UniSuper Management 13F: Adds $19M to Bloom Energy (BE) Stake

On October 26, 2026, UniSuper Management boosted its position in Bloom Energy Corporation (BE) by adding 68,434 shares, increasing its total holdings to 97,323 shares valued at approximately $26.9 million. This information comes from the fund's latest Form 13F filing with the SEC.

UniSuper Management's stake in Bloom Energy grew by about 236.9% from its previous holding of 28,889 shares. This notable increase highlights the fund's growing confidence in the company.

BE Bloom Energy Corporation

$203.92 ▲ +106.63% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where Bloom Energy Fits in UniSuper Management's Portfolio

The Bloom Energy position represents 0.23% of UniSuper Management's total reported value of $11.49 billion. It ranks 47th among the fund's 636 holdings, showing a substantial boost in its investment.

Bloom Energy Corporation Stock Up 5.5%

As of October 27, 2026, Bloom Energy shares traded recently around $203.85, which is about equal to the event close price of $203.92 on October 26. The stock is currently below its 50-day moving average by 17.9% and below its 200-day moving average by 7.0%. Over the past year, it has dropped 42.0% from its 52-week high of $351.28 but is still above its 52-week low of $75.70.

Recent Earnings

For the trailing twelve months, Bloom Energy reported revenue of approximately $3.83 billion and earnings per share (EPS) of $1.65. The company has seen a revenue growth of 138.1% year-over-year, with a net margin of 13.5% and a return on equity (ROE) of 39.6%. The next earnings report is scheduled for February 4, 2027.

Insider Buying and Selling at Bloom Energy Corporation

Recently, several insiders sold shares of Bloom Energy. On August 14, 2026, Aman Joshi, an officer, sold 4,677 shares at an average price of $241.75, totaling about $1.13 million. Additionally, other insiders, including the COO and a director, also sold shares around the same time, but no insider buying was reported.

Analysts Set New Price Targets

On October 23, 2026, JP Morgan maintained an Overweight rating on Bloom Energy with a price target of $292. RBC Capital also reiterated its Outperform rating with a target of $335. Later, on October 26, Barclays maintained an Equal-Weight rating with a target of $316, and Wells Fargo maintained its Equal-Weight rating with a target of $182.

About Bloom Energy Corporation

Bloom Energy Corporation designs and builds solid oxide fuel cell systems that generate on-site power. Its products, like the Bloom Energy Server, convert various fuels into electricity through an electrochemical process. This boost in investment from UniSuper Management reflects a growing interest in the company's innovative energy solutions.

Bottom Line

Investors should keep an eye on Bloom Energy as it prepares for its upcoming earnings report on February 4, 2027. The recent boost from UniSuper Management highlights a significant move in the fund's portfolio, reflecting confidence in the company's potential for growth.