Bloom Energy Corporation (BE)
Bloom Energy Is Down 20% in a Month. Is It Time to Switch to Plug Power or FuelCell Energy?
Shares of Bloom Energy (NYSE:BE) are hovering at $233 Thursday afternoon, capping a rough four weeks for the stock.
Prediction: Up 120% YTD, Bloom Energy Has Room to Run
Bloom Energy (NYSE:BE) has been one of 2026's most electrifying stories, riding the AI onsite-power thesis to a 151.26% year-to-date gain.
Situational Awareness: When Leverage Meets Volatility
The rapid rise and violent drawdown of Situational Awareness serve as a masterclass in market physics for retail and institutional investors alike.
Prediction: Bloom Energy Doubles Its Revenue Again by 2029. Here's the Math.
Bloom Energy's second-quarter revenue rose 166% year over year to about $1.1 billion. Management's new full-year guidance of $3.9 billion to $4.2 billion implies revenue roughly doubles in 2026.
Bloom Energy Soars 28%, FuelCell Energy Rockets 27% as Q2 Results Sink In and Mizuho Upgrades
Shares of Bloom Energy (NYSE:BE) are ripping higher Thursday, with the stock up 26% to $205.88 midday as the market finally digests Tuesday's blowout Q2 report.
Bloom Energy Just Proved Bears Wrong
Bloom Energy delivered a standout Q2, with revenue up 166% YoY and non-GAAP operating margin expanding to 22.5%. BE raised full-year and 2026 guidance for the second consecutive quarter, now targeting over $4 billion in revenue and $800–900 million in operating income. Expanded financing partnerships, including Brookfield's $25 billion commitment, remove capital constraints and support BE's asset-light, high-growth model.
Bloom Energy Q2 Earnings Beat Estimates on Product Growth, View Up
BE's second-quarter earnings and revenues rise on product growth and onsite power demand, prompting higher 2026 revenue, profit and EPS guidance.
Why Bloom Energy May Be the Most Important AI Infrastructure Stock
Among the numerous bottlenecks plaguing the AI industry, power is the single factor that can undermine the entire ecosystem. Build all the datacenters you want; if there is no power to run them, they are just expensive warehouses filled with unusable gear.
Bloom Energy: Strong Q2 2026 Suggests The Recent Sell-Off Went Too Far
I reiterate Bloom Energy as a Strong Buy with a revised $286 price target, representing a 72% upside potential. Management raised its 2026 revenue guidance midpoint from $3.6 billion to $4.05 billion and its non-GAAP EPS midpoint from $2.05 to $2.70. I am reducing my price target from $535 to $286 because I am applying a more conservative 50x FWD EV/EBITDA multiple.
BE Q2 Earnings Call Highlights AI Power Demand, Profit Growth
Bloom Energy highlights rising AI power demand, expanded financing partnerships and operating leverage as it raises its 2026 outlook on growth.
3 Alternative Energy Stocks Riding the Next Wave of Clean Energy Growth
BE, TLN and MNTK are well positioned to benefit from the long-term growth of renewable energy, supported by expanding wind power, rising EV adoption and improving clean energy demand.
Bloom Energy Soars 11% on Record $1.07B Q2 Revenue, Raised 2026 Guidance
Shares of Bloom Energy (NYSE:BE) advanced 11% to $185.85 in early Wednesday trading after the fuel cell maker delivered a blowout Q2 2026 earnings beat and raised full-year guidance.
