BE - Bloom Energy Corporation
Revenue hit $1.065 billion last quarter, up 166%, and 2026 guidance is now $3.9 billion to $4.2 billion. Long lead times for turbines is sending more business to Bloom Energy, which can deliver power in months instead of years.
Bloom Energy (BE) concluded the recent trading session at $280.5, signifying a +2.82% move from its prior day's close.
Bloom made $196 million in the second quarter of 2026, after losing around $43 million a year before. A $37.4 million tariff refund, most of it still owed to Bloom as of June 30, boosted the quarter's gross margin.
A raised analyst price target wasn't enough to support Bloom Energy (NYSE:BE) stock, and the selling has spread across fuel cell and hydrogen names. BE stock is at $269.16, down 8% this afternoon.
Bloom Energy (BE) closed at $286.66 in the latest trading session, marking a -3.08% move from the prior day.
BE's bullish momentum, surging earnings outlook and AI power opportunity are offset by high debt and a premium valuation.
The finance handoff at FuelCell Energy (NASDAQ:FCEL) drew a rougher verdict. It is drawing a far rougher market verdict than the rest of the fuel cell group, even with a reaffirmed profit target attached.
Bloom Energy (NYSE: BE - Get Free Report)'s stock had its "market perform" rating reiterated by research analysts at Sanford C. Bernstein in a research report issued on Wednesday, MarketBeat.com reports. They currently have a $282.00 price objective on the stock. Sanford C. Bernstein's price objective indicates a potential downside of 2.12% from the stock's current
The proliferation of AI requires an increasing source of power.
@ProsperTradingAcademy's Mike Shorr touches on trading opportunities he sees powering the AI trade. He takes investors through his example options trades for Coherent (COHR), Bloom Energy (BE), and ServiceNow (NOW).
Fit Energy's plan to power a Pennsylvania data center with fuel cells has sent FuelCell Energy (NASDAQ:FCEL) stock sharply higher, while the rest of the fuel cell group is responding far more quietly. FuelCell Energy stock is at $20.
Bloom Energy just leased a new facility to expand in California. Bloom is on a mission of goodwill to address concerns surrounding data centers.
Bloom's own model says its fuel cells cut $3.6 billion, or 27%, off a 1-gigawatt AI data center's non-chip construction costs. Nvidia plans to move its next-generation data center racks to 800-volt DC power starting in 2027.
Bloom Energy makes hydrogen fuel cells that can provide remote, off-grid power. Providing power to artificial intelligence data centers is a huge opportunity for Bloom Energy.
Money is flowing into onsite power generation names as a group, and FuelCell Energy (NASDAQ:FCEL) stock is leading the advance. FuelCell stock has climbed 7%, reaching $17.68 in the afternoon session.
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Bloom Energy Corp. (NYSE:BE) shares are trading higher Friday morning after RBC Capital reiterated its Outperform rating and $335 price target, calling the 2026 Virginia Energy Plan a favorable policy framework for the fuel cell maker.
Analysts see several catalysts for Bloom Energy, which is trading around a buy point. Rival FCEL stock rose.
Shares of Bloom Energy Corp. (NYSE:BE) are trading higher Thursday morning, extending strong upward momentum after capping off a 29% gain in the month of September.
Bloom Energy Corporation (NYSE: BE - Get Free Report) shares gapped up before the market opened on Tuesday. The stock had previously closed at $262.87, but opened at $272.82. Bloom Energy shares last traded at $292.5360, with a volume of 5,592,634 shares trading hands. Key Headlines Impacting Bloom Energy Here are the key news stories impacting