Core Insights - Bloom Energy Corporation (NYSE:BE) has seen a significant increase in its share price, rising by 7.47% from January 22 to January 29, 2026, making it one of the top-performing energy stocks during that week [1] Company Overview - Bloom Energy designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation both in the United States and internationally. Its Energy Server converts fuels like natural gas, biogas, and hydrogen into electricity without combustion [2] Analyst Ratings and Price Targets - China Renaissance initiated coverage of Bloom Energy with a 'Buy' rating and a price target of $207, suggesting an upside of over 32% from current levels. Barclays also initiated coverage with an 'Equal Weight' rating and a price target of $153, indicating that Bloom is well-positioned to benefit from increasing on-site power demand and strong momentum from hyperscalers, although the stock's valuation already reflects a significant scale-up [3] - Baird raised its price target for Bloom Energy from $157 to $172 while maintaining an 'Outperform' rating, following an update to its model in anticipation of Q4 results, where it expects the company to meet consensus but provide conservative guidance [4]

Key Takeaways BE stock rose 62.1% in a month, beating its industry's 1.7% drop and the sector's 5.2% gain.Increased clean power demand and modular energy solutions are driving BE's strong momentum. BE's ROIC of 5.22% tops the industry average and its forward P/S ratio trades at a premium of 13.02X.Shares of Bloom Energy Corporation (BE) have gained 62.1% in the past month against the Zacks Alternative Energy - Other industry’s decline of 1.7%. The company has also outperformed the Zacks Oil & Energy sector’ ...

Core Viewpoint - Bloom Energy Corporation (NYSE:BE) has experienced a significant decline in share price recently, attributed to concerns over an AI bubble and the performance of major clients like Oracle [1][4]. Company Overview - Bloom Energy Corporation designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation, converting fuels such as natural gas, biogas, and hydrogen into electricity without combustion [2]. Recent Performance - The share price of Bloom Energy fell by 4.56% between December 23 and December 30, 2025, making it one of the energy stocks that lost the most during that week [1]. - Despite a surge of over 273% in share price since the beginning of 2025, Bloom Energy has faced a decline since early December due to investor concerns regarding the sustainability of the AI boom [3][4]. Client Impact - Oracle, a major client of Bloom Energy, reported a negative free cash flow of $13 billion for the trailing four quarters and missed revenue estimates in its Q2 2026 results, raising doubts about the ability of Big Tech to fulfill promised investments in data centers [4]. Analyst Sentiment - Despite recent declines, Bloom Energy remains favored by analysts, with Clear Street raising its price target from $50 to $58 while maintaining a 'Hold' rating on the shares [5].

Core Viewpoint - Bloom Energy Corporation (NYSE:BE) has experienced significant volatility in its share price, recently falling by 24.01% due to concerns surrounding the AI bubble and its implications for the energy sector [1][4]. Company Overview - Bloom Energy designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation, converting fuels like natural gas, biogas, and hydrogen into electricity without combustion [2]. Recent Performance - The company's share price has surged by nearly 230% since the beginning of 2025, driven by its recognition as a potential solution for the increasing energy demands of data centers [5]. Market Dynamics - Recent fears about an AI bubble have led to heavy selling of Bloom Energy's shares, particularly after Oracle Corporation missed revenue estimates and reported a negative free cash flow of $13 billion for the past four quarters [4]. - The withdrawal of Blue Owl Capital from a planned $10 billion financial support to Oracle's data center has further intensified concerns regarding Big Tech's spending on AI [4]. Competitive Threats - The announcement of SpaceX's plans to go public in 2026 poses a potential threat to Bloom Energy's business model, as Elon Musk intends to use the funds to develop AI data centers in orbit, where solar energy is abundant, potentially reducing the need for Bloom's technology [5].

Core Insights - Bloom Energy (BE) is set to report its Q3 2025 results on October 28, with earnings expected at 8 cents per share and revenues projected at $412.4 million, reflecting a 900% increase in EPS and a 24.81% rise in revenues year-over-year [1][4][19] Earnings Performance - Bloom Energy has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 22.04% [2] Earnings Prediction Model - The current model does not predict an earnings beat for Bloom Energy this quarter, as it has an Earnings ESP of 0.00% despite holding a Zacks Rank 1 (Strong Buy) [3][5] Market Position and Stock Performance - BE's shares have surged 217.4% over the past three months, significantly outperforming the Alternative Energy-Other industry, which saw a 6.4% increase [4][10] Factors Influencing Q3 Earnings - The company's earnings are expected to benefit from its ability to provide clean, on-site electricity, which is increasingly attractive as traditional power supply times lengthen [7] - A recent deal with Oracle to deploy fuel cell technology at data centers is anticipated to enhance earnings [8] - Ongoing projects in South Korea and the installation of Energy Server systems are also expected to contribute positively to earnings [9] Return on Invested Capital - Bloom Energy's Return on Invested Capital (ROIC) stands at 4.62%, outperforming the industry average of 1.85%, indicating efficient investment [11] Valuation Metrics - The company is currently trading at a premium valuation, with a forward 12-month price-to-sales (P/S) ratio of 11.74X compared to the industry average of 5.16X [14] Investment Thesis - Bloom Energy is positioned to benefit from rising demand for clean power and its ability to provide rapid, onsite energy solutions, which are becoming increasingly cost-competitive [16][17] - The Energy Server platform addresses customer needs for resilience against extreme weather and aging infrastructure while facilitating renewable energy integration [18] Future Outlook - The company is expected to maintain strong performance due to stable demand for scalable energy solutions and the quick deployment of Energy Servers [19] - Bloom Energy is likely to benefit from the growth of AI-driven data centers, crypto-mining facilities, and the re-shoring of manufacturing in the U.S. [20]

Core Insights - Bloom Energy Corporation's Energy Server platform offers efficient, clean, and reliable power solutions for commercial and utility customers, utilizing proprietary solid oxide technology for electricity generation without combustion [1][4]. Group 1: Competitive Advantage - The modular Energy Servers can be rapidly deployed onsite, addressing urgent power needs without extensive infrastructure work, which is crucial given the current bottleneck in developing new transmission and distribution lines [2][3]. - Fast installation capabilities provide Bloom Energy with a significant competitive edge, particularly in sectors requiring high reliability and minimal downtime [3][5]. Group 2: Market Opportunities - The rising demand for reliable and clean power is driven by the growth of AI-driven data centers, crypto-mining facilities, and the re-shoring of manufacturing in the U.S., positioning Bloom Energy to capitalize on these trends [4][5]. - Increasing installations create economies of scale, enhancing margins and bolstering the company's overall financial performance [4]. Group 3: Financial Performance - The Zacks Consensus Estimate for Bloom Energy's earnings per share for 2025 and 2026 has increased by 78.57% and 56% year over year, respectively [8]. - Bloom Energy's return on invested capital (ROIC) stands at 4.62%, significantly outperforming the industry average of 1.85%, indicating stronger efficiency and profitability [9][12]. Group 4: Stock Performance - Shares of Bloom Energy have experienced a substantial gain of 286.7% over the past three months, compared to an 8.2% rise in the Zacks Alternative Energy - Other industry [11]. - Bloom Energy currently holds a Zacks Rank 1 (Strong Buy), reflecting positive market sentiment [16].