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The Latest Breaking News from Bloom Energy

Bloom Energy Is Already Up 240% in 2026, but RBC Analysts Still Think It Has Room to Run

The financial services firm maintains its price target, seeing further upside for Bloom.

3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes

3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes

Rob Spivey of Altimetry Research breaks down the AI energy boom — naming GE Vernova, Bloom Energy, and Kodiak Gas Services as buys and explaining why NextEra Energy and AECOM may fall behind.

Bloom Energy May Be Solving AI’s Biggest Power Problem

Bloom Energy May Be Solving AI’s Biggest Power Problem

Bloom Energy is the power behind the data center build out, ramping production of its fuel cells and accelerating deployments.

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Bloom Energy Is Now a Data Center Stock. Buy Its Shares Now.

Bloom Energy’s Q1 beat confirmed that AI data center power demand has become the company’s biggest growth catalyst, but valuation now carries serious risk.

Bloom Energy Just Hit an All-Time High. Should You Chase the Rally Here?

Bloom Energy stock rallies on blockbuster Q1 earnings and raised future guidance. Roth MKM analysts increased their price target on BE shares after the quarterly print.

Trump Was Supposed to Kill Hydrogen Investments, but Oracle Just Gave Bloom Energy Stock a Second Life

Shares of the company popped more than 12% on the news that the cloud major will use its fuel cells to power its grid in New Mexico.

Is Oracle Undervalued as Cloud Growth Accelerates?

Oracle is on track to rebound strongly provided a catalyst emerges. A catalyst is likely in the upcomign results, in which the massive backlog will probably grow.

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NASA advisor turned $65 billion founder says ex-Intel CEO Andy Grove helped him get out of a crisis: ‘That's a lesson I will take to my grave’

NASA advisor turned $65 billion founder says ex-Intel CEO Andy Grove helped him get out of a crisis: ‘That's a lesson I will take to my grave’

Bloom Energy CEO K.R. Sridhar tapped former Intel CEO Andy Grove for wisdom during a company crisis—and he learned employees are the best kept secret in reversing course.

Bloom Energy Just Scored a Major Win With the Trump Admin. Is BE Stock a Buy?

Bloom Energy Just Scored a Major Win With the Trump Admin. Is BE Stock a Buy?

The Trump administration's decision to preserve federal hydrogen hub funding removes a major regulatory overhang and validates Bloom Energy's long-term clean-energy pipeline.

5 Stocks Positioned to Win the AI Data Center Buildout

5 Stocks Positioned to Win the AI Data Center Buildout

Analyst Louis Navellier names five stocks set to benefit from the AI infrastructure buildout, including overlooked plays in cooling, power, and storage.

Oracle Bottoms: A Multi-Cloud Future Is Ahead—and Undervalued

Oracle Bottoms: A Multi-Cloud Future Is Ahead—and Undervalued

Oracle is setting up for a rebound that could take its price back to record-high levels. The SaaS selloff is over; a multicloud future is ahead.

Is Bloom Energy Stock a Buy, Sell, or Hold at New All-Time Highs?

Is Bloom Energy Stock a Buy, Sell, or Hold at New All-Time Highs?

With Bloom riding one of the most dramatic runs in the clean energy space, is it a good time to buy the stock or hold off?

Bloom Energy Just Partnered With Oracle. Does That Make the Fuel Cell Energy Stock a Buy Here?

Bloom Energy Just Partnered With Oracle. Does That Make the Fuel Cell Energy Stock a Buy Here?

Oracle will source up to 2.8 GW of energy from the fuel cell company.

Should You Chase the Rally in Oracle Stock?

Should You Chase the Rally in Oracle Stock?

Oracle stock rallies on a 2.8 GW AI power deal with Bloom Energy. But does that make ORCL shares worth buying in 2026?

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Bloom Energy Breaks Into Overbought Territory on Oracle Deal. Is It Too Late to Buy BE Stock?

Bloom Energy stock rallies on expanded deal with Oracle. Here’s why caution is still warranted in playing BE shares at current levels.

International Business Times UK

Oracle Strikes 2.8-Gigawatt AI Energy Deal to Power Data Centres After Firing 30,000 Workers Via 6 AM Email

Oracle agreed to purchase 2.8 gigawatts of fuel-cell power from Bloom Energy for AI data centres, weeks after firing 30,000 employees via a 6 a.m. email to fund the infrastructure buildout.

AI Power Crunch: Why Bloom Energy Is the Hidden Winner

Bloom Energy is transforming into a critical AI infrastructure provider, delivering rapid power solutions that bypass grid congestion to drive record growth.

Bloom Energy Blossoms on Rapidly Accelerating Outlook

Bloom Energy is well-positioned to serve rapidly growing power needs, including for datacenters, and could rise by nearly 100% over the next few quarters.

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How this energy company became the poster child for the AI boom

Bloom Energy, long seen as a niche energy player, can deliver on-site power far faster than traditional options.

5 Stocks to Buy in February: Last Year’s Winners Aren’t Done Yet

2025's winners are well positioned to deliver gains in 2026 as the trends driving their strengths continue to improve and analysts' sentiment firms.

5 Alternative Energy Stocks Riding the AI Power Crunch

AI-driven electricity demand is fueling a power crunch, pushing alternative energy stocks into one of the market’s strongest momentum themes.

AI Needs Power Now—Bloom Energy and American Electric Power Deliver

Artificial intelligence data center demand is driving massive commercial contracts for fuel cell technology as utilities race to solve power shortages.

The Texas Tribune

Texas forecast to be top market for data centers in two years, increasing grid demand

As artificial intelligence pushes demand for more data centers, companies are drawn to the state’s relatively inexpensive land and natural gas that can run on-site power plants.

A $2.65 Billion Reason to Buy Bloom Energy Stock in January 2026

A deal and a partnership position BE as a direct beneficiary of data-center power demand, but a rally and stretched valuation prices in a lot of the optimism.

Why Bloom Energy Stock Surged Thursday

Bloom Energy Corp (NYSE:BE) shares rallied Thursday as the company capitalizes on a perfect storm of AI energy demand and an improving macroeconomic backdrop. Here’s what investors need to know.

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