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The energy stock has been falling sharply of late.

The Japanese banking conglomerate cited stronger-than-expected operational metrics for Bloom's upgrade.

Bloom Energy stock has surged, then sold off. Here's what's real in the AI power story and what could make patient investors wait for a better entry.

One sells power today with $2B in revenue and major partnerships; the other has zero revenue but billion-dollar customer commitments.

Bloom Energy's stock price was cut in half. Now it might soar again.

Bloom Energy stock is up nearly 450% over the past year, but it is also down 45% from its high.

One company has turned cash-flow positive while burning through $661 million in capital; the other faces liquidity crises and lawsuits.

Bloom Energy trades at a premium valuation while burning cash, while NextEra Energy generates billions in net income with a fraction of the multiple.

The major indexes fell and AI stocks dived through midweek, partly on soaring oil and yields, but Microsoft and Amazon provided support.

AI-driven power demand puts Bloom Energy's commercial scale against OKLO's advanced nuclear ambitions in a high-stakes clean energy comparison.

Hunterbrook Capital alleged in its latest report from Thursday that Bloom's fuel cells don't deliver the efficiency, output, or lifespan the company once claimed.

It’s a vibes market and it doesn’t matter how good earnings or guidance is for many companies, writes Mizuho analyst Jordan Klein.

It’s a vibes market and it doesn’t matter how good earnings or guidance is for many companies, writes Mizuho analyst Jordan Klein.

Mizuho upgraded Bloom Energy to Outperform from Neutral with a price target of $242, a 48% upside from Wednesday’s closing price.

Bloom Energy's blockbuster quarterly results finally hit the market a day late, and a fresh Wall Street upgrade is pouring fuel on a rally that's pulling the entire fuel-cell sector along for the ride.

Bloom Energy reported second-quarter 2026 revenue of $1.065 billion, surpassing $1 billion for the first time, as AI power demand strengthens and major hyperscalers approve its solid oxide fuel cell technology.

The sale turns a rapid reversal in leveraged AI infrastructure equities into a forced transfer of assets, while the fund retains private holdings including Anthropic.

Investing.com -- Mizuho upgraded Bloom Energy to "Outperform" from "Neutral" and set a $242 price target, citing stronger-than-expected execution, accelerating margin expansion and improving operating leverage, while arguing the recent share-price pullback has created an attractive entry point.

BE's second-quarter earnings and revenues rise on product growth and onsite power demand, prompting higher 2026 revenue, profit and EPS guidance.

Bloom Energy posted blowout second-quarter results.

Stock Market Today: The Dow Jones index dropped Wednesday ahead of the Fed decision and Fed Chair Warsh's comments. SK Hynix sold off.

Non-GAAP EPS of $0.78 nearly doubled the $0.41 analysts expected

Bloom Energy Raises Outlook as AI Power Demand Ignites Stock Rally

Bloom Energy shares soared post-earnings thanks to record quarterly results stemming from huge power demand, with the company also raising its guidance in a big way.

Bloom Energy hikes 2026 revenue outlook to $3.9 - $4.2 billion from $3.4 - $3.8 billion forecast in the previous quarter.

Investing.com -- Bloom Energy shares rose about 8% in after hours on Tuesday after the fuel cell power systems maker reported record second-quarter results, with revenue surpassing $1 billion for the first time, and raised its full-year 2026 guidance on strong demand from AI data centres and hyperscale customers.

The stock market is fine outside AI. Seagate, SK Hynix, KLA and Bloom Energy are key earnings late. Will the Federal Reserve surprise?

Bloom Energy stock surged in after-hours trading after beating expectations for the second quarter and forecasting 2026 revenue to double from a year earlier. The company reported adjusted earnings of 78 cents a share and revenue of $1.07 billion, up 165.5% from the year-ago period. For the full year 2026, Bloom Energy is guiding for revenue of $3.9 billion to $4.2 billion, which would be up 100% at the midpoint from the year earlier.

Electricity generation and hydrogen production company Bloom Energy (NYSE:BE) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 166% year on year to $1.07 billion. The company’s full-year revenue guidance of $4.05 billion at the midpoint came in 8.2% above analysts’ estimates. Its non-GAAP profit of $0.78 per share was 91.8% above analysts’ consensus estimates.

Analysts have set a high bar for Bloom Energy earnings. Bloom Energy has plunged on a short-seller's report and overall AI sell-off.