BE Bloom Energy Corporation

Bloom Energy (BE) earned nearly 90% of its latest quarterly revenue from selling its power equipment. In fiscal Q2 2026, a record quarter for the company, those equipment sales reached $935 million. Over the past year, the stock returned 314%, against 16.8% for the S&P 500. A stock that has run this far would be exposed if those sales slowed. Should investors in Bloom Energy worry that its record quarter came mostly from one kind of sale.

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

A three-year engineering partnership just turned into a major contract win for one struggling hydrogen stock, while its closest rivals sat out the rally entirely.

Jefferies Raises Bloom Energy Price Target to $264 as Shares Surge

Fervo Energy's $11.9 billion in contracted revenue and $2.1 billion cash cushion meet a capital-heavy buildout as geothermal projects move toward operation.

Brookfield Infrastructure Partners (NYSE:BIP) said it expects its growth rate to accelerate as contributions from its organic backlog, recent investments and capital recycling begin to build, while management emphasized that the company intends to maintain its financial discipline and target higher-

The Morning Bull - US Market Morning Update Wednesday, Sep, 30 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.01% and Nasdaq-100 minis gaining around 0.2%, as investors weigh mixed global signals on growth and inflation. Stronger consumer borrowing in the UK, at £2.5b in August, points to households leaning more on credit cards while new mortgages slow, which speaks to pressure from higher borrowing costs. Spain’s inflation at 4.9% and...

Stocks are resilient as Treasury yields rise but aren't thriving. Bloom Energy surged. Inflation data, Micron earnings loom.

The payoff took three money-losing years to show up. Can the next five years bring anything close?

Bloom Energy has become a highly watched stock after a very strong multi year run. The question now is whether the current share price lines up with the cash the business is expected to generate. With investors focused on fuel cells for data centers and on site power, the debate has shifted from headline stories to the durability and timing of Bloom Energy's cash flows. Over the past 3 years the stock has delivered a very large return of about 24x, which puts a lot of weight on whether...

Zacks has many pre-built screens tailored toward common strategies, a list that includes growth, value, momentum, and income.

Bloom Energy marked its 25th anniversary by ringing the New York Stock Exchange opening bell, just days after joining the S&P 500, and used the moment to highlight its role in powering AI infrastructure. CEO K.R. Sridhar said Bloom's on-site power systems are becoming a standard solution as demand rises for data centers, factories, and hospitals. He speaks with Romaine Bostick on "The Close."

Nvidia fell 0.7%, reversing from Monday’s gains, when it announced a $150 billion expansion to its stock buyback plan and software to tackle the problem of AI safety. Navitas Semiconductor closed flat, erasing earlier gains seen after it received a U.S. Army grant to develop power semiconductor technology. The company has faced a recent slump in its share price, navigating recent quarterly losses and a patent dispute with peer Wolfspeed.

Stock Market Today: The Dow Jones index drops Tuesday as oil prices slide and Treasury yields rise. Nvidia and an AI stock test buy points.

Jefferies lifted its price target on BE to $264 from $229 while keeping a Hold rating.

Bloom Energy shares rally on reports of a new 158,000-square-foot facility in Fremont. But does that warrant buying BE stock today? Let’s find out!

U.S. midterm elections are right around the corner, and they may pose a threat to the driving force behind the bull market.

Fuel cell stocks are cooling off after a steep climb, and Bloom Energy (NYSE:BE) is taking the biggest hit in the group. Bloom Energy stock is down 8% to $265.24 in afternoon trading, a sharp reversal for a name that had been leading the AI data center power trade. The SPDR S&P 500 ETF Trust […]

OpenAI said it has halted the training of its latest AI models. It follows more incidents of AI agents going rogue.

Microsoft, Bloom Energy and Amgen highlight Zacks' latest market moves, with strong gains across Focus List, recommendation and dividend portfolios.

Oracle’s force majeure notice has put Bloom Energy under pressure. So, what should investors watch before making their next move in BE stock?

The Morning Bull - US Market Morning Update Monday, Sep, 28 2026 US stock futures are pointing higher this morning, with key contracts like the E-mini S&P 500 up about 0.5% and Nasdaq futures ahead roughly 0.4%. The backdrop is messy. Consumer sentiment in a closely watched University of Michigan survey sits at 48.1, which is near historic lows, and households still expect inflation of 4.6% over the next year. At the same time, long term borrowing costs keep climbing, with the 30 year...

Bloom Energy, Ciena, and Twilio show strong revenue growth, raised guidance, and analyst support as AI infrastructure buildout continues across power, networking, and orchestration.

