Hidden Lake Asset Management LP Takes $10.23 Million Position in Bloom Energy Corporation $BE

Key Points

• Hidden Lake Asset Management opened a new position in Bloom Energy, buying 120,915 shares worth about $10.23 million, representing ~0.05% ownership of Bloom and ~1.3% of Hidden Lake’s portfolio (its 9th largest holding).
• Insiders have been net sellers, offloading 268,788 shares worth roughly $45.58 million over the past three months (notable individual sales: Shawn Soderberg 25,244 shares at $177.93; Aman Joshi 10,000 shares at $175.60), leaving insiders with about 3.5% ownership.
• Bloom beat quarterly estimates (EPS $0.45 vs. $0.25; revenue $777.7M, +35.9% YoY) and set FY2026 guidance of $1.33–$1.48 EPS, while market commentary highlights AI/data-center tailwinds and reported Brookfield backing amid valuation and competitive concerns; consensus analyst rating is a Hold with a $131.87 price target.

Hidden Lake Asset Management LP purchased a new position in shares of Bloom Energy Corporation (NYSE:BE - Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 120,915 shares of the company's stock, valued at approximately $10,226,000. Bloom Energy makes up approximately 1.3% of Hidden Lake Asset Management LP's investment portfolio, making the stock its 9th largest position. Hidden Lake Asset Management LP owned approximately 0.05% of Bloom Energy as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the business. N.E.W. Advisory Services LLC purchased a new stake in shares of Bloom Energy in the third quarter valued at approximately $32,000. Fifth Third Bancorp acquired a new stake in Bloom Energy in the third quarter valued at $32,000. Parkside Financial Bank & Trust boosted its position in shares of Bloom Energy by 250.9% during 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. Elevation Point Wealth Partners LLC purchased a new stake in shares of Bloom Energy during the 2nd quarter worth $36,000. Finally, NewEdge Advisors LLC grew its stake in shares of Bloom Energy by 674.7% during 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 period. Hedge funds and other institutional investors own 77.04% of the company's stock.

Insider Buying and Selling

In other news, insider Shawn Marie Soderberg sold 25,244 shares of Bloom Energy stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $177.93, for a total value of $4,491,664.92. Following the completion of the sale, the insider owned 227,048 shares of the company's stock, valued at $40,398,650.64. The trade was a 10.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Aman Joshi sold 10,000 shares of the company's stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $175.60, for a total value of $1,756,000.00. Following the completion of the transaction, the insider owned 210,465 shares of the company's stock, valued at $36,957,654. The trade was a 4.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 268,788 shares of company stock worth $45,575,889 in the last three months. 3.50% of the stock is currently owned by insiders.

More Bloom Energy News

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

• Positive Sentiment: Surging AI data-center demand + Brookfield backing: Reports say Bloom has a multi-year $5B financing deal with Brookfield to expand manufacturing from ~1GW to 2GW and is sitting on a large AI-driven backlog (~$20B reported), which supports revenue visibility and capacity expansion. AI-Fueled Power Demand and Brookfield Backing Might Change The Case For Investing In Bloom Energy (BE)
• Positive Sentiment: Macro tailwind from data-center power constraints: Coverage of the "gigawatt bottleneck" for AI data centers highlights on-site and high-density power needs that play to Bloom’s solid-oxide fuel cell on-site generation pitch. That dynamic supports long-term demand. The Gigawatt Bottleneck: Power Constraints Define AI Data Center Growth
• Positive Sentiment: Bullish investor writeups: Multiple bullish pieces and Substack analyses (OppCost, InsiderMonkey summaries) are circulating, reinforcing a growth narrative that some investors are buying into. Is Bloom Energy Corporation (BE) A Good Stock To Buy Now?
• Neutral Sentiment: Zacks / investment-ideas mention: Bloom is included in a Zacks investment-ideas roundup alongside other tech names — visibility but not a direct catalyst. Zacks Investment Ideas feature highlights SanDisk, Micron, Bloom Energy, Vertiv and Lumentum
• Neutral Sentiment: Headline: stock move recap — short-term price snapshot and volume context reported without new company-specific news. Bloom Energy (BE) Stock Moves -1.28%: What You Should Know
• Neutral Sentiment: Profile / background pieces (founder KR Sridhar, sector comparisons) increase investor familiarity but are not immediate catalysts. KR Sridhar: Clean Energy Visionary, Bloom Energy Founder and CEO
• Negative Sentiment: Valuation and profit-taking concerns: Commentary questions whether BE’s recent rally has priced in too much optimism given thin profitability and a high forward multiple, which can pressure the stock after big gains. Is Bloom Energy (BE) Pricing In Too Much Optimism After Huge Year To Date Rally?
• Negative Sentiment: Competitive threat: FuelCell Energy and other fuel-cell players are targeting AI data centers with alternate DC fuel-cell solutions and carbon-capture combos — increased competition could pressure margins or bid dynamics. FCEL Targets AI Data Centers With DC Power and Carbon Capture

Bloom Energy Price Performance

NYSE:BE opened at $154.28 on Monday. Bloom Energy Corporation has a 12-month low of $15.15 and a 12-month high of $180.90. The firm has a market cap of $43.28 billion, a price-to-earnings ratio of -406.01, a price-to-earnings-growth ratio of 6.31 and a beta of 3.11. The company's 50-day moving average is $147.81 and its two-hundred day moving average is $113.32. The company has a current ratio of 5.98, a quick ratio of 4.95 and a debt-to-equity ratio of 3.54.

Bloom Energy (NYSE:BE - Get Free Report) last issued its quarterly earnings results on Thursday, February 5th. The company reported $0.45 EPS for the quarter, topping analysts' consensus estimates of $0.25 by $0.20. The business had revenue of $777.68 million during the quarter, compared to the consensus estimate of $647.59 million. Bloom Energy had a negative net margin of 4.37% and a positive return on equity of 7.88%. The company's quarterly revenue was up 35.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.43 earnings per share. Bloom Energy has set its FY 2026 guidance at 1.330-1.480 EPS. Research analysts expect that Bloom Energy Corporation will post -0.23 EPS for the current year.

Analysts Set New Price Targets

BE has been the subject of a number of research analyst reports. JPMorgan Chase & Co. increased their price target on shares of Bloom Energy to $166.00 and gave the company an "overweight" rating in a report on Friday, February 6th. Zacks Research lowered shares of Bloom Energy from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 9th. Mizuho lifted their price target on shares of Bloom Energy to $110.00 and gave the company a "neutral" rating in a research report on Monday, February 9th. UBS Group restated a "buy" rating and issued a $170.00 price target on shares of Bloom Energy in a report on Friday, February 6th. Finally, Roth Mkm lifted their price objective on Bloom Energy to $133.00 and gave the stock a "neutral" rating in a report on Tuesday, February 3rd. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, Bloom Energy has a consensus rating of "Hold" and a consensus price target of $131.87.

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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