Bloom Energy Corporation (NYSE:BE) is one of the stocks in focus in Jim Cramer’s latest lightning round. Noting that Cramer was “less sanguine” about the stock, a caller asked about it. Here’s what Mad Money’s host had to say in response: “Well, but here’s the issue. As I went public with Oklo in the 30s, once you have an energy stock, small SMR, here’s the deal. We’re so short [on] energy that any, we need every single one. I’m including Bloom. So I understand why it’s going up. It’s not my cup of tea, b ...

In the latest trading session, Bloom Energy (BE) closed at $80.97, marking a +1.63% move from the previous day. This change outpaced the S&P 500's 0.48% gain on the day. At the same time, the Dow added 0.27%, and the tech-heavy Nasdaq gained 0.94%. The developer of fuel cell systems's stock has climbed by 78.99% in the past month, exceeding the Oils-Energy sector's gain of 3.84% and the S&P 500's gain of 2.46%.The upcoming earnings release of Bloom Energy will be of great interest to investors. The company' ...

Bloom Energy Corporation (NYSE:BE) is one of the AI Stocks Making Headlines This Week. On September 16, Morgan Stanley analyst David Arcaro increased his price target on the stock to $85 from $44 while maintaining an Overweight rating. The rating affirmation is driven by the growing potential in the AI data center power market. In the research note, analysts have highlighted Bloom’s recent agreement to supply fuel cells to Oracle’s AI data centers. Oracle’s significant bookings reflect the surge in deman ...

The tech giant expects its cloud infrastructure revenue to surge 77% this fiscal year to $18 billion and reach a staggering $144 billion by 2030. That kind of growth means data center capacity will need to expand rapidly, and Bloom’s partnership with Oracle positions it perfectly to support that demand. That said, Bloom Energy has been one of the standout beneficiaries of the AI boom, and its price performance tells an incredible story.Much of the investors' and analysts' enthusiasm for BE stock comes from ...

We recently published All-Time Rush: 8 of 10 Big Names Hit Fresh Record Highs. Bloom Energy Corp. (NYSE:BE) is one of the best performers on Wednesday. Shares of Bloom Energy climbed to a new all-time high on Wednesday, as investors continued to load up positions after earning a sky-high price target upgrade from an investment firm. During the session, Bloom Energy Corp. (NYSE:BE) rose to its highest price of $80.71 before trimming gains to end the day just up by 8.71 percent at $79.67. Bloom Energy (BE ...

The U.S. economy has been on edge recently, with the stock market being highly volatile due to the nation’s aggressive tariff regime, a weakening job market, sticky inflation and soaring fiscal deficits. Amid all these concerns, investors anxiously await the Federal Reserve's expected decision to lower interest rates by 0.25% by the end of today’s session, as hinted by Fed Chair Jerome Powell in his Aug. 22 speech. This policy shift, seen as a necessary measure to stimulate economic activity and ease pressu ...

We recently published 10 Hot Stocks Investors Are Buying, 5 Break Fresh Records. Bloom Energy Corp. (NYSE:BE) is one of the best performers on Tuesday. Bloom Energy rallied to a new all-time high on Tuesday, as investors turned bullish after a sky-high price target upgrade from a financial services company. During the session, Bloom Energy Corp. (NYSE:BE) jumped to a new all-time high of $73.42 before trimming gains to end the day just up by 9.36 percent at $73.29 apiece. Bloom Energy (BE) Hits New All- ...

核心观点 - 摩根士丹利大幅上调布鲁姆能源目标股价至85美元 基于人工智能数据中心电力需求加速增长的预期 [1] - 公司被认定为少数能快速扩大燃料电池制造规模并交付的厂商 受益于传统电网接入延迟问题 [1] - 与甲骨文达成燃料电池供应协议被视为关键转折点 甲骨文上季度预订量达3320亿美元凸显计算需求激增 [1] 财务预测与估值 - 摩根士丹利预测公司收入年复合增长率将从26.9%提升至37.5% [2] - 看涨情景目标股价达185美元 反映全球能源市场地位提升潜力 [2] - 看跌情景股价可能跌至37美元 基于增长和利润率表现不佳的假设 [2] 产能与投资计划 - 公司承诺投入1亿美元 使年产能于2026年底翻倍至2吉瓦 [1] - 预计从超大规模计算公司及硬件厂商获得新订单 [1] 行业需求动态 - 人工智能数据中心电力需求加速增长 加剧对可靠电力供应需求 [1] - 公用事业和数据中心面临传统电网接入多年延迟 创造替代能源解决方案需求 [1] 未来催化剂 - 与超大规模计算公司签订新合同公告 [2] - 与公用事业公司进一步合作 [2] - 电网约束加剧的更多证据 [2]

智通财经APP获悉，摩根士丹利大幅上调了布鲁姆能源公司(BE.US)的前景展望。分析师指出，随着支 持人工智能数据中心的电力需求加速增长，该公司实现快速增长的可能性显著增强。 大摩将布鲁姆能源的目标股价从之前的44美元上调至85美元。报告强调，布鲁姆近期与甲骨文公司 (ORCL.US)达成协议，为其人工智能数据中心供应燃料电池，这是一个关键转折点。 甲骨文最新一季的预订量高达3320亿美元，远超预期，凸显出市场对计算能力的激增需求，这进而加剧 了对可靠电力供应的需求。 分析师大卫·阿尔卡洛表示："布鲁姆与甲骨文建立了极具吸引力的合作伙伴关系，并且是少数能够快速 提升制造能力的厂商之一。" 大摩称，布鲁姆能源是少数能够快速扩大制造规模并在短时间内交付燃料电池的公司之一，随着公用事 业和数据中心在接入传统电网方面面临多年延迟，这一优势尤为突出。 布鲁姆能源已承诺投入1亿美元，到2026年底将其年产能翻倍至2吉瓦，并预计将从人工智能生态中的超 大规模计算公司和硬件厂商获得新订单。 摩根士丹利目前预测，到2030年，该公司收入的年复合增长率将达到37.5%，高于此前预估的26.9%。 该机构的看涨情景估值将目标股价推 ...

I got a call yesterday about Bloom Energy, a company that makes novel hydrogen fuel cell systems for on-site power generation that can be used in the data center. You hire them and they're set to turn around the order in 90 days. Poof, voila, your data center is up and ready.Now, I've always admired Bloom's technology, but frankly, I never thought much of its stock because the company's been a chronic money loser. For years, the stock did nothing, and eventually I stopped paying attention to it. That was wr ...