Bloom Energy leads five top stocks to watch this week, all trading near early entries or traditional buy points in a resilient stock market. Bloom Energy and its peers all ride artificial-intelligence tailwinds, as AI stocks stage a powerful rebound. Fuel-cell firm and AI power play Bloom Energy broke out Friday.

The stock market faces a week of Fed speeches, September jobs and Micron earnings, as well as special events from SpaceX, Tesla and OpenAI.

A weekly roundup of MarketBeat analysis on volatile markets, oil, bond rates, AI stocks, dividend picks, and earnings outlooks, covering companies from NVIDIA to Tesla and Qualcomm.

A number of stocks jumped in the afternoon session after Treasury yields eased and crude oil prices fell amid U.S. and Iranian talks on reopening the Strait of Hormuz. U.S. stocks opened higher on Friday, with technology and industrials leading the advance, according to Industrial Info.

Earlier this week, Bloom Energy said Oracle remains committed to its roughly 2.4 GW fuel cell contract for the Project Jupiter AI data center despite issuing a force majeure notice tied to delays in the supporting natural gas pipeline. While the notice raised questions about timing and payment deferrals, subsequent reassurances from Oracle, Bloom, and analysts suggest the project’s financial commitments and long-term role in AI power infrastructure are largely intact. Next, we’ll examine how...

Most of Bloom Energy's customers never own the power equipment they use. You probably expect the story to be AI data center demand, which is real. But demand is not what investors have missed. The shares fell 13.8% in three months as the S&P 500 rose 5.0%. So who does pay Bloom Energy (BE) for its equipment.

Bloom Energy jumps after a Wall Street analyst reassures investors the company won’t be affected by Oracle’s force majeure notice.

Opendoor, NIO, and Strategy could quadruple over the next decade.

Oracle just told investors that its massive fuel cell contract is safe, yet it quietly filed legal protection against the very project that contract depends on. Here is why that contradiction matters more than the assurance.

Oracle's force majeure notice on its Project Jupiter AI data center, tied to a natural gas pipeline delay, raises risk questions for Oracle, Bloom Energy, and Energy Transfer, though analysts remain bullish.

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. But they are at the whim of volatile macroeconomic factors that sway capital spending, like interest rates. Wariness surrounding these influences has caused the industry to underperform the market as it was flat over the past six months while the S&P 500 climbed by 16.9%.

Project Jupiter is part of a broader Oracle agreement to procure up to 2.8 GW of Bloom systems.

The stock market rallied to close mixed even as yields and oil prices kept rising. Taiwan Semi is a buy. A Tesla Semi event took place.

A $20 billion order book sounds like years of growth already locked in. So how quickly can the factory turn it into revenue?

A number of stocks fell in the afternoon session after the 10-year Treasury yield jumped to 5.14%, reaching levels last seen in 2007 and raising borrowing costs across the economy. U.S. stocks fell early Thursday, according to the Associated Press, as surging Treasury yields and rebounding energy prices weighed on financial markets.

Oracle stock and Bloom Energy were falling on a report the company is seeking to protect itself against delays to construction of a data-center campus.

Oracle is tumbling. It sent a force majeure notice to the developer of the Project Jupiter campus, its data center project in New Mexico.

A massive AI buildout is hitting a new execution test

Bloom Energy shares sink as Oracle issues a force majeure notice on its New Mexico AI data center. Here’s why the development is bearish for BE stock.

Bloom Energy could still generate big multibagger gains.

Bloom Energy's share price has surged over the past year.

Shares of Oracle fell in midday trading, while shares of power equipment providers Bloom Energy and GE Vernova also declined.

Bloom Energy's fuel cells would power this massive data center.

Six months ago we called it: two fuel cell stocks, two completely different fates. Since then one has become the go-to power source for AI hyperscalers while the other fights for survival, and the distance between them keeps growing.

Bloom Energy built its entire bull case on a backlog anchored by one massive data center project, and now a pipeline delay outside its control is forcing investors to ask whether 2027 and 2028 revenue targets were ever as solid as the pitch sounded.

Surging Treasury yields just gave fuel cell investors a painful reminder that clean energy ambitions come with a price tag, and not every company in the sector is equally equipped to handle it.

Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Midcap Equity Strategy”. The letter can be downloaded here. The Midcap Equity Strategy returned 16.9%, net of fees, in the second quarter, bringing year-to-date returns to 12.3%, compared with Bloomberg U.S. Mid Cap Index’s 11.1% quarterly gains and 12.1% year-to-date returns. […]