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...
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A major new collaboration was announced, but investors were looking at the company's checkbook instead.
Iran fired on ships, Trump answered with missiles and seized the Strait of Hormuz, and Wall Street spent Tuesday sorting out who gets hurt and who benefits. Analysts at KeyBanc, HSBC, and Mizuho made some bold calls you may not see coming.
For years, it was a niche clean energy stock. Then the AI boom created a problem only Bloom could solve, sparking an epic run.
Bloom Energy's 12% gain in three months, AI data-center demand and robust growth forecasts offset concerns over its premium valuation.
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 ...
Bloom Energy is trading about 30% lower than its 52-week high. Is this your buying window?
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 […]
FCEL brings steady, on-site power to critical facilities, helping reduce grid reliance and connection delays.
As data centers expand, so does Bloom. Does that make it a buy?
According to a CNBC report, UBS has reiterated its ‘Buy’ rating on Bloom Energy and currently has a price target of $350 on BE stock.
Britain’s congested electricity grid has hit plans for a £2bn data centre championed by Sir Keir Starmer.
Britain’s congested electricity grid has hit plans for a £2bn data centre championed by Sir Keir Starmer.
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?
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...
Shares of fuel cell technology Plug Power (NASDAQ:PLUG) fell 5% in the afternoon session after Susquehanna cut its price target on the stock to $2.50.
Bloom Energy stock continues to sink following Hunterbrook’s short report. Is it time to buy or sell BE shares? Let’s find out.
Three fuel-cell stocks that turned into some of 2026's biggest winners are suddenly reversing hard, and the reasons behind each selloff point to very different levels of trouble ahead.
Bloom Energy stock has surged on data center power demand. Could FuelCell be the next big winner?
Bloom rejects allegations of China dependence as investors weigh critical mineral supply-chain risks.
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 Corp. has filed a formal 8-K response categorically refuting claims made by short-sellers regarding its reliance on Chinese minerals.
Hunterbrook did not mince words in its investigation into Bloom Energy.
Energy stocks were lower late Thursday afternoon, with the NYSE Energy Sector Index falling 1.2% and
MARA is acquiring a new site in Texas for as much as $600 million, and Hunterbrook put out a scathing short report on Bloom Energy.
Bloom Energy says its filings are accurate and it has scandium oxide supply visibility for 25 GW of annual fuel cell production.
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.
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...