FuelCell Energy: AI Data Center Push Likely To Remain An Uphill Battle - Hold
FuelCell Energy Q3 missed on sales/EPS; margins were hit by Fit Energy deal. AI data center funding + Texas 75MW reservation. See more on FCEL stock here.
SeekingAlphayesterdayBE
Hydrogen Stocks Enter Selective Phase as Execution Trumps Speculation
The hydrogen sector is maturing, rewarding execution like Bloom Energy while punishing momentum plays like FuelCell, with quality names like Air Products gaining favor.
ChartMill4 days agoBE
Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
The Benzinga Stock Whisper Index highlights five unique stocks each week that attract high reader and investor interest.
Benzinga6 days agoBE
Bloom Energy: 5 Links That Cannot Break
Bloom Energyâs rally rests on 5 fragile links: AI data-center demand, power bottlenecks, and easy financing. Read here for an analysis of BE stock.
SeekingAlpha6 days agoBE
Nvidia Warns Of AI Power Bottleneck — And Bloom Energy Could Benefit
Nvidia says AI power constraints can take years to solve. Evercore sees Bloom Energy benefiting as data-center demand keeps climbing.
Benzinga7 days agoBE
Bloom Energy: Nancy Pelosi (And Other Bulls Too) Needs To Rethink Its 80x P/E
Bloom Energy (BE) garners widespread investor attention after Nancy Pelosi's sizable purchase.
SeekingAlpha7 days agoBE
GE Vernova: Sold Out Through 2030
GE Vernova's competitor, Samsung Energy, decided to bite the bullet and sell most of its division supplying industrial customers. See why GEV stock is a hold.
SeekingAlpha7 days agoBE
Jackson Hole Could End In 3 Ways
Kevin Warshâs Jackson Hole speech could sway bonds and the S&P 500 amid Treasury buybacks and hot inflation. Read what investors need to know.
SeekingAlpha8 days agoBE
Bloom Energy Stock Climbs Thursday: What's Going On?
Bloom Energy is rising Thursday, extending a 16% monthly climb on fuel cell demand, backlog strength and recent institutional support.
Benzinga8 days agoBE
Bernstein Reiterates Market Perform on Bloom Energy, Maintains $282 Price Target
Bernstein analyst Sunaina Ocalan reiterates Bloom Energy (NYSE:BE) with a Market Perform and maintains $282 price target.
Benzinga8 days agoBE
Bloom Energy: The Price Is Steep, But So Is The Quality
Bloom Energy (BE) is poised to benefit from the AI boom.
SeekingAlpha8 days agoBE
Here’s How Much You Would Have Made Owning Bloom Energy Stock In The Last 5 Years
Bloom Energy (NYSE:BE) has outperformed the market over the past 5 years by 47.37% on an annualized basis producing an average annual return of 58.49%. Currently, Bloom Energy has a market capitalization of $63.01
Benzinga9 days agoBE
Q2 Earnings Season Confirmed The AI Infrastructure Thesis, And Revealed What May Come Next
S&P 500 Index earnings grew roughly 31% YoY in Q2 2026, and AI infrastructure companies contributed about half of that growth, with their own earnings rising around 54%. Read more here.
SeekingAlpha9 days agoBE
SCHD And STK: A 3%+ Income Barbell
STK yields 3.56% with special distribution potential, while SCHD's 2.98% yield reflects strong price appreciation. Check out the strategy with SCHD and STK here.
SeekingAlpha9 days agoBE
Bloom Energy: I Underestimated How Fast This Scales
Bloom Energy Corporation reset 2026 guidance to $4.05B as revenue accelerates. Click for this BE stock update and see why I have turned neutral.
SeekingAlpha10 days agoBE
Bloom Energy: Pelosi Buys And Sell-Side Earnings Hikes, Reiterate 'Buy'
Bloom tallied solid Q2 operating results, driven primarily by a massive YoY jump in product sales. Check out why BE stock is a buy.
SeekingAlpha10 days agoBE
Bloom Energy Stock Rises as Pelosi-Linked Trades Draw Fresh Attention
Bloom Energy Stock rises as Pelosi-linked trades draw attention, while investors watch technical levels and October earnings.
Benzinga10 days agoBE
Bloom Energy Stock Climbs Tuesday: What's Happening?
Bloom Energy is rising Tuesday after disclosures revealed US Rep. Nancy Pelosi established a major new position in the clean energy provider.
Benzinga10 days agoBE
Bloom Energy Stock Moves Higher: What's Happening?
Bloom Energy Corp (NYSE:BE) shares are climbing Monday. Disclosures showing that former House Speaker Nancy Pelosi purchased shares of the company have added to investor attention on the stock.
Benzinga11 days agoBE
10 Industrials Stocks Whale Activity In Today’s Session
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders often
Benzinga11 days agoBE
Recent Filing Shows That Rep. Nancy Pelosi Bought Over $4.25M Worth of Bloom Energy Stock
August 21, 2026 records indicate that Representative Nancy Pelosi filed a purchase of Bloom Energy (NYSE:BE), valued between $4,250,007 and $14,500,000. According to the August filing, the transaction occurred on July
Benzinga11 days agoBE
EGGY: The AI Rally Is Delaying NAV Erosion
EGGY ETF yields 37%+, but a covered-call strategy caps upside and may erode NAV.
SeekingAlpha11 days agoBE
Bloom Energy: Factory-Built Power Is Becoming AI's Fastest Route To Scale
Bloom Energy powers AI data centers with modular onsite generation. Click here to read this latest analysis of BE stock.
SeekingAlpha11 days agoBE
Bloom Energy: It Is Springtime For This Company's Growth And Profitability
Bloom Energy revenue growth has inflected to hypergrowth, with Q/Q and YOY revenues up and full-year guidance raised. Learn why BE stock is a buy.
SeekingAlpha14 days agoBE
FuelCell Energy Sinks 8%, Bloom Energy Falls 3%, Plug Power Drops 3%: What’s Behind the Hydrogen Stock Selloff?
Hydrogen stocks are falling together Thursday, but the damage is landing in one place far harder than the others, and the reason has nothing to do with any of the companies themselves.
Yahoo15 days agoBE
Bloom Energy: Up 136% This Year -- Is There Still Room to Run?
Bloom's annual revenue is expected to triple. After a tremendous rally, how much higher could Bloom stock grow?
Yahoo15 days agoBE
Is Bloom Energy (BE) Power Connect A Faster Route Into AI Data Centers?
Bloom Energy (NYSE: BE) has launched Power Connect, a factory-integrated system that standardizes onsite power deployment for customers. The new solution is designed to reduce onsite power installation time by over 40% compared with prior approaches. Power Connect targets time sensitive projects such as AI infrastructure data centers, where rapid and reliable power deployment is critical. Consider exploring other companies working on power solutions for AI infrastructure through 56 AI...
Yahoo16 days agoBE
Bloom Energy's New Product Just Made Its Biggest AI Advantage Even Stronger. Here's What Investors Need to Know.
Bloom is cutting its installation time by 40%, and it could be a boon for the stock.
Yahoo16 days agoBE
Bloom Energy’s AI Surge Meets a Valuation Reality Check
Bloom Energy's stock surged after record Q2 earnings and major AI power deals, but its lofty valuation and supply-chain questions raise risks for investors.
Yahoo16 days agoBE
What's Going on With Bloom Energy on Wednesday?
Bloom Energy introduces Power Connect, a standardized deployment system designed to cut on-site power installation time by more than 40%.
Benzinga16 days agoBE
3 Industrials Stocks With Whale Alerts In Today’s Session
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders often
Benzinga16 days agoBE
Bloom Energy Stock Is Tumbling Tuesday: What's Happening?
Bloom Energy Corp (NYSE:BE) shares are pulling back Tuesday alongside other AI infrastructure stocks, as escalating U.S.-Iran tensions send oil prices higher and push long-term Treasury yields up.
Benzinga17 days agoBE
SRV: The Portfolio Moved Beyond Pipelines To Support The 12.5% Yield
SRV offers a 12.5% yield, recently raised by 11%, but relies heavily on continued net realized gains for sustainability. Read more on the SRV CEF here.
SeekingAlpha17 days agoBE
Why Is Bloom Energy Stock Surging on Monday?
Bloom Energy Corp. (NYSE: BE) stock gains Monday as AI firm Anthropic reports 14-fold Q2 revenue growth, boosting AI infrastructure demand sentiment.
Benzinga18 days agoBE
