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 ...

Key Points Bloom Energy is becoming a focal point for powering data centers. The company's stock has soared by over 600% in the last 12 months. Analysts are rapidly raising price targets on the stock. 10 stocks we like better than Bloom Energy › Bloom Energy (NYSE: BE) stock has been on fire. Shares of the fuel cell maker have rocketed more than 600% in the last year. That includes more than tripling in the past three months, as investors see plenty of potential for Bloom to provide power to data ...

公司业绩与市场表现 - Oracle上周发布财报后因云计算收入预测大幅上调令投资者震惊 股价持续上涨且需求保持强劲 [1] - Bloom Energy股价年内涨幅超过220% 摩根士丹利将其目标价上调至88美元 较周二盘中高点仍有16%上涨空间 [2][3] - 摩根士丹利认为Bloom Energy为科技行业数据中心热潮提供了新型投资机会 并将Oracle合作视为未来增长关键指标 [3][9] 战略合作与产能优势 - Bloom Energy于7月底宣布使用燃料电池技术为Oracle数据中心供电 获得华尔街顶级银行看好 [2] - 公司具备快速制造能力 能在6个月内实现产能翻倍并以短周期交付产品 [8] - 管理层表示将在90天内向首个Oracle数据中心发货 未来还将为"许多"其他Oracle数据中心供货 [9] 行业趋势与竞争格局 - 数据中心引发的电力需求未见放缓迹象 电网供电和替代能源均面临延迟 [9] - 能源股正成为参与AI热潮的替代途径 核电公司如Oklo和Nucor成为2025年华尔街能源交易焦点 [10] - 核能ETF因高耗能数据中心推动的行业复兴预期而大幅上涨 [10]

Take a Trial Today Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! IBD Videos SPECIAL REPORT: See The Most Trusted Financial Firms By Category Renewable energy and power supplier Bloom Energy (BE) has roared higher since it announced in late July it was partnering with Oracle (ORCL) to supply fuel cell technology for the hyperscaler's AI data centers. Now, the stock just received a price target increase that projects a further ...

Key Factors That May Impact BEP's Q2 Results Bloom Energy's second-quarter earnings are expected to have benefited from its expanding domestic and international commercial capability. The company continues to gain from its fuel cell technology, which helps provide clean, reliable and affordable energy solutions. The bottom line is likely to have benefited from the surging energy demand from data centers. Its on-site power generation solutions should have enhanced energy efficiency, lowered emissions, and pr ...

股价趋势与技术分析 - Ballard Power Systems股价近期呈下跌趋势 过去一周下跌58% [1] - 最近交易时段形成锤形图模式 显示可能出现趋势反转 因多头已取得价格支撑控制权 [1] - 锤形图是技术指标 表明接近底部且卖压可能减弱 该形态需结合其他看涨指标使用 [2][6] 锤形图特征与交易逻辑 - 锤形图是蜡烛图常见形态 实体部分小 下影线长度至少为实体两倍 形似锤子 [4] - 在下跌趋势中形成锤形图时 股价创新低后获支撑 买盘推动收盘接近开盘价 [4] - 该形态出现在下跌趋势底部时 预示空头可能失去控制权 多头成功止跌或引发趋势反转 [5] 基本面改善因素 - 华尔街分析师普遍上调Ballard盈利预测 增强趋势反转预期 [2] - 过去30天内 公司当前年度共识EPS预测上调12% 显示分析师一致看好盈利改善 [8] - 公司目前获Zacks Rank 2评级(买入) 位列4000多只股票前20% 该评级股票通常跑赢市场 [9]