智通财经APP获悉，国联民生证券发布研报称，当前北美地区电力供给趋紧，而AI数据中心建设正处于 快速扩张阶段，供需错配持续加剧。SOFC与MLCC有望分别从主电源侧、电路侧发力，协同破解北美 数据中心的电力与电路运行困境，构成数据中心电源系统优化的核心支撑。该行看好AI发展驱动服务 器电源领域技术迭代提速，预计SOFC、MLCC等相关产业链将步入高速成长周期。 从国内外产业链来看，海外厂商Bloom Energy是全球SOFC领域的领导者 根据25Q2财报显示，Bloom营收超过4亿美元，YOY+19.5%，延续了过去几个季度的稳健扩张态势。与 此同时，三环集团、潍柴动力等中国本土SOFC厂商也加快商业化进程，持续推动系统集成与应用落 地。 MLCC：电路模块的电源及信号稳定器 AI产业迅速发展成为MLCC需求大幅增长的核心动力，GPU销量提升、算力升级直接拉动需求，超高容 MLCC更能抑制电压下降、补偿电流波动，保障高算力设备稳定运行。 全球MLCC市场格局集中，日韩厂商掌握主导权 国联民生证券主要观点如下： 北美缺电常态化，开启SOFC和MLCC投资新篇章 当前北美电力供需失衡持续加剧，叠加AIDC快速扩 ...

Bloom Energy Corporation (NYSE:BE) is one of the stocks Jim Cramer commented on. Cramer called the stock “incredibly volatile,” as he stated: I think this one’s legit. I just don’t know if it’s too legit to quit. Bloom Energy’s latest rally is not like what we saw in 2018 or 2020. This company has announced a series of major deals with a set of very legitimate partners. Data center operators are desperate for on-site power solutions, and this is a tested technology… What’s changed is that demand for them ...

Analysts on Wall Street project that Plug Power (PLUG) will announce quarterly loss of -$0.10 per share in its forthcoming report, representing an increase of 93.9% year over year. Revenues are projected to reach $220.68 million, increasing 15.3% from the same quarter last year.The consensus EPS estimate for the quarter has undergone a downward revision of 2.6% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimate ...

Core Insights - FuelCell Energy (FCEL) is strategically focusing on the convergence of distributed power, carbon capture, and hydrogen production in response to stricter emissions regulations and increasing electricity demand [1] - The company has partnered with ExxonMobil to enhance its carbonate fuel cell technology for carbon capture from industrial exhaust while generating lower-carbon electricity, heat, and hydrogen [1][4] Carbon Capture Technology - Laboratory tests with ExxonMobil have demonstrated carbon capture rates exceeding 90%, with a pilot project scheduled for 2026 at ExxonMobil's Rotterdam facility to validate the technology in real-world conditions [2] - FuelCell Energy's integrated approach captures carbon dioxide during the electrochemical process, improving efficiency and enabling multiple revenue streams, while also reducing nitrogen oxide emissions by approximately 70% when treating industrial exhaust [3] Collaboration and Development - The ongoing collaboration with ExxonMobil showcases the potential of the technology to reduce emissions in carbon-intensive industries without compromising power output [4] - FuelCell Energy is also developing internal carbon recovery solutions that can be integrated into new installations or retrofitted into existing systems, allowing for a gradual reduction in carbon intensity [4] Hydrogen Production Opportunities - The company is expanding its hydrogen production capabilities, with significant advancements in solid oxide electrolysis testing at Idaho National Laboratory, where its system became the largest electrolyzer tested at the site [5] - The Tri-gen project with Toyota at the Port of Long Beach exemplifies FuelCell Energy's hydrogen capabilities, producing electricity, hydrogen, and usable water from a single installation [6] Market Performance - Shares of FuelCell Energy have increased by over 100% in the past six months, outperforming the industry [7]

It's no secret that AI consumes a lot of energy. The numbers are just staggering. The typical AI data center uses as much power as 100,000 households. Meanwhile, the largest AI data centers consume 20 times that amount. Access to power is becoming an obstacle as AI scales, due to the pressure it's placing on the electric grid and energy prices. As a result, a growing number of AI data center developers are also building the power they need into their projects. They're doing that through partnerships with B ...

