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Bloom Energy

All articles tagged with #bloom energy

Bloom Energy’s potential 2027 upside: $5,000 could grow to about $6.8K
finance7 hours ago

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.

Bloom Energy Takes a Clear AI Revenue Lead Over Plug Power
business3 days ago

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.

AI infrastructure gets cross-fund support: Bloom Energy, Flex and Seagate among shared picks
mutual-funds5 days ago

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.

business1 month ago

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.

Hydrogen Stocks Pull Back as Bloom Energy Leads AI Rally Reversal
markets1 month ago

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.

Bloom Energy Gains on Brookfield's $25B AI Infrastructure Financing Push
markets1 month ago

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.

FuelCell Energy Soars on 380 MW Data Center Deal as Bloom Energy Retreats
markets2 months ago

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.

Bloom Energy Soars to Fresh Peak on Oracle Deal, Analysts Eye More Gains
market-news4 months ago

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.

markets4 months ago

Bloom Energy Climbs as Oracle Expands AI-Cloud Infrastructure Pact

Bloom Energy shares moved higher in after-hours trading after the company announced an expanded strategic partnership with Oracle to support its AI and cloud infrastructure, with Oracle planning to procure up to 2.8 gigawatts of Bloom’s fuel-cell systems under a master services agreement (an initial 1.2 GW already contracted); deployment is underway and expected to continue into next year, with Bloom’s Aman Joshi calling the expanded relationship a step toward a shared vision for energy and AI infrastructure. BE was up about 9.7% after hours to around $193.93.

Oracle-OpenAI Abilene AI Center Update Triggers BE and CRWV Selloff
market-news5 months ago

Oracle-OpenAI Abilene AI Center Update Triggers BE and CRWV Selloff

Bloom Energy and CoreWeave fell after a Bloomberg report said Oracle and OpenAI scrapped plans to expand a large AI data-center in Abilene, Texas due to financing issues; BE slid about 15% to $135.19 and CRWV about 2.5% to $72.99 as sentiment around AI infrastructure stocks cooled, though Meta and Nvidia were linked to potential alternative arrangements.