Bloom Energy Corporation (BE)
Remain Bullish on AI Beneficiaries Like Bloom Energy
Investors have hundreds of billions ($) of reasons why to remain bullish on the AI buildout, particularly for companies like Bloom Energy (BE), which represents a big beneficiary of increased power demands.
Nearly $350 Million in Bloom Energy Options Traded in One Session. Pelosi's Household Bought In Six Weeks Earlier.
Bloom Energy (NYSE:BE) stole the options tape on September 8, when CNBC Halftime Report's Oliver Renick, reporting from the Cboe in Chicago, flagged the fuel cell name as the day's standout in the options pits.
Prediction: Bloom Energy Has Limited Upside Despite 223% Year-to-Date Surge
Bloom Energy has soared over 400% in the past year on a wave of AI data center deals and blockbuster earnings, but our model sees a significant gap between where the stock trades and where the fundamentals actually point.
ETFs in Spotlight as Bloom Energy is Set to Join the S&P 500 Index
BE's S&P 500 inclusion spotlights ETFs with exposure to its AI-driven growth while offering investors a diversified approach to the fuel cell giant.
Bloom Energy: Why I'm More Bullish Than Wall Street
Bloom Energy is positioned to benefit from surging AI data center power demand through 2030. BE's modular fuel cell technology enables hyperscalers to deploy on-site power in 2–3 months, fueling multiplier growth. Gross and EBIT margin expansion is supported by pricing power, factory automation, and operating leverage.
Bloom Energy: Don't Blink Now. The Best Days Are Still Well Ahead
Bloom Energy (BE) is finally upgraded to Buy, as its rapid deployment capabilities address urgent data center and hyperscaler needs amid gas turbine delays. BE's high valuation (almost 80x forward earnings) is sustained by strong operating leverage, expanding service margins, and a robust backlog conversion pipeline. Service revenue, now at 22% margins, is set to become a larger earnings driver as product deployments increase and the attach rate rises.
Bloom Energy: Don't Buy Just For S&P 500 Bonus (Rating Upgrade)
Bloom Energy is set for S&P 500 inclusion, reflecting its surging market cap and profitability amid booming AI data center power demand. BE's Q2'26 sales surged 165% to $1.07B, and 2026 revenue guidance was raised by ~$300M above consensus, signaling robust forward momentum. Major deals with Oracle and Nebius, plus Brookfield's $25B financing, position BE as a key onsite power provider for data centers facing grid constraints.
Bloom Energy Rallies on News of S&P 500 Addition
Shares of Bloom Energy are surging on the news that the company is set to join the S&P 500.
Bloom Energy stock surges 8% as S&P 500 inclusion boosts investor interest
Bloom Energy stock BE rose 8% on Tuesday after the company was selected for inclusion in the S&P 500, adding another potential catalyst for the energy company as demand for power solutions from artificial intelligence data centers continues to grow. S&P Dow Jones Indices announced after Friday's market close that Bloom Energy would join the benchmark index.
Queen of Capital Gains: Pelosi Bets $3 Million on Bloom Energy — Then It Got Added to the S&P 500
Former House Speaker Nancy Pelosi has done it again. An SEC filing on August 21, 2026 revealed that her spouse purchased a large position in Bloom Energy (NYSE:BE) in late July.
Bloom Energy is Fully Priced: Is a Re-rating Coming?
Bloom Energy has quadrupled in a year by becoming the default power solution for AI hyperscalers, but three blowout quarters later, the stock's next move hinges on whether that success is a launchpad or the ceiling.
Bloom Energy Outpaces Its Industry in a Month: Time to Buy the Stock?
BE stock's 20% rally in a month, rising AI data-center demand, the S&P 500 inclusion and improving EPS estimates boost its appeal despite a premium valuation.
