Lisanti Capital Growth LLC Sells 8,078 Shares of Bloom Energy Corporation $BE

Lisanti Capital Growth LLC lowered its holdings in shares of Bloom Energy Corporation (NYSE:BE) by 14.3% during the 4th quarter, HoldingsChannel reports. The fund owned 48,600 shares of the company’s stock after selling 8,078 shares during the period. Lisanti Capital Growth LLC’s holdings in Bloom Energy were worth $4,223,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. WPG Advisers LLC boosted its stake in Bloom Energy by 26.4% during the fourth quarter. WPG Advisers LLC now owns 321 shares of the company’s stock worth $28,000 after acquiring an additional 67 shares in the last quarter. Fifth Third Bancorp bought a new position in Bloom Energy in the 3rd quarter worth about $32,000. Parkside Financial Bank & Trust boosted its stake in Bloom Energy by 250.9% in the 3rd quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock worth $33,000 after purchasing an additional 281 shares in the last quarter. NewEdge Advisors LLC boosted its stake in Bloom Energy by 674.7% in the 1st quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after purchasing an additional 1,626 shares in the last quarter. Finally, Lodestone Wealth Management LLC bought a new position in Bloom Energy in the 4th quarter worth about $43,000. Institutional investors own 77.04% of the company’s stock.

Bloom Energy Price Performance

BE opened at $302.26 on Friday. 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 has a market capitalization of $85.97 billion, a P/E ratio of -6,043.97 and a beta of 3.82. The company’s 50-day simple moving average is $206.97 and its two-hundred day simple moving average is $154.72. Bloom Energy Corporation has a 52-week low of $17.85 and a 52-week high of $322.83.

Bloom Energy (NYSE:BE) last posted its earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.12 by $0.32. The business had revenue of $751.05 million for the quarter, compared to analysts’ expectations of $539.94 million. Bloom Energy had a net margin of 0.25% and a return on equity of 21.05%. The business’s revenue for the quarter was up 130.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.03 EPS. Bloom Energy has set its FY 2026 guidance at 1.850-2.250 EPS. As a group, analysts predict that Bloom Energy Corporation will post 1.31 EPS for the current year.

Analyst Ratings Changes

BE has been the topic of a number of analyst reports. Zacks Research upgraded shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, April 7th. Barclays upped their price target on shares of Bloom Energy to $254.00 and gave the stock an “equal weight” rating in a research note on Monday, May 11th. Morgan Stanley reiterated an “overweight” rating and issued a $310.00 price target on shares of Bloom Energy in a research note on Wednesday, April 29th. Roth Mkm set a $225.00 price target on shares of Bloom Energy in a research note on Wednesday, April 29th. Finally, JPMorgan Chase & Co. upped their price target on shares of Bloom Energy to $267.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Bloom Energy currently has an average rating of “Moderate Buy” and a consensus price target of $217.48.

Trending Headlines about Bloom Energy

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

• Positive Sentiment: Bloom Energy announced a $2.6 billion strategic partnership with Nebius Group to power U.S. data centers with fuel cells, boosting expectations for long-term revenue from AI infrastructure demand. Bloom Energy rises 2% after partnering with European AI infrastructure upstart in $2.6 billion deal
• Positive Sentiment: Multiple outlets highlighted Bloom Energy as a beneficiary of the AI buildout, with commentary that the stock remains attractive for long-term investors despite the recent run-up. 2 Energy Stocks That Are the Smartest Long-Term Buys During the Energy Boom
• Positive Sentiment: Bloom Energy has been included in reports on stocks hitting 52-week highs, showing strong momentum as investors rotate into AI infrastructure and power-related names. APLD, BE, GFS Stocks Hit 52-Week Highs: What’s Driving The Surge?
• Neutral Sentiment: One article noted unusually large put-option activity in BE, suggesting some traders may be hedging or betting on volatility after the sharp rally.
• Neutral Sentiment: Several pieces discussed whether the stock’s surge has gone too far, but these were valuation-focused opinions rather than new company developments. Bloom Energy’s Rally May Have Pushed the Stock Too Far
• Negative Sentiment: Some analysts warned the rally may be ahead of fundamentals, which could pressure the stock if investors start questioning how quickly the AI momentum can translate into profits. Bloom Energy: Pause Warranted

Insider Buying and Selling at Bloom Energy

In other Bloom Energy news, insider Satish Chitoori sold 20,000 shares of the company’s stock in a transaction dated Tuesday, April 14th. The shares were sold at an average price of $204.23, for a total transaction of $4,084,600.00. Following the transaction, the insider owned 212,365 shares in the company, valued at approximately $43,371,303.95. This represents a 8.61% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Shawn Marie Soderberg sold 35,000 shares of the company’s stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $279.00, for a total transaction of $9,765,000.00. Following the transaction, the insider owned 341,731 shares in the company, valued at $95,342,949. This represents a 9.29% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 525,271 shares of company stock worth $99,167,479. 3.00% of the stock is owned by company insiders.

Bloom Energy Profile

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.