Bloom Energy Corp Cl A (BE)

$280.69 -3.23 (-1.14%)
Market Cap 73.23B
Revenue (ttm) 2.02B
Net Income (ttm) -88.43M
EPS (ttm) N/A
PE Ratio 517.28
Forward PE 198.08
Profit Margin -4.37%
Debt to Equity Ratio 2.75
Volume 7,470,381
Avg Vol 10,582,568
Day's Range N/A - N/A
Shares Out 280.55M
Stochastic %K 65%
Beta 3.82
Analysts Sell
Price Target $237.18

Company Profile

Bloom Energy Corporation designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally. It offers Bloom Energy Server, an energy server platform to convert fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels, into electricity through a non-combustion electrochemical process. The company also provides Bloom Electrolyzer for producing hydrogen. It sells its products through direct and indirect sales...

Industry: Electrical Equipment & Parts
Sector: Industrials
Phone: 408 543 1500
Address:
4353 North First Street, San Jose, United States
CrabCakes
CrabCakes May. 12 at 11:04 PM
$BE https://finance.yahoo.com/markets/stocks/articles/nasa-fuel-cell-tests-put-132419814.html
0 · Reply
DanaBlack
DanaBlack May. 12 at 10:59 PM
$PLUG $FCEL and $BE get all the love! When is it our turn damn it!!!
0 · Reply
The_Titan_Traders
The_Titan_Traders May. 12 at 10:37 PM
$BE $FCEL $HIMX $INTC $MRAM FCEL know what you own! 50x here just starting.
0 · Reply
ripster47
ripster47 May. 12 at 9:51 PM
🚨 How to find Hot Stocks & Hot Sectors LEARN -> Analyze Catalyst -> Analyze Bullish Chart Setup -> Making your List of Stocks in the Hot Sector -> Using Rotation Tracker -> Using Ripster Clouds to Enter -> Case Study : Batteries/Storage $BE $FCEL $EOSE
0 · Reply
dR_HumanEvolution
dR_HumanEvolution May. 12 at 8:59 PM
$DGXX has plans to open a data center adjacent to a coal power plant! 1.4 GW of power! Perfect opportunity to use $FCEL carbon capture tech! Could explain the run in $FCEL Big demand for behind the meter power solutions! News could be imminent! Can $FCEL run like $BE
0 · Reply
QuantInsider
QuantInsider May. 12 at 8:53 PM
$BE is only down about 1% over 5 days Without any fresh catalysts, it's all about options flow now We're seeing a split with heavy downside put hedging near-term There's also a massive June upside call sweep The puts, 84% skewed on InsiderFinance, are showing serious downside protection with strikes around 225 to 242.5 for mid-May This suggests tighter risk management if you're holding long Meanwhile, that big Jun 18 $280 call sweep with 1,937 contracts and a $5.5M premium is a bold upside bet Volatility plays or spreads might be the way to go here rather than picking a side
0 · Reply
hustleexpert
hustleexpert May. 12 at 8:33 PM
$BE I love this stock. Another $28,000 in the bank. Lmfao.
0 · Reply
The_Titan_Traders
The_Titan_Traders May. 12 at 8:21 PM
$BE $FCEL $HIMX $INTC $MRAM FCEL 10-20x play here in the next few months.
0 · Reply
QuantumChallah
QuantumChallah May. 12 at 8:16 PM
$NRGV Yes — management has been repositioning it into a broader energy infrastructure and storage platform company. Today the company becomes: a storage system integrator a project developer/EPC player an owner-operator of storage assets and an energy management software platform using whichever storage chemistry or technology fits the project bes That includes: lithium-ion BESS (from $TSLA batteries) $TSLA sodium-ion batteries (from $EOSE) gravity storage (they own) hydrogen storage $FCEL $BE hybrid systems AI/data-center energy infrastructure Their recent acquisitions in Texas and Japan were straight battery-storage infrastructure plays gravity: South Africa/Estom
0 · Reply
Nick_Drendel
Nick_Drendel May. 12 at 8:13 PM
A look at how the leaders acted 5/12/26: ⚠️ 1/9 Up Today 📈 $RKLB New All Time Closing Highs! 🤏 $BE Tightening Under Highs 🔔 $NBIS Earnings Tomorrow Before Open 👍 7/9 Leaders DCR > 50% https://join.marketpulsetrader.com/NDST AMD BE INTC LITE MRVL MU NBIS RKLB SNDK
0 · Reply
Latest News on BE
Bloom Energy price target raised to $250 from $180 at Clear Street

