Workflow
Fuel Cells
icon
Search documents
Uber Technologies ($UBER) | IonQ ($IONQ) | Lyft ($LYFT) | Ballard Power Systems ($BLDP)
Youtube· 2025-09-18 13:30
Group 1 - Uber Technologies is partnering with Flightrex to launch autonomous drone deliveries for Uber Eats in the US by year end, integrating Flightrex's FAA certified drones and 200,000 delivery track record with Uber's global logistics platform [1] - The deal aims to cut delivery times, costs, and emissions while expanding its multimodal network beyond cars, bikes, and sidewalk robots [2] - Lyft and Whimo will launch a fully autonomous ride-hailing service in Nashville in 2026, with rides available first through the Whimo app and later integrated into Lyft's network [3] Group 2 - Lyft's Flex Drive unit will handle end-to-end fleet management, including a new AV facility to maximize vehicle uptime and provide a seamless experience for riders on both platforms [3] - Ballard Power Systems will debut its SC Move SC fuel cell module in October, offering 30% more end-of-life power, higher power density, and improved durability for city buses [3] - The 75 kW system simplifies vehicle integration, cuts life cycle costs, and is designed for a 25,000-hour service life to rival diesel performance [4]
Jim Cramer Recently Discussed These 9 Stocks
Insider Monkey· 2025-09-18 12:01
Market Performance and Bank Stocks - The expansion of the price-to-earnings (P/E) multiple is driving bank stock prices higher, indicating that investors are willing to pay more for bank earnings [1][2] - Both earnings and the P/E multiple are increasing for banks, contributing to upward stock price momentum [2] - The Federal Reserve's decisions still significantly impact bank stocks, despite current market perceptions suggesting otherwise [2][3] Jim Cramer's Stock Recommendations - Bloom Energy Corporation (NYSE:BE) has seen a substantial increase of approximately 230% year-to-date, rising from $25 to $72, attributed to its technology and contracts in the data center sector [8] - New Gold Inc. (NYSE:NGD) is viewed positively in the context of rising gold prices, with Cramer favoring Agnico Eagle as a stronger investment option [9]
PLUG Crosses Above Average Analyst Target
Nasdaq· 2025-09-18 11:18
Core Viewpoint - Plug Power Inc's shares have surpassed the average analyst 12-month target price of $2.85, currently trading at $3.15, prompting analysts to consider either downgrading their valuation or raising their target price based on the company's fundamental developments [1][3]. Analyst Target Summary - There are 20 different analyst targets for Plug Power Inc, with the lowest target at $1.40 and the highest at $5.00, resulting in a standard deviation of $1.206 [2]. - The average target price reflects a collective assessment, suggesting that investors should evaluate whether the current price is a stepping stone to higher targets or if it indicates a need to reconsider their positions [3]. Analyst Ratings Breakdown - The current analyst ratings for Plug Power Inc are as follows: 6 Strong Buy, 0 Buy, 16 Hold, 1 Sell, and 3 Strong Sell, with an average rating of 2.8 on a scale where 1 is Strong Buy and 5 is Strong Sell [4]. - The average rating has remained stable at 2.8 over the past month, indicating consistent analyst sentiment [4].
Ballard to launch FCmove®-SC fuel cell at Busworld: improved performance and lifecycle cost on the road to diesel parity
Prnewswire· 2025-09-17 21:30
Accessibility StatementSkip Navigation New fuel cell engineered to power city transit buses – lower cost, simplified vehicle integration, smarter fleet services, and enhanced safety VANCOUVER, BC, Sept. 17, 2025 /PRNewswire/ - Ballard Power Systems (NASDAQ: BLDP) (TSX: BLDP) will unveil its new-generation transit fuel cell module, the FCmove-SC, at Busworld in Brussels on 4–9 October 2025. Designed for city transit duty, the FCmove-SC builds on Ballard's market-leading FCmove family to deliver greater susta ...
Bloom Energy (BE) Hits New All-Time High on Analyst 93% Price Target Upgrade
Yahoo Finance· 2025-09-17 14:59
We recently published 10 Hot Stocks Investors Are Buying, 5 Break Fresh Records. Bloom Energy Corp. (NYSE:BE) is one of the best performers on Tuesday. Bloom Energy rallied to a new all-time high on Tuesday, as investors turned bullish after a sky-high price target upgrade from a financial services company. During the session, Bloom Energy Corp. (NYSE:BE) jumped to a new all-time high of $73.42 before trimming gains to end the day just up by 9.36 percent at $73.29 apiece. Bloom Energy (BE) Hits New All- ...
方建华:SOFC何以成为破解AI能源困局的"六边形战士"?
