Bloom Energy Corporation (BE)
5 Leveraged ETF Areas of Last Week
AI infrastructure, data-center power and memory stocks fueled big gains in leveraged ETFs last week, with IREN, Bloom Energy, Eos Energy and SanDisk leading the charge.
Bloom Energy Could See An AI-Memory-Style Frenzy (Rating Upgrade)
Bloom Energy Corporation stands to directly benefit from surging AI-driven data center power demand, with rapid revenue and earnings growth outpacing consensus projections. BE delivered record Q2 2026 results: $1B+ revenue, 165.5% YoY growth, 34.3% non-GAAP gross margin, and raised full-year guidance to $3.9–$4.2B. BE's fuel cell solutions offer hyperscalers fast, scalable, low-pollution power with minimal permitting hurdles, driving strong backlog and customer adoption.
Bloom Energy Just Won Another Catalyst (Rating Upgrade)
Bloom Energy is double-upgraded to strong bullish, driven by accelerating growth, institutional demand, and S&P 500 index inclusion. The announcement by S&P yesterday to include Bloom Energy to the flagship S&P 500 index should shore up strong investor confidence after months of short-seller allegations. Management recently raised CY26 revenue guidance to $4.1B and expects 21% operating margins, reflecting significant margin expansion and improved profitability.
I Love Bloom Energy for 1 Reason, and It's Not the Backlog
Bloom's backlog swelled to $20 billion at the end of 2025. But its moat is even more impressive than its backlog.
Bloom Energy: Unlocking Massive Growth Behind the Meter
As long-term grid bottlenecks clash with the relentless power requirements of AI, off-grid energy generation has become a necessity.
Bloom Energy Spikes 8% as Risk-On Tape Lifts High-Beta Names, FuelCell Ticks Up, Plug Power Stays Flat
A risk-on tape is lifting high-beta fuel cell names on Thursday, but the group is splitting sharply on the way up. Bloom Energy (NYSE:BE) stock is up 8% to $233.69 in midday trading.
Bloom Energy and 7 More Stocks That Could Join the S&P 500 This Month
Any changes to the benchmark index likely will be announced Friday after the close of trading.
Is Bloom Energy (BE) Stock Outpacing Its Oils-Energy Peers This Year?
Here is how Bloom Energy (BE) and Alvopetro Energy Ltd. (ALVOF) have performed compared to their sector so far this year.
3 Alternative Energy Stocks to Buy Amid the Escalating Iran War
BE, NNE and XIFR could benefit as the Iran conflict underscores energy-security risks and drives investment in nuclear and renewable power.
Will Faster Installations Drive Bloom Energy's AI Expansion?
Bloom Energy's Power Connect cuts onsite installation time by more than 40% as AI data-center demand drives rapid revenue growth and higher 2026 guidance.
Bloom Energy vs. FuelCell Energy: Which Fuel Cell Stock Has an Edge?
Bloom Energy's AI data-center demand, rapid onsite power deployment and stronger growth outlook give it an edge over FuelCell Energy.
Bloom Energy: The Price Is Steep, But So Is The Quality
Bloom Energy Corporation stands out as a key beneficiary of the AI revolution, driving robust growth prospects. Despite a 300% stock surge in the past year and a 44x forward P/E, I believe BE's fundamentals justify its premium valuation. I initiate coverage on BE with a Buy rating, confident that BE merits a rerating higher based on its business quality.
