Bloom Energy is rated 'Buy' due to its unique solid oxide fuel cells that provide rapid, reliable power for hyperscale AI data centers. The company has a backlog exceeding $20 billion, with major clients like Google, Oracle, and American Electric Power, positioning it for long-term growth. Analysts expect revenue to surpass $15 billion by 2030, with gross margins over 32% and net income potentially exceeding $3.3 billion. Investors are also advised to consider selling put options targeting the $135 strike to capitalize on the stock's volatility and attractive returns.
Bloom Energy shares are trading at USD 197.00 on Pluang as of Nov 05, 2026 02:11 WIB, down 7.95% in the last day. The stock's market cap stands at $63.25 billion, reflecting significant investor interest despite recent volatility. Pluang data shows a balanced order activity with 58% of investors buying and 42% selling, indicating mixed sentiment among users.
Bloom Energy has been downgraded to Hold with a new price target of $176, reflecting a 14% downside. This comes despite the company reporting strong Q3 earnings beats and raising guidance. Concerns remain over slowing growth and negative sentiment in...
Bloom Energy's stock surged 7% following the Democratic sweep in the midterm elections, which increased political support for expanding AI data centers. This development is seen as a positive catalyst for Bloom Energy, a key supplier of power solutio...
Bloom Energy reported a 138% increase in Q3 revenue, reaching $1.24 billion, driven by rising demand from hyperscalers for faster on-site power solutions. The company's operating income hit $286 million, with product gross margin improving to 38.4%, ...
Bloom Energy's stock surged 11% following a Barclays upgrade citing faster-than-expected demand and a new carbon-capture partnership with California Resources. The company reported strong revenue growth but faces challenges with negative operating ca...
California Resources Corporation and Bloom Energy have signed a memorandum of understanding to jointly explore developing over 1 gigawatt of solid-oxide fuel cell power generation combined with carbon capture and storage in California. This collabora...
