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Bloom Energy stands out as a high-beta, clean energy play directly leveraged to surging AI-driven datacenter electricity demand. BE's solid oxide fuel cell technology and recurring revenue model position it for explosive growth as data centers face urgent power shortages. Recent financials show BE's revenue up 57% and a shift to operating profit, but valuation remains high and volatility is sig...
The hydrogen market is expected to reach $1.4 trillion annually by 2050. There is a growing demand for hydrogen with more than 60 governments adopting strategies.
Bloom Energy's (NYSE:BE) share price has accomplished something that many considered unlikely — it has increased more than 5x in the last six months, evolving from a specialized fuel-cell company into one of Wall Street's most celebrated clean-energy narratives. What was once seen as a speculative technology venture is now in the spotlight, as investors regard it as a crucial element of the for...
Bloom Energy Corporation reported third quarter results well ahead of consensus expectations and now expects to exceed the company's original 2025 guidance. However, upside in the quarter was solely a result of BE recognizing approximately $256 million in revenues upfront by selling into newly established joint ventures with Brookfield Asset Management. In addition, based on disclosures made in...
Bloom Energy stock has soared in 2025. Industry peer Ballard Power Systems reported strong third-quarter 2025 financial results yesterday.
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