Key Takeaways Bloom Energy and Plug Power both show strong earnings growth prospects for 2025 and 2026.BE's ROIC of 4.62% far outpaces PLUG's -57.91%, highlighting more efficient capital use.BE's TIE of 1.3 versus PLUG's -36.1 shows stronger debt servicing capacity and stability.Fuel cell technology is becoming increasingly vital as the global shift toward clean and sustainable energy gains momentum. By generating electricity from hydrogen or other fuels through an electrochemical reaction, fuel cells deliv ...

Bloom Energy Corporation (NYSE:BE) traded lower on Friday after unveiling a large private offering of zero-coupon convertible notes due 2030.The fuel cell maker priced $2.2 billion in total principal, up from $1.75 billion. Settlement is expected on November 4, 2025, pending standard closing conditions.Bloom Energy is issuing senior, unsecured notes maturing on November 15, 2030.Also Read: Goldman Sachs Survey Finds Only 11% Of Companies Cutting Jobs As AI Adoption Rises: ReportThe securities carry no regul ...

看过我们之 前介绍电力的文章的读者应该都会知道一个现状：美国现 在非常缺电。老美那边也是意识 到了这么个问题，所以卖方的分 析师们也是一直在写这方面的警告。原因我们之前也都讲过，再简 单说一下，一是美国的基础设施确实比中国落后很多，现在已经跟 不上数据中心的建设了；而且美国那边再新建电力效率太低，而现 在电力支出中很大一部分都是在维护老设备，而不是买新设备。 这两天瑞银发了一个分析，认为数据中心会转向SOFC，来解决一部分电力问题。 关于SOFC的文章之前也发过，但讲的不是很深，星球中我们提过很多次Bloom Energy这家公司，就 是SOFC的龙头，从今年7到现在4个月时间，已经翻了快10倍了.. 这篇文章，我们再来深入分析一下SOFC产业链。 AI 算力需求 AI 算力的爆发催生了能源领域的变革，据国际能源署（IEA）发布的《能源与人工智能（AI）报 告》，2024 年数据中心的电力需求约占全球的 1.5%，达 415 太瓦时；预计到 2030 年，数据中心用 电量将增长超一倍，达到约 945 太瓦时，略高于日本当前的用电总量。人工智能是推动这一增长的 主要因素，同时其他数字服务需求也在持续上升。IEA ...

Bloom Energy Corporation (NYSE:BE) is one of the stocks Jim Cramer recently discussed. Cramer discussed the company’s recent solid performance, as he said: “How about Bloom Energy? Now, I’ve been waiting for this dog to do something for years, seven years and nothing. Their solid oxide fuel cells never seem to catch on. Too expensive… They lost hundreds of millions of dollars. But you know what? They never gave up. Sure enough, Bloom’s now the industry standard on on-prem, clean non-combustible energy at ...

Core Insights - Bloom Energy's stock has seen a significant increase, gaining nearly 16% week to date, driven by strong quarterly results and analyst upgrades [2][5] - The company reported a record revenue of $519 million for the third quarter, marking a 57% year-over-year increase [3][5] - Analysts have raised their price targets for Bloom Energy following its earnings report, with notable upgrades from firms like Morgan Stanley, Mizuho, and HSBC [5] Financial Performance - Bloom Energy's net income, not in accordance with GAAP, rose by 60% to exceed $34 million [5] - Analysts had initially projected revenue of $428 million and non-GAAP net income of $0.10 per share, indicating that the company outperformed expectations [5] Financing Efforts - The company announced plans to issue $1.75 billion in convertible senior notes with a 0% interest rate, maturing on November 15, 2030 [7][8] - Proceeds from the note issuance will be used for general corporate purposes, including research and development and manufacturing support [8]

SAN JOSE, Calif.--(BUSINESS WIRE)--Bloom Energy Corporation (NYSE: BE) today announced the pricing of its offering of $2.2 billion aggregate principal amount of 0% convertible senior notes due 2030 (the "notes†) in a private offering to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the "Securities Act†). The offering size was increased from the previously announced offering size of $1.75 billion aggregate pri. ...

Bloom Energy ((BE) just delivered a standout quarter that underscores its rapid ascent as a key player in the AI-powered energy revolution. Revenue surged 57% year-over-year to $519 million, while gross margins expanded 540 basis points, from 23.8% to 29.2%, reflecting both operational efficiency and growing demand for its clean, distributed power systems.The company also announced a $5 billion strategic AI infrastructure partnership with Brookfield Asset Management, leveraging its solid oxide fuel cell tec ...

Bloom Energy Corp. is taking advantage of its high-flying stock price to raise $1.75 billion in a zero-coupon convertible bond to refinance outstanding securities https://t.co/8pvaKqFIwQ ...

The past six months have marked an explosive rally for the top holdings of the iShares Russell 2000 ETF (NYSE:IWM), with all of the top 10 holdings posting triple-digit gains and capturing retail investors' attention.OKLO stock is lower today. See the real-time price action here. IWM Top Holdings RallyBloom Energy Corp. (NYSE:BE) is the top holding in the IWM and provides solid oxide fuel cells for distributed electricity and green hydrogen production. Bloom Energy stock has soared more than 615% since Apri ...

Core Insights - Bloom Energy Corp. (NYSE:BE) achieved a new 52-week high, driven by strong revenue growth in Q3 despite an increase in net loss [1][2] - The company's Q3 revenues surged by 57% to $519 million, up from $330 million year-on-year, with product and service revenues rising by 55.7% [2] - The net loss attributable to shareholders widened by 56% to $23 million from $14.7 million year-on-year, but decreased by 46% from the previous quarter's loss of $42.6 million [3] - Bloom Energy secured $5 billion in financial backing from Brookfield Asset Management for the development of AI factories, responding to the growing demand for computing capacity [3] - Collaboration with Brookfield includes the design and delivery of AI factories globally, with a site in Europe expected to be announced by year-end [4]