1.07 million.
Congressional Trading and Analyst Ratings
In terms of Congressional involvement, there was one recorded transaction related to Bloom Energy in the past six months, which involved a purchase. This reflects a cautious approach among lawmakers regarding the stock.
Meanwhile, analysts are optimistic about Bloom Energy’s future. Recently, eight firms have issued buy ratings, while only one has issued a sell rating. Reviews from prominent firms include:
- Wells Fargo: Target price of $95.00 (10/21/2025).
- B of A Securities: Target price of $26.00 (10/20/2025).
- BMO Capital: Target price of $97.00 (10/14/2025).
Price Targets for Bloom Energy
Overall, 16 analysts have recently provided price targets for Bloom Energy. The median target is set at $82.50. Noteworthy targets include:
- UBS: $115.00 (10/14/2025).
- Susquehanna: $105.00 (10/13/2025).
- HSBC: $100.00 (10/09/2025).
These strategic investments and positive analyst ratings may signal a robust outlook for Bloom Energy moving forward. To explore more details, visit El-Balad.
