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Bloom Energy (NYSE:BE) Sees New Price Target from BTIG Amidst Growth in Clean Energy Sector
Financial Modeling Prep· 2025-09-29 16:03
Bloom Energy's solid oxide fuel cells (SOFCs) are highly efficient and ideal for AI-driven data centers, indicating strong growth potential in the clean energy sector.Gregory Lewis from BTIG sets a new price target of $80 for Bloom Energy, suggesting a 13.77% potential increase.The company's stock has experienced considerable volatility, with a 52-week range between $9.02 and $86.89, highlighting its dynamic market presence.Bloom Energy (NYSE:BE) is a prominent player in the clean energy sector, known for i ...
Bloom Energy: Overhyped AI Data Center Play - Sell (NYSE:BE)
Seeking Alpha· 2025-09-29 11:30
I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...
Why Jefferies Cut Bloom Energy (BE) to Underperform Despite AI Data Center Hype
Yahoo Finance· 2025-09-27 22:29
Bloom Energy Corporation (NYSE:BE) is one of the AI Stocks Every Investor Should Watch. On September 24, Jefferies analyst Dushyant Ailani downgraded the stock from Hold to Underperform with a price target of $31.00 (from $24.00). The firm has warned that investor enthusiasm may be outpacing fundamentals with uncertainty regarding growth prospects beyond 2026. “BE is indeed a leader in a promising niche, with many bullish assumptions facing practical constraints. Given the limited visibility into post-202 ...
Bloom Energy: The Not Too Overvalued Bet Fueling The Data Center CapEx Boom (NYSE:BE)
Seeking Alpha· 2025-09-27 00:15
Editor's note: Seeking Alpha is proud to welcome Sarfatti Investment Research as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.Hello. I am a graduate from Bocconi University with a degree in Economics and a concentration in Quantitative Economics. I am currently working at a management consultancy. Previously, I have done internships in private equity ...
Bloom Energy: The Not Too Overvalued Bet Fueling The Data Center CapEx Boom
Seeking Alpha· 2025-09-27 00:15
Editor's note: Seeking Alpha is proud to welcome Sarfatti Investment Research as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.Hello. I am a graduate from Bocconi University with a degree in Economics and a concentration in Quantitative Economics. I am currently working at a management consultancy. Previously, I have conducted internships in private eq ...
Trump Never Expected This—His Most-Hated Stocks Are Crushing Nvidia, Gold Miners
Yahoo Finance· 2025-09-26 23:34
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. President Donald Trump has never hidden his antipathy for clean energy, solar and wind investments, but what's happening in U.S. markets since April is delivering results that few, even his fiercest critics, saw coming. From the market's April 4 bottom through Sept. 25, no industry has posted more substantial gains than clean energy. The Invesco WilderHill Clean Energy ETF (NYSE: PBW) has surged 118%, b ...
AI点燃新周期! 特朗普嗤之以鼻的可再生能源竟然涨势如虹
智通财经网· 2025-09-26 07:56
虽然特朗普政府对于可再生能源不屑一顾,但是股票市场仍然非常看好可再生能源前景,认为AI驱动的新周期已开 启,并且认为这种清洁属性能源才是全球能源体系的未来,毕竟煤炭与石油等传统资源不符合全球政府的碳减排雄心 壮志且总有彻底枯竭的那一天。 股票市场统计数据显示,标普全球清洁能源指数今年以来上涨32%,主要因美国可再生能源巨头Bloom Energy(BE.US) 与First Solar(FSLR.US)强劲涨幅的带动。在美股市场交易的热门清洁能源ETF同样表现强劲,包括Invesco WilderHill Clean Energy ETF今年以来上涨49%,iShares Global Clean Energy ETF同期上涨33%,Invesco Solar ETF上涨31%,均大 幅跑赢今年以来上涨超12%的标普500指数。 事实上,2025年预计将成为美国史上太阳能装机规模最庞大的一年,同时也是电池储能安装容量创新高的一年。相较 之下,聚焦于石油等传统资源的标普500能源产业指数今年以来仅上涨5.5%。 智通财经APP获悉,澳大利亚矿业巨头Fortescue Ltd.近日也表示,特朗普对于全球气候变化的 ...
Is Bloom Energy (BE) a Good Investment?
Yahoo Finance· 2025-09-25 14:39
Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The US equities strongly rebounded in the second quarter following a turbulent first quarter. The fund’s Institutional Class shares returned 19.52% in the quarter, compared to a 23.18% return for the MSCI World Information Technology Index-Net. In addition, you can check the fund’s top 5 holdings for it ...
Amazon upgraded, Adobe downgraded: Wall Street’s top analyst calls
Yahoo Finance· 2025-09-25 13:40
The most talked about and market moving research calls around Wall Street are now in one place. Here are today’s research calls that investors need to know, as compiled by The Fly.Take advantage of TipRanks Premium at 55% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.Top 5 Upgrades: Scotiabank upgraded OpenText ( OTEX) to Outperform from Sector Perform with a price target of $50, up from $35. The firm cites increased conviction” in the c ...
Stitch Fix Posts Q4 Results, Joins Transocean, MBX Biosciences And Other Big Stocks Moving Lower In Thursday's Pre-Market Session - Bloom Energy (NYSE:BE), Amprius Technologies (NYSE:AMPX)
Benzinga· 2025-09-25 12:24
U.S. stock futures were mixed this morning, with the Dow futures gaining around 0.1% on Thursday.Shares of Stitch Fix, Inc. (NASDAQ: SFIX) dipped 7.6% to $5.21 in pre-market trading following the release of fourth-quarter results.Stitch Fix reported quarterly losses of seven cents per share, which beat the consensus estimate for losses of 10 cents. Quarterly revenue came in at $311.22 million, which beat the Street estimate of $305.83 million.Stitch Fix shares fell 4.6% to $5.38 in pre-market trading.Here a ...