Key Points Will spending on AI infrastructure go from boom to bust? Bloom Energy shares soared with the AI frenzy, and now investors aren't sure that was justified. 10 stocks we like better than Bloom Energy › Bloom Energy (NYSE: BE) has been one of the darlings of the artificial intelligence (AI) boom. Shares of the fuel cell maker soared as investors identified it as a potential solution to the challenge of powering all the data centers being planned and built. Investors have soured somewhat on t ...

Core Viewpoint - Bloom Energy's stock experienced a significant decline of 17.3% in November, influenced by the overall downturn in AI-related stocks, but has shown recovery in December, approaching all-time highs [1][6]. Group 1: Company Performance - Bloom Energy has developed innovative fuel cell technology that converts fossil fuels directly into electricity, making it suitable for AI datacenters facing electricity supply shortages [2]. - The company has seen substantial revenue growth, with a cumulative increase of 129% over the past five years, reaching $1.8 billion in the last twelve months. The most recent quarter reported a 57% year-over-year sales increase to $519 million [3]. - A significant partnership was established with Brookfield Asset Management, valued at $5 billion, focusing on the AI sector [3]. Group 2: Market Sentiment and Valuation - The stock's performance is closely tied to the sentiment surrounding AI investments. A downturn in popular AI stocks like Nvidia and Palantir negatively impacted Bloom Energy's stock [4]. - As of December 6, 2025, Bloom Energy's market capitalization stands at $28 billion, which is considered high relative to its trailing revenue of $1.8 billion. The company has gross margins below 30% and struggles to generate substantial profits [7]. - Despite its growth potential and recent partnership, Bloom Energy's stock appears overvalued when compared to its revenue and earnings potential, suggesting caution for potential investors [9].

Core Insights - Bloom Energy is recognized for its innovative fuel cell technology, which is gaining traction for its potential to support AI data centers with reliable energy [1][6] - The company's stock has shown resilience despite a recent price target set by Daiwa at $98, with a notable surge of 10.7% [2][6] - Bloom Energy's market capitalization is approximately $24.32 billion, indicating strong investor confidence and growth potential [5][6] Stock Performance - The stock was trading at $105, reflecting a price change of $6.07, or a percentage increase of 6.14% [4] - Following a 25% decline from its all-time high of approximately $142 per share, reached in late October, the stock is experiencing renewed interest [3] - The stock has fluctuated between a low of $101 and a high of $109.50, highlighting its volatility [4] Market Activity - The trading volume for Bloom Energy is 15.62 million shares, indicating significant market activity [5] - Despite a recent insider sale of 15,000 shares, the stock is experiencing upward momentum driven by confidence in its technology [5]

Core Insights - Bloom Energy shares are experiencing a resurgence, with a 25% increase from their all-time high reached in late October, following a $2.2 billion capital raise that initially led to a sell-off [1][3] - Investors are increasingly interested in Bloom Energy due to its fuel cell technology, which is seen as a solution for powering AI data center infrastructure [2][3] - Despite a recent insider sale by the Chief Commercial Officer, investor confidence remains strong as demand for AI infrastructure continues to grow [4][6] Company Performance - Bloom Energy's stock price increased by 7.00% today, reaching $105.85, with a market capitalization of $23 billion [5] - The stock has fluctuated between $101.08 and $109.50 today, and has a 52-week range of $15.15 to $147.86 [6] - The company reported a gross margin of 33.24%, indicating a healthy profitability level [6] Market Context - The capital raise was strategically timed as the company aims to boost production in response to surging demand for its technology [3] - The insider sale of 15,000 shares by Aman Joshi, although below $100, did not significantly impact investor sentiment, as he retains over 200,000 shares [4][6] - The ongoing need for power supply solutions for data centers suggests a long runway for growth in Bloom Energy's market [6]

Core Insights - Bloom Energy Corp's shares increased by 16.83% in pre-market trading after exceeding analyst expectations for Q3 [1] Financial Performance - The company reported Q3 revenue of $519.05 million, surpassing the analyst estimate of $424.98 million, representing a year-over-year increase of 57.1% [2] - Adjusted earnings per share (EPS) for the quarter were 15 cents, exceeding the projected 9 cents per share [2] - Product and service revenue accounted for $442.9 million, marking a 55.7% year-over-year rise [2] - The company ended the quarter with approximately $595 million in cash and cash equivalents [3] Strategic Partnerships - Bloom Energy announced a $5 billion AI partnership with Brookfield Asset Management, contributing to a surge in stock price [4] - In July, the company partnered with Oracle Corp to deploy its fuel cell technology in Oracle Cloud Infrastructure data centers across the U.S., which also positively impacted stock performance [4] Market Performance and Valuation Concerns - The company's stock has experienced over a 1000% surge over the past year, driven by significant partnerships and deployment stories [5] - Bank of America analyst Dimple Gosai expressed concerns that Bloom's current valuation may not align with its fundamentals, noting that while service margins and fuel cell reliability have improved, performance has not consistently met historical targets [6] - The company faces increasing competition from major players such as Caterpillar, Cummins, Rolls-Royce, and GE Vernova, whose offerings are perceived to be superior [6] Growth and Value Rankings - Benzinga's Edge Rankings place Bloom Energy in the 99th percentile for growth but only in the 2nd percentile for value, indicating a weakness in this area [7] - Year-to-date, shares have risen by 384.72%, with the last trading price at $133.03 [7]

