Bloom Energy stock has surged in recent years as major data center developers like Oracle and Brookfield Asset Management turn to its portable energy solutions..

Hydrogen stocks are falling together Thursday, but the damage is landing in one place far harder than the others, and the reason has nothing to do with any of the companies themselves.

Bloom's annual revenue is expected to triple. After a tremendous rally, how much higher could Bloom stock grow?

Bloom Energy (NYSE: BE) has launched Power Connect, a factory-integrated system that standardizes onsite power deployment for customers. The new solution is designed to reduce onsite power installation time by over 40% compared with prior approaches. Power Connect targets time sensitive projects such as AI infrastructure data centers, where rapid and reliable power deployment is critical. Consider exploring other companies working on power solutions for AI infrastructure through 56 AI...

Bloom is cutting its installation time by 40%, and it could be a boon for the stock.

Bloom Energy's stock surged after record Q2 earnings and major AI power deals, but its lofty valuation and supply-chain questions raise risks for investors.

Bloom's stock has huge opportunities related to artificial intelligence, but its valuation is already fairly high.

BE's fuel cells can bypass grid constraints and power AI data centers as revenue growth accelerates and hyperscaler adoption expands.

With 88% of S&P 500 companies having reported second-quarter results, Energy has delivered the strongest earnings growth of the index’s 11 sectors at 147% year-over-year and the strongest revenue growth at 42.5%.

A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expected growth for July. Data from the Federal Reserve indicated that U.S. industrial production rose by 0.2%, which was half of the 0.4% increase that analysts polled by The Wall Street Journal had anticipated. While this marked the second consecutive month of growth, it represented a slowdown from the previous month's revised figures. Manufacturing output also saw a modest 0.2% incr

A Wall Street Journal bombshell on hidden hyperscaler debt and a 19-year Treasury yield high sent AI power stocks into freefall Tuesday, but the companies getting hammered just posted record backlogs. Here is what triggered the panic selling.

What a time it’s been for Bloom Energy. In the past six months alone, the company’s stock price has increased by a massive 49.1%, reaching $234.50 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

Rising Treasury yields are dragging hydrogen and fuel cell stocks lower Tuesday, but the selling is hitting each company differently, and the pattern reveals something specific about what the market fears most right now.

Nuclear power may grab the headlines, but fuel cells are also shining brightly on the radars of data center operators.

The backlash against artificial intelligence and the data centers needed to run it is becoming such a touchy election issue that Wall Street is being forced to factor it into its stock market recommendations.

The fund's top 5 positions — including Sandisk at $5.7 billion and Micron at $5.6 billion — all fell sharply in July as the AI trade reversed

Management thinks AI's growing electricity needs can turn its fuel-cell technology into a multibillion-dollar power platform.

Leopold Aschenbrenner built one of the most concentrated AI bets in hedge fund history, and then watched it come apart in under a month in ways that forced a fire sale to a rival firm.

Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Voya MI Dynamic Small Cap Fund.” A copy of the letter can be downloaded here. US Equity markets rebounded strongly in the second quarter of 2026, recovering from geopolitical tensions that nearly pushed the S&P 500 Index into correction territory. […]

Stocks got off to a quiet start a day after the S&P 500 hit a record high, while bitcoin fell.

Here is how Bloom Energy (BE) and Alvopetro Energy Ltd. (ALVOF) have performed compared to their sector so far this year.

The S&P 500 and Nasdaq look ready to run, but they haven't quite done so. Sandisk surged but must do this. Walmart, Target loom.

Bloom Energy stock has delivered a very large 3 year return, yet there is a clear split in what the valuation checks are saying, with the Discounted Cash Flow (DCF) intrinsic value estimate flagging upside while market based multiples point to the shares looking expensive. Over the past 3 years, Bloom Energy has returned about 14.9x, which puts extra focus on whether the recent share price level is supported by fundamentals. Growing demand for onsite power from AI data centers can support...

The company's "time" advantage could keep this rally going.

Nebius just gave Bloom Energy another vote of confidence. Is there more upside ahead for BE stock?

Solaris Energy Infrastructure sits 30% below its recent highs while quietly signing decade-long contracts tied to the most aggressive data center buildout in history, and one portfolio manager just decided the window to get in is closing fast.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

Bloom Energy has surged over 400% in a year on the back of the AI power boom, but with an 81x forward P/E and insiders heading for the exits, the question now is whether the fuel cell darling still has room to run or has finally gotten ahead of itself.

Bloom Energy (BE) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Both energy stocks are attracting significant attention, but one is clearly the better buy.

Bloom Energy's stock has skyrocketed over the past three years.

Bloom Energy (NYSE:BE) shares gained 1. 6% in pre-market trading to $240 as investors continued to respond positively to a major artificial intelligence data centre partnership announced this week.

The fuel cell maker's earnings multiple is measured on a trailing year, while the guidance management has raised describes a far bigger business. That mismatch moves the buy decision onto delivery rather than demand.

The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.

In early August 2026, Bloom Energy’s partnership with MiTAC Computing Technology expanded to add a Bloom fuel-cell-powered islanded microgrid at MiTAC’s Fremont AI server manufacturing campus, significantly boosting MiTAC’s contracted onsite power capacity beyond its existing San Jose installation. This project highlights how Bloom’s quickly deployable, low-noise fuel cells are being used to power mission-critical AI infrastructure where traditional grid connections face permitting, water,...

Brookfield (NYSE:BN) reported second-quarter distributable earnings before realizations of $1.4 billion, or $0.61 per share, up 15% per share from a year earlier, as growth in asset management and wealth solutions supported results. Total distributable earnings, including realizations, were $1.5 bi

This green energy play will profit from the AI boom.

Bloom Energy's 143% YTD surge reflects rising AI power demand, but its premium valuation raises questions for investors.

AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.

In an interview with CNBC, Nick Amicucci of Evercore ISI said that as speed to power becomes a vital factor amid the AI boom, Bloom Energy is a beneficiary in that scenario.

Three AI infrastructure stocks are surging Wednesday after a blowout earnings report set off a chain reaction across GPU compute and onsite power names, raising serious questions about how much runway this trade still has.

CEO KR Sridhar may have overstated the company's place within the industry, but his bigger point still stands.

Bloom Energy's 143% YTD surge, AI-driven power demand and rising earnings estimates support the stock despite its premium valuation.

A major AI cloud operator just handed Bloom Energy a high-profile data center contract, and the ripple through the fuel cell sector raises a pointed question about which names have real wins and which are simply along for the ride.

Nebius is targeting 5 GW of contracted power by the end of 2026 and said its Bloom partnership could "unlock and expedite" additional sites.

Bloom Energy's massive time-to-power advantage has sent the stock soaring.

The business is booming amid the AI data center build-out, so what went wrong here?

Diversification makes the difference here.

Bloom Energy (NYSE: BE) expands its partnership with MiTAC Computing Technology to deploy fuel cell microgrids at an AI server manufacturing campus in Fremont. The new deployment is designed to provide clean, reliable onsite power for mission-critical AI infrastructure needs. The project builds on an existing relationship between Bloom Energy and MiTAC as AI data center power demand grows. As AI infrastructure keeps scaling and pushes power systems to do more, it can be useful to compare...

SNDR, BE, and TAL it to the Zacks Rank #1 (Strong Buy) growth stocks list on August 11, 2026.