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Here is how Bloom Energy (BE) and Terrestrial Energy Inc. (IMSR) have performed compared to their sector so far this year.

The AI era is here. These two energy stocks are best positioned to profit from it.

Bloom Energy Corporation (NYSE:BE) is one of the 15 High Growth Stocks to Buy and Hold for the Next Decade. On May 22, 2026, Daiwa upgraded Bloom Energy Corporation (NYSE:BE) to Outperform from Hold with a $324 price target. Daiwa said Bloom Energy is seeing an inflection in orders, capacity, and margins. On May 20, […]

BE has surged 199% in 6 months as AI data centers fuel demand for its Energy Server, clean power and earnings estimates keep rising.

Plug Power (PLUG) is back in focus after finalizing its role in the 30 megawatt Barrow Green Hydrogen project in the UK, while sector sentiment improved following Bloom Energy's AI data center agreement. See our latest analysis for Plug Power. The Barrow decision and sector-wide enthusiasm around hydrogen for AI data centers come on top of powerful recent moves, including a 90 day share price return of 97.91% and a 1 year total shareholder return that is very large. However, long term total...

Nebius Group N.V. has already reported first-quarter 2026 results, with sales rising to US$399 million from US$50.9 million a year earlier and net income improving to US$621.2 million from a US$113.5 million loss, while also announcing a US$2.6 billion, 10-year fuel cell power agreement with Bloom Energy to support its AI data centers. This combination of a sharp earnings turnaround and a long-term fuel cell power deal directly addresses Nebius’ need for scalable, reliable energy to underpin...

Bloom Energy just landed a $2.6 billion deal with Nebius. Here's why BE stock looks like one of the best AI infrastructure plays right now.

The clean energy company is solving the AI power bottleneck immediately, removing grid reliance and doing so in an environmentally friendly way.

Bloom Energy is crushing the market right now, and this stock is not slowing down.

Bloom Energy has surprised the market in 2026. Can it continue to hit fresh new highs?

Bloom Energy (NYSE:BE) agreed to supply over 300 megawatts of solid oxide fuel cell capacity to Nebius Group for AI data centers in the United States. The multi phase partnership is valued at up to $2.6b over ten years and is structured around recurring service revenue. This is the first large scale US deployment of Bloom’s fuel cell platform for a pure play AI cloud operator and targets on site, clean power for energy hungry AI workloads. For investors watching NYSE:BE, this Nebius Group...

Bloom Energy Corporation (NYSE:BE) is one of the 10 Best Stocks in Leopold Aschenbrenner’s Portfolio. Bloom Energy Corporation (NYSE:BE) and Nebius (NBIS) announced a partnership on May 20, 2026, that involves deploying clean fuel cell technology for a major AI infrastructure build-out. Nebius (NBIS) is an AI cloud company that builds full-stack platforms for developers […]

As Nvidia GPU prices keep climbing, Nebius is quickly emerging as a major beneficiary of the AI compute boom.

Some investors may fear a pullback, but looking down the road shows that plenty of upside could still be ahead for Bloom Energy and GE Vernova.

It’s 13-F filing season, and there have been a lot of hedge fund moves to dig through for a hint of a clue as to where the value is, at least as of the end of the first quarter! Indeed, a lot has happened in the past seven weeks. And while we’ll only know what ... This Star Hedge Fund Is Going All‑In on AI Plumbing Behind the Scenes of the Revolution

Shares in Ceres Power Holdings PLC (LSE:CWR, OTC:CPWHF), the clean energy technology group, jumped 17% to 779.3p on Friday after UBS raised its price target to 970p from 570p, citing a dramatic increase in expected royalty income from manufacturing partners. The investment bank, which...

Nebius Group (NasdaqGS:NBIS) has signed a 10 year, US$2.6b master agreement with Bloom Energy to deploy fuel cell power across its AI data centers. The multi year partnership focuses on replacing traditional gas turbine power with onsite fuel cell systems to support Nebius' growing AI infrastructure. The rollout is planned for Nebius data centers in the U.S. and other regions, with an emphasis on reliable and cleaner electricity for high performance AI workloads. Nebius Group operates AI...

The gains came after major AI infrastructure announcements as investors turned their attention to the hardware and energy systems needed to support AI growth.

Innovative energy systems will help to power the company's AI data centers.

Nvidia GPU Power Crunch Sends Shockwaves Through Neocloud Winners

I’ll cut to the chase. Bloom Energy (NYSE:BE) has been one of the most spectacular winners of the AI infrastructure trade, but my proprietary model says the rally has gotten ahead of fundamentals. Our 24/7 Wall St. price target for Bloom Energy is $207.62, implying roughly 20.55% downside from the current $261.34 quote. The recommendation ... Bloom Energy’s Rally May Have Pushed the Stock Too Far

NBIS teams up with Bloom Energy to power its AI cloud with modular fuel cells, with the first 328 MW set to go live this year, replacing gas turbines.

Nebius Group is turning to fuel-cell maker Bloom Energy for ‘behind-the-meter’ power at its data centers.

Nvidia ticks up after better-than-expected earnings, while Intuit slumps following a layoffs announcement.

Bloom Energy (BE) is back in focus after the AI power race translated into record first quarter revenue, higher 2026 guidance, and fresh data center projects with Oracle and Nebius, even as valuation worries cool recent enthusiasm. See our latest analysis for Bloom Energy. The stock’s sharp AI driven rally has cooled slightly in recent sessions, with a 7 day share price return of -2.57%, following a 90 day share price return of 77.55% and a very large 1 year total shareholder return that...

It secured a power supply deal with a prominent AI cloud company.

Bloom Energy stock rallies on a landmark $2.6 billion deal with Nebius. But does that warrant loading up on BE shares today?

Bloom Energy Corporation (NYSE:BE) is one of the 8 Best Climate Change Stocks to Buy According to Analysts. Based on 29 analyst ratings compiled by CNN, 45% rated Bloom Energy Buy, while 45% rated it Hold. The stock has a median price target of $275, a 5.23% upside from the current price of $261.34. On […]

Shares of FuelCell Energy (NASDAQ:FCEL) are ripping higher in midday trading Wednesday, up 15% as hydrogen bulls rotate back into the most beaten-down name in the complex. Bloom Energy (NYSE:BE) stock is participating as well, gaining 9%. Plug Power (NASDAQ:PLUG) shares, by contrast, are barely budging with a 1% uptick. That’s the story today: the ... FuelCell Energy Rockets 15%, Bloom Energy Jumps 9% While Plug Power Drifts: Why Hydrogen Bulls Picked Winners

In the last year, many Bloom Energy Corporation ( NYSE:BE ) insiders sold a substantial stake in the company which may...