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Bloom Energy (BE) Stock Could Be Below Fair Value After A 12x Run
Simply Wall St.32d agoneutral
Bloom Energy (BE) Stock Could Be Below Fair Value After A 12x Run

Bloom Energy has become a highly debated stock after a very strong three-year return, with its Discounted Cash Flow (DCF) intrinsic value estimate pointing to a large gap versus the share price, while market-based multiples and the overall valuation checks lean the other way. Bloom Energy has delivered an approximately 11.7x return over three years, which puts extra focus on whether the current price already reflects much of the good news. Investor expectations around large AI-related power...

UBS says 'buy the dip' in Bloom Energy stock
TheStreet33d agobullish
UBS says 'buy the dip' in Bloom Energy stock

Bloom Energy has been one of the hottest stocks on Wall Street this year. The stock is up over 800% in the last 12 months and 1,300% in the past three years. The remarkable run has turned the fuel cell maker into one of the biggest AI infrastructure stories in the market. Despite its outsized ...

Alternative Power Demand Drives Bloom Energy (BE) Higher
Insider Monkey33d agoneutral
Alternative Power Demand Drives Bloom Energy (BE) Higher

ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “SMID Cap Growth Strategy”. A copy can be downloaded here. Small and mid-cap (SMID) growth equities experienced the strongest quarter in recent memory, with the Russell 2500 Growth Index rising 24.0%, driven by enthusiasm for AI infrastructure and higher-beta momentum stocks. The […]

Is Bloom Energy the Next Nvidia?
Motley Fool35d agoneutral
Is Bloom Energy the Next Nvidia?

Bloom and Nvidia stocks have both grown over tenfold in five years. But can Bloom match Nvidia's earnings power to keep the momentum going?

Bloom Energy (BE) Is Down 9.7% After Scandium Supply Dispute And $25B AI Power Deal Expansion
Simply Wall St.36d agoneutral
Bloom Energy (BE) Is Down 9.7% After Scandium Supply Dispute And $25B AI Power Deal Expansion

In late June 2026, Bloom Energy and Brookfield expanded their fuel cell financing framework for AI infrastructure power projects to US$25.00 billion, while Bloom was simultaneously reclassified across several Russell indexes and concentrated positions in funds like ICLN drew attention. Short-seller Hunterbrook’s allegations about undisclosed reliance on Chinese scandium and Bloom’s forceful rebuttal have turned the company’s supply chain transparency and materials sourcing into a central...

Up 160% YTD, Will Bloom Energy’s Rally Continue?
24/7 Wall St.36d agobullish
Up 160% YTD, Will Bloom Energy’s Rally Continue?

Bloom Energy (NYSE:BE) has become one of the AI power trade’s biggest winners, with shares up 1,006.61% over the past year on the “bring-your-own-power” thesis for hyperscalers. The question now is whether the price still makes sense. Our 24/7 Wall St. price target for Bloom Energy is $218.80 over the next 12 months. Against a ... Up 160% YTD, Will Bloom Energy’s Rally Continue?

Bloom Energy Rebounds; 'Categorically Rejects' Short-Seller Report
Investor's Business Daily37d agobearish
Bloom Energy Rebounds; 'Categorically Rejects' Short-Seller Report

Bloom Energy rebounded modestly Thursday after denying a short-seller's claims. FuelCell Energy also rebounded. On Thursday, Bloom said it "categorically rejects" the "false and misleading" claims from short-seller Hunterbrook Capital regarding its financial results and accounting.

Bloom Energy (BE) Rejects Short Seller Claims As Supply Chain Questions Grow
Simply Wall St.37d agobearish
Bloom Energy (BE) Rejects Short Seller Claims As Supply Chain Questions Grow

Hunterbrook Capital, a short-seller, has accused Bloom Energy (NYSE:BE) of hiding continued reliance on Chinese scandium suppliers despite earlier comments about a diversified, China independent supply chain. Bloom Energy has strongly rejected the allegations and reiterated confidence in its financial and supply chain disclosures. Law firm Johnson Fistel, PLLP has opened an investigation into potential securities law issues, adding legal and regulatory attention to the situation. The dispute...