Caption Management 13F: New $5.9M Stake in Bloom Energy (BE)

Caption Management has taken a new position in Bloom Energy Corporation (NYSE: BE), acquiring 19,877 shares valued at about $5.87 million. This action is noted in the latest Form 13F filing, which reflects holdings as of May 15, 2026.

What Changed in Caption Management's Position

Caption Management opened a new stake in Bloom Energy, buying 19,877 shares. The reported value of this new position stands at approximately $5.87 million. The fund did not hold any shares prior to this purchase.

Other Institutional Activity in Bloom Energy

Several other notable funds also hold significant positions in Bloom Energy. Blackrock Inc. reduced its stake by 6,618,591 shares, leaving it with 18,442,336 shares valued at about $4.10 billion. Ameriprise Financial, Inc. trimmed its holdings by 4,753,946 shares, now holding 18,134,575 shares worth around $4.03 billion. In contrast, Goldman Sachs Group Inc increased its stake by 4,830,194 shares, bringing its total to 13,950,652 shares valued at about $3.10 billion.

Bloom Energy Corporation Stock Up 23.4%

Bloom Energy shares are trading at $295.29, well above their 50-day moving average of $248.74. The stock is still under its 52-week high of $351.28, which it reached recently. This indicates strong performance and investor confidence in the company, especially following the latest trading moves.

Recent Earnings

In its most recent earnings report, Bloom Energy posted revenue of $3.11 billion, showing a growth rate of approximately 65.5% year-over-year. The company reported earnings per share (EPS) of $0.69, with a net margin of 7.87%. The next earnings report is scheduled for October 22, 2026, which investors will be watching closely.

Insider Buying and Selling at Bloom Energy Corporation

Recently, several insiders at Bloom Energy sold shares. Director Jeffrey R. Immelt sold 30,000 shares at an average price of $238.91 on August 17, totaling about $7.17 million. Officer Aman Joshi sold 4,677 shares on August 14 for around $1.13 million, while Chief Operating Officer Satish Prabhu Chitoori sold 2,053 shares for about $496,087 on the same day. These transactions were not part of any planned sales.

Analysts Set New Price Targets

Analysts have generally maintained optimistic views on Bloom Energy. On October 16, 2026, Truist Securities maintained a 'Hold' rating with a price target of $240.00, up from $218.00. Baird has an 'Outperform' rating and raised its target to $351.00 as of October 15, improving from $310.00. UBS also kept a 'Buy' rating, raising the target to $350.00 from $325.00 on October 7, 2026.

About Bloom Energy

Bloom Energy Corporation designs and manufactures solid oxide fuel cell systems for on-site power generation. The company’s technology converts fuel sources, like natural gas and hydrogen, into electricity through a non-combustion process. This innovation positions Bloom Energy as a leader in the clean energy sector, especially as demand for sustainable energy solutions grows.

Bottom Line

Going forward, investors will be looking for Bloom Energy's next earnings report on October 22, 2026, as well as additional filings that might indicate further changes in institutional ownership. The latest 13F reflects holdings as of mid-May and may not represent current positions.