Bloom Energy Corporation (BE)
Up 160% YTD, Will Bloom Energy's Rally Continue?
Bloom Energy (NYSE:BE) has become one of the AI power trade's biggest winners, with shares up 1,006.61% over the past year on the “bring-your-own-power” thesis for hyperscalers.
The Market Rejects Bloom Energy Short Attack, but Should You Ignore It, Too?
The market has developed a habit of shrugging off short reports almost as quickly as they appear.
Here's Why Bloom Energy (BE) Fell More Than Broader Market
In the latest trading session, Bloom Energy (BE) closed at $254.29, marking a -5.67% move from the previous day.
Bull of the Day: Bloom Energy (BE)
I have written about Bloom Energy ( BE ) several times recently as the Bull of the Day. And it seems like every other week gives me a new to reason to update this incredible growth story with bullish deal news and a fresh angle on a 21st century American company that evolved from fringe obscurity and Wall Street disbelief to a profitable large cap provider of clean, mobile, on-demand energy for datacenters.
Shorting the Grid: Bloom Energy's $25B AI Power Play
Hyperscalers are colliding with a severe physical boundary in the artificial intelligence arms race. While silicon manufacturers can produce advanced chips at scale, utility providers routinely quote interconnection timelines of three to five years for new data center projects.
Bloom Energy's Long-Term Rally Is Just Getting Started
Bloom Energy delivered exceptional first-quarter results, with explosive revenue growth, record profitability, expanding margins, and strong free cash flow, validating its accelerating business transformation. Demand from hyperscale data centers continues strengthening, as customers increasingly seek Bloom's fuel-cell technology to secure reliable power without waiting for traditional grid expansion. The expanded Brookfield partnership significantly improves long-term revenue visibility while reducing financing constraints for customers deploying Bloom's power infrastructure across large AI projects globally.
Price Prediction: We're Bearish on Bloom Energy and See Shares Falling
I'm taking a cautious stance on Bloom Energy (NYSE:BE) after one of the most extraordinary 12-month runs in the entire industrials sector.
Favorite Energy Stock Joins AI Power Infrastructure Race
Bloom Energy Corp (NYSE:BE) is trading 5.6% higher at $319.81, reversing course from early premarket losses after announcing plans to expand its partnership with finance firm Brookfield.
Bloom Energy vs. Ballard Power: Which Hydrogen Stock Should You Buy?
BE gains an edge over BLDP, backed by stronger price appreciation, upbeat growth estimates and demand for clean onsite power solutions.
Bloom Energy: AI Boom Has Pushed It Precariously Close To The Cliff
Bloom Energy has truly transformed from a struggling industrials stock to a foundational player in powering AI data centers, with shares up over 1,000% in the past year. BE's revenue surged 130%, and adjusted EPS rose 15x year-over-year, driven by urgent demand for behind-the-meter power amid US grid constraints. The stock trades at a mind-boggling forward PE exceeding 100x, reflecting steep market expectations for BE to reach nearly $10B in revenue and over $7 EPS by 2028.
Bloom Energy: The AI Power Play You Don't Want To Leave Early
Bloom Energy is rated a Strong Buy, driven by surging AI-driven data center power demand and rapid contract wins with hyperscalers. BE's flexible, scalable SOFC technology and accelerated backlog growth—up 140%—support management's raised revenue guidance of $3.4–$3.8 billion for this year. BE demonstrates pricing power and margin resilience, with product revenues now at a $2.6 billion run-rate and capacity expansion plans to 5 GW annually.
Bloom Energy: Why The 22% Plunge Was Mechanical, Not Fundamental. Reiterate Buy
Bloom Energy (BE) is rated a buy after a 28% drawdown, attributed mainly to mechanical selling from Russell index reconstitution. BE reported Q1 non-GAAP EPS of $0.44 (vs. $0.13 consensus) and revenue up 130% YoY, prompting raised FY 2026 guidance. Management now guides for $3.4–$3.8B FY 2026 revenue, 34% gross margin, and $600–$750M operating income, with strong operating leverage and positive free cash flow.
