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Why Bloom Energy Stock Surged to All-Time Highs This Week and Is Up 200% in 2025
Yahoo Finance· 2025-09-12 19:58
Key Points One analyst more than doubled Bloom Energy stock's price target. Bloom Energy plans to double capacity by the end of 2026 to meet the torrid demand for fuel cells. 10 stocks we like better than Bloom Energy › Shares of Bloom Energy (NYSE: BE) shot to all-time highs of $68.74 this week, surging 17.4% at their highest point in trading in five days, according to data provided by S&P Global Market Intelligence. A massive analyst upgrade amid evidence that Bloom Energy is witnessing higher d ...
Can Bloom Energy Gain From the Rising Demand for Clean Electricity?
ZACKS· 2025-09-12 16:25
Key Takeaways Bloom Energy's SOFC tech offers clean, scalable power for AI-driven data center growth.BE's ROIC of 4.62% outpaced the industry average of 1.83% in the past 12 months.Shares of BE jumped 181.2% in six months, far ahead of the industry's 38.7% rally.Bloom Energy (BE) is well placed to benefit from the rapid growth in power demand fueled by artificial intelligence (“AI”) and large data centers. As AI workloads intensify, electricity needs will strain conventional grids already facing decarboniza ...
Baird Lifts Price Target on Bloom Energy (BE) to $61, Maintains Outperform
Yahoo Finance· 2025-09-12 10:50
Bloom Energy Corp. (NYSE:BE) is one of the best stocks for day trading. With a relatively high beta of 3.4 and an average daily trading range of approximately 7%, the stock is likely to be a favorite among day traders seeking to capitalize on volatility. The stock has already delivered exceptional gains, climbing 450% over the past year and more than 140% year-to-date. Baird Lifts Price Target on Bloom Energy (BE) to $61, Maintains Outperform On the fundamental side, the company appears to be performi ...
Let’s Revisit Chart of the Day’s Mistakes and Successes
Yahoo Finance· 2025-09-11 14:30
Review both your best and worst stock picks to learn from successes and mistakes. My loss on Ostin Technology (OST) was due to skipping due diligence and ignoring declining fundamentals. My gain on Bloom Energy (BE) came from thorough research, focusing on rising revenue and positive analyst projections. Always check multi-year revenue and earnings trends, as well as analyst forecasts. Shortcuts can be costly. Reviewing Mistakes: Ostin Technology We should frequently revisit not only our best st ...
Best Stocks for Day Trading: 12 Stock Picks
Insider Monkey· 2025-09-11 14:29
In this article, we examine the 12 Best Stocks for Day Trading.The goal of a successful trader is to make the best trades. Money is secondary. This observation from Alexander Elder, a best-selling author and trader, captures the essence of day trading: it’s less about chasing profits and more about making smart, disciplined decisions.There is an old trading adage that says, “The trend is your friend until the end when it bends.” The reminder is timeless. For day traders, who live and breathe by intraday mov ...
Bloom Energy (BE) Soars to New High, Rides AI Rocket
Yahoo Finance· 2025-09-11 13:14
We recently published AI Frenzy: 10 Stocks Crushing the Market, 6 Climb to Fresh Highs. Bloom Energy Corp. (NYSE:BE) is one of the top performers on Wednesday. Shares of Bloom Energy rallied to a new all-time high on Wednesday, as investor funds flocked into AI stocks, supported by a new $43.9 million supply deal with India-based MTAR Technologies. During the session, the stock soared to its highest 52-week price of $65.63 before trimming gains to end the day just up by 14.47 percent at $62.96 apiece. B ...
Why Bloom Energy Rallied Higher Today
Yahoo Finance· 2025-09-10 18:00
Key Points In July, Bloom inked a partnership to supply Oracle's data centers with its energy servers. Bloom's servers can convert natural gas and hydrogen to electricity without combustion. Is the stock too expensive, or is the party just getting started? 10 stocks we like better than Bloom Energy › Shares of Bloom Energy (NYSE: BE) rocketed 18.5% higher on Wednesday as of 12:35 p.m. ET. There wasn't any news specifically from Bloom today; however, last night's bombshell guidance from Oracle (N ...
Bloom Energy Outpaces Industry in a Year: How to Play the Stock?
