Lido Advisors LLC Has $1.21 Million Stock Holdings in Bloom Energy Corporation $BE

Lido Advisors LLC decreased its holdings in shares of Bloom Energy Corporation (NYSE:BE) by 34.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,939 shares of the company’s stock after selling 4,716 shares during the period. Lido Advisors LLC’s holdings in Bloom Energy were worth $1,211,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Geode Capital Management LLC raised its holdings in shares of Bloom Energy by 5.4% in the 4th quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock worth $461,272,000 after buying an additional 269,662 shares in the last quarter. Brooklands Fund Management Ltd acquired a new stake in Bloom Energy in the 4th quarter valued at $347,560,000. Amundi boosted its stake in Bloom Energy by 390.7% in the 4th quarter. Amundi now owns 3,154,197 shares of the company’s stock valued at $274,068,000 after buying an additional 2,511,426 shares in the last quarter. Norges Bank bought a new stake in Bloom Energy in the fourth quarter valued at $239,683,000. Finally, Jennison Associates LLC raised its stake in Bloom Energy by 20,074.4% during the first quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock worth $364,066,000 after acquiring an additional 2,673,710 shares in the last quarter. 77.04% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

BE has been the subject of a number of analyst reports. Morgan Stanley reissued an “overweight” rating and set a $310.00 price objective on shares of Bloom Energy in a report on Wednesday, April 29th. Robert W. Baird reiterated an “outperform” rating and set a $310.00 target price on shares of Bloom Energy in a research report on Thursday, July 9th. Jefferies Financial Group boosted their price target on shares of Bloom Energy from $207.00 to $246.00 and gave the company a “hold” rating in a research report on Monday, July 6th. Barclays upped their price objective on shares of Bloom Energy from $254.00 to $276.00 and gave the stock an “equal weight” rating in a research note on Tuesday, June 23rd. Finally, Mizuho set a $285.00 price objective on shares of Bloom Energy in a report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $254.00.

Insider Activity

In other news, insider Aman Joshi sold 8,343 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $300.37, for a total transaction of $2,505,986.91. Following the transaction, the insider directly owned 163,807 shares in the company, valued at approximately $49,202,708.59. This represents a 4.85% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Shawn Marie Soderberg sold 2,842 shares of the stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $288.63, for a total transaction of $820,286.46. Following the sale, the insider directly owned 132,265 shares in the company, valued at $38,175,646.95. This trade represents a 2.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders have sold 153,617 shares of company stock worth $44,003,909. 3.00% of the stock is currently owned by insiders.

Bloom Energy Price Performance

Shares of BE stock opened at $188.83 on Tuesday. Bloom Energy Corporation has a 52 week low of $32.52 and a 52 week high of $351.28. The stock has a market capitalization of $53.71 billion, a PE ratio of -3,775.76 and a beta of 3.73. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03. The stock’s fifty day moving average is $269.18 and its 200-day moving average is $207.93.

Bloom Energy (NYSE:BE) last released its quarterly earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.12 by $0.32. The business had revenue of $751.05 million during the quarter, compared to analysts’ expectations of $539.94 million. Bloom Energy had a return on equity of 21.05% and a net margin of 0.25%.The firm’s revenue for the quarter was up 130.4% compared to the same quarter last year. During the same period in the previous year, the business posted $0.03 earnings per share. Equities research analysts expect that Bloom Energy Corporation will post 1.43 EPS for the current fiscal year.

Bloom Energy News Roundup

Here are the key news stories impacting Bloom Energy this week:

• Positive Sentiment: Bloom Energy’s exposure to AI data centers, scalable onsite power systems and improving business outlook were cited as advantages over Plug Power, supporting the view that BE can benefit from rising demand for reliable electricity infrastructure. The article also acknowledged that Bloom trades at a richer valuation. BE vs. PLUG: Which Alternative Energy Stock Looks More Attractive?
• Positive Sentiment: A reported “Power Inflow” alert, based on institutional and retail order-flow data, provided a technical and trading-related catalyst. Such signals can attract momentum traders, although they do not represent a change in Bloom’s fundamentals. Bloom Energy Shares Up 5% After Key Trading Signal
• Positive Sentiment: Investors are anticipating a potentially strong quarterly update, with analysts and commentators suggesting Bloom could raise its full-year outlook again. The company’s prior quarter showed substantial year-over-year revenue growth and an earnings beat, raising expectations for another favorable report. Bloom Energy’s Next Earnings Report on July 28 Could Send the Stock Soaring
• Neutral Sentiment: BE is testing technical support immediately before earnings, making the upcoming report and management guidance the next major catalyst. Results, revenue growth and any changes to 2026 expectations could determine whether the recent recovery continues. Bloom Energy Stock Tests Support Before Earnings
• Negative Sentiment: Unusually heavy put-option activity indicates that some traders are hedging against, or speculating on, further downside. The elevated options activity highlights significant volatility risk around the earnings release. Bloom Energy Target of Unusually Large Options Trading

About Bloom Energy

Bloom Energy is a clean energy technology company that designs, manufactures and deploys solid oxide fuel cell systems for on-site power generation. Its flagship product, the Bloom Energy Server, converts natural gas, biogas or hydrogen into electricity through an electrochemical reaction, offering customers a reliable, low-carbon alternative to grid power. The company also provides a suite of services that includes system installation, remote monitoring and preventative maintenance to ensure long-term performance and uptime.

Founded in 2001 by Dr.