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Bloom Energy (BE) is back in focus after the AI power race translated into record first quarter revenue, higher 2026 guidance, and fresh data center projects with Oracle and Nebius, even as valuation worries cool recent enthusiasm. See our latest analysis for Bloom Energy. The stock’s sharp AI driven rally has cooled slightly in recent sessions, with a 7 day share price return of -2.57%, following a 90 day share price return of 77.55% and a very large 1 year total shareholder return that...

It secured a power supply deal with a prominent AI cloud company.

Bloom Energy stock rallies on a landmark $2.6 billion deal with Nebius. But does that warrant loading up on BE shares today?

Bloom Energy Corporation (NYSE:BE) is one of the 8 Best Climate Change Stocks to Buy According to Analysts. Based on 29 analyst ratings compiled by CNN, 45% rated Bloom Energy Buy, while 45% rated it Hold. The stock has a median price target of $275, a 5.23% upside from the current price of $261.34. On […]

Shares of FuelCell Energy (NASDAQ:FCEL) are ripping higher in midday trading Wednesday, up 15% as hydrogen bulls rotate back into the most beaten-down name in the complex. Bloom Energy (NYSE:BE) stock is participating as well, gaining 9%. Plug Power (NASDAQ:PLUG) shares, by contrast, are barely budging with a 1% uptick. That’s the story today: the ... FuelCell Energy Rockets 15%, Bloom Energy Jumps 9% While Plug Power Drifts: Why Hydrogen Bulls Picked Winners

In the last year, many Bloom Energy Corporation ( NYSE:BE ) insiders sold a substantial stake in the company which may...

The market is discounting revenue that will arrive years later, but the discount is too large to ignore now for two reasons.

Nano Nuclear Energy is well-positioned to deliver power for data centers and industrial applications but its stock price has headwinds for investors to avoid.

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.

President Trump said he delayed a planned attack on Iran, but Sandisk, Bloom Energy and other AI leaders still tumbled.

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 […]

These AI infrastructure stocks are supplying the components that drive AI development.

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.

On May 13, 2026, investors weighed a surprise earnings beat against bold long-duration storage ambitions and hefty funding needs.

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.