Noticias

In early 2026, Bloom Energy reported a very strong first quarter with revenue more than doubling year over year, raised its 2026 revenue outlook to US$3.40–US$3.80 billion, and expanded its Oracle agreement to supply up to 2.8 gigawatts of fuel cell capacity for AI data centers, while also awarding Federal Pacific a record switchgear contract for a large AI data center project. These developments highlight how Bloom’s solid oxide fuel cells are becoming deeply embedded in the power...

Bloom stock has exploded nearly 16-fold over the last year.

Polen Capital, an investment management company, released its first-quarter 2025 investor letter for “Polen 5Perspectives Small Growth Strategy”. A copy of the letter is available to download here. Polen 5Perspectives Small Growth Composite Portfolio returned 3.3% gross and 3.0% net of fees, respectively, in the first quarter of 2026, compared to the -2.8% return of […]

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

Bloom Energy (NYSE:BE) has been awarded the largest single order in Federal Pacific's history. The contract covers medium-voltage switchgear and engineering services for a large-scale AI data center project. The deal marks an expansion of Bloom Energy's role in supporting power infrastructure for AI workloads. For investors watching the build out of AI power infrastructure, this contract places Bloom Energy in the path of growing data center demand. The company provides energy solutions...

Bloom Energy Corporation (NYSE:BE) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. When a caller inquired about the stock, Cramer remarked: Listen to me… you should buy it, okay?… You want to be in this Bloom Energy. This is non-combustible […]

Bloom Energy's seemingly undaunted run to the upside is prompting questions about its durability, but there are strong reasons to believe it can continue.

Bloom Energy is crushing the market in 2026, with a nearly 200% gain on the year.

Barclays just turned more constructive on the AI data center power story. Analyst Christine Cho raised her price target on Bloom Energy (NYSE:BE) to $254 from $177, while maintaining an Equal Weight rating. The price target raise reflects a firm that clearly believes the fundamentals have stepped up, even if valuation keeps it from a ... Barclays Just Hiked Bloom Energy Price Target to $254: AI Data Center Power Story Just Got Bigger

NASA is evaluating Bloom Energy's hydrogen fuel cell technology for potential use in future Artemis Moon missions. The discussions focus on how Bloom Energy's systems could support power needs in space, alongside its existing data center power business. This space related work is not part of Bloom Energy's core revenue streams today but is drawing fresh investor attention. Bloom Energy (NYSE:BE) is best known for solid oxide fuel cells that supply power to data centers and other large...

Infrastructure giants such as GE Vernova and Bloom Energy are the new gatekeepers of the AI grid.

First Bloom stock goes to the moon, and later... Bloom fuel cells, too?

Here is how OMV AG (OMVKY) and Bloom Energy (BE) have performed compared to their sector so far this year.

Bloom Energy Corporation (NYSE:BE) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer had a positive view of the stock, as he remarked: Then there’s the red-hot Bloom Energy with its non-combustible energy generation. Stock is a rocket ship. Bloom Energy Corporation (NYSE:BE) develops and […]

Fluence Energy will supply power for data centers to two major AI hyperscalers. The deals overshadowed an earnings miss. Meanwhile, Bloom Energy earned a big price hike, following its earnings beat last week.

Bloom Energy had a big month.

BE, FCEL and MNTK are positioned to benefit as wind power expansion and EV adoption continue driving clean energy demand.

BE, FCEL and MNTK are expected to benefit from wind and EV growth trends, though tariffs and expiring tax credits could pressure renewable projects.

Bloom Energy Corporation (NYSE:BE) is one of the top stock giants that were suddenly on fire in April. Mizuho lifted the price target on Bloom Energy Corporation (NYSE:BE) to $285 from $110 on May 1, reaffirming a Neutral rating on the shares. The company also received a rating update from RBC Capital on April 29, […]

Bloom Energy Corporation (NYSE:BE) is one of the 10 Mid-Cap Stocks That Are On Fire Right Now. On April 28, BTIG increased its price target on Bloom Energy Corporation (NYSE:BE) from $165 to $295 and kept its Buy rating on the stock, pointing to the company’s Q1 2026 results and an expanded partnership with Oracle. […]

Bloom Energy Corporation (NYSE:BE) is one of the best growth stocks to invest in for the next 2 years. On April 28, Bloom Energy reported a record Q1 2026, with total revenue reaching $751.1 million, a 130.4% increase compared to the $326.0 million reported in the same period last year. This performance was fueled by […]

The financial services firm maintains its price target, seeing further upside for Bloom.

Bloom Energy (BE) has jumped into focus after a busy late April, with Q1 2026 earnings beating analyst expectations, full year guidance raised to US$3.4b to US$3.8b, and an expanded Oracle partnership for AI data center power. See our latest analysis for Bloom Energy. The strong Q1 2026 earnings, raised full year guidance and Oracle Project Jupiter agreement have coincided with rapid share price momentum, including a 117.69% 1 month share price return and a very large 1 year total shareholder...

Aschenbrenner is a former OpenAI employee who now manages a multibillion-dollar hedge fund.

There are some surprises for investors: Spotify, Robinhood, and SoFi all dropped after results failed to impress.

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...

Oracle and BorderPlex Digital Assets launched Project Jupiter to supply Oracle's New Mexico AI data center campus with Bloom Energy fuel cells. The project shifts the campus away from gas turbines and diesel to a single microgrid powered primarily by on site fuel cells. This marks Oracle's first major move to center clean, on site power at scale for an AI data center campus. Oracle (NYSE: ORCL) is putting energy infrastructure at the center of its AI data center build out with Project...