Bloom Energy Corporation (BE) Stock News

News

• 

  Benzinga ‧ 2026/11/13

  11 AI Stocks to Buy on Dips: 'Don't Waste a Good Sell-Off,' Analyst Says

  HSBC argues that the correction in equity markets is "overdone," and names 11 Buy-rated AI stocks to buy on the dip.

  Read Full Article

  • 
    ORCL$125.34-2.96%
  • 
    GOOGL$295.73-0.97%
  • 
    BE$191.94-7.40%
• 

  Massive ‧ 2026/11/13

  Bloom Energy vs. Constellation Energy: On-Site Power or Grid Power, Which Wins the Data Center?

  As AI data center power demand is projected to double by 2030, both Bloom Energy (on-site fuel cells) and Constellation Energy (nuclear grid power) are positioned to benefit. Bloom offers faster deployment with 55-day installations and expanded partnerships with Oracle and Brookfield, while Constellation leverages its massive nuclear fleet and long-term power purchase agreements with major tech companies. Analysts view Bloom as higher upside short-term and Constellation as better long-term value.

  Read Full Article

  • 
    BE$191.94-7.40%
  • 
    CEG$280.11-0.81%
  • 
    ORCL$125.34-2.96%
• 

  Massive ‧ 2026/11/12

  Talen Energy's 750-MW Capacity Deal Boosts Long-Term Revenue Outlook

  Talen Energy (TLN) stock gained 4.9% after announcing a 750-MW, seven-year capacity agreement in the PJM electricity market expected to generate ~$100M in annual revenues. The deal provides approximately $1B in cumulative capacity revenue visibility through 2036. Combined with its AWS contract, TLN now has 40% of gross margin contracted through 2036, improving earnings predictability and cash flow stability.

  Read Full Article

  • 
    TLN$376.02-2.73%
  • 
    XIFR$7.61+3.54%
  • 
    BE$191.94-7.40%
• 

  Massive ‧ 2026/11/12

  Forget Buying All 7 "Magnificent Seven" Stocks. Here's How to Rank 6 Top AI Stocks Right Now (Hint: It Has to Do With Anthropic.)

  With Anthropic's IPO expected to price on November 18, 2026, the article ranks six AI and infrastructure stocks by their direct exposure to Anthropic's spending. Amazon and Alphabet have the most direct ties as investors and suppliers, while Nvidia has moderate exposure. Energy companies like Bloom Energy, Vistra, and Oklo offer indirect exposure through data center power needs.

  Read Full Article

  • 
    AMZN$266.55-0.32%
  • 
    GOOG$292.44-1.08%
  • 
    BE$191.94-7.40%
• 

  Massive ‧ 2026/11/11

  Here's Why Bloom Energy Stock Popped Today

  Bloom Energy stock surged 15.32% following positive updates from the data center sector. CoreWeave reported strong Q3 results with overwhelming infrastructure demand, easing concerns about a slowdown in data center construction. Additionally, SoftBank's $3.7 billion loss on power generation equipment for data centers suggests potential increased demand for Bloom's fuel cell alternatives. The company maintains a positive order trajectory with record quarterly revenue and raised full-year guidance.

  Read Full Article

  • 
    BE$191.94-7.40%
  • 
    CRWV$53.11-7.67%
• 

  Massive ‧ 2026/11/11

  FuelCell Energy Advances AI Data Center Power With New Testbed

  FuelCell Energy (FCEL) has joined the three-year StabilityMax research project led by the U.S. Department of Energy to develop reliable and flexible power systems for AI data centers. The company will establish a testing facility in Connecticut to evaluate integrated fuel cell, energy storage, and power management technologies under varying data center loads. The initiative, conducted with Argonne National Laboratory and in collaboration with Siemens, aims to address the unpredictable power consumption patterns of AI infrastructure.

  Read Full Article

  • 
    FCEL$9.67-5.66%
  • 
    BE$191.94-7.40%
  • 
    XIFR$7.61+3.54%