Polen Capital, an investment management company, released its fourth-quarter investor letter for “Polen 5Perspectives Small Growth Strategy”. A copy of the letter can be downloaded here. The Polen 5Perspectives Small Growth Composite Portfolio returned -1.3% gross and -1.5% net of fees in the fourth quarter of 2025, compared to a 1.2% return of the Russell 2000 Growth Index. Following double-digit returns in 2Q and 3Q, small caps concluded the year with a 1.2% return in 4Q. Biotech stood out as a major per ...

DANBURY, Conn., Feb. 24, 2026 (GLOBE NEWSWIRE) -- FuelCell Energy, Inc. (Nasdaq: FCEL) -- announced the upcoming release of its first quarter 2026 results prior to the Stock Market Open on Monday, March 9, 2026. FuelCell Energy management will subsequently host a conference call with investors beginning at 10:00 a.m. Eastern Time the same day to discuss the results and provide a business update. Participants can access the live call via webcast on the Company website or by telephone as follows: The live web ...

Core Insights - Bloom Energy Corporation (NYSE:BE) is experiencing significant volatility in its stock price, with various analysts adjusting their price targets based on recent performance and market conditions. Analyst Ratings and Price Targets - Jefferies raised Bloom Energy's price target to $102 from $92 while maintaining an Underperform rating, citing a $6 billion backlog for near-term visibility but expressing concerns over transparency regarding capacity expansions [1] - Mizuho increased the price target to $110 from $89, keeping a Neutral rating, highlighting gross margin improvements in 2026 due to cost reductions and higher capacity utilization [2] - BofA raised its price objective to $71 from $39 while retaining an Underperform rating, noting improved visibility after a strong Q4 performance but cautioning against expectations of a rapid shipment increase and margin stabilization [3] - UBS upgraded the price goal from $115 to $170 while maintaining a Buy rating, citing a solid quarterly performance and forecasts that exceeded expectations [5] Company Overview - Bloom Energy Corporation specializes in manufacturing and installing solid oxide fuel cell-based power production platforms, converting conventional low-pressure natural gas or biogas into electricity through an electrochemical process that avoids combustion [6]

Core Insights - Bloom Energy's shares have surged 80% this year, with a 12% increase noted recently, reflecting strong investor confidence [1][2] - The company is positioned to meet the increasing power demands of data centers, driven by the growth of artificial intelligence (AI) [2][3] - Bloom Energy's CEO highlighted the shift towards "bring-your-own-power" as a necessity for AI hyperscalers and manufacturing, indicating a growing market for their solid oxide fuel cells [3] Investment Context - Major technology companies are projected to increase AI-related capital expenditures to nearly $600 billion by 2026, primarily for data center development and infrastructure expansion [4] - Bloom Energy is expanding its capacity to meet this rising demand, which has contributed to the stock's significant price increase [4] - Despite the stock's current high valuation, investor interest remains strong, indicating a belief in the company's future success [4]

Core Insights - FuelCell Energy, Inc. released its 2025 Annual Report and Sustainability Report, highlighting financial and operational performance while focusing on distributed generation, growth, manufacturing scale, and sustainability through clean energy technologies [1][2] Financial Performance - The backlog increased to $1.19 billion as of October 31, 2025, supported by engagement from investment-grade counterparties [9] - The company has demonstrated utility-scale platforms operating at 10MW, 20MW, and 58.8MW for an average of 10 years [9] Sustainability Commitment - The company emphasizes its commitment to sustainability, focusing on delivering clean, reliable, and continuously distributed power through electrochemical baseload fuel cell technology [7] - Achieved approximately 93% recycling/reuse of decommissioned fuel cell modules through a takeback program, expanding metal recovery and reducing landfill impact [10] Technological Advancements - Improved carbonate fuel cell product efficiency from 47% to 50%, with total efficiency exceeding 80% when configured for combined heat and power [10] - The manufacturing facility in Torrington, Conn., is positioned for scale as utilization increases [9] Market Positioning - The company positions its solutions as essential for meeting the accelerating electricity demand driven by AI-powered data centers and the shift towards electrification [3][4] - FuelCell Energy aims to be a native power backbone for AI factories, integrating generation, storage, and power as a single system [4]