2026-05-12T21:18:09.000Z - 2 hours ago

Bloom Energy price target raised to $250 from $180 at Clear Street

Bloom Energy price target raised to $254 from $177 at Barclays

2026-05-12T10:00:53.000Z - 13 hours ago

Bloom Energy price target raised to $254 from $177 at Barclays

Meet the Nvidias of power — 5 stocks winning Big Tech's $700 billion AI energy grab

May 11, 2026, 7:49 PM EDT - 1 day ago

Meet the Nvidias of power — 5 stocks winning Big Tech's $700 billion AI energy grab

ETN GEV NEE PWR TT

Bloom Energy price target raised to $254 from $177 at Barclays

2026-05-11T22:11:40.000Z - 1 day ago

Bloom Energy price target raised to $254 from $177 at Barclays

Mixed options sentiment in Bloom Energy with shares up 2.5%

2026-05-01T20:31:06.000Z - 11 days ago

Mixed options sentiment in Bloom Energy with shares up 2.5%

Bloom Energy price target raised to $285 from $110 at Mizuho

2026-05-01T13:20:03.000Z - 11 days ago

Bloom Energy price target raised to $285 from $110 at Mizuho

Bloom Energy price target raised to $281 from $229 at Citi

2026-04-30T11:27:42.000Z - 12 days ago

Bloom Energy price target raised to $281 from $229 at Citi

Bloom Energy rises 21.9%

2026-04-29T16:26:11.000Z - 13 days ago

Bloom Energy rises 21.9%

Bloom Energy Stock (BE) Rockets on Positive Analyst Updates Post Earnings

2026-04-29T15:37:41.000Z - 13 days ago

Bloom Energy Stock (BE) Rockets on Positive Analyst Updates Post Earnings

Bloom Energy price target raised to $310 from $184 at Morgan Stanley

2026-04-29T15:31:31.000Z - 13 days ago

Bloom Energy price target raised to $310 from $184 at Morgan Stanley

Bloom Energy price target raised to $225 from $155 at Roth Capital

2026-04-29T15:10:13.000Z - 13 days ago

Bloom Energy price target raised to $225 from $155 at Roth Capital

Bloom Energy price target raised to $335 from $143 at RBC Capital

2026-04-29T14:09:38.000Z - 13 days ago

Bloom Energy price target raised to $335 from $143 at RBC Capital

Bloom Energy price target raised to $236 from $160 at TD Cowen

2026-04-29T13:54:35.000Z - 13 days ago

Bloom Energy price target raised to $236 from $160 at TD Cowen

Morning Movers: NXP Semi, Bloom Energy charged up after results

2026-04-29T13:44:14.000Z - 13 days ago

Morning Movers: NXP Semi, Bloom Energy charged up after results

ABBV BIIB CAR EAT ENPH ETSY GD

Bloom Energy price target raised to $295 from $165 at BTIG

2026-04-29T13:03:23.000Z - 13 days ago

Bloom Energy price target raised to $295 from $165 at BTIG

ORCL

Bloom Energy price target raised to $293 from $173 at Susquehanna

2026-04-29T12:29:48.000Z - 13 days ago

Bloom Energy price target raised to $293 from $173 at Susquehanna

Bloom Energy stock surges as Murrey Math Lines points to a rally to $300

Apr 29, 2026, 8:10 AM EDT - 13 days ago

Bloom Energy stock surges as Murrey Math Lines points to a rally to $300

Bloom Energy price target raised to $260 from $242 at Baird

2026-04-29T11:56:42.000Z - 13 days ago

Bloom Energy price target raised to $260 from $242 at Baird

Bloom Energy is riding the AI wave with a major lift from Oracle

Apr 28, 2026, 6:16 PM EDT - 14 days ago

Bloom Energy is riding the AI wave with a major lift from Oracle

ORCL

Bloom Energy Earnings Call Transcript: Q1 2026

Apr 28, 2026, 5:00 PM EDT - 14 days ago

Bloom Energy Earnings Call Transcript: Q1 2026

Bloom Energy Raises Full-Year Guidance as Profit Climbs on Digital Power Demand

Apr 28, 2026, 4:40 PM EDT - 14 days ago

Bloom Energy Raises Full-Year Guidance as Profit Climbs on Digital Power Demand

Bloom Energy Reports Record First Quarter 2026 Results and Raises Full Year 2026 Guidance

Apr 28, 2026, 4:05 PM EDT - 14 days ago

Bloom Energy Reports Record First Quarter 2026 Results and Raises Full Year 2026 Guidance

