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BE heads into Q2 earnings with surging estimates, AI-driven demand and a major Oracle fuel-cell deal, despite a premium valuation.

A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.

A new generation of futuristic, high-flying tech stocks has been cut down by roughly 60% from its highs. That is enough damage to start looking for opportunity — but not enough to make every stock a bargain.

Bloom Energy is one of the biggest beneficiaries of the AI data center build-out, making it a buy on every dip.

Bloom Energy (BE) is back in focus after JPMorgan reaffirmed its positive stance on the stock, highlighting strong interest from technology firms in off grid power and a larger partnership with Brookfield. See our latest analysis for Bloom Energy. After rallying earlier on the Brookfield partnership and AI data center headlines, Bloom Energy has recently given back some ground, with the 30 day share price return down 36.9% and the 7 day share price return down 8.8%. However, the year to date...

Bloom Energy (BE) closed at $218.22 in the latest trading session, marking a -3.55% move from the prior day.

Yahoo Finance Markets and Data Editor Jared Blikre breaks down the recent pullback in tech stocks, explaining why some names may look like attractive opportunities. However, Blikre cautions investors, comparing the current slump to pandemic-era market moves that ultimately failed to bounce back.

Check out the companies making headlines yesterday:

Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite Portfolio returned 28.4% gross and 28.2% net of fees, respectively, compared to the 24.0% return of the Russell 2500 Growth Index. Markets rebounded strongly […]

Bloom Energy saw its share price climb by 14.82 percent on Tuesday to end at $226.26 apiece, as investors cheered an investment firm’s sharp price target upgrade and looked ahead to its upcoming earnings report. 29.6% Price Target Hike In a market note, JPMorgan raised its price target for Bloom Energy Corp. (NYSE:BE) by 29.6 […]

Its history in market shocks reveals a pattern of deep falls and long recoveries that every shareholder should understand.

Shares of electricity generation and hydrogen production company Bloom Energy (NYSE:BE) jumped 12.3% in the morning session after JPMorgan raised its price target on the stock from $267 to $346 and maintained an "Overweight" rating, citing a strong long-term delivery outlook. The firm introduced estimates through fiscal year 2030, projecting 4.1 gigawatts in product segment deliveries. Analysts noted this forecast was supported by existing customer agreements, including a recently expanded partn

Bloom Energy Rockets Higher on AI Data Center Contract, Analyst Support

Bloom Energy has turned into one of 2026's most explosive trades, but a short seller report and a 25% pullback in a single month have exposed a sharp divide between believers in the AI power thesis and those questioning the valuation.

One analyst projects 75% upside in the fuel cell stock.

While BE stock has suffered heavy losses recently, the red ink appears tied to structural rather than fundamental catalysts.

According to a Stocktwits poll featuring 3,800 respondents, Oracle and Iren were favored over Hut 8 and Bloom Energy stocks.

The Morning Bull - US Market Morning Update Tuesday, Jul, 21 2026 US stock futures are pointing slightly higher this morning, as investors weigh softer US inflation against rising global interest rate worries. The US 10 year Treasury yield has eased to about 4.52% after cooler price data, which helps reduce pressure on borrowing costs for households and companies. At the same time, import prices rose 0.3% in June instead of falling, a reminder that the cost of goods coming into the country is...

A Vital Supplier of AI Infrastructure and a Renewable Energy Company with a Significant EPS Increase Projected

FuelCell Energy and Bloom Energy have spent 2025 riding the same AI data center power wave, but Monday's trading just cracked that story wide open and forced investors to pick a side.

Oracle and Bloom Energy shares fell after New Mexico rejected, for a second time, a permit needed for a pipeline serving Oracle's Project Jupiter AI data center.

Years' worth of work is finally intersecting with an insatiable demand for electricity. This will put many more eyes on this company's surprisingly profitable future.

Bloom Energy landed a $1.7 billion AI infrastructure deal. So why didn't the market react positively?

One is burning cash while scaling aggressively; the other generates $1.3B in annual free cash flow with a fortress balance sheet.

These energy companies are capitalizing on the surge in AI power demand.

UBS just raised its FCEL stock price target, citing new deals with Fit Energy and Siemens as shares eye 45% potential upside.

Bloom Energy soared on the AI data center boom, but a high-profile project rejection in New Mexico and a spreading wave of community opposition are raising questions about whether the company's biggest growth opportunities can survive the regulatory gauntlet.

Pipeline rejection threatens timing and raises project costs

Bloom Energy currently trades at $205.07 and has been a dream stock for shareholders. It’s returned 912% since July 2021, blowing past the S&P 500’s 77.6% gain. The company has also beaten the index over the past six months as its stock price is up 35.1% thanks to its solid quarterly results.

MU, PENG and BE pair massive one-year gains with sharp weekly pullbacks, fitting a momentum anomaly screen.