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Bloom Energy Corporation Class A Stock News
$98.69
13.58%
day before yesterday
NYSE,
Jan 02, 10:17 pm CET
Why the stock moved Beta
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As data centers expand to meet surging AI demand, energy consumption is expected to rise significantly. Energy demand is projected to grow five times faster over the next decade than over the previous one.
Plug Power has never turned a profit since its founding over a quarter-century ago. It faces challenges in developing the hydrogen market due to high costs and slow adoption.
Paul Wick of Seligman Investments has piloted his winning fund through numerous technology cycles. How he is playing AI, and why he is skeptical of quantum computing stocks.
Bloom Energy stock has had a stellar run in 2025, driven by revenue growth and AI data center hype. The stock is trading below $100, but continued growth will likely depend on the data center build-out.
Bloom Energy has a huge opportunity ahead in supplying power to data centers, including a $5 billion deal with Brookfield. The fuel cell company plans to increase manufacturing capacity to 2 GW, supporting revenue approximately four times its projected 2025 level. 2025 revenues are on pace for $1.9 billion, implying a long-term target of ~$8 billion.
Data center and AI buildouts are creating opportunities for companies like Vistra, Oklo, and Bloom Energy. With nuclear energy undergoing a resurgence, Cameco's uranium business looks well positioned.
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