Lido Advisors LLC cut its holdings in shares of Bloom Energy Corporation (NYSE:BE – Free Report) by 34.5% during the first quarter, HoldingsChannel.com reports. The firm owned 8,939 shares of the company’s stock after selling 4,716 shares during the quarter. Lido Advisors LLC’s holdings in Bloom Energy were worth $1,211,000 at the end of the most recent quarter.
Other hedge funds also recently modified their holdings of the company. Bayforest Capital Ltd acquired a new stake in shares of Bloom Energy during the 1st quarter worth approximately $2,055,000. AQR Capital Management LLC acquired a new position in Bloom Energy in the first quarter valued at approximately $1,820,000. NewEdge Advisors LLC lifted its holdings in Bloom Energy by 674.7% in the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after buying an additional 1,626 shares during the period. Goldman Sachs Group Inc. boosted its stake in Bloom Energy by 50.3% in the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after acquiring an additional 836,810 shares during the last quarter. Finally, Focus Partners Wealth boosted its stake in Bloom Energy by 30.7% in the first quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock valued at $394,000 after acquiring an additional 4,716 shares during the last quarter. Institutional investors own 77.04% of the company’s stock.
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
Analyst Ratings Changes
Check Out Our Latest Stock Report on BE
Bloom Energy Trading Up 2.1%
NYSE:BE opened at $188.83 on Tuesday. The company has a debt-to-equity ratio of 2.90, a current ratio of 5.03 and a quick ratio of 4.10. The business’s 50-day simple moving average is $269.18 and its 200-day simple moving average is $207.93. Bloom Energy Corporation has a fifty-two week low of $32.52 and a fifty-two 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.
Bloom Energy (NYSE:BE – Get Free Report) last posted its earnings results on Tuesday, April 28th. The company reported $0.44 earnings per share (EPS) for the quarter, topping 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%.Bloom Energy’s revenue for the quarter was up 130.4% compared to the same quarter last year. During the same period in the prior year, the business earned $0.03 EPS. Sell-side analysts expect that Bloom Energy Corporation will post 1.43 earnings per share for the current fiscal year.
Insider Transactions at Bloom Energy
In other news, insider Shawn Marie Soderberg sold 35,000 shares of the company’s stock in a transaction that occurred on Wednesday, April 29th. The shares were sold at an average price of $279.00, for a total value of $9,765,000.00. Following the completion of the transaction, the insider owned 341,731 shares in the company, valued at $95,342,949. This represents a 9.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director John T. Chambers sold 55,000 shares of the stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $297.69, for a total transaction of $16,372,950.00. Following the sale, the director directly owned 238,333 shares of the company’s stock, valued at $70,949,350.77. This represents a 18.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 153,617 shares of company stock valued at $44,003,909. 3.00% of the stock is currently owned by 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.
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