BE's estimate upgrades and ROIC gap outweigh FCEL's lower leverage, as both chase fuel-cell and hydrogen demand.
Fuel cell stocks are splitting in opposite directions midday Wednesday. Plug Power (NASDAQ:PLUG) stock is up 6% to $4.07, while sector peers FuelCell Energy (NASDAQ:FCEL) and Bloom Energy (NYSE:BE) are slipping into the red.
Here is how Bloom Energy (BE) and Terrestrial Energy Inc. (IMSR) have performed compared to their sector so far this year.
BE has surged 199% in 6 months as AI data centers fuel demand for its Energy Server, clean power and earnings estimates keep rising.
Plug Power stock price jumped by over 14% on Thurday, paring back some of the losses made in the past two weeks. It jumped to $3.78, a few points below the year-to-date high of $4.10.
Shares of Bloom Energy (BE) and Nebius Group jumped on Thursday after the companies announced a long-term partnership aimed at addressing one of the biggest challenges facing artificial intelligence infrastructure expansion: access to reliable electricity. Bloom Energy shares climbed to a fresh 52-week high, rising more than 12% during the session, while Nebius Group stock gained over 15%.
I'll cut to the chase. Bloom Energy (NYSE:BE) has been one of the most spectacular winners of the AI infrastructure trade, but my proprietary model says the rally has gotten ahead of fundamentals.
Bloom Energy Corporation was our 2026 Top Stock pick, published on February 27th when shares were at $160.90. BE reported Q1 2026 revenue of $751.1 million, up 130.4% YoY and beating estimates by 39.1% — the strongest growth in the company's public history. Bloom Energy EPS Crushed Estimates by 242%.
BE, FCEL and MNTK are expected to benefit from wind and EV growth trends, though tariffs and expiring tax credits could pressure renewable projects.
Does Bloom Energy (BE) have what it takes to be a top stock pick for momentum investors? Let's find out.
Bloom Energy (BE) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
The alleged OpenAI information leaker Leopold Aschenbrenner has become an investing rising star since departing the company in 2024, as his Situational Awareness LP hedge fund has, in 2026, become a top-performer for its shareholders.