Key Takeaways Bloom Energy's 2026 EPS estimate jumped 78.75%, outpacing Plug Power's 55.7% growth.BE posts a 29.39% ROE versus PLUG's negative 105.98%, highlighting stronger capital efficiency. Over six months, BE stock soared 316% while PLUG advanced 50.9% amid rising clean energy demand.As countries across the globe continue to work to cut fossil-fuel dependence and curb power-sector emissions, the companies operating in the Zacks Alternate Energy- Other industry are gaining importance. Fuel-cell systems ...

Last year, the energy sector emerged as one of the notable laggards in an otherwise red-hot U.S. stock market. The sector notched a respectable, but below-market, return of 7.9%, falling to match the 16.4% gain by the S&P 500 in large part due to a big pullback in oil prices in the second half of 2025. Thankfully, oil and gas stocks are looking to flip the script in the early innings of the new year, with the energy sector up 11.2% in the year-to-date, the best sector performance so far in the year and inc ...

Dougal Waters/DigitalVision via Getty Images Listen here or on the go via Apple Podcasts and Spotify Andres Cardenal from The Data Driven Investor and Beth Kindig from Tech Insider Network discuss their top growth picks for 2026: MercadoLibre (MELI) and Bloom Energy (BE). This is an excerpt from this week's live event: Growth & Tech Investing Strategy For 2026. Transcript Daniel Snyder: Welcome back, everyone, to Investing Experts Live. Top ideas for 2026. Obviously, if you were tuning in to the firs ...

We came across a bullish thesis on Bloom Energy Corporation on Arya’s Substack by Arya. In this article, we will summarize the bulls’ thesis on BE. Bloom Energy Corporation's share was trading at $152.31 as of January 27th. BE’s trailing and forward P/E were 1.90k and 175.44 respectively according to Yahoo Finance. A Bloom Energy power generation system. Photo from Bloom Energy website Bloom Energy is solidifying its position as a leading provider of on-site power for critical loads, with a strong compe ...

Core Viewpoint - The market is overly focused on when Big Tech will monetize AI investments, while the real risk lies in the physical constraints of scaling AI infrastructure, particularly in power, cooling, and infrastructure needs [1][2]. Industry Insights - AI data center power demand is projected to surge significantly, with Wells Fargo estimating a 550% increase by 2026 and an astonishing 8,050% growth by 2030 [13][14]. - The International Energy Agency (IEA) projects global data center power demand to more than double from approximately 415 TWh in 2024 to around 945 TWh by 2030 [13]. - The Boston Consulting Group anticipates a growth in global data center power demand from 82 GW in 2025 to 127 GW by 2028, representing a 55% increase [17]. Company Focus: Bloom Energy - Bloom Energy is positioned to address the urgent power needs of AI data centers through onsite power generation using solid oxide fuel cells, reducing dependency on the grid [5][20]. - The company has seen strong revenue growth, reporting $519.05 million in Q3 2025, a 57.1% year-over-year increase, driven by demand for its fuel cell technology [33][36]. - Bloom Energy's product revenue grew by 64% year-over-year, with installation revenue spiking 105% year-over-year, indicating robust demand and favorable pricing [39][41]. Financial Performance - Bloom Energy's GAAP operating margin has improved, moving into positive territory, with adjusted operating profits growing by 470% year-over-year [41][43]. - The company reported positive operating cash flows and free cash flows in Q3 2025, indicating a strong financial position [47][51]. - Analysts expect adjusted EPS to grow by 95.9% year-over-year in 2026, reflecting strong operational efficiency and market demand [44]. Competitive Landscape - Power availability is a critical competitive advantage, as companies that can deploy GPUs faster will have a significant lead over those hindered by power constraints [9][10]. - Major tech companies like Microsoft and Meta are investing heavily in AI, with power availability being a key consideration for their data center expansions [7][12]. - Bloom Energy's ability to provide rapid onsite power solutions positions it favorably against traditional energy providers facing long interconnection timelines [24][26].

