Bloom Energy Corporation Class A Stock News

Initiate coverage on Bloom Energy with a Strong Buy rating, highlighting strong positioning to support AI-driven data center CapEx expansion. BE's solid oxide fuel cells (SOFCs) offer high efficiency, fuel flexibility, and lower emissions, making them ideal for modern data center needs. The current energy infrastructure in the US is well-suited to be utilized by SOFC technology.

Jefferies analyst downgrades Bloom Energy's stock to underperform, saying the rally since the company's power-generation deal with Oracle in July was a sign of ‘over-exuberance' by investors.

Analysts at Jefferies downgrade the fuel-cell maker to Underperform from Hold in a research note.

Bloom Energy Corp (NYSE: BE) opened nearly 15% down today after Jefferies downgraded the clean energy firm to “underperform” – citing valuation concerns and long-term growth uncertainty. However, with the recently announced Nvidia-OpenAI partnership expected to boost demand for scalable energy solutions – Bloom's fuel cell technology may be uniquely positioned to benefit.

Bloom Energy (BE -13.74%) stock is coming back down to earth after more than tripling over the last three months. Today's drop comes as a Wall Street analyst suggested investors should lock in those recent gains.

Bloom Energy (BE -10.84%) stock, one of the first hydrogen stocks to ever go public, is having a rough afternoon Tuesday, down 11.2% through 2:50 p.m. ET. And why?

Subscribers to  Chart of the Week  received this commentary on Sunday, September 21.

I had a personal Eureka moment (a very mild one) that helped me simplify how I spot companies where demand far exceeds supply. Focusing on high-demand, short-supply sectors reveals opportunities in the biggest market disruptions in decades. My strategy targets mission-critical companies poised for long-term growth without chasing fleeting trends.