SBI Securities 13F: Cuts Bloom Energy (BE) Stake by $5.8M

SBI Securities lowered its stake in Bloom Energy Corporation BE by 20,828 shares, according to a Form 13F filed with the SEC on October 22, 2026.

BE Bloom Energy Corporation

$238.53 ▲ +141.70% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in SBI Securities's Bloom Energy Corporation Position

The firm cut its holdings by 64.2% during the period, ending with 11,590 shares valued at roughly $3.2 million. In the previous period, the firm held 32,418 shares.

Other Institutional Activity in Bloom Energy Corporation

Pinnacle Associates grew its holdings by -7,267 shares, ending with 168,039 shares worth about $46.5 million. Ameriprise Financial, Inc. reduced its holdings by 4,753,946 shares, ending with 18,134,575 shares worth about $3.8 billion. Situational Awareness LP grew its holdings by -212,725 shares, ending with 6,272,808 shares worth about $1.3 billion. Value Aligned Research Advisors, LLC grew its holdings by 1,000,399 shares, ending with 5,585,179 shares worth about $1.2 billion.

Bloom Energy Corporation Stock Up 2.7%

Shares recently traded around $228.57 as of October 22, 2026, up about 8.3% since the closing price of $211.05 recorded on the filing date.

Recent Earnings

Bloom Energy Corporation reported trailing twelve month revenue of $3.1 billion alongside an EPS of $0.76. The company posted a net profit margin of 7.9% and a return on equity of 22.2%.

Insider Buying and Selling at Bloom Energy Corporation

On August 14, 2026, officer Aman Joshi sold 4,677 shares at an average price of $241.75 for a total of $1.1 million. On August 14, 2026, Chief Operating Officer Satish Prabhu Chitoori sold 2,053 shares at an average price of $241.64 for $496,087. On August 14, 2026, officer Shawn Marie Soderberg sold 2,895 shares at $233.60 for $676,272. Later, on August 17, 2026, director Jeffrey R Immelt sold 30,000 shares at $238.91 for $7.2 million.

Analysts Set New Price Targets

On October 2, 2026, Barclays maintained its Equal-Weight rating with a $308.00 price target. On October 7, 2026, UBS maintained a Buy rating with a $350.00 price target. On October 7, 2026, Bernstein reiterated a Market Perform rating with a $282.00 price target. On October 15, 2026, Baird maintained an Outperform rating with a $351.00 price target. On October 16, 2026, Truist Securities maintained a Hold rating with a $240.00 price target.

About Bloom Energy Corporation

Bloom Energy Corporation builds solid oxide fuel systems that create on-site power through a non-combustion process. The company serves customers looking for alternative electricity sources using natural gas, hydrogen, or biogas.

Bottom Line

Investors tracking the firm's portfolio can review future filings to spot further shifts in energy sector holdings. The company's next earnings report is scheduled for October 22, 2026.