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AI power demand is about to go into hyperdrive and Bloom Energy along with many other stocks could be big winners, according to Morgan Stanley.

Key TakeawaysBloom Energy shares rose 7% today, one trading day after an 11% drop on its third-quarter report, as Barclays raised its price target to $316 from $308 and AI power stocks rallied. Friday’s selloff was about cash: third-quarter revenue rose 138% to $1.

Bloom Energy's blowout quarter sent the stock sharply lower instead of higher, and now buyers are rushing back in. Whether that rebound holds depends on one unresolved question about the company's cash.


Wells Fargo analyst Praneeth Satish maintains Bloom Energy (NYSE:BE) with a Equal-Weight and raises the price target from $176 to $182.

Bloom Energy may have bottomed near $190 after an 11% drop, but could fall to $163 or $117 if the support breaks.

Bloom Energy has benefited from tailwinds from data centers for power solutions. Here's what the company must do to continue delivering for investors.

Bloom Q3 revenue jumped 138% as margins widened, but cash flow weakened and customer concentration stayed high. Click for more on BE stock.

Bloom Energy beat Q3 estimates and raised guidance again, but AI infrastructure risks cloud outlook.

The fuel cell maker now expects its sales to more than double this year. Is the lower share price an opening?

Bloom Energy's Q3 revenue surged 138.9% and guidance rose again despite Oracle's force majeure notice, as backlog growth, new deals, and analyst upside offset dilution risks.

Key Stats for Bloom Energy StockCurrent Price: $193. 30Target Price (Mid): ~$657Street Target: ~$287Potential Total Return: ~240%Annualized IRR: ~34% / year__Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)__ >>> What Happened?Bloom Energy (BE) carried a forward P/E of around 78x on September 30.

Bloom Energy reports record quarterly revenue and a sharp rise in profits as demand for onsite power accelerates, prompting another increase in its 2026 guidance.

Revenue surged 138% as hyperscalers ramp distributed power adoption.

Bloom Energy (NYSE:BE) reported record third-quarter results and raised its full-year outlook, citing accelerating demand for on-site power from data centers, commercial and industrial customers, utilities and critical infrastructure. Revenue for the third quarter of 2026 reached $1.24 billion, up
Bloom Energy reported negative net cash flow of about $180 million for the quarter ending September 2026.

The fuel-cell manufacturer cleared a high bar. Negative operating cash flow could be a reason behind the drop.

Bloom Energy beat Q3 2026 estimates, raised 2026 guidance again, yet shares fell as high expectations and data-center demand concerns weighed.

Bloom Energy (BE) delivered earnings and revenue surprises of +32.39% and +15.41%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Electricity generation and hydrogen production company Bloom Energy (NYSE:BE) reported Q3 2026 results beating Wall Street’s revenue expectations, with sales up 138% year on year to $1.24 billion. The company’s full-year revenue guidance of $4.5 billion at the midpoint came in 9.1% above analysts’ estimates. Its non-GAAP profit of $0.94 per share was 39.8% above analysts’ consensus estimates.
Key TakeawaysBloom Energy shares rose 8% today after SpaceX CEO Elon Musk said power and cooling hold back AI more than chips do, and that SpaceX plans to add 20 gigawatts of power and cooling by the end of 2027. Musk’s comment makes the case for on-site power stronger, but Bloom’s stock already prices in a lot of growth.

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) stock is at $237.27, up 7% in morning trading, a move that shows buyers lining up for proof of that demand before the […]

Bloom Energy Corporation (NYSE:BE) shares rose 5. 0% in pre-market trading on Wednesday, recovering from losses in the previous session as investors prepared for the company’s third-quarter 2026 financial results, scheduled for release after the market close on 22 October.

The fuel cell maker has raised its 2026 outlook twice. Does the stock need a third raise?

Oracle is just trying to protect itself against the risk that Jupiter won't be built.

Bloom Energy shares are drifting lower Tuesday. Traders position ahead of the fuel cell maker’s Q3 results due Thursday after the close.

Evaluate the expected performance of Bloom Energy (BE) for the quarter ended September 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Bloom Energy's forward price-to-earnings ratio exceeds its peers, at 63.5x as per Koyfin data.

Construction on the Project Jupiter data center campus is moving quickly, with strong progress on site, Oracle said in a post on X.
There's a lot to like about this hydrogen stock, but one factor may charge up investors to look elsewhere.

BE's Q3 earnings are set for a sharp surge, fueled by rising demand for on-site power, but its premium valuation raises questions about buying now.

Hydrogen equities’ rebound is narrow: profitable leaders like Linde and Cummins outweigh fuel-cell pure plays. Focus on cash-generative business models.

One focuses on decentralized fuel cell innovation with explosive growth potential; the other commands a massive nuclear fleet with fortress-like cash flow.

SAN JOSE, Calif., October 16, 2026--Bloom Energy (NYSE: BE) continued its season-long partnership with ESPN Radio’s College Football Campus Tour this week in Austin, Texas.

SAN JOSE, Calif., October 16, 2026--Bloom Energy (NYSE: BE) recognized Gainesville firefighters this week for work that begins long before an emergency call comes in.
Bloom Energy has left every hydrogen rival in the dust this year, fueled by a contract that puts its technology at the heart of Oracle's AI data center ambitions. But with next week's earnings report looming, the real question is whether the stock's extraordinary run has already priced in perfection.

Truist Securities analyst Christopher Souther maintains Bloom Energy (NYSE:BE) with a Hold and raises the price target from $218 to $240.

Shares of Bloom Energy (BE) rose 117.8% in the year to October 14, 2026, comfortably outpacing peers Cummins and Linde. Bloom also delivered the fastest sales growth among the group, yet its operating margin only matches Cummins' and sits well below Linde's. So what are you paying for that growth, next to what Cummins costs.

In the closing of the recent trading day, Bloom Energy (BE) stood at $236.3, denoting a -1.27% move from the preceding trading day.

BE’s ability to combine on-site power with on-site carbon capture could become a decisive competitive advantage.

Shares of Bloom Energy have soared this year, and the AI power supplier is now buying a Fremont factory. Here's what record earnings say about BE stock.

A 27% cut in construction costs makes a solid sales pitch. But will it get the orders the stock already expects?
Bloom Energy has been caught up in the AI spending spree, but have investors pushed the stock too far?

A number of stocks jumped in the afternoon session after weaker-than-expected U.S. employment data cooled Treasury yields, easing borrowing-cost pressure across the sector.

The Nasdaq is at highs with Nvidia, SpaceX, Bloom Energy in buy areas. But much of the market remains weak. Here's what to do.

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, Bloom Energy (NYSE:BE) shares are climbing 3% to $286.80, moving in step with FuelCell. Plug Power (NASDAQ:PLUG) shares are up just 0.3% to […]




Bloom Energy is in the spotlight Friday ahead of earnings, with backlog trends, guidance and a pullback within a broader uptrend under watch.

