December 16, 2025 05:01 AM GMT Clean Tech | North America 2026 Outlook: Leaning into Stronger Demand With improved policy clarity we expect demand fundamentals to reemerge as the driving force for the sector in 2026. We're bullish on demand with data center growth spurring constructive outlooks on gas, solar, storage, and fuel cells. GEV, FSLR, and BE are our preferred names within our coverage. Demand drivers look poised to shine through in 2026. Changing policy has been heavily influencing the clean tech ...

POLAND - 2025/08/09: In this photo illustration, a Bloom Energy company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesBloom Energy (NYSE:BE) has increasingly started to look like one of the most macro-sensitive clean-energy stocks on the market. After trading comfortably above recent support levels earlier this month, the stock experienced a sharp sell-off of 20% within a single week, surprisi ...

Bloom Energy shares were hit hard last week, but the stock is still up more than 300% this year.Shares of Bloom Energy (BE 0.35%) were down more than 12% last week. This is partly due to investors, including several insiders, selling to lock in profits, as well as broader market speculation about a potential artificial intelligence bubble.Company insiders and retail investors locked in profits after the company's stock rose 365% since the start of 2025. Insiders sold more than $19 million in shares in Novem ...

Core Insights - Bloom Energy is experiencing unprecedented demand for its hydrogen fuel cell power systems, leading to record-high revenues and a doubling of production capacity [1][6] - The company has signed a significant multibillion-dollar partnership, indicating strong future growth potential [1][10] Company Performance - Bloom Energy's stock saw a dramatic increase of over 400% in 2025 but has since corrected, falling nearly 35% from its 52-week high [2] - The company has deployed over 1.5 gigawatts of low-carbon power across nearly 1,200 sites, enough to power 1 million average U.S. homes [5] - In the latest quarter, Bloom Energy's revenue increased by 57% year over year, with gross margin improving from 23.8% to 29.2% [7] Competitive Position - Unlike competitors such as Plug Power, which is struggling with revenue growth and profitability, Bloom Energy has more than doubled its revenue in five years and recently achieved its first operating profit [6] - The company is free-cash-flow-positive, indicating strong financial health [6] Market Opportunities - The CEO believes Bloom Energy is positioned at the center of a once-in-a-generation opportunity to redefine power generation and delivery [8] - AI data centers represent a significant growth opportunity, with increasing power demand driven by investments from cloud computing giants [9] - A recent $5 billion partnership with Brookfield Asset Management will focus on building AI factories powered by Bloom Energy's technology, reflecting the company's potential for future growth [10]

These ten large-cap stocks were the worst performers last week. Are they a part of your portfolio?Bloom Energy Corporation (NYSE:BE) shares slumped 20.68% last week. Shares of electrical equipment companies traded lower amid overall market weakness.Credo Technology Group Holding Ltd (NASDAQ:CRDO) fell 20.09% this week. Shares of companies within the broader technology sector traded lower amid weakness in Broadcom Inc. (NASDAQ:AVGO) after it issued cautious outlook. The sector is also being weighed down by r ...

Investors already fear a looming AI bubble, but it's too early to call the peak.Shares of Bloom Energy (BE 7.77%) plunged 19.5% this week through 11:40 a.m. ET Friday, according to data provided by S&P Global Market Intelligence. There's no company-specific news, but updates from a customer are rattling investors in the hydrogen stock and compelling some to take some profits off the table. If a customer is spending more, why is Bloom Energy stock falling?Bloom Energy's hydrogen fuel cell energy servers prov ...

Key Takeaways S&P 500 breadth is improving.Fed cuts near market highs have been historically bullish.Neutral sentiment provides contrarian upside potential. Market Breadth is ImprovingMarket breadth, or participation, is one of the most critical indicators for investors to watch. While the major indices often mask underlying strength or weakness, market breadth tells the true story. For instance, in November, market breadth began to deteriorate well before the major indices corrected. However, currently the ...

Core Insights - Voya Investment Management's "Voya MI Dynamic Small Cap Fund" experienced underperformance in Q3 2025, primarily due to stock selection issues despite a strong recovery in equity markets [1][3] Fund Performance - The fund's NAV underperformed the index during the quarter, influenced by negative stock selection [1] - Growth stocks outperformed value stocks, particularly in technology and communication services, while consumer staples lagged [1] Bloom Energy Corporation (NYSE:BE) - Bloom Energy Corporation reported a one-month return of -14.40% but a significant 348.38% increase over the last 52 weeks, closing at $119.18 per share with a market capitalization of $28.19 billion on December 5, 2025 [2] - The company was identified as a primary detractor from the fund's performance, with the machine learning model indicating negative views based on quality metrics and valuation [3] - Bloom Energy's Q3 2025 revenue reached $519 million, reflecting a 57% year-over-year increase, and the company benefited from strong second-quarter earnings and data center demand [4]

Core Viewpoint - Bloom Energy's stock experienced a significant decline of 17.3% in November, influenced by the overall downturn in AI-related stocks, but has shown recovery in December, approaching all-time highs [1][6]. Group 1: Company Performance - Bloom Energy has developed innovative fuel cell technology that converts fossil fuels directly into electricity, making it suitable for AI datacenters facing electricity supply shortages [2]. - The company has seen substantial revenue growth, with a cumulative increase of 129% over the past five years, reaching $1.8 billion in the last twelve months. The most recent quarter reported a 57% year-over-year sales increase to $519 million [3]. - A significant partnership was established with Brookfield Asset Management, valued at $5 billion, focusing on the AI sector [3]. Group 2: Market Sentiment and Valuation - The stock's performance is closely tied to the sentiment surrounding AI investments. A downturn in popular AI stocks like Nvidia and Palantir negatively impacted Bloom Energy's stock [4]. - As of December 6, 2025, Bloom Energy's market capitalization stands at $28 billion, which is considered high relative to its trailing revenue of $1.8 billion. The company has gross margins below 30% and struggles to generate substantial profits [7]. - Despite its growth potential and recent partnership, Bloom Energy's stock appears overvalued when compared to its revenue and earnings potential, suggesting caution for potential investors [9].

We recently published 10 Stocks With Effortless 14-25% Gains. Bloom Energy Corp. (NYSE:BE) is one of the best performers on Thursday. Bloom Energy bounced back by 15.21 percent on Thursday to close at $118.09, mimicking a mostly optimistic market driven by increasing hopes for an interest rate cut. Policymakers are set to meet for their last Federal Open Market Committee Meeting for the year on Wednesday next week, and economists are doubling down on expectations for a 25-basis-point rate cut. In other ...