ZACKS· 2025-09-04 16:46
Core Insights - Bloom Energy (BE) shares have increased by 375.6% over the past year, significantly outperforming the Zacks Alternative Energy - Other industry's growth of 57%, the Oil & Energy sector's return of 5.9%, and the S&P 500's rally of 17.8% [1] - The company is experiencing heightened demand for clean power, particularly from artificial intelligence-based data centers and the shift towards distributed energy solutions [2][10] Performance Metrics - Bloom Energy is trading above its 50 and 200-day simple moving averages, indicating a bullish trend [5] - The company's return on invested capital (ROIC) stands at 4.62%, surpassing the industry average of 1.83% [7][17] - The debt-to-capital ratio for Bloom Energy is 69.05%, which is higher than the industry average of 43.89% [19] Market Demand and Opportunities - A study predicts that peak power demand will increase by 151 gigawatts over the next decade, presenting an opportunity for Bloom Energy to leverage its solid oxide fuel cell technology [9] - The demand for clean and reliable power is rising from various sectors, including AI data centers and re-shoring manufacturing in the U.S. [10] - Bloom Energy's Energy Server platform is designed to provide scalable power solutions, capable of operating in parallel with the grid [11] Future Outlook - Bloom Energy has secured several utility agreements in 2024, indicating anticipated broader adoption of its solutions [12] - The Zacks Consensus Estimate for Bloom Energy's earnings per share for 2025 and 2026 has increased by 14.29% in the last 60 days [14]
SMNEY vs. BE: Which Stock Should Value Investors Buy Now?
ZACKS· 2025-09-02 16:41
Core Insights - Siemens Energy AG Unsponsored ADR (SMNEY) is currently viewed as a more attractive investment compared to Bloom Energy (BE) for those seeking undervalued stocks [1][7] Valuation Metrics - SMNEY has a forward P/E ratio of 67.15, while BE has a significantly higher forward P/E of 111.06 [5] - The PEG ratio for SMNEY is 1.47, indicating a more favorable valuation in relation to its expected earnings growth compared to BE's PEG ratio of 3.96 [5] - SMNEY's P/B ratio stands at 7.13, which is considerably lower than BE's P/B ratio of 20, suggesting that SMNEY is more reasonably priced relative to its book value [6] Earnings Outlook - SMNEY holds a Zacks Rank of 1 (Strong Buy), indicating a positive earnings estimate revision trend, while BE has a Zacks Rank of 3 (Hold), reflecting a less favorable earnings outlook [3][7] - The solid earnings outlook for SMNEY contributes to its classification as the superior value option at this time [7]
中金 | AI“探电”(九):SOFC—AIDC供电新解法
中金点睛· 2025-08-29 00:07
Core Viewpoint - Bloom Energy is positioning its solid oxide fuel cell (SOFC) systems as a new solution for powering data centers, with significant agreements already in place, including a notable partnership with Oracle for on-site fuel cell deployment [2][6]. Group 1: Market Dynamics - The North American data center power supply landscape is shifting from traditional sources like nuclear and gas to newer technologies such as SOFC, driven by shorter delivery times and increasing demand for reliable power [3][4]. - The projected annual installation capacity for SOFC in North America is expected to reach between 0.5 to 1.25 GW from 2026 to 2030, as data center projects totaling around 68 GW are in various stages of development [3][20][21]. Group 2: SOFC Technology and Economics - SOFC technology is characterized by high efficiency, cleanliness, and flexibility in deployment, making it suitable for various applications, including data centers [4][25]. - Current economic challenges for SOFC include the need to improve system lifespan and efficiency to reduce the cost per kilowatt-hour, with long-term goals set by the U.S. Department of Energy to lower costs to $225/kW for stacks and below $900/kW for systems by 2025/2030 [4][37]. Group 3: Competitive Landscape - Diesel generators remain the dominant choice for backup power in data centers due to their lower capital expenditure (capex) compared to SOFC, which is around $5/W, even after tax credits [14][17]. - The delivery time for SOFC systems is approximately 90 days, significantly shorter than the 2-3 years required for gas turbines, positioning SOFC as a competitive option in the evolving data center power supply market [18][36]. Group 4: Future Outlook - The demand for SOFC is expected to grow as data centers increasingly adopt off-grid power solutions, with a potential 50% of new data centers opting for such models between 2025 and 2030 [20][21]. - As the market for SOFC expands, the technology's adaptability to various fuels, including natural gas and hydrogen, will enhance its appeal, particularly as green energy initiatives gain traction [25][34].