Is Bloom Energy (BE) A Bargain Following Election Driven AI Data Center Fears?

Bloom Energy (BE) is back in focus after a sharp pullback tied to US election results increased concern about future AI data center approvals, even as the business continues to sign large fuel cell deals. The sharp election driven selloff means Bloom Energy’s share price has dropped 16.4% in the past day and 43.4% over the past month, yet it still carries a 69.7% year to date share price gain and a 3 year total shareholder return above 14x. This points to strong long term momentum even as...