Bloom Energy

BE

Market cap $62.8B

Bloom Energy Corporation (NYSE:BE) shares are trading higher on Tuesday as traders lean into the market's risk-on tone even while Industrials slip.

Bloom Energy (NYSE:BE) stock picked up a significant boost Tuesday as UBS analyst Manav Gupta raised his price target from $170 to $251 while maintaining a Buy rating.

Bloom Energy (BE) pulls ahead of Plug Power with stronger growth forecasts, higher returns and surging shares as clean energy demand accelerates.

The AI rally that stalled earlier this year came roaring back, with some tech stocks posting gains close to 50% in a single week. For investors trying to make sense of the whipsaw, Louis Navellier of InvestorPlace has a simple explanation: the fundamentals never broke.

BE's Energy Server rides AI data-center demand, with stronger estimate gains, ROE and liquidity than PLUG.

In the most recent trading session, Bloom Energy (BE) closed at $207.86, indicating a -1.05% shift from the previous trading day.

Bloom Energy has just signed a massive contract with Oracle to power its cloud infrastructure. The company is growing rapidly as hyperscalers and data center operators race to expand capacity.

Nebius Group, Bloom Energy and Nvidia shares are near, or already pushing new highs amid renewed stock market strength.

Bloom Energy ( BE ) is the sole provider of Solid Oxide Fuel Cells (SOFCs) to datacenters in this historic AI infrastructure buildout that traditional behind-the-meter power grids cannot support. Even as gas turbine generators from GE Vernova ( GEV ) and Caterpillar ( CAT ) work to fill the gaps, they have quickly become sold-out through 2028.

Bloom Energy surged on a major expanded deal with Oracle, securing up to 2.8 GW of fuel cell systems. BE guided to 2026 revenues of ~$3.2B (50%+ growth), with Oracle's order supporting potential upside to 2027 revenue of $5.1B. The fuel-cell company already has solid gross margins standing at 32%, with strong operating income and cash flows, unlike other alternative power solutions.