Lisanti Capital Growth LLC Has $4.79 Million Stock Position in Bloom Energy Corporation $BE

Lisanti Capital Growth LLC lessened its position in shares of Bloom Energy Corporation (NYSE:BE – Free Report) by 75.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 56,678 shares of the company’s stock after selling 173,452 shares during the quarter. Lisanti Capital Growth LLC’s holdings in Bloom Energy were worth $4,793,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of BE. N.E.W. Advisory Services LLC acquired a new stake in Bloom Energy in the 3rd quarter valued at $32,000. Parkside Financial Bank & Trust lifted its holdings in shares of Bloom Energy by 250.9% during the third quarter. Parkside Financial Bank & Trust now owns 393 shares of the company’s stock valued at $33,000 after acquiring an additional 281 shares during the period. Elevation Point Wealth Partners LLC acquired a new stake in shares of Bloom Energy in the 2nd quarter valued at $36,000. NewEdge Advisors LLC grew its holdings in shares of 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 during the last quarter. Finally, Cranbrook Wealth Management LLC bought a new stake in shares of Bloom Energy in the 3rd quarter worth about $39,000. 77.04% of the stock is currently owned by institutional investors.

Insider Transactions at Bloom Energy

In other news, insider Shawn Marie Soderberg sold 1,583 shares of Bloom Energy stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $105.97, for a total transaction of $167,750.51. Following the completion of the sale, the insider owned 221,633 shares in the company, valued at $23,486,449.01. The trade was a 0.71% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Jim H. Snabe sold 20,000 shares of the stock in a transaction that occurred on Wednesday, November 5th. The shares were sold at an average price of $143.04, for a total transaction of $2,860,800.00. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 120,410 shares of company stock valued at $16,557,185. 3.60% of the stock is currently owned by insiders.

Bloom Energy Stock Down 3.3%

NYSE:BE opened at $151.37 on Friday. The company has a market cap of $35.80 billion, a price-to-earnings ratio of 869.50, a P/E/G ratio of 13.18 and a beta of 3.01. The company has a debt-to-equity ratio of 1.98, a quick ratio of 2.88 and a current ratio of 4.40. The stock’s fifty day moving average price is $113.51 and its two-hundred day moving average price is $88.05. Bloom Energy Corporation has a 52-week low of $15.15 and a 52-week high of $167.57.

Bloom Energy (NYSE:BE – Get Free Report) last released its earnings results on Tuesday, October 28th. The company reported $0.15 EPS for the quarter, beating the consensus estimate of $0.08 by $0.07. Bloom Energy had a return on equity of 8.74% and a net margin of 0.84%.The company had revenue of $519.05 million during the quarter, compared to analysts’ expectations of $425.18 million. During the same period last year, the firm earned ($0.01) EPS. The business’s revenue for the quarter was up 57.1% on a year-over-year basis. On average, analysts anticipate that Bloom Energy Corporation will post -0.23 EPS for the current year.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on BE shares. JPMorgan Chase & Co. lifted their price target on shares of Bloom Energy to $129.00 and gave the company an “overweight” rating in a report on Wednesday, October 29th. Oppenheimer reiterated a “market perform” rating on shares of Bloom Energy in a research note on Wednesday, October 29th. UBS Group increased their price target on Bloom Energy to $115.00 and gave the stock a “buy” rating in a research report on Tuesday, October 14th. Roth Mkm reaffirmed a “neutral” rating and set a $103.00 price target on shares of Bloom Energy in a report on Wednesday, October 29th. Finally, Barclays started coverage on Bloom Energy in a research note on Wednesday. They issued an “equal weight” rating and a $153.00 price objective on the stock. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $109.83.

Get Our Latest Analysis on Bloom Energy

Key Bloom Energy News

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

• Positive Sentiment: Bloom landed a large AI/data‑center supply deal worth about US$2.65 billion, giving the company multi‑year revenue visibility and explaining recent buying interest. Bloom Energy Fuels AI Data Center Power With US$2.65b Deal
• Positive Sentiment: Coverage and bullish writeups highlight accelerating demand from data centers and improving profitability trends (ROE and earnings momentum), which helped power a large rally into 2026. Bloom Energy vs. Plug Power: Which Fuel Cell Stock Leads in 2026?
• Positive Sentiment: MarketBeat and other screens list BE among momentum names to watch for continued gains into February, citing sustained data‑center demand and analyst coverage increases. 5 Stocks to Buy in February: Last Year’s Winners Aren’t Done Yet
• Neutral Sentiment: Barclays initiated coverage with an equal‑weight (neutral) rating and a $153 price target, noting much of Bloom’s growth appears priced in; that provides a reference point for investors but does not represent an upgrade. Barclays Initiates Bloom Energy (BE) with Equalweight, Sees Growth Priced In
• Negative Sentiment: Valuation and risk metrics remain elevated — BE’s trailing P/E and beta are high and the company carries leverage — making the stock vulnerable to pullbacks if growth guidance slips or market sentiment cools.
• Negative Sentiment: With rapid prior gains (multi‑hundred percent moves cited in coverage), some investors are taking profits; Barclays’ “growth priced in” tone likely accelerated selling despite the large contract news. Why Bloom Energy Corporation’s (BE) Stock Is Up 5.99%

About Bloom Energy

(Free Report)

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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