Headquartered in San Jose, CA Fiscal year ends December NYSE: BE bloomenergy.com
Bloom Energy is a clean energy technology company that designs, manufactures, and sells solid oxide fuel cell systems called Energy Servers, which provide ultra-resilient, scalable onsite electricity generation. The company serves Fortune 500 customers across multiple sectors including data centers, semiconductor manufacturing, large utilities, and other commercial and industrial applications, as well as mission-critical organizations such as hospitals, college campuses, and retailers. Bloom's platform enables distributed power generation as an alternative to traditional centralized grid infrastructure, addressing growing electricity demand from sectors such as AI-driven data centers. The company manufactures its systems in the United States and has a joint venture in the Republic of Korea, as well as ventures with Brookfield Asset Management. Bloom Energy is listed on the NYSE under the ticker BE and was recently added to the S&P 500. Updated
A $170 million beat on the quarter puts Bloom Energy's fuel cells squarely in the data center power trade.
RT @Beth_Kindig: Bloom $BE reported Q3 revenue of $1.24 billion, up 16% QoQ and 138% YoY, beating the consensus estimate for $1.07 billion.…
Four cybersecurity names took the top gainer slots at Friday's close, with CrowdStrike up 8.2% to lead a group that rarely moves in lockstep. The damage sat in telecom, where AT&T and T-Mobile both landed among the day's worst losers alongside Bloom Energy.
American Tower opened up 8.07%, the only move above 4% on the upside across a 385-name board. Bloom Energy is off 11.67%, with Moderna, Infosys, GE Aerospace and AT&T sliding too.
AI data center customers are pulling fuel cell deployments forward fast enough to force a third full-year guidance raise, now $4.4 billion to $4.6 billion in revenue.
An 11.1% slide to $212 lops roughly $7 billion off a $62 billion fuel cell name in a single session, and it lands with Q3 results due tonight. Keep an eye on whether the stock holds this level into the report.
Super Micro Computer opened up 13.4%, the biggest move across a 387-name priority list, with Dell, Vertiv and Bloom Energy also clearing 5%. Netflix and AT&T anchor the other end, each off roughly 4.8%.
Storage names are taking the brunt of the open, with Seagate down 14.8%. On the other side, ON Semiconductor leads the gainers, leaving the spread across this stock universe at roughly 21 points in a single session.
Mortgage rates at multi-decade affordability lows are draining builders, appliance makers and the home-improvement aisles at once, so holders are really running a single trade. Cramer says the group does not recover until the war ends, oil retreats and rate hikes come off the table.
The tape spread nearly 12 points wide at the close: C3.ai finished up 6.43% at $11.01 while Moderna gave back 5.52%. Enterprise tech names took the top four gainer slots, and the losers skew toward high-beta momentum.
Bloom Energy closed up 11.21% at $292.34, the only double-digit gain in a 383-name priority list. The other end was just as loud: AMC and DraftKings both gave up more than 7%.
A record quarter and a third guidance raise this year are clashing with negative cash flow at Bloom Energy (NYSE:BE), and that strain is impacting the price. Bloom Energy stock is down…
Live Updates Bloom Energy Q3 Earnings Coverage Wrap-Up4:33pm ETThat wraps up our initial coverage of Bloom Energy’s Q3 results. Thank you for stopping by! Bloom Energy's Full Q3 Key Numbers4:29pm ET BE…
Thomas Richmond Power stocks that rallied on the AI data center trade are reversing, and the selling is landing hardest on the fuel cell makers most exposed to that expansion. Bloom Energy (NYSE:BE) stock…
Trump declared on Truth Social that data center developers must generate their own power and pay neighbors a dividend, but his posts named no amounts, no enforcement mechanism, and no federal program…
Power has become the scarcest input in the AI expansion, and money in the fuel cell group is flowing to the supplier most directly wired into data center demand. Bloom Energy (NYSE:BE)…
Few companies sit closer to the race to power AI data centers than Bloom Energy (NYSE:BE). Bloom Energy shares have climbed 157% year to date (YTD) to $223.03, a run that leaves…
Artificial intelligence’s power trade is slowing down, and Bloom Energy (NYSE:BE) shares are taking the hardest hit among the equipment makers tied to data center electricity demand. Bloom Energy stock is down…
Oracle just named Bloom Energy the primary power source for a massive AI campus, yet the stock keeps falling. With shares trading at stratospheric multiples and the next earnings report days away,…
Jim Cramer declared chips a broken trade and software the new king of AI, but the numbers behind his argument depend entirely on where you start the clock. One hedge fund collapse,…
Bloom Energy shares have already surged over 200% this year, yet Wall Street's consensus target barely budges. A closer look at the numbers reveals why one specific price could still be achievable…
Vandita Jadeja A raised analyst price target wasn’t enough to support Bloom Energy (NYSE:BE) stock, and the selling has spread across fuel cell and hydrogen names. BE stock is at $269.16, down 8% this…
The finance handoff at FuelCell Energy (NASDAQ:FCEL) drew a rougher verdict. It is drawing a far rougher market verdict than the rest of the fuel cell group, even with a reaffirmed profit…
A Pennsylvania data center announcement just sent one fuel cell stock soaring while leaving its closest rivals almost completely cold, and the reason behind that split reveals something important about how this…
Money is flowing into onsite power generation names as a group, and FuelCell Energy (NASDAQ:FCEL) stock is leading the advance. FuelCell stock has climbed 7%, reaching $17.68 in the afternoon session. Also,…
Plug Power (NASDAQ:PLUG) stock advanced 4% to $1.99 on Wednesday after the company signed a 280 MW electrolyzer supply agreement with Arcadia eFuels. Bloom Energy (NYSE:BE) shares fell 3% to $281.56, while…
Bloom Energy is a clean energy technology company that designs, manufactures, and sells solid oxide fuel cell systems called Energy Servers, which provide ultra-resilient, scalable onsite electricity generation.
The Wall Street consensus 12-month price target for BE is $284.35.