Bloom Energy to Announce First Quarter 2026 Financial Results on April 28, 2026

Apr 15, 2026, 9:00 AM EDT - 27 days ago

Bloom Energy to Announce First Quarter 2026 Financial Results on April 28, 2026

Bloom Energy stock's Oracle-driven surge is an 'overreaction': find out more

Apr 14, 2026, 2:23 PM EDT - 4 weeks ago

Bloom Energy stock's Oracle-driven surge is an 'overreaction': find out more

ORCL

Oracle expands Bloom Energy deal

Apr 14, 2026, 12:53 PM EDT - 4 weeks ago

Oracle expands Bloom Energy deal

ORCL

BE Rallies Over 20% on ORCL Deal: Jeff McClean Sees Strong Energy Growth in AI Trade

Apr 14, 2026, 12:30 PM EDT - 4 weeks ago

BE Rallies Over 20% on ORCL Deal: Jeff McClean Sees Strong Energy Growth in AI Trade

ORCL

Oracle jumps for a second day, Bloom Energy soars 20% on AI data center power deal

Apr 14, 2026, 10:46 AM EDT - 4 weeks ago

Oracle jumps for a second day, Bloom Energy soars 20% on AI data center power deal

ORCL

Tuesday's Morning Movers: ORCL & BE Extend Partnership, KMX & JNJ Earnings

Apr 14, 2026, 10:30 AM EDT - 4 weeks ago

Tuesday's Morning Movers: ORCL & BE Extend Partnership, KMX & JNJ Earnings

JNJ ORCL KMX

Bloom Energy stock warning: beware of Wyckoff and man reversion risks

Apr 14, 2026, 9:19 AM EDT - 4 weeks ago

Bloom Energy stock warning: beware of Wyckoff and man reversion risks

Oracle expands Bloom Energy deal days after receiving $400 million stock warrant

Apr 13, 2026, 6:32 PM EDT - 4 weeks ago

Oracle expands Bloom Energy deal days after receiving $400 million stock warrant

ORCL

Bloom Energy to supply up to 2.8 GW of fuel cells under expanded Oracle deal

Apr 13, 2026, 6:01 PM EDT - 4 weeks ago

Bloom Energy to supply up to 2.8 GW of fuel cells under expanded Oracle deal

ORCL

Bloom Energy and Oracle Expand Strategic Partnership to Deploy up to 2.8 GW to Accelerate AI Infrastructure Build-Out

Apr 13, 2026, 5:03 PM EDT - 4 weeks ago

Bloom Energy and Oracle Expand Strategic Partnership to Deploy up to 2.8 GW to Accelerate AI Infrastructure Build-Out

Bloom Energy Named to Newsweek's 2026 List of America's Most Trustworthy Companies

Apr 6, 2026, 11:00 AM EDT - 5 weeks ago

Bloom Energy Named to Newsweek's 2026 List of America's Most Trustworthy Companies

Bloom Energy Appoints Simon Edwards as Chief Financial Officer

Mar 26, 2026, 4:05 PM EDT - 6 weeks ago

Bloom Energy Appoints Simon Edwards as Chief Financial Officer

Bloom Energy (BE) Price Forecast: Support Holds, Trend Poised for Upside

Mar 19, 2026, 5:06 PM EDT - 7 weeks ago

Bloom Energy (BE) Price Forecast: Support Holds, Trend Poised for Upside

Can Bloom Energy Stock Recover From Massive Weekly Losses?

Mar 8, 2026, 8:05 PM EDT - 2 months ago

Can Bloom Energy Stock Recover From Massive Weekly Losses?

I/O Fund Proves Leadership in AI Stocks with 326% Cumulative Return and 29.2% Annualized Return

Feb 19, 2026, 11:03 AM EST - 2 months ago

I/O Fund Proves Leadership in AI Stocks with 326% Cumulative Return and 29.2% Annualized Return

Tradr Unveils Short Leveraged ETFs on Bloom Energy and Nuscale Power

Feb 11, 2026, 6:46 AM EST - 3 months ago

Tradr Unveils Short Leveraged ETFs on Bloom Energy and Nuscale Power

SMR BEZ SMZ

The Big 3: BE, WMT, XPO

Feb 6, 2026, 1:00 PM EST - 3 months ago

The Big 3: BE, WMT, XPO

WMT XPO

Bloom Energy Earnings Call Transcript: Q4 2025

Feb 5, 2026, 5:00 PM EST - 3 months ago

Bloom Energy Earnings Call Transcript: Q4 2025

Bloom Energy Reports Fourth Quarter and Full Year 2025 Financial Results with Record Full Year Revenues

