#BloomEnergy

@fazencapital.bsky.social

3 days ago

Bloom Energy Appoints Simon Edwards as CFO Bloom Energy named Simon Edwards CFO on Apr 3, 2026; company founded 2001 and public since 2018—investors will watch cash, contracts and financing moves closely.

Bloom Energy Appoints Simon Edwards as CFO: Bloom Energy named Simon Edwards CFO on Apr 3, 2026; company founded 2001 and public since 2018—investors will watch cash, contracts and financing moves closely. 👈 Read full analysis #BloomEnergy #CFO #FinanceNews #Investors #CapitalAllocation

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solarkitties.bsky.social

@solarkitties.bsky.social

2 months ago

Bloom Energy Stock Analysis 2026: AI Data Center Power Play + Options Strategies Complete Bloom Energy (BE) stock analysis: fuel cell technology, AI data center deals, bull/bear case, financial trajectory, and advanced hedged options trading strategies for 2026.

🌞 Hola from the sunny side of the grid! Bloom Energy is the AI data center's new BFF! From megadeals to power-at-speed, they're electrifying the future! ⚡️ Dive in: solar-kitties.beehiiv.com/p/bloom-ener... #BloomEnergy #AIPower #AltEnergy
solar-kitties.beehiiv.com/p/bloom-ener...

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WealthWise

@wealthwise-dca.bsky.social

2 months ago

Bloom Energy jumped more than 12% after American Electric Power disclosed a $2.65B deal to buy Bloom’s solid oxide fuel cells for a Wyoming power facility.

#BE #AEP #BloomEnergy #AmericanElectricPower #BEStock #BloomEnergyNews #TIKR #AEPStock #AmericanElectricPowerNews #FuelCells
$BE $AEP

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acemaxx analytics

@acemaxx.bsky.social

5 months ago

#BloomEnergy, which agreed in July to provide on-site power to #ORCL ’s #AI data centers, is planning to double its #manufacturing capacity by the end of 2026 to meet demand.

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acemaxx analytics

@acemaxx.bsky.social

5 months ago

The best-performing company in the S&P Global Clean Energy Transition Index is #BloomEnergy Corp. The company, which makes solid-oxide fuel cell systems that can generate electricity where it’s needed, is up almost 500% this year, chart @climate
www.bloomberg.com/news/article...

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Yeşil Haber

@yesilhaber.bsky.social

5 months ago

Brookfield Bloom Energy 5 milyar dolarlık AI enerji anlaşması Brookfield ve Bloom Energy, 5 milyar dolarlık ortaklıkla AI veri merkezlerine yerinde, kesintisiz ve düşük karbonlu enerji sağlayacak.

Brookfield ve Bloom Energy, AI veri merkezlerinde 5 milyar dolarlık yakıt hücresi anlaşmasıyla enerji dönüşümünü hızlandırıyor. 🌱⚡
#AI #EnerjiDepolama #BloomEnergy #Brookfield #YeşilEnerji
👉 yesilhaber.net/brook...

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PRISM MarketView

@prismmarketview.bsky.social

5 months ago

(NYSE: #BE)
#BloomEnergy and #BrookfieldAssetManagement just announced a $5B global partnership to power next-gen AI factories using Bloom’s fuel cell tech.
prismmarketview.com/brookfield-a...

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TheHydrogenBull

@thehydrogenbull.bsky.social

6 months ago

AEP, Hope Utilities to build natural gas pipeline to serve fuel cell facility at Ohio data center Expected to be in service by October 2026

A fierce debate is playing out among Wall Street analysts regarding #BloomEnergy. Over the past 2 weeks, analysts have set price targets as high as $105 (UBS) and as low as $24 (Merrill). …(1/8) $BE $CWR $FCEL #fuelcell #datacenter #hydrogen #EnergySky

www.datacenterdynamics.com/en/news/aep-...

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TheHydrogenBull

@thehydrogenbull.bsky.social

6 months ago

Merrill Lynch is an outlier on #BloomEnergy with a report today that maintains their "underperform" rating while raising the Company's PT to $24, well below the Street average of ~$55. Based on publicly available sources, the...(1/2) $BE $CWR $FCEL #fuelcell #datacenter #hydrogen #EnergySky

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TheHydrogenBull

@thehydrogenbull.bsky.social

7 months ago

4/...As I’ve posted about in recent weeks, this perspective is further borne out by surging demand for energy generation equipment from manufacturers such as #gevernova, #bakerhughes, #bloomenergy, #cummins and others as well as growing interest in co-located, behind the meter generation.

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TheHydrogenBull

@thehydrogenbull.bsky.social

8 months ago

4/...Of course, #BloomEnergy is seeking to compete against more established companies like #BakerHughes in the distributed energy (i.e. often configurations where the energy generation equipment is co-located with the data center and provides energy directly instead of via the grid) market...

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TheHydrogenBull

@thehydrogenbull.bsky.social

8 months ago

2/...Wall Street analysts. Notably, share prices for all four companies have surged this year in response to rising energy demand driven by data center development in addition to many other factors. #GEVernova #BloomEnergy #SiemensEnergy

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Profit Trading USA

@profittradingusa.bsky.social

8 months ago

Bloom Energy stock soars after Oracle data center power collaboration Investing.com -- Bloom Energy (NYSE:BE) stock surged 15% after announcing a collaboration with Oracle (NYSE:ORCL) to deliver onsite power to Oracle Cloud Infrastructure (OCI) data centers in the U.S. The partnership will see Bloom deploy its fuel cell technology at select OCI data centers, with the ability to deliver highly reliable and cost-efficient onsite power for an entire data center within 90 days. The rapid deployment capability aims to support the growing demand for OCI’s AI and cloud computing services. "Customers expect to run their AI workloads and new AI applications at peak performance. Bloom’s fuel cell technology will join OCI’s extensive energy portfolio, further supporting our cutting-edge AI infrastructure with reliable, clean power that can be quickly deployed and easily scaled," said Mahesh Thiagarajan, Executive Vice President of Oracle Cloud Infrastructure. Bloom’s systems provide clean power with virtually no air pollution and no water use, contributing to Oracle’s sustainability goals. The fuel cells will specifically support Oracle’s growth strategy for large-scale AI workloads. This agreement adds Oracle to Bloom Energy’s portfolio of data center clients, which already includes Equinix (NASDAQ:EQIX), American Electric Power (NASDAQ:AEP), and Quanta Computing. To date, Bloom has deployed over 400 MW to power data centers worldwide. The collaboration represents a significant win for Bloom Energy in the rapidly expanding AI infrastructure market, where reliable and quickly deployable power solutions are increasingly in demand. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C. Don't miss out on the next big opportunity! Stay ahead of the curve with ProPicks – 6 model portfolios fueled by AI stock picks with a stellar performance this year.. In 2024 alone, ProPicks' AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech Stocks, and Mid Cap stocks, you can explore various wealth-building strategies. So if ORCL is on your watchlist, it could be very wise to know whether or not it made the ProPicks lists.

Click Subscribe #BloomEnergy #StockMarket #Oracle #DataCenter #Investment

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TheHydrogenBull

@thehydrogenbull.bsky.social

8 months ago

5/...continuing to work through the technