Core Insights - Bloom Energy Corporation (NYSE:BE) is highlighted as a speculative stock in the energy sector, particularly in the context of the increasing demand for diverse energy sources, including hydrogen fuel cells [1] - The company specializes in designing and installing solid-oxide fuel cell systems that generate electricity from natural gas, biogas, or hydrogen without combustion [1] - Despite past performance issues and being a chronic money loser, Bloom Energy's technology is recognized for its potential, especially in relation to the growing needs of data centers, as indicated by Oracle's expansion plans [1] Company Overview - Bloom Energy focuses on solid-oxide fuel cell systems that provide a cleaner energy solution by generating electricity without combustion [1] - The company has historically struggled with profitability, leading to a lack of attention from investors [1] Market Context - The discussion around Bloom Energy is set against a backdrop of increasing energy demands in the U.S., emphasizing the need for innovative energy solutions like hydrogen fuel cells [1] - The potential for growth in the energy sector is contrasted with other investment opportunities, particularly in AI stocks, which are perceived to offer better upside potential with less risk [1]

Core Insights - Ten large-cap stocks showed significant performance gains last week, indicating strong investor interest and market movements in specific sectors [2] Group 1: Stock Performances - Oklo Inc. (OKLO) gained 59.34% due to a nuclear energy agreement between the US and UK aimed at advancing nuclear reactor deployment [2] - Bullish BLSH increased by 33.04% following a year-over-year rise in Q2 financial results and price target upgrades from Cantor Fitzgerald and Rosenblatt [2] - NuScale Power Corporation (SMR) rose 23.31% after RBC Capital initiated coverage with a Sector Perform rating and a price target of $35 [2] - IonQ, Inc. (IONQ) saw a 23.72% increase as quantum-related stocks surged on reports of an expanded quantum strategy by the Trump administration [2] - Bloom Energy Corporation (BE) stock gained 28.62% after multiple analysts raised their price forecasts [2] - Intel Corporation (INTC) increased by 21.7% following an announcement of a joint development of AI infrastructure and personal computing products with NVIDIA, which will invest $5 billion in Intel's stock at $23.28 per share [2] - Symbotic Inc. (SYM) gained 15.49% [2] - Rambus, Inc. (RMBS) increased by 15.27% [2] - Sandisk Corporation (SNDK) rose 14.28% with Mizuho analyst Vijay Rakesh maintaining an Outperform rating and raising the price forecast from $57 to $112 [2] - Joby Aviation, Inc. (JOBY) stock gained 14.34% [2]

Company Overview - Bloom Energy Corporation (NYSE:BE) designs and installs solid-oxide fuel cell systems that convert natural gas, biogas, hydrogen, or fuel blends into electricity without combustion [2] - The company also provides electrolyzers for hydrogen production and serves various sectors including utilities, data centers, healthcare, and manufacturing [2] Market Commentary - Jim Cramer recently discussed Bloom Energy, expressing regret for not recommending the stock earlier, highlighting the company's technology and its past struggles with profitability [1] - Cramer noted that electricity is a significant limiting factor for large data center operations, which positions Bloom Energy favorably as Oracle plans to build numerous data centers [1] Investment Perspective - While Bloom Energy shows potential as an investment, there are opinions suggesting that certain AI stocks may offer greater upside potential with less downside risk [3]

Group 1: ETF Performance - Global X Hydrogen ETF (HYDR) has gained 16.7% over the past week and 25.8% over the past month as of September 17, 2025 [1] - Plug Power (PLUG), the ETF's second holding, surged 19.1% on September 17, 2025, and increased 40.6% over the past week [1] - Bloom Energy (BE), the ETF's top holding, gained 8.7% on September 17, 2025, and advanced 24.6% over the past week [1] Group 2: Hydrogen Market Dynamics - The green energy revolution is driving demand for hydrogen as a clean fuel source, which emits only water and heat when used [3] - The ongoing AI boom is increasing the energy needs of data centers, further driving demand for clean power sources like hydrogen [4] Group 3: Supply and Production Outlook - The International Energy Agency (IEA) reported a nearly 25% drop in the projected hydrogen development for 2030 due to cancellations, cost pressures, and policy uncertainty [5] - Expected hydrogen production for 2030 is now 37 million metric tons per year, down from 49 million metric tons estimated a year earlier [6] - Operational, under-construction, or final investment decision capacity is projected to grow about fivefold from 2024, reaching above 4 million tons per year by 2030 [7] Group 4: Cost Structure and Future Projections - Recent declines in natural gas prices have favored fossil-based hydrogen, while rising electrolyser prices have impacted low-emissions projects [8] - The IEA expects the cost gap to narrow by 2030 as technology costs fall, renewable energy capacity expands, and regulatory frameworks improve [8]

Bloom Energy Corporation (NYSE:BE) is one of the stocks in focus in Jim Cramer’s latest lightning round. Noting that Cramer was “less sanguine” about the stock, a caller asked about it. Here’s what Mad Money’s host had to say in response: “Well, but here’s the issue. As I went public with Oklo in the 30s, once you have an energy stock, small SMR, here’s the deal. We’re so short [on] energy that any, we need every single one. I’m including Bloom. So I understand why it’s going up. It’s not my cup of tea, b ...