Feb 5, 2026, 4:20 PM EST - 3 months ago

Bloom Energy Reports Fourth Quarter and Full Year 2025 Financial Results with Record Full Year Revenues

Bloom Energy, Lumentum, and Other Hot Stocks Set up for Earnings Beats

Jan 25, 2026, 3:00 AM EST - 3 months ago

Bloom Energy, Lumentum, and Other Hot Stocks Set up for Earnings Beats

LITE

These 20 stocks are strong choices for momentum investors

Jan 22, 2026, 10:26 AM EST - 3 months ago

These 20 stocks are strong choices for momentum investors

CELC COGT FBYD FRGE INBX KOD LITE

Bloom Energy to Announce Fourth Quarter 2025 Financial Results on February 5, 2026

Jan 21, 2026, 9:00 AM EST - 3 months ago

Bloom Energy to Announce Fourth Quarter 2025 Financial Results on February 5, 2026

Battery stocks have more room to run despite recent rally, says Melius Research's James West

Jan 20, 2026, 3:09 PM EST - 4 months ago

Battery stocks have more room to run despite recent rally, says Melius Research's James West

EOSE FLNC

Data Centers Plan to Reduce Reliance on Grid Finds Bloom Energy's 2026 Power Report

Jan 20, 2026, 7:00 AM EST - 4 months ago

Data Centers Plan to Reduce Reliance on Grid Finds Bloom Energy's 2026 Power Report

How the AI data center bubble story is playing out inside one booming energy stock

Jan 11, 2026, 9:19 AM EST - 4 months ago

How the AI data center bubble story is playing out inside one booming energy stock

Bloom Energy Stock Jumps on $2.7 Billion Fuel Cell Deal. Why It Matters.

Jan 8, 2026, 11:15 AM EST - 4 months ago

Bloom Energy Stock Jumps on $2.7 Billion Fuel Cell Deal. Why It Matters.

Cramer's Mad Dash: Bloom Energy

Jan 8, 2026, 10:02 AM EST - 4 months ago

Cramer's Mad Dash: Bloom Energy

Why Smart Money Is Pouring Into Bloom Energy Stock?

Jan 5, 2026, 11:15 AM EST - 4 months ago

Why Smart Money Is Pouring Into Bloom Energy Stock?

This Tech Investor Likes Broadcom, Bloom Energy, and Other AI Bargains

Dec 24, 2025, 2:36 PM EST - 4 months ago

This Tech Investor Likes Broadcom, Bloom Energy, and Other AI Bargains

AVGO

Can Bloom Energy Drop More After The Recent 20%?

Dec 16, 2025, 8:25 AM EST - 5 months ago

Can Bloom Energy Drop More After The Recent 20%?

This tech maven bashes nuclear stocks and shares the real way to play AI's energy boom

Dec 3, 2025, 12:35 PM EST - 5 months ago

This tech maven bashes nuclear stocks and shares the real way to play AI's energy boom

CEG GEV OKLO SMR

The Big 3: DIS, CRM, BE

Nov 24, 2025, 1:31 PM EST - 6 months ago

The Big 3: DIS, CRM, BE

CRM DIS

These 15 stocks are still showing momentum — and a market-beating edge

Nov 20, 2025, 3:45 PM EST - 6 months ago

These 15 stocks are still showing momentum — and a market-beating edge

CIEN CRDO GH INSM LITE MP MU

Bloom Energy Stock To $140 Again?

Nov 17, 2025, 5:50 AM EST - 6 months ago

Bloom Energy Stock To $140 Again?

Bloom Energy Corporation Prices Upsized $2.2 Billion Convertible Senior Notes Offering

Oct 31, 2025, 2:48 AM EDT - 6 months ago

Bloom Energy Corporation Prices Upsized $2.2 Billion Convertible Senior Notes Offering

