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Bloom Energy

All articles tagged with #bloom energy

technology1 day ago•1 min saved

Bloom Energy's AI Power Boom Faces Margin and Backlog Scrutiny

Bloom Energy (BE) is experiencing a massive surge in demand for on-site power solutions for AI data centers, with Q2 2026 revenue hitting $1.065 billion, up 166% year-over-year. The stock has risen over 220% in 2026, driven by rapid deployment speeds and expanded financing from Brookfield. However, investors are scrutinizing whether recent margin gains are sustainable, as Q2 results were boosted by a tariff refund, and whether the company can meet its aggressive 2030 revenue targets of $14.2 billion.

via Seeking Alpha|

#ai-infrastructure #bloom-energy #data-centers

business-and-technology17 days ago•21 min saved

Oracle's Force Majeure Notice on Project Jupiter Sparks Market Jitters Despite Reaffirmed Fuel Cell Deal

Oracle shares fell over 3% after sending a 'force majeure' notice to Blue Owl Capital regarding its New Mexico data center, Project Jupiter. The move aims to delay payments if the facility does not come online by 2028. Despite the setback, Oracle reaffirms its commitment to the project and its 2.4 GW fuel cell deal with Bloom Energy, which also saw shares drop 3%.

via finance.yahoo.com|

#bloom-energy #blue-owl-capital #business-and-technology

finance1 month ago•19 min saved

S&P 500 Grows by Three as New Entrants Set for Augmented Spotlight

The S&P Dow Jones Indices will add Bloom Energy (BE), Everpure (P), and Illumina (ILMN) to the S&P 500 ahead of trading on Sep 21, replacing Molson Coors Beverage, Trade Desk and Builders FirstSource. Inclusion typically drives steady buying by index funds and can lift near-term prices, with all three newcomers already showing strong momentum in 2026.

via finance.yahoo.com|

#bloom-energy #everpure #finance

finance1 month ago•19 min saved

Bloom Energy Rockets 52% After Pelosi Trade Disclosure

Bloom Energy (BE) has surged about 52% since July 28, the date of Pelosi household’s second disclosed BE purchase, as the company posted strong Q2 results with revenue of $1.065 billion (up 165.5% year‑over‑year) and raised full‑year guidance on AI data‑center demand. Pelosi’s office says she does not personally direct trades. The rally precedes Bloom’s September 21 inclusion in the S&P 500, with further upside tied to completing its project backlog.

via finance.yahoo.com|

#ai-data-centers #bloom-energy #congressional-trades

business1 month ago•4 min saved

Pelosi-Linked Bloom Energy Bet Lifts Stock Ahead of S&P 500 Inclusion

Pelosi's household disclosed purchases of Bloom Energy shares and call options before the company was announced to join the S&P 500, triggering a rally as index funds are expected to buy to track the benchmark; the move highlights how S&P inclusion can boost demand and liquidity, while Pelosi's trading activity remains controversial but not shown to be illegal.

via Finbold|

#bloom-energy #business #market-rally

business1 month ago•3 min saved

Bloom Energy and Illumina Join S&P 500 in Broad Index Rebalance

S&P Dow Jones Indices announced a quarterly rebalance effective Sept 21, 2026, adding Bloom Energy and Illumina to the S&P 500 and moving other names across the S&P 100, MidCap 400 and SmallCap 600, including additions like Dell Technologies, HubSpot and Boston Beer, and deletions such as The Trade Desk and Nike.

via S&P Global|

#bloom-energy #business #illumina

markets1 month ago•20 min saved

Two Energy Stocks Poised for S&P 500 Inclusion Ahead of Quarter-End

Analysts expect Bloom Energy (BE) and Cheniere Energy (LNG) to be added to the S&P 500 in the upcoming Q3 rebalance, supported by large market caps (BE around $69B, LNG around $60B) and meeting key eligibility criteria. Barron’s, via StockTwits, cites Stephens analyst Melissa Roberts as saying BE and LNG are the leading energy candidates, with a month-end rebalance announcement anticipated. Inclusion could boost BE and LNG through index-fund buying, while other potential entrants named include Astera Labs (ALAB) and Everpure (P).

via Yahoo Finance|

#bloom-energy #cheniere-energy #energy-stocks

finance1 month ago•19 min saved

Bloom Energy’s potential 2027 upside: $5,000 could grow to about $6.8K

Bloom Energy (BE) is about 38% below its 52‑week high as of Aug. 25, 2026. Using that date’s close of $217.45 and a median target of $295 from 33 analysts tracked by CNN, a $5,000 investment would buy just under 23 shares and could be worth roughly $6,782 by August 2027 if BE hits the target, a ~36% gain. The Motley Fool notes price targets aren’t guarantees, even though Bloom posted over $1 billion in Q2 2026 revenue and has a meaningful role in AI-era power needs; it also cautions that monster gains aren’t guaranteed and suggests tempered expectations for BE as a long‑term, high‑risk hold for aggressive investors.

