Lincoln Capital Corp Makes New Investment in Bloom Energy Corporation $BE

Lincoln Capital Corp purchased a new position in shares of Bloom Energy Corporation (NYSE:BE) in the 1st quarter, HoldingsChannel.com reports. The institutional investor purchased 3,590 shares of the company’s stock, valued at approximately $486,000.

A number of other hedge funds have also made changes to their positions in the stock. Geode Capital Management LLC raised its stake 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 valued at $461,272,000 after acquiring an additional 269,662 shares in the last quarter. Brooklands Fund Management Ltd bought a new stake in Bloom Energy during the fourth quarter worth approximately $347,560,000. Trivest Advisors Ltd boosted its position in Bloom Energy by 1,461.6% during the third quarter. Trivest Advisors Ltd now owns 3,420,000 shares of the company’s stock worth $289,229,000 after purchasing an additional 3,201,000 shares during the period. Amundi grew its holdings in Bloom Energy by 390.7% during the fourth quarter. Amundi now owns 3,154,197 shares of the company’s stock valued at $274,068,000 after purchasing an additional 2,511,426 shares during the last quarter. Finally, Norges Bank acquired a new position in Bloom Energy during the fourth quarter valued at approximately $239,683,000. Institutional investors and hedge funds own 77.04% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on BE. Mizuho set a $285.00 target price on shares of Bloom Energy in a research report on Friday, May 1st. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bloom Energy in a research report on Friday, April 24th. Sanford C. Bernstein started coverage on Bloom Energy in a research note on Tuesday, June 16th. They issued a “market perform” rating and a $276.00 price objective on the stock. JPMorgan Chase & Co. boosted their price objective on Bloom Energy to $267.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 29th. Finally, Barclays increased their target price on Bloom Energy to $254.00 and gave the company an “equal weight” rating in a research note on Monday, May 11th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $220.14.

More Bloom Energy News

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

• Positive Sentiment: Sanford C. Bernstein upgraded Bloom Energy to “hold”, which may support sentiment by signaling a more constructive view from the analyst community. Street Insider
• Positive Sentiment: Recent commentary said Bloom Energy could benefit from the AI and data-center buildout because its onsite power systems help customers bypass grid constraints and secure reliable electricity. Bull of the Day: Bloom Energy (BE)
• Positive Sentiment: Bloom Energy was highlighted in a Yahoo Finance article about Trump’s latest portfolio, adding to investor visibility and speculative interest in the stock. Is Bloom Energy (BE) The Best Energy Stock in Trump’s Latest Portfolio?
• Neutral Sentiment: Multiple insiders sold shares recently, but the company said the transactions were tied to tax withholding on equity vesting rather than a change in business outlook, so the signal is not strongly negative.
• Neutral Sentiment: Other recent coverage focused on Bloom Energy’s onsite power-generation model and broader stock momentum, reinforcing the existing narrative rather than introducing new fundamental news. Can Bloom Energy Continue to Benefit From Onsite Power Generation?
• Negative Sentiment: The insider selling by Shawn Marie Soderberg, Satish Chitoori, Maciej Kurzymski, and Aman Joshi may pressure sentiment in the near term, even if the sales were for tax-related reasons.

Insider Buying and Selling

In related news, insider Shawn Marie Soderberg sold 2,842 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $288.63, for a total transaction of $820,286.46. Following the completion of the transaction, the insider owned 132,265 shares in the company, valued at $38,175,646.95. This trade represents a 2.10% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 3,558 shares of the business’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $289.14, for a total value of $1,028,760.12. Following the completion of the sale, the insider directly owned 172,150 shares in the company, valued at approximately $49,775,451. This represents a 2.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders sold 230,274 shares of company stock worth $58,696,472. Insiders own 3.00% of the company’s stock.

Bloom Energy Price Performance

NYSE:BE opened at $328.38 on Monday. The company has a 50-day moving average of $262.42 and a 200-day moving average of $178.71. The company has a market capitalization of $93.40 billion, a price-to-earnings ratio of -6,566.29 and a beta of 3.74. Bloom Energy Corporation has a 52 week low of $21.41 and a 52 week high of $329.51. The company has a debt-to-equity ratio of 2.90, a quick ratio of 4.10 and a current ratio of 5.03.

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

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.