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Nebius just gave Bloom Energy another vote of confidence. Is there more upside ahead for BE stock?

Solaris Energy Infrastructure sits 30% below its recent highs while quietly signing decade-long contracts tied to the most aggressive data center buildout in history, and one portfolio manager just decided the window to get in is closing fast.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

Bloom Energy has surged over 400% in a year on the back of the AI power boom, but with an 81x forward P/E and insiders heading for the exits, the question now is whether the fuel cell darling still has room to run or has finally gotten ahead of itself.

Bloom Energy (BE) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

The fuel cell maker's earnings multiple is measured on a trailing year, while the guidance management has raised describes a far bigger business. That mismatch moves the buy decision onto delivery rather than demand.

In early August 2026, Bloom Energy’s partnership with MiTAC Computing Technology expanded to add a Bloom fuel-cell-powered islanded microgrid at MiTAC’s Fremont AI server manufacturing campus, significantly boosting MiTAC’s contracted onsite power capacity beyond its existing San Jose installation. This project highlights how Bloom’s quickly deployable, low-noise fuel cells are being used to power mission-critical AI infrastructure where traditional grid connections face permitting, water,...

Brookfield (NYSE:BN) reported second-quarter distributable earnings before realizations of $1.4 billion, or $0.61 per share, up 15% per share from a year earlier, as growth in asset management and wealth solutions supported results. Total distributable earnings, including realizations, were $1.5 bi

This green energy play will profit from the AI boom.

Bloom Energy's 143% YTD surge reflects rising AI power demand, but its premium valuation raises questions for investors.

In an interview with CNBC, Nick Amicucci of Evercore ISI said that as speed to power becomes a vital factor amid the AI boom, Bloom Energy is a beneficiary in that scenario.

Three AI infrastructure stocks are surging Wednesday after a blowout earnings report set off a chain reaction across GPU compute and onsite power names, raising serious questions about how much runway this trade still has.

CEO KR Sridhar may have overstated the company's place within the industry, but his bigger point still stands.

Diversification makes the difference here.

Bloom Energy (NYSE: BE) expands its partnership with MiTAC Computing Technology to deploy fuel cell microgrids at an AI server manufacturing campus in Fremont. The new deployment is designed to provide clean, reliable onsite power for mission-critical AI infrastructure needs. The project builds on an existing relationship between Bloom Energy and MiTAC as AI data center power demand grows. As AI infrastructure keeps scaling and pushes power systems to do more, it can be useful to compare...

Plug Power (NASDAQ:PLUG) raised its full-year revenue growth outlook after reporting second-quarter results that showed improving margins, lower operating expenses and reduced cash usage, while management reiterated its goal of achieving positive EBITDA in the fourth quarter. Revenue totaled $178.3

Though the earnings cycle is winding down, Palantir (PLTR), General Motors (GM), and Bloom Energy (BE) have been nice standouts so far in the Q2 earnings season, all raising guidance.

Bloom Energy (NYSE:BE) just added another name to its growing list of AI infrastructure customers. On August 6, the company announced an expanded partnership with MiTAC Computing Technology Corp., a subsidiary of MiTAC Holdings Corporation, to deploy a fuel cell microgrid at MiTAC’s AI server manufacturing campus in Fremont, California. It is a small deal […]

Bloom Energy is becoming the standard for AI on-site power.

OR Royalties (NYSE:OR) reported second-quarter revenue of $97.8 million and operating cash flow of $83.2 million, with both measures rising 62% from a year earlier as realized gold and silver prices increased and gold-equivalent-ounce deliveries grew 5%. President and CEO Jason Attew said the compa

Realty Income (NYSE:O) raised its full-year 2026 outlook after reporting second-quarter adjusted funds from operations, or AFFO, per share growth of 3.8% to $1.09, supported by investment activity across industrial properties, Europe, private-capital vehicles and data centers. Year-to-date AFFO per

Earnings season is showing that consumers are still spending and paying their bills, as indicated by SoFi and Visa.

Bloom Energy has shed over 20% in four weeks after a staggering year-to-date run, and now shareholders face a decision that looks simpler than it actually is. The cheaper alternatives in the fuel cell space come with a catch most rotation trades ignore.

Bloom Energy has staged one of the most explosive runs in the market this year, but a recent pullback and a looming legal deadline are raising serious questions about whether the rally still has legs or is about to break.

Moby summary of Brookfield Asset Management Ltd.'s Q2 2026 earnings call

Bloom Energy's backlog increased in the second quarter, but the real power in the backlog isn't product sales.

Bloom Energy just delivered its biggest quarter ever.

Microsoft, Bloom and EMCOR have been highlighted in this Investment Ideas article.

Following Leopold Aschenbrenner's fund Whale Rock's flagship fund fell 21.7% in July as AI and chip stocks slid.

There have been several standouts in the cycle so far, including Microsoft, Bloom Energy, and EMCOR Group, all of which have seen nice momentum in the days following their robust earnings releases.