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AI Power Demand is Lifting Bloom Energy (BE)
Insider Monkey96d agoneutral
AI Power Demand is Lifting Bloom Energy (BE)

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 […]

Bloom Energy Lands Record AI Deal As Valuation Stretches Above Targets
Simply Wall St.97d agoneutral
Bloom Energy Lands Record AI Deal As Valuation Stretches Above Targets

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...

Jim Cramer on Bloom Energy: “All the Data Centers Are Going Crazy for It”
Insider Monkey97d agoneutral
Jim Cramer on Bloom Energy: “All the Data Centers Are Going Crazy for It”

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 […]

Barclays Just Hiked Bloom Energy Price Target to $254: AI Data Center Power Story Just Got Bigger
24/7 Wall St.98d agoneutral
Barclays Just Hiked Bloom Energy Price Target to $254: AI Data Center Power Story Just Got Bigger

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

Canaccord Hikes Plug Power Price Target to $4 as Project Quantum Leap Pays Off
24/7 Wall St.98d agobullish
Canaccord Hikes Plug Power Price Target to $4 as Project Quantum Leap Pays Off

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

Plug Power Rises 9% and Retreats: Is It Outperforming Other Fuel Cell Stocks Like FuelCell Energy and Bloom Energy?
24/7 Wall St.98d agobullish
Plug Power Rises 9% and Retreats: Is It Outperforming Other Fuel Cell Stocks Like FuelCell Energy and Bloom Energy?

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 Fuel Cell Tests Put Bloom Energy’s Growth Story In New Light
Simply Wall St.98d agoneutral
NASA Fuel Cell Tests Put Bloom Energy’s Growth Story In New Light

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...

FuelCell Energy Surges 18%, Plug Power Climbs 13%, Bloom Energy Rallies 12% as Fuel Cell Stocks Ignite
24/7 Wall St.99d agobullish
FuelCell Energy Surges 18%, Plug Power Climbs 13%, Bloom Energy Rallies 12% as Fuel Cell Stocks Ignite

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

Is It Too Late To Consider Bloom Energy (BE) After A 90% Monthly Surge?
Simply Wall St.101d agobullish
Is It Too Late To Consider Bloom Energy (BE) After A 90% Monthly Surge?

Investors may be wondering if Bloom Energy is still attractively priced after its large recent gain, or if the stock price already reflects most of the current optimism. The share price most recently closed at US$258.64, with returns of 90.3% over 30 days, 162.1% year to date, and a very large 1 year gain on top of strong multi year returns, although there was an 8.7% pullback over the last week. Recent coverage has focused on Bloom Energy's role in clean power solutions and how investor...

Jim Cramer on Bloom Energy: “Stock Is a Rocket Ship”
Insider Monkey102d agoneutral
Jim Cramer on Bloom Energy: “Stock Is a Rocket Ship”

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 […]

2 Home Run Stocks I’d Buy With $1,000 Today
24/7 Wall St.102d agobullish
2 Home Run Stocks I’d Buy With $1,000 Today

This article explores the growth experienced by Bloom Energy ($BE) and Caterpillar($CAT) over the past year. These companies could extend their bull run, due to their competitive advantages that sets them as critical players in the AI capex buildout. Bloom Energy ($BE) Context Bloom Energy is a non-traditional tech company, it focuses on on-site electricity ... 2 Home Run Stocks I’d Buy With $1,000 Today

GuruFocus.com103d agobullish
Ceres Power Rally Nears 1,000% As Fuel Cell Optimism Builds

Ceres Power Holdings Plc (CRPHY) has delivered one of the most dramatic clean-energy rallies in the market this week, as investor optimism around fuel cell technology continues to build. The move has lifted Ceres' market value to about 1.2 billion, or $1.6 billion. The rally gained fresh momentum after US peer Bloom Energy (BE) raised its full-year outlook above expectations, while Goldman Sachs increased its price target on Ceres to a Street-high 670 pence.

Here’s What the Street is Saying About Bloom Energy Corporation (BE)
Insider Monkey103d agoneutral
Here’s What the Street is Saying About Bloom Energy Corporation (BE)

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, […]

Is Bloom Energy (BE) One of the Best Growth Stocks for the Next 2 Years
Insider Monkey104d agoneutral
Is Bloom Energy (BE) One of the Best Growth Stocks for the Next 2 Years

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 […]