Core Insights - Bloom Energy shares have experienced a remarkable increase of 80% over the past month, driven by a new partnership announcement [1] - The stock rose by an additional 10% following the announcement, although it later adjusted to a 4.5% increase [1] Company Developments - Bloom Energy's stock began to rise significantly after announcing a collaboration with Oracle in late July, highlighting its potential to meet the power demands of AI data centers [3] - The company’s fuel cell technology is already operational for on-site power supply, contributing to a staggering 380% increase in stock price since mid-July [4] - A recent $5 billion partnership with Brookfield Asset Management positions Bloom as the preferred power supplier for upcoming AI factory developments, placing the company at the forefront of the AI sector [5][9] Market Position - Bloom Energy currently holds a market capitalization of $28 billion, indicating rapid valuation growth, although the construction of AI factories will take considerable time [6] - There is speculation that more partnership agreements may be forthcoming, but caution is advised regarding the pace of Bloom's valuation increase [6]

Core Insights - Bloom Energy Corporation is a key player in the clean energy sector, focusing on fuel cell technology and innovative solutions for sustainable power [1] - Evercore ISI has upgraded Bloom Energy's rating to "Outperform," with a price target of $137, indicating strong growth potential [1][5] - The stock price surged by 24%, adding approximately $6 billion to the company's market value following a $5 billion investment commitment from Brookfield Asset Management [2][5] Financial Performance - Bloom Energy's stock is currently priced at $109.06, reflecting a significant increase of 25.54% or $22.19 [4] - The stock has fluctuated between a low of $102.34 and a high of $111.33 during the trading day, with the latter being the highest price in the past year [4] - The company's market capitalization stands at approximately $25.52 billion, with a trading volume of 12.82 million shares [4] Strategic Partnerships - The collaboration between Bloom Energy and Brookfield Asset Management aims to revolutionize AI infrastructure by designing and building AI factories using Bloom's clean energy technology [3][5] - The first European site for this initiative is expected to be announced later this year, highlighting the strategic importance of this partnership [3]

Core Insights - The ongoing debate about whether the market is in an "AI bubble" continues, yet there are still profitable trading opportunities available [2][4] - Bloom Energy's shares surged over 20% following the announcement of a $5 billion investment from Brookfield to deploy its technology in AI factories, highlighting investor interest in AI-related stocks [3][8] - Despite concerns about the sustainability of AI enthusiasm, the market shows a persistent appetite for investment, as evidenced by the significant stock movements [5][6] Company Highlights - Bloom Energy's stock has seen a remarkable increase, rising from approximately $22 at the end of last year to around $107 recently, indicating strong investor confidence in AI-related technologies [3][8] - The partnership with Brookfield is expected to unlock global opportunities, with a specific site in Europe to be announced by the end of the year, further enhancing Bloom Energy's market position [3] Market Sentiment - There is a mix of optimism and caution in the market, with some analysts suggesting that while valuations are elevated, they are not extreme, and solid earnings growth supports the current rally [7] - The sentiment reflects a broader uncertainty in the market, as investors remain vigilant about potential downturns while still seeking gains in the AI sector [4][6]

Core Viewpoint - Bloom Energy is poised for significant growth, driven by the increasing demand for cloud infrastructure and AI data centers, with projected revenue surging to $18 billion this fiscal year and reaching $144 billion by 2030 [1][2]. Company Performance - Bloom Energy reported a 19.5% year-over-year increase in total revenue to $401.2 million in its fiscal 2025 second-quarter report, surpassing Wall Street's estimate of $376.6 million [7]. - The company achieved a gross margin of 26.7%, up 6.3 percentage points from the previous year, with adjusted EPS at $0.10, a significant improvement from a loss of $0.06 per share in the same quarter last year [9]. Market Position and Growth Drivers - The company is focusing on key growth drivers, including rising power demand from AI and data centers, faster deployment times, and greater fuel flexibility [3][10]. - Bloom Energy's market capitalization is approximately $17.2 billion, reflecting its strong positioning in the energy sector [3]. Analyst Sentiment - Morgan Stanley raised its price target for Bloom Energy from $44 to $85, indicating strong confidence in the company's role in powering AI data centers [5][12]. - The stock has seen a remarkable increase of 700% over the past year, significantly outperforming the S&P 500 Index [6]. Future Outlook - Bloom Energy has reaffirmed its full-year 2025 revenue outlook between $1.65 billion and $1.85 billion, with plans to double its factory capacity from 1 GW to 2 GW by the end of 2026 [11]. - Analysts highlight a tightening market for power solutions, with Bloom's manufacturing flexibility allowing it to quickly scale production to meet rising demand [14].

Core Insights - Bloom Energy (NYSE: BE) stock has surged over 600% in the past year, with a tripling in the last three months as investors recognize its potential in powering data centers [1][8] - Wall Street analysts have increased their price targets for Bloom Energy, with Morgan Stanley raising its target from $44 to $85, contributing to a nearly 10% stock increase today [3][4] - Oracle's earnings report has bolstered confidence in Bloom's fuel cell technology, with Oracle expecting a 77% increase in cloud infrastructure revenue to $18 billion this fiscal year, and a projected revenue of $144 billion by 2030 [5][6] Company Performance - Bloom Energy's stock has experienced a significant rise, with shares up 7.2% as of noon ET following analyst upgrades [1][3] - The company's relationship with Oracle positions it favorably to meet the growing demand for data center capacity [6] Analyst Sentiment - A "massive inflection in demand" for Bloom's technology has been cited by analysts as a key reason for the recent price target increases [4] - Other firms, including Wells Fargo, BMO Capital, and RBC Capital, have also raised their price targets for Bloom Energy [4]