via Yahoo Finance|

#be #bloom-energy #finance

business1 month ago•8 min saved

Bloom Energy Takes a Clear AI Revenue Lead Over Plug Power

Bloom Energy posted $1.1B in Q2 2026 revenue, a sharp rise that far eclipses Plug Power’s roughly $178M, as Bloom benefits from strong demand for onsite fuel-cell power in AI data centers and a multibillion-dollar Brookfield partnership. Plug Power is turning around with stabilizing revenue and higher guidance, but the revenue gap remains large, cementing Bloom Energy’s lead in the AI-revenue race.

via The Motley Fool|

#ai-data-centers #bloom-energy #business

mutual-funds1 month ago•19 min saved

AI infrastructure gets cross-fund support: Bloom Energy, Flex and Seagate among shared picks

Goldman Sachs says both hedge funds and mutual funds boosted AI exposure in Q2 2026, with Bloom Energy, Flex and Seagate Technology identified as AI infrastructure stocks bought by both groups. While mutual funds’ve increased AI holdings versus benchmarks, hedge funds remained more heavily exposed and even added mega-cap AI names like Microsoft and Amazon as they trimmed other AI names. Goldman also notes 12 shared AI stocks across both fund types and six “shared favorites” — Boeing, Capital One Financial, Mastercard, SpaceX, Thermo Fisher Scientific and Visa — with Capital One, SpaceX and Thermo Fisher entering the shared favorites this quarter.

via Yahoo Finance|

#ai-stocks #bloom-energy #flex

business2 months ago•24 min saved

Bloom Energy posts record Q2 revenue and raises 2026 outlook

Bloom Energy reported a record Q2 2026 revenue of $1.065 billion (up 165% year over year, with product revenue up 215%), improved gross margins, and solid operating cash flow as it raised full-year 2026 revenue guidance to $3.9 billion to $4.2 billion. Non-GAAP EPS rose to $0.78, GAAP EPS was $0.62, and GAAP net income to common stockholders was about $196 million, signaling profitable growth driven by strong demand for its onsite power solutions, including AI/data-center deployments.

via Bloom Energy|

#bloom-energy #business #earnings-per-share

markets2 months ago•20 min saved

Hydrogen Stocks Pull Back as Bloom Energy Leads AI Rally Reversal

Hydrogen/fuel-cell stocks Bloom Energy, FuelCell Energy, and Plug Power fell Friday in a sector-wide selloff after strong AI-fueled rallies. Bloom Energy dropped about 13%, FuelCell Energy around 9%, and Plug Power roughly 4%, though all remain well above their start-of-year levels. The HYDR hydrogen ETF also slid, signaling broad sector pressure rather than company-specific issues. Bloom Energy’s Oracle partnership underpins the AI data-center bull case, while FCEL posted mixed quarterly results with an impairment, and Plug Power highlighted hydrogen monetization progress and a path to positive EBITDAS later in 2026. Investors will watch whether the pullback continues next week and how upcoming earnings news reshapes the narrative.

via 24/7 Wall St.|

#bloom-energy #fuelcell-energy #hydr

markets3 months ago•103 min saved

Bloom Energy Gains on Brookfield's $25B AI Infrastructure Financing Push

Bloom Energy stock jumped after Brookfield expanded its financing framework from $5B to $25B to back AI infrastructure and data-center power projects; the stock rose about 14% in after-hours trading (following a ~10% gain in the regular session), with Bloom near a 52-week high and up roughly 269% year-to-date as it benefits from the AI buildout and broader shift to clean energy.

via Benzinga|

#ai-infrastructure #bloom-energy #brookfield

markets3 months ago•22 min saved

FuelCell Energy Soars on 380 MW Data Center Deal as Bloom Energy Retreats

FuelCell Energy jumped about 24% after a 380 MW data-center power deal with Fit Energy, part of a broader 4 GW data-center pipeline and an expansion to 500 MW in Torrington, Connecticut. Bloom Energy tumbled roughly 13% as traders rotated out of the high-flier despite a strong backlog and raised 2026 revenue guidance, highlighting a divergence within the fuel-cell group as the AI-data-center power theme continues to drive volatility.

via 24/7 Wall St.|

#ai-infrastructure #bloom-energy #data-centers

market-news6 months ago•15 min saved

Bloom Energy Soars to Fresh Peak on Oracle Deal, Analysts Eye More Gains

Bloom Energy jumped nearly 23% to a record intraday high around $218.69 after Oracle expanded its multi‑gigawatt deal to power Oracle’s AI and cloud infrastructure, with an initial 1.2 GW and optional 2.8 GW. Oracle rose about 5% as Bloom’s on‑site power solutions gain traction for AI data centers. Analysts from RBC Capital and Evercore ISI turned more bullish on Bloom, signaling strong demand and potential upside beyond its current capacity, while TipRanks’ tool still shows Oracle with higher upside versus Bloom.

via TipRanks|

#ai #bloom-energy #data-centers