Bloom Energy (NYSE:BE) Shares Gap Up - Still a Buy?
Bloom raised revenue guidance to $3.9 billion to $4.2 billion after strong earnings and major AI infrastructure deals boosted demand.
- Shares of Bloom Energy have soared 153% since the beginning of the year as the company capitalizes on growing energy demands from artificial intelligence data centers powering industry giants like Oracle.
- Solid oxide fuel cells from Bloom provide efficient baseload power solutions for AI data centers, with a system for Oracle Cloud Infrastructure deployed in just 55 days, crushing the 90-day promise.
- Strategic partnerships have scaled financing significantly; Brookfield Asset Management expanded its commitment to $25 billion in June, while Oaktree and Industrial Development Funding announced a $1.7 billion investment supporting Nebius's AI cloud platform on July 16.
- Bloom reported revenue of $1.07 billion, beating $827 million consensus, and raised its outlook to $4.2 billion as Gartner projects data center electricity consumption will grow 26% to 565 TWh in 2026.
- Despite gains, Bloom remains a volatile growth stock with a beta of 3.8 and is currently down 37% from its 52-week high, reflecting significant price swings typical of high-growth equities.
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9 Articles
Bloom Energy Jumps 13% as Nebius Picks Its Fuel Cells for AI Data Center, FuelCell Climbs 11%
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.
Cambridge Times
Kaplan Fox Alerts Investors of Bloom Energy Corporation (NYSE: BE) with Significant Losses to a Securities Class Action Deadline on September 28, 2026
NEW YORK, Aug. 10, 2026 (GLOBE NEWSWIRE) -- Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Bloom Energy Corporation (“Bloom Energy” or the “Company”) (NYSE: BE) on behalf of investors that purchased or…
Kaplan Fox Alerts EquipmentShare.Com Inc (NASDAQ: EQPT) Investors Who Suffered Losses to a Securities Class Action – Deadline is September 21, 2026
NEW YORK, Aug. 10, 2026 (GLOBE NEWSWIRE) -- Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against EquipmentShare.Com Inc (“EquipmentShare” or the “Company”) (NASDAQ: EQPT) on behalf of investors who purchased or otherwise acquired…
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