Tai Mei Ti A P P· 2025-09-17 01:44
Core Insights - AI is driving a new technological revolution, providing new pathways to overcome traditional growth bottlenecks through the combination of data, algorithms, and computing power [1] - The energy crisis is a looming issue as AI models transition from technical exploration to application explosion, with energy supply becoming a critical factor in the competition for computing power [1][2] Energy Consumption and Demand - Global data centers' electricity consumption has surged from 10 billion watts a decade ago to 100 billion watts today, with ChatGPT alone consuming over 500,000 kWh daily [2] - The International Energy Agency (IEA) predicts that by 2030, global data center electricity demand will approach 1,000 billion MWh, with AI-related consumption accounting for nearly half of the increase in the U.S. [2] Energy Supply Challenges - The traditional power supply system has significant shortcomings, with major cities in China facing electricity load saturation and new data centers waiting 2-3 years for power allocation [4] - The reliance on diesel generators as emergency solutions highlights the inadequacy of the current power grid, with traditional UPS and diesel solutions having a combined efficiency of only 35%-45% [4] Solid Oxide Fuel Cells (SOFC) as a Solution - SOFC technology, which converts chemical energy from fuels like natural gas and hydrogen into electricity without combustion, is emerging as a key solution to the energy crisis [5] - SOFC offers a generation cost of $0.09 per kWh, significantly lower than diesel generators, and boasts an electrical efficiency of 55%-65% [5][6] Market Potential and Growth - The global SOFC market is projected to reach 70 billion yuan by 2027, with potential to exceed 230 billion yuan in the next three to five years, driven by the increasing application in data centers [7][8] - SOFC's dual revenue model from electricity generation and carbon asset generation positions it as a powerful tool for companies to mitigate carbon costs [9] Broader Applications and Future Outlook - SOFC's applications are expanding from data centers to distributed generation, industrial energy supply, and residential combined heat and power systems [9] - The intersection of explosive AI computing demand and global carbon neutrality goals marks the beginning of a "golden decade" for SOFC technology, with Chinese companies leading in technological advancements [10]
After being a disappointment, Bloom Energy is now a great success story of this era, says Jim Cramer
Youtube· 2025-09-17 00:27
I got a call yesterday about Bloom Energy, a company that makes novel hydrogen fuel cell systems for on-site power generation that can be used in the data center. You hire them and they're set to turn around the order in 90 days. Poof, voila, your data center is up and ready.Now, I've always admired Bloom's technology, but frankly, I never thought much of its stock because the company's been a chronic money loser. For years, the stock did nothing, and eventually I stopped paying attention to it. That was wr ...
Why Bloom Energy Stock Hit an All-Time High Today
Yahoo Finance· 2025-09-16 16:29
Key Points Bloom Energy is becoming a focal point for powering data centers. The company's stock has soared by over 600% in the last 12 months. Analysts are rapidly raising price targets on the stock. 10 stocks we like better than Bloom Energy › Bloom Energy (NYSE: BE) stock has been on fire. Shares of the fuel cell maker have rocketed more than 600% in the last year. That includes more than tripling in the past three months, as investors see plenty of potential for Bloom to provide power to data ...
Bloom Energy Corporation (BE): A Bull Case Theory
Yahoo Finance· 2025-09-16 16:13
Core Thesis - Bloom Energy Corporation is positioned as a leading player in the fuel cell market, with a strong focus on providing efficient energy solutions for AI datacenters and other industrial applications [2][3][4] Company Overview - Bloom Energy is the largest U.S.-based fuel cell manufacturer, producing modular energy servers that convert natural gas or biogas into electricity at a cost of $0.09–$0.12 per kWh, offering a low-emission alternative to traditional energy generation [2] - The company has achieved profitability after 25 years of investment and technological development, validated by partnerships with over 50 Fortune 500 companies and utility partners [2] Competitive Advantages - Bloom's energy servers are designed for low-latency power needs, making them ideal for AI datacenters located near population centers where traditional grid expansion is slow and costly [3] - The company can manufacture and deploy large-capacity energy servers within months, ensuring 99.98% reliability and high operational efficiency, along with cost-effective carbon capture capabilities [3] Growth Projections - Projected unit sales are expected to reach 1–2 GW annually over the next 2–4 years, potentially driving non-GAAP EPS to $2–$6 and a corresponding stock price of $60–$100 [4] - Long-term goals include achieving cost parity with combined-cycle gas turbines and capturing market share, which could expand earnings above $10 per share, with additional upside from hydrogen applications [4] Market Catalysts - Multiple catalysts for growth include increasing demand from AI datacenters, expansion in industrial customer base, and potential strategic developments or mergers and acquisitions [6]
A little-known clean energy stock might be one of the biggest winners of Oracle's surprise revenue explosion
Business Insider· 2025-09-16 15:33
Investors were floored by Oracle's surging revenue forecasts when it reported earnings last week, and now analysts are growing bullish on other names that could be lifted by its sales boom. After a wildly upbeat cloud-computing forecast cemented Oracle as a prominent player in the AI race, the stock surged, and its momentum hasn't subsided as demand continues to persist. Oracle's lifted a number of tech stocks last week, but a little known clean energy company might end up being one of the biggest winners ...