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Bloom Energy (BE) Valuation Check As Strong Q1 2026 Results And Oracle AI Deal Lift Expectations
Simply Wall St.105d agoneutral
Bloom Energy (BE) Valuation Check As Strong Q1 2026 Results And Oracle AI Deal Lift Expectations

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...

Oracle Project Jupiter Puts AI Power Costs And Valuation In Focus
Simply Wall St.106d agoneutral
Oracle Project Jupiter Puts AI Power Costs And Valuation In Focus

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...

Jim Cramer Just Loves Bloom Energy (BE)
Insider Monkey106d agoneutral
Jim Cramer Just Loves Bloom Energy (BE)

We recently published Jim Cramer Commented On Big Market Confusion & Discussed These 20 Stocks. Bloom Energy Corp. (NYSE:BE) is one of the stocks discussed by Jim Cramer. Bloom Energy Corp. (NYSE:BE) is a fuel cell company that allows users to generate power without combustion. Its shares are among the market’s top performers as they […]

Bloom Energy (BE) Is Up 25.7% After Securing Oracle AI Data Center Power Deal - Has The Bull Case Changed?
Simply Wall St.109d agoneutral
Bloom Energy (BE) Is Up 25.7% After Securing Oracle AI Data Center Power Deal - Has The Bull Case Changed?

In late April 2026, Bloom Energy Corporation reported first-quarter revenue of US$751.05 million and net income of US$70.65 million, and raised its full-year 2026 revenue guidance to a range of US$3.40 billion to US$3.80 billion. Oracle and BorderPlex Digital Assets also confirmed that Bloom’s fuel cells will fully power Oracle’s Project Jupiter AI data center campus in New Mexico, underscoring Bloom’s growing role as an on-site power provider for energy-intensive computing. We’ll now...

3 Companies That May Be Priced Below Their Estimated Value
Simply Wall St.110d agoneutral
3 Companies That May Be Priced Below Their Estimated Value

Over the last 7 days, the United States market has remained flat, yet it is up 28% over the past year, with earnings forecast to grow by 16% annually. In such a climate, identifying stocks that may be priced below their estimated value can offer investors opportunities for potential growth as they seek companies with strong fundamentals and promising prospects.

Is FuelCell Energy The Next AI Power Play? Data Center Demand Drives 275% Pipeline Growth
Benzinga110d agoneutral
Is FuelCell Energy The Next AI Power Play? Data Center Demand Drives 275% Pipeline Growth

FuelCell Energy Inc shares are moving higher Wednesday morning as investors rotated into higher-beta clean-energy names tied to data-center power demand. FuelCell Energy's push is coming with the stock trading just below a 52-week high of $11.99, keeping breakout traders focused on whether momentum can hold near the top of the range. What Is FuelCell Energy’s Latest Catalyst? The latest bid is being linked to rising interest in on-site power for data centers, with attention spilling over from Bl