Bloom Energy Corporation Announces Proposed Convertible Senior Notes Offering

Oct 30, 2025, 6:30 AM EDT - 6 months ago

Bloom Energy Corporation Announces Proposed Convertible Senior Notes Offering

Bloom Energy's AI bonanza leaves Wall Street with plenty of questions

Oct 29, 2025, 12:01 PM EDT - 6 months ago

Bloom Energy's AI bonanza leaves Wall Street with plenty of questions

Bloom Energy stock: 3 big reasons to sell it on the post-earnings surge

Oct 29, 2025, 11:04 AM EDT - 6 months ago

Bloom Energy stock: 3 big reasons to sell it on the post-earnings surge

Bloom Energy Earnings Call Transcript: Q3 2025

Oct 28, 2025, 5:00 PM EDT - 7 months ago

Bloom Energy Earnings Call Transcript: Q3 2025

Bloom Energy Reports Third Quarter 2025 Financial Results

Oct 28, 2025, 4:05 PM EDT - 7 months ago

Bloom Energy Reports Third Quarter 2025 Financial Results

6 Stocks to Sell in a Hot Market

Oct 24, 2025, 2:27 PM EDT - 7 months ago

6 Stocks to Sell in a Hot Market

BA DASH SNOW

Up 33%, Should You Take Profits On Bloom Energy Stock?

Oct 15, 2025, 8:30 AM EDT - 7 months ago

Up 33%, Should You Take Profits On Bloom Energy Stock?

Bloom Energy Founder Worth $500 Million After Brookfield Datacenter Deal

Oct 14, 2025, 2:05 PM EDT - 7 months ago

Bloom Energy Founder Worth $500 Million After Brookfield Datacenter Deal

BAM

Top Stock Movers Now: Broadcom, Warner Bros. Discovery, Bloom Energy, and More

Oct 13, 2025, 12:55 PM EDT - 7 months ago

Top Stock Movers Now: Broadcom, Warner Bros. Discovery, Bloom Energy, and More

AVGO WBD

There's Still Life in the AI Trade. Today's Pop in Bloom Energy Stock Is the Latest Example.

Oct 13, 2025, 11:05 AM EDT - 7 months ago

There's Still Life in the AI Trade. Today's Pop in Bloom Energy Stock Is the Latest Example.

