Bloom Energy Corporation Class A Stock News

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.

Bloom Energy's on-site generation is solving the grid bottleneck for data centers. A $5 billion partnership and a 2 GW capacity goal by 2026 provide a clear path for scaling. Q3 2025 results surpassed consensus, leading to a wave of positive revisions by Wall Street analysts.

Bloom Energy is rated a buy, offering speculative AI-driven growth despite a recent 50% share price decline and high volatility. BE posted strong Q3 results, beating on EPS and revenue, raising FY 2025 guidance, and planning to double manufacturing capacity by 2026. Key risks include mounting capital needs, reliance on the Brookfield partnership for financing, and intensifying competition in AI...

Bloom Energy stock tanked this week, but then investors jumped back in. AI infrastructure investments aren't an illusion.

FuelCell Energy beat on its earnings report this morning. FuelCell highlighted opportunities in powering data centers -- and Bloom Energy does that, too.

Will spending on AI infrastructure go from boom to bust? Bloom Energy shares soared with the AI frenzy, and now investors aren't sure that was justified.

Bloom Energy (NYSE:BE) has increasingly started to look like one of the most macro-sensitive clean-energy stocks on the market. After trading comfortably above recent support levels earlier this month, the stock experienced a sharp sell-off of 20% within a single week, surprising investors.