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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 S&P 500 and Nasdaq look ready to run, but they haven't quite done so. Sandisk surged but must do this. Walmart, Target loom.

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.

Both energy stocks are attracting significant attention, but one is clearly the better buy.

Bloom Energy's stock has skyrocketed over the past three years.

Bloom Energy (NYSE:BE) shares gained 1. 6% in pre-market trading to $240 as investors continued to respond positively to a major artificial intelligence data centre partnership announced this week.

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.

The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.

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.

AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.

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

Bloom Energy's 143% YTD surge, AI-driven power demand and rising earnings estimates support the stock despite its premium valuation.

A major AI cloud operator just handed Bloom Energy a high-profile data center contract, and the ripple through the fuel cell sector raises a pointed question about which names have real wins and which are simply along for the ride.

Nebius is targeting 5 GW of contracted power by the end of 2026 and said its Bloom partnership could "unlock and expedite" additional sites.

Bloom Energy's massive time-to-power advantage has sent the stock soaring.

The business is booming amid the AI data center build-out, so what went wrong here?

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...

SNDR, BE, and TAL it to the Zacks Rank #1 (Strong Buy) growth stocks list on August 11, 2026.

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 […]