Core Viewpoint - Bloom Energy Corporation (NYSE:BE) is experiencing heightened attention on Wall Street, with Jefferies analyst raising the price target to $92.00 from $53.00 while maintaining an Underperform rating due to peak valuations leaving little room for error [1][4]. Group 1: Revenue Estimates and Expectations - Jefferies has raised its 2026 revenue estimates for Bloom Energy to $2.9 billion, which is 16% higher than consensus estimates, driven by AEP and Quanta orders [2]. - There are high expectations from investors ahead of Bloom Energy's quarterly report, particularly regarding capacity expansions beyond what has already been announced [3]. Group 2: Market Focus and Execution Risks - The firm anticipates a shift in market focus from macroeconomic tailwinds to execution risks, emphasizing the need for confidence in future deployments and management clarity [3]. - Despite strong macroeconomic factors supporting Bloom Energy, the maintained Underperform rating reflects concerns over peak valuations and execution risks [4]. Group 3: Industry Context - Bloom Energy develops solid-oxide fuel cell systems for on-site power generation, addressing the increasing energy demands of AI data centers [4].

Even though enthusiasm around artificial intelligence continues to build, some market watchers are beginning to question what could come next. Take Brad Conger, Chief investment officer at Hirtle Callaghan, for instance, who believes that the buzz around these AI stocks may be running ahead of their underlying business models.Conger believes that a lot of spending behind AI firms isn’t really self-sustaining. While it is true that the demand for AI compute remains undeniably strong, much of it is being gene ...

Company Performance - Bloom Energy's stock decreased by 3.64% to $139.62, underperforming the S&P 500 which gained 0.5% [1] - Over the past month, Bloom Energy's shares have appreciated by 60.67%, significantly outperforming the Oils-Energy sector's gain of 7.06% and the S&P 500's gain of 0.18% [1] Earnings Forecast - Bloom Energy is expected to report earnings of $0.25 per share on February 5, 2026, reflecting a year-over-year decline of 41.86% [2] - The consensus estimate for revenue is projected at $649.12 million, which is an increase of 13.41% from the same quarter last year [2] Full Year Estimates - For the full year, earnings are projected at $0.52 per share, indicating an increase of 85.71% from the previous year, while revenue is expected to remain stable at $1.9 billion [3] Analyst Estimates - Recent changes to analyst estimates for Bloom Energy are important as they often reflect short-term business dynamics, with positive revisions indicating a favorable business outlook [3] Valuation Metrics - Bloom Energy has a Forward P/E ratio of 155.46, which is significantly higher than the industry average of 19.14 [6] - The company's PEG ratio stands at 6.22, compared to the industry average PEG ratio of 1.45 [6] Industry Context - The Alternative Energy - Other industry, part of the Oils-Energy sector, has a Zacks Industry Rank of 160, placing it in the bottom 35% of over 250 industries [7] - Strong individual industry groups, as measured by the Zacks Industry Rank, tend to outperform weaker groups by a factor of 2 to 1 [7]

Bloom Energy Corporation (NYSE:BE) is one of the best AI energy stocks to buy now. Bloom Energy (BE) Sees Strong Share Price Momentum Amid Expectations For Strong Volumes On January 16, 2026, shares of Bloom Energy Corporation (NYSE:BE) surged to an all-time high of $147.93. Over the past year, the shares have climbed 470.43% as investor momentum remains strong amid the company’s growing role in next-generation, distributed power solutions. The optimism also stems from rising visibility into long-duratio ...

Bloom Energy Corporation (NYSE:BE) is one of the best AI energy stocks to buy now. Bloom Energy (BE) Sees Strong Share Price Momentum Amid Expectations For Strong Volumes On January 16, 2026, shares of Bloom Energy Corporation (NYSE:BE) surged to an all-time high of $147.93. Over the past year, the shares have climbed 470.43% as investor momentum remains strong amid the company’s growing role in next-generation, distributed power solutions. The optimism also stems from rising visibility into long-duratio ...