Group 1: Stock Performance - Bloom Energy (BE) closed at $80.97, with a +1.63% change from the previous day, outperforming the S&P 500's 0.48% gain [1] - The stock has increased by 78.99% over the past month, significantly surpassing the Oils-Energy sector's gain of 3.84% and the S&P 500's gain of 2.46% [1] Group 2: Earnings Projections - The upcoming EPS for Bloom Energy is projected at $0.06, indicating a 700.00% increase compared to the same quarter last year [2] - Revenue is estimated at $410.16 million, reflecting a 24.14% rise from the equivalent quarter last year [2] Group 3: Fiscal Year Estimates - For the entire fiscal year, earnings are predicted at $0.48 per share and revenue at $1.77 billion, showing increases of +71.43% and +20.28% respectively from the previous year [3] - Recent changes to analyst estimates suggest a positive outlook for Bloom Energy's business [3] Group 4: Valuation Metrics - Bloom Energy has a Forward P/E ratio of 167.14, which is a premium compared to the industry average Forward P/E of 20.07 [6] - The company has a PEG ratio of 5.97, while the Alternative Energy - Other industry has an average PEG ratio of 2.39 [6] Group 5: Industry Ranking - The Alternative Energy - Other industry, part of the Oils-Energy sector, holds a Zacks Industry Rank of 178, placing it in the bottom 28% of over 250 industries [7] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Insights - Bloom Energy Corporation (NYSE:BE) is gaining attention as an AI stock, with Morgan Stanley analyst David Arcaro raising the price target from $44 to $85 while maintaining an Overweight rating due to the growing potential in the AI data center power market [1] - The partnership with Oracle for supplying fuel cells to AI data centers positions Bloom favorably amid increasing demand for computing capacity and power supply [2][3] Company Positioning - Bloom Energy has the capability to double its manufacturing capacity within six months, allowing for quick product shipments [3] - The anticipated power shortfall is projected to exceed 40 GW in the coming years, significantly surpassing Bloom's current annual capacity of 1 GW, indicating substantial growth opportunities [3] Market Demand - The surge in demand for computing capacity is intensifying the need for power supply, with Bloom Energy being one of the few companies able to rapidly scale manufacturing [2] - The current landscape shows that Bloom is well-positioned to meet the strong demand for power in AI data centers, which is expected to grow significantly [2][3]

Core Viewpoint - Bloom Energy is poised for significant growth, driven by the increasing demand for cloud infrastructure and AI data centers, with projected revenue surging to $18 billion this fiscal year and reaching $144 billion by 2030 [1][2]. Company Performance - Bloom Energy reported a 19.5% year-over-year increase in total revenue to $401.2 million in its fiscal 2025 second-quarter report, surpassing Wall Street's estimate of $376.6 million [7]. - The company achieved a gross margin of 26.7%, up 6.3 percentage points from the previous year, with adjusted EPS at $0.10, a significant improvement from a loss of $0.06 per share in the same quarter last year [9]. Market Position and Growth Drivers - The company is focusing on key growth drivers, including rising power demand from AI and data centers, faster deployment times, and greater fuel flexibility [3][10]. - Bloom Energy's market capitalization is approximately $17.2 billion, reflecting its strong positioning in the energy sector [3]. Analyst Sentiment - Morgan Stanley raised its price target for Bloom Energy from $44 to $85, indicating strong confidence in the company's role in powering AI data centers [5][12]. - The stock has seen a remarkable increase of 700% over the past year, significantly outperforming the S&P 500 Index [6]. Future Outlook - Bloom Energy has reaffirmed its full-year 2025 revenue outlook between $1.65 billion and $1.85 billion, with plans to double its factory capacity from 1 GW to 2 GW by the end of 2026 [11]. - Analysts highlight a tightening market for power solutions, with Bloom's manufacturing flexibility allowing it to quickly scale production to meet rising demand [14].

We recently published All-Time Rush: 8 of 10 Big Names Hit Fresh Record Highs. Bloom Energy Corp. (NYSE:BE) is one of the best performers on Wednesday. Shares of Bloom Energy climbed to a new all-time high on Wednesday, as investors continued to load up positions after earning a sky-high price target upgrade from an investment firm. During the session, Bloom Energy Corp. (NYSE:BE) rose to its highest price of $80.71 before trimming gains to end the day just up by 8.71 percent at $79.67. Bloom Energy (BE ...

Economic Context - The U.S. economy is experiencing volatility due to aggressive tariffs, a weakening job market, persistent inflation, and rising fiscal deficits [1] - Investors are anticipating a Federal Reserve interest rate cut of 0.25% as indicated by Fed Chair Jerome Powell [1] Impact on Clean Energy Sector - The expected rate cut is viewed as a necessary measure to stimulate economic activity and alleviate consumer purchasing power pressure, which should benefit capital-intensive industries like clean energy [2] - Clean energy companies are highly sensitive to interest rates due to the significant upfront investments required for infrastructure such as solar farms and wind turbines [3] Benefits of Rate Cut for Clean Energy - A reduction in interest rates typically lowers financing costs for debt-funded clean energy projects, enhancing the economic viability of solar and wind initiatives [4] - This can lead to increased valuations for clean energy companies and the ETFs that hold them [4] Clean Energy ETFs Performance - Several U.S.-focused clean energy ETFs have shown positive performance since Powell's speech, indicating strong market interest [5] - iShares Global Clean Energy ETF (ICLN) has approximately $1.60 billion in assets, with a 1.5% increase since August 22, and a significant U.S. holding of 28.95% [6][7] - First Trust Nasdaq Clean Edge Green Energy ETF (QCLN) has a total net asset of approximately $470.2 million and has gained 4.3% since August 22 [8] - ALPS Clean Energy ETF (ACES) has a total net asset of approximately $98.4 million, with a 1.7% increase since August 22 [9][10] - Invesco WilderHill Clean Energy ETF (PBW) has a total net asset of approximately $401.7 million and has rallied 3.8% since August 22 [11][12] - SPDR S&P Kensho Clean Power ETF (CNRG) has approximately $159.8 million in assets and has risen 6.6% since August 22 [13] Conclusion - The anticipated Federal Reserve rate cut could create a more favorable financing environment for clean energy companies, potentially enhancing the performance of the highlighted ETFs [14]