Bloom Energy(BE) ZACKS·2025-05-06 18:40Industry Overview - The global energy landscape is transforming towards sustainability, with a significant increase in demand for efficient and scalable energy storage solutions over the past decade [1] - The International Energy Agency (IEA) projects that global electricity demand will grow at its fastest rate between 2025 and 2027, highlighting the importance of renewable energy and energy storage companies [2][3] - Renewables are expected to surpass coal-fired generation in 2025, with coal's share in global electricity falling below 33% for the first time in 100 years, emphasizing the critical role of energy storage [3] Investment Opportunities - The renewable energy and battery storage sector presents compelling growth opportunities, supported by robust policy frameworks, fiscal incentives, and international commitments to net-zero emissions [4] - Declining technology costs are enhancing the competitiveness of clean energy, positioning companies in this sector for sustainable long-term value [4] Company Highlights - DTE Energy has brought 2,300 MW of renewables online and plans to invest $10 billion in clean energy projects from 2025 to 2029, targeting an annual addition of 1,000 MW of wind and solar [6][7] - Brookfield Renewable Partners operates a global portfolio of renewable assets with an operating capacity of 43,300 MW, investing $1,546 million in renewable projects in Q1 2025 [8][9] - Bloom Energy has deployed approximately 1.4 GW of its Energy Server systems globally, with a projected sales growth of 18.7% and EPS growth of 39.3% for 2025 [12][13] - Stem Inc. manages nearly 30 GW of solar assets and over 5 GWh of contracted energy storage, with a year-over-year increase of 100% in energy storage capacity [14][15]