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Bloom Energy rated Strong Buy on AI-driven data center power demand and contract growth.

Analyst Insights
28 Jun 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Bloom Energy is rated a Strong Buy due to rising demand for AI-driven data center power and rapid contract wins with major cloud providers. Its flexible solid oxide fuel cell (SOFC) technology supports a 140% increase in backlog and a raised revenue forecast of $3.4–$3.8 billion for 2024. The company shows strong pricing power and margin resilience, with product revenues at a $2.6 billion run-rate and plans to expand capacity to 5 GW annually. Long-term contracts and a $14 billion product revenue target by 2030 underpin its premium valuation and growth potential.

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Oxidative Stress Assay Market to hit $3.25B by 2035, driven by chronic disease and pharma R&D growth

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The global Oxidative Stress Assay Market, valued at $1.31 billion in 2025, is projected to reach $3.25 billion by 2035, growing at a CAGR of 9.53%. Growth is fueled by rising chronic diseases, pharmaceutical innovation, and advances in biomarker diag...

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Password management market to hit $42.21B by 2035 amid rising cyberattacks and remote work trends

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2 hours ago
Docusign stock down 85% since COVID, seen as undervalued despite slow growth and missed rally.

Docusign stock down 85% since COVID, seen as undervalued despite slow growth and missed rally.

Docusign's stock has fallen 85% from its COVID-era highs amid broader SaaS sector weakness. Despite this decline, the company shows stable, modest revenue growth and recently raised its full-year outlook. The stock trades at very low multiples, sugge...

Analyst Insights
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4 hours ago
TruBridge faces class action over financial statement errors causing stock drop.

TruBridge faces class action over financial statement errors causing stock drop.

TruBridge, Inc. disclosed errors in its financial statements for 2023 and 2024, delaying its 2025 annual report and causing a 10.5% stock price drop. The Rosen Law Firm is investigating and preparing a class action lawsuit for shareholders who may ha...

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4 hours ago
AI infrastructure and green energy boost returns; Deere & CNH Industrial rebound on strong sales and inventory cuts.

AI infrastructure and green energy boost returns; Deere & CNH Industrial rebound on strong sales and inventory cuts.

The expansion of artificial intelligence infrastructure, especially in efficient and climate-friendly energy generation and transmission, continues to drive strong investment returns. Companies like Deere & Company and CNH Industrial have rebounded a...

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