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How the AI data center bubble story is playing out inside one booming energy stock
CNBC· 2026-01-11 14:19
Bloom Energy power storage equipment, San Ramon, California.Smith Collection | Gado | Archive Photos | Getty ImagesA million bubbles were swirling inside each glass of Champagne poured on New Year's Eve — which seems about like the number of times artificial intelligence bubbles have been mentioned by tech investors, economists and media pundits in recent months. Bubble fears surrounds stocks within the Magnificent 7 — Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla — as well as Oracle and Softba ...
Why is Bloom Energy Corporation (BE) Stock Attracting Smart Money?
Insider Monkey· 2026-01-11 06:06
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Why Bloom Energy Stock Popped by 10% Today
The Motley Fool· 2026-01-10 00:14
It's all about AI and data centers, according to some market professionals tracking the company.Several positive mentions by analysts tracking fuel cell maker Bloom Energy's (BE +10.04%) stock gave some real lift to the shares on Friday. They helped improve investor sentiment to the point where Mr. Market pushed the company's stock more than 10% higher in value on the day. New analyst movesThat morning, Clear Street's Tim Moore increased his Bloom Energy price target by $10 per share to $68, maintaining his ...
Why Bloom Energy Rocketed 36% Higher This Week
Yahoo Finance· 2026-01-09 21:22
Key Points Bloom Energy and AEP just expanded their partnership by $2.65 billion. Bloom's fuel cells are a solution to a growing problem. 10 stocks we like better than Bloom Energy › Bloom Energy (NYSE: BE) shareholders are having a banner week. The stock of the fuel cell manufacturer has been soaring to start 2026. This week alone, shares rose 36%, according to data provided by S&P Global Market Intelligence. That's because an arrangement announced in November 2024 was just updated to add another ...
Bloom Energy (BE) Rockets 12.8% After Bagging New Billion-Dollar Deal
Yahoo Finance· 2026-01-09 02:50
We recently published Wall Street Can’t Keep up With These 10 Stocks on Fire. Bloom Energy Corporation (NYSE:BE) was one of the top performers on Thursday. Bloom Energy rallied for a second day on Thursday, jumping 12.81 percent to close at $121.84 apiece after securing another $2.65 billion worth of fuel cell supply deal with one of the largest power generators in the US. In a regulatory filing, American Electric Power (AEP) said that its unregulated subsidiary successfully inked a purchase agreement wi ...
Bloom Energy Shares Jump Thursday: What's Driving The Action?
Benzinga· 2026-01-08 21:25
核心观点 - 公司股价近期表现强劲 受新信贷协议提振 并展现出独立于大盘的上涨势头 技术指标和机构评级显示市场对其前景看法积极但估值处于高位 [1][2][3] 信贷协议与资金用途 - 公司与富国银行达成新的高级担保多币种循环信贷协议 额度为6亿美元 期限至2030年12月 [2] - 计划将资金用于营运资本 资本支出和潜在收购 以在扩大运营规模时强化资产负债表 [2] 股价表现与市场对比 - 公司股价在周四午后上涨 收盘大涨12.80% 报121.84美元 [12] - 过去六个月股价飙升400% 过去12个月涨幅约为401.93% 但仍低于52周高点147.86美元 [3][4] - 当日纳斯达克100指数下跌0.59% 道琼斯指数上涨0.54% 工业板块ETF上涨0.75% 公司股价上涨可能独立于大盘趋势 [3] 技术指标分析 - 股价位于20日简单移动平均线上方29.9% 位于50日简单移动平均线上方14.2% 显示短期动能强劲 [4] - 相对强弱指数为58.72 处于中性区域 显示股票既未超买也未超卖 [5] - 平滑异同移动平均线位于信号线上方 暗示看涨动能 结合中性RSI 预示未来表现前景向好 [5] - 关键阻力位在125.50美元 [5] 财务预期与估值 - 下一份财报预计于2月26日发布 [6] - 每股收益预期为0.24美元 较去年同期的0.43美元下降 [10] - 营收预期为6.4413亿美元 较去年同期的5.7239亿美元增长 [10] - 市盈率为1350.0倍 显示估值存在显著溢价 [10] - 分析师平均目标价为69.40美元 评级为“跑赢大盘” 但预期盈利将下降44% 显示分析师认为当前增长可部分支撑高估值 [7] 分析师近期行动 - Clear Street: 持有评级 将目标价上调至58美元 [10] - 美国银行证券: 逊于大盘评级 将目标价上调至39美元 [10] - 摩根士丹利: 超配评级 将目标价上调至155美元 [10] 机构评分卡 - 动量得分: 99.32/100 看涨 显示股票表现优于大盘 [10] - 增长得分: 97.57/100 强劲 显示增长潜力显著 [10] - 价值得分: 2.31/100 存在风险 显示相对于同行交易溢价过高 [10] - 综合信号为典型的“高飞股”模式 强劲的动量和增长得到确认 但极低的价值评分警告股价已反映完美预期 [8] 在主要ETF中的权重 - iShares全球清洁能源ETF: 权重9.38% [12] - First Trust NASDAQ清洁边缘绿色能源ETF: 权重6.91% [12] - SPDR S&P Kensho清洁能源ETF: 权重7.82% [12] - 由于公司在这些基金中权重较高 这些ETF的任何重大资金流入或流出都可能引发对公司股票的自动买卖 [11]
Why Shares of Bloom Energy Are Rocketing Higher Today
Yahoo Finance· 2026-01-08 17:34
Key Points A unit of AEP plans on buying $2.65 billion in fuel cells from Bloom Energy for a new power generation facility. AEP and Bloom Energy announced an agreement in 2024 regarding a potential purchase of up to 1,000 megawatts of fuel cells. Shares of Bloom Energy are trading at a steep valuation with respect to future earnings. 10 stocks we like better than Bloom Energy › In contrast to the S&P 500, which is trading flat today, shares of Bloom Energy (NYSE: BE) are moving sharply higher. I ...
Bloom Energy Stock Jumps on $2.7 Billion Fuel Cell Deal. Why It Matters.
Barrons· 2026-01-08 16:15
American Electric Power confirms a $2.65 billion agreement to buy Bloom Energy's solid oxide fuel cells. ...
Bloom Energy Was on Fire in 2025 -- and the Real Life-Changing Growth May Still Be Ahead​
Yahoo Finance· 2026-01-08 16:13
Key Points Bloom Energy has been tapped as a potential answer to the data center power needs conundrum. Agreements with Oracle and Brookfield have put the spotlight on Bloom and its fuel cell solutions. Bloom recently announced it will use its newly raised capital to expand manufacturing capacity. 10 stocks we like better than Bloom Energy › Bloom Energy (NYSE: BE) was one of the surprise winners from the 2025 artificial intelligence (AI) boom. The company's power generation platform has been ide ...
与美国电力(AEP.US)达成电池采购协议 Bloom Energy(BE.US)盘前涨超13%
智通财经· 2026-01-08 14:23
周四,Bloom Energy(BE.US)盘前走高,截至发稿,该股涨超13%,报108美元。消息面上,美国电力 (AEP.US)宣布与Bloom Energy达成价值26.5亿美元的固体氧化物燃料电池采购协议。该公司计划在怀俄 明州夏延附近开发并建设一座燃料电池发电设施。 ...