The market is discounting revenue that will arrive years later, but the discount is too large to ignore now for two reasons.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
高シグナルの見出しのみ — マクロイベント、決算、M&A、規制。リスト記事とアナリストのクリックベイトはデフォルトでフィルタ。1時間ごとに更新。
The market is discounting revenue that will arrive years later, but the discount is too large to ignore now for two reasons.
Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.
A number of stocks jumped in the afternoon session after the Dow Jones Industrial Average retook the 50,000 level, driven by 'remarkably strong' corporate fundamentals and a breakthrough in U.S.-China relations.
Plug Power (NASDAQ: PLUG) stock has staged a surprising comeback in 2026. After once trading above $1,500 and falling below $1 in 2025, PLUG is now up more than 70% year to date, trading around $3.78 as of mid-May.
Situational Awareness LP's latest 13F filing shows billions in put exposure to chip and AI names alongside growing long positions in bitcoin miners and energy infrastructure.
Bloom Energy Corporation (NYSE:BE) is included among the 10 Energy Stocks that Crushed Earnings Estimates in the First Quarter. Bloom Energy Corporation (NYSE:BE) designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally. Bloom’s Energy Server generates power onsite, converting fuels like natural gas, biogas, and […]
Shares of Bloom Energy Corp. (NYSE:BE) have massively outperformed the traditional mega-caps, making it this analyst’s top pick, as grid constraints turn power generation into the AI economy’s most critical bottleneck. Solving AI’s Greatest Bottleneck While the market has fixated on AI chipmakers, Bloom Energy has quietly surged 217% year-to-date. Lead Tech Analyst Beth Kindig at I/O Funds designated the firm as her top 2026 stock pick. Kindig noted that tech’s “biggest outperformer” in April wa
Bloom Energy Corporation (NYSE:BE) is included among the 10 Best Clean Energy Stocks to Buy Right Now. Bloom Energy Corporation (NYSE:BE) designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally. Bloom’s Energy Server generates power onsite, converting fuels like natural gas, biogas, and hydrogen into […]
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.
GE Vernova gains from rising AI-driven power demand, strong orders and global project wins, but tariff costs and premium valuation may temper appeal.
Momentum in Bloom Energy stock continues after a strong earnings report.
Bloom Energy is one of the market's top energy stocks in 2026.
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...
Green ETFs like ICLN surge as renewables matched coal generation in 2025, with solar and nuclear driving global low-emission power growth.
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
Plug Power (NASDAQ:PLUG) just picked up a notable vote of confidence from Canaccord Genuity. The firm raised its price target on Plug Power stock to $4 from $2.50, while maintaining a Hold rating. The $1.50 price target raise is meaningful for one of the most controversial names in the alternative energy complex, signaling that Wall ... Canaccord Hikes Plug Power Price Target to $4 as Project Quantum Leap Pays Off
Shares of Plug Power (NASDAQ:PLUG) jumped 9% to $3.89 Tuesday morning but then fell back to $3.62, up 3%. This occurred after Plug Power posted a Q1 2026 earnings beat on Monday. The move sets the pace for Plug Power’s fuel cell peers. FuelCell Energy (NASDAQ:FCEL) stock is down 4% to $15.24, while Bloom Energy ... Plug Power Rises 9% and Retreats: Is It Outperforming Other Fuel Cell Stocks Like FuelCell Energy and Bloom Energy?
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...
The fuel cell maker has gone parabolic, but enormous gains often invite enormous questions.
Shares of FuelCell Energy (NASDAQ:FCEL) are up 18% in midday trading on Monday, leading a broad rally across the fuel cell complex. Plug Power (NASDAQ:PLUG) stock is climbing 13%, while Bloom Energy (NYSE:BE) is rallying 12% as investors rotate aggressively into clean baseload power names. FCEL stock is trading at around $16.41 after closing Friday ... FuelCell Energy Surges 18%, Plug Power Climbs 13%, Bloom Energy Rallies 12% as Fuel Cell Stocks Ignite