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Why Bloom Energy Stock Sank Again Today
Yahoo Finance· 2025-09-24 15:36
Core Viewpoint - Bloom Energy's stock has experienced a significant decline after a substantial increase over the past three months, with a recent downgrade from Jefferies contributing to the drop [1][5]. Group 1: Stock Performance - Bloom Energy's stock price has more than tripled in the last three months, but it fell by 17% in early trading and was down 12.4% as of 10:50 a.m. ET [1]. - Jefferies downgraded Bloom Energy's stock from hold to sell, while raising the price target from $24 to $31 per share, indicating optimism about the business but concern over the stock's rapid rise [5][6]. Group 2: Business Developments - The surge in Bloom Energy's stock was fueled by speculation regarding the company's potential growth alongside the expansion of data centers for AI applications, particularly following a collaboration announcement with Oracle [3][4]. - The deal with Oracle to power AI data centers is expected to commence in the coming months, suggesting a tangible business opportunity rather than a distant speculative bet [4]. Group 3: Market Dynamics - Approximately 20% of Bloom Energy's shares are sold short, which likely contributed to the stock's sharp rise as short-sellers covered their positions during the stock's surge [6]. - Long-term investors are advised to monitor Bloom's underlying business, as there may be significant revenue growth from the data center business, which could positively impact the stock in the long run [7].
Why Bloom Energy Stock Crashed Today
The Motley Fool· 2025-09-23 19:20
Core Viewpoint - Bloom Energy's stock price target was raised by Bank of America, but the new target suggests a significant decline in stock value, indicating a bearish outlook for the company [3][4]. Group 1: Price Target and Stock Performance - Bank of America raised its price target on Bloom Energy stock to $24, while the current stock price is over $76, implying a potential 70% drop in value [3]. - Bloom Energy's stock has increased by 650% over the past year, driven by contracts with companies like American Electric Power and Oracle for fuel cells used in AI data centers [5]. Group 2: Financial Performance and Valuation - Despite securing new contracts, Bloom Energy has not raised its earnings guidance for the year, indicating potential profitability issues with these contracts [6]. - The company's total earnings over the last 12 months are less than $24 million, resulting in a market capitalization of $20.2 billion, which translates to an extraordinary P/E ratio of 852 [6]. - The valuation is considered very high for a company expected to incur losses this year, and even if it becomes profitable next year, the forward P/E ratio is projected to remain in the triple digits [7].
The Contrarian Edge: 2 Things Soaring Small Caps Have in Common
Schaeffers Investment Research· 2025-09-23 16:03
Group 1: Market Overview - The Russell 2000 Index (RUT) reached a new record high, driven by momentum from anticipated rate cuts [1] - The small cap iShares Russell 2000 ETF (IWM) saw significant gains, with various holdings benefiting from this trend [1] Group 2: Key Company Highlights - Bloom Energy Corp (NYSE:BE) was highlighted as a top pick, with Morgan Stanley raising its price target from $44 to $85, citing its partnership with Oracle and its role in powering AI data centers; BE closed the week at $82.93, up 273% in 2025 [2] - IonQ Inc (NYSE:IONQ) announced acquisitions of Vector Atomic and Oxford Ionics, and a memorandum of understanding with the Department of Energy to advance quantum technologies; IONQ experienced a seven-day win streak, briefly crossing $70 [3] - Rigetti Computing Inc (NYSE:RGTI) and D-Wave Quantum Inc (NYSE:QBTS) also saw significant gains of 49% and 51% respectively, with Rigetti securing a $5.8 million contract from the Air Force Research Laboratory and D-Wave reporting 83% year-over-year growth in the Asia-Pacific region [4] Group 3: Sector Trends - The quantum computing sector is experiencing a surge, with companies establishing legitimacy despite previous volatility; IONQ and QBTS faced post-earnings drawdowns, while Rigetti gained 6.1% after earnings [5] - Oklo Inc (NYSE:OKLO), a small-module reactor company, rose nearly 60% this week, benefiting from increased demand following U.S. Energy Secretary announcements and a U.S.-U.K. nuclear energy pact [6][7] - All highlighted companies, including those in clean energy, quantum computing, and nuclear reactors, have shown up on a Short Squeeze screen, indicating potential for further volatility despite recent gains [8]
Advent Technologies Delivers State-of-the-Art Portable Fuel Cell Systems under Contract with the U.S. Department of Defense
Globenewswire· 2025-09-22 12:00
LIVERMORE, Calif., Sept. 22, 2025 (GLOBE NEWSWIRE) -- Advent Technologies Holdings, Inc. (NASDAQ: ADN), an innovation-driven leader in fuel cells and hydrogen technologies, has delivered its next generation, state-of-the-art Honey Badger 50™ (“HB50”) portable power units to the U.S. ARMY. This milestone achievement comes under the contract titled “Honey Badger Design Lock for Future Adoption” (the “Design Lock Contract”). Advent has designed the HB50 to play a crucial role in supporting the demanding defens ...
Jim Cramer Highlights Bloom Energy and Hydrogen Fuel Cells in Energy Speculation
Yahoo Finance· 2025-09-22 07:42
Bloom Energy Corporation (NYSE:BE) is one of the stocks Jim Cramer was focused on. Discussing speculative stocks for energy, Cramer mentioned BE and said: “What [are] examples of what speculation means?… Second kind of speculation, thesis stocks. Case in point, America’s short on power. We need every kind of energy. We have to tap into hydrogen fuel cells. That’s Bloom Energy.” Photo by Tommy Krombacher on Unsplash Bloom Energy Corporation (NYSE:BE) designs and installs solid-oxide fuel cell systems t ...
Jim Cramer Calls Bloom Energy “One of the Great Success Stories of This Remarkable Era”
Yahoo Finance· 2025-09-20 04:45
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]
Jim Cramer on Bloom Energy: “I Understand Why it’s Going Up”
Yahoo Finance· 2025-09-19 03:52
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 ...
Bloom Energy Stock (BE) Backed by Analysts on Fuel Cell Role in AI Data Centers
Yahoo Finance· 2025-09-18 21:20
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]
Can Bloom Energy Stock Hit $85 in 2025?
Yahoo Finance· 2025-09-18 20:06
The tech giant expects its cloud infrastructure revenue to surge 77% this fiscal year to $18 billion and reach a staggering $144 billion by 2030. That kind of growth means data center capacity will need to expand rapidly, and Bloom’s partnership with Oracle positions it perfectly to support that demand. That said, Bloom Energy has been one of the standout beneficiaries of the AI boom, and its price performance tells an incredible story.Much of the investors' and analysts' enthusiasm for BE stock comes from ...
Bloom Energy (BE) Soars to Fresh Peak After Sky-High Price Target Upgrade
Yahoo Finance· 2025-09-18 14:46
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 ...