Stephens Investment Management Group LLC has opened a new $41.8M position in $BE, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $BE.
$BE Hedge Fund Activity
We have seen 250 institutional investors add shares of $BE stock to their portfolio, and 186 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 4,412,420 shares (+27.3%) to their portfolio in Q2 2025, for an estimated $105,545,086
- AMERIPRISE FINANCIAL INC added 3,773,476 shares (+9.1%) to their portfolio in Q2 2025, for an estimated $90,261,545
- D. E. SHAW & CO., INC. added 2,375,797 shares (+66.0%) to their portfolio in Q2 2025, for an estimated $56,829,064
- PUBLIC INVESTMENT FUND removed 2,294,963 shares (-60.3%) from their portfolio in Q2 2025, for an estimated $54,895,514
- CITADEL ADVISORS LLC removed 2,117,020 shares (-64.7%) from their portfolio in Q2 2025, for an estimated $50,639,118
- WHALE ROCK CAPITAL MANAGEMENT LLC removed 1,924,085 shares (-48.7%) from their portfolio in Q2 2025, for an estimated $46,024,113
- SQUAREPOINT OPS LLC added 1,844,516 shares (+449.0%) to their portfolio in Q2 2025, for an estimated $44,120,822
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$BE Insider Trading Activity
$BE insiders have traded $BE stock on the open market 24 times in the past 6 months. Of those trades, 0 have been purchases and 24 have been sales.
Here’s a breakdown of recent trading of $BE stock by insiders over the last 6 months:
- ECOPLANT CO., LTD. SK sold 10,000,000 shares for an estimated $276,000,000
- KR SRIDHAR (Chairman & CEO) has made 0 purchases and 6 sales selling 299,338 shares for an estimated $13,854,438.
- SHAWN MARIE SODERBERG (See Remarks) has made 0 purchases and 6 sales selling 78,642 shares for an estimated $3,527,449.
- SATISH CHITOORI (Chief Operations Officer) has made 0 purchases and 5 sales selling 24,979 shares for an estimated $1,070,427.
- EDDY ZERVIGON sold 10,000 shares for an estimated $486,200
- MACIEJ KURZYMSKI (See Remarks) has made 0 purchases and 3 sales selling 12,219 shares for an estimated $398,941.
- AMAN JOSHI (Chief Commercial Officer) has made 0 purchases and 2 sales selling 9,528 shares for an estimated $303,018.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$BE Congressional Stock Trading
Members of Congress have traded $BE stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $BE stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 09/26.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$BE Analyst Ratings
Wall Street analysts have issued reports on $BE in the last several months. We have seen 8 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 10/14/2025
- Susquehanna issued a "Positive" rating on 10/13/2025
- Evercore ISI Group issued a "Outperform" rating on 10/07/2025
- JP Morgan issued a "Overweight" rating on 10/02/2025
- BTIG issued a "Buy" rating on 09/29/2025
- Jefferies issued a "Underperform" rating on 09/24/2025
- Morgan Stanley issued a "Overweight" rating on 09/16/2025
To track analyst ratings and price targets for $BE, check out Quiver Quantitative's $BE forecast page.
$BE Price Targets
Multiple analysts have issued price targets for $BE recently. We have seen 16 analysts offer price targets for $BE in the last 6 months, with a median target of $82.5.
Here are some recent targets:
- Michael Blum from Wells Fargo set a target price of $95.0 on 10/21/2025
- Julien Dumoulin-Smith from B of A Securities set a target price of $26.0 on 10/20/2025
- Ameet Thakkar from BMO Capital set a target price of $97.0 on 10/14/2025
- Manav Gupta from UBS set a target price of $115.0 on 10/14/2025
- Biju Perincheril from Susquehanna set a target price of $105.0 on 10/13/2025
- Samantha Hoh from HSBC set a target price of $100.0 on 10/09/2025
- Nicholas Amicucci from Evercore ISI Group set a target price of $100.0 on 10/07/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $BE ticker page for more data.