INTC & TXN Downgrades, STX & WDC Price Target Hikes, BE's $5B Brookfield Deal

Oct 13, 2025, 10:01 AM EDT - 7 months ago

INTC & TXN Downgrades, STX & WDC Price Target Hikes, BE's $5B Brookfield Deal

INTC STX TXN WDC BAM

Bloom Energy surge 26% on $5B Brookfield partnership for AI data centers

Oct 13, 2025, 9:04 AM EDT - 7 months ago

Bloom Energy surge 26% on $5B Brookfield partnership for AI data centers

BAM

CrabCakes
CrabCakes May. 12 at 11:04 PM
$BE https://finance.yahoo.com/markets/stocks/articles/nasa-fuel-cell-tests-put-132419814.html
0 · Reply
DanaBlack
DanaBlack May. 12 at 10:59 PM
$PLUG $FCEL and $BE get all the love! When is it our turn damn it!!!
0 · Reply
The_Titan_Traders
The_Titan_Traders May. 12 at 10:37 PM
$BE $FCEL $HIMX $INTC $MRAM FCEL know what you own! 50x here just starting.
0 · Reply
ripster47
ripster47 May. 12 at 9:51 PM
🚨 How to find Hot Stocks & Hot Sectors LEARN -> Analyze Catalyst -> Analyze Bullish Chart Setup -> Making your List of Stocks in the Hot Sector -> Using Rotation Tracker -> Using Ripster Clouds to Enter -> Case Study : Batteries/Storage $BE $FCEL $EOSE
0 · Reply
dR_HumanEvolution
dR_HumanEvolution May. 12 at 8:59 PM
$DGXX has plans to open a data center adjacent to a coal power plant! 1.4 GW of power! Perfect opportunity to use $FCEL carbon capture tech! Could explain the run in $FCEL Big demand for behind the meter power solutions! News could be imminent! Can $FCEL run like $BE
0 · Reply
QuantInsider
QuantInsider May. 12 at 8:53 PM
$BE is only down about 1% over 5 days Without any fresh catalysts, it's all about options flow now We're seeing a split with heavy downside put hedging near-term There's also a massive June upside call sweep The puts, 84% skewed on InsiderFinance, are showing serious downside protection with strikes around 225 to 242.5 for mid-May This suggests tighter risk management if you're holding long Meanwhile, that big Jun 18 $280 call sweep with 1,937 contracts and a $5.5M premium is a bold upside bet Volatility plays or spreads might be the way to go here rather than picking a side
0 · Reply
hustleexpert
hustleexpert May. 12 at 8:33 PM
$BE I love this stock. Another $28,000 in the bank. Lmfao.
0 · Reply
The_Titan_Traders
The_Titan_Traders May. 12 at 8:21 PM
$BE $FCEL $HIMX $INTC $MRAM FCEL 10-20x play here in the next few months.
0 · Reply
QuantumChallah
QuantumChallah May. 12 at 8:16 PM
$NRGV Yes — management has been repositioning it into a broader energy infrastructure and storage platform company. Today the company becomes: a storage system integrator a project developer/EPC player an owner-operator of storage assets and an energy management software platform using whichever storage chemistry or technology fits the project bes That includes: lithium-ion BESS (from $TSLA batteries) $TSLA sodium-ion batteries (from $EOSE) gravity storage (they own) hydrogen storage $FCEL $BE hybrid systems AI/data-center energy infrastructure Their recent acquisitions in Texas and Japan were straight battery-storage infrastructure plays gravity: South Africa/Estom
0 · Reply
Nick_Drendel
Nick_Drendel May. 12 at 8:13 PM
A look at how the leaders acted 5/12/26: ⚠️ 1/9 Up Today 📈 $RKLB New All Time Closing Highs! 🤏 $BE Tightening Under Highs 🔔 $NBIS Earnings Tomorrow Before Open 👍 7/9 Leaders DCR > 50% https://join.marketpulsetrader.com/NDST AMD BE INTC LITE MRVL MU NBIS RKLB SNDK
0 · Reply
triniblockchain
triniblockchain May. 12 at 7:55 PM
$AMD $BE $SNDK $STX $WDC ohhh boyy 🤣🚀🚀🧨
0 · Reply
abman54
abman54 May. 12 at 7:46 PM
$BE thank you for those shares under $270!
0 · Reply
triniblockchain
triniblockchain May. 12 at 7:33 PM
$AMD ppi for tomrw is priced in $WDC $SNDK $BE $STX
0 · Reply
DonCorleone77
DonCorleone77 May. 12 at 7:25 PM
$BE Attached is a Barclays analyst note regarding BE issued today.
0 · Reply
The_Titan_Traders
The_Titan_Traders May. 12 at 7:09 PM
Last data center play under 1B market cap $FCEL Similar to a $BE in its infancy here in my opinion. Looking forward to the next leg of run for these tech stocks $MRAM $HIMX $INTC
2 · Reply
QuantumChallah
QuantumChallah May. 12 at 6:43 PM
$NRGV $NRGV why do I prefer NRGV Energy more than $EOSE, $PLUG $FCEL $BE? NRGV is an energy grid system level player While the energy storage mfg guys like BE EOSE FCEL are their potential suppliers, at the subsystem/ component level. They will all do well as shown in BE from $34 to $220+. But In the end the system level players win big, as always.
4 · Reply
TalkMarkets
TalkMarkets May. 12 at 6:18 PM
The #AI Trade Has Changed. Here’s How To Position Before #WallStreet Figures It Out. $AMZN $BE $NVDA $AAOI $MAGS https://talkmarkets.com/article/the-ai-trade-has-changed-heres-how-to-position-before-wall-street-figures-it-out-1778609903
0 · Reply
HolyCanoly
HolyCanoly May. 12 at 6:14 PM
$FCEL $PLUG and $BLDP still rely heavily on hydrogen infrastructure growth, government support, and future hydrogen economics to reach strong profitability at scale. Yes Plug projects mid teens in growth and profitability in 2027 but the stars are not in line until the man decides hydrogen it the fuel of choice. $BE and $FCEL have a different advantage — they can utilize today’s existing natural gas infrastructure right now to help solve immediate data center power bottlenecks while still positioning for a future hydrogen transition.
2 · Reply
CrabCakes
CrabCakes May. 12 at 5:07 PM
$BE https://share.google/Rm8Se2JWWmpqy2rbb
0 · Reply
CrabCakes
CrabCakes May. 12 at 5:06 PM
$BE $NVDA $ORCL https://news.constructconnect.com/oracle-drops-gas-turbine-plan-for-its-massive-project-jupiter-turns-to-bloom-fuel-cells
1 · Reply
CrabCakes
CrabCakes May. 12 at 5:03 PM
$BE Follow the money. https://www.stocktitan.net/sec-filings/BE/schedule-13g-a-bloom-energy-corp-amended-passive-investment-disclosur-435e571827a9.html
0 · Reply
CrabCakes
CrabCakes May. 12 at 5:02 PM
$BE More to come. https://evertiq.com/design/2026-05-12-ls-electric-signs-220m-data-center-deal-with-bloom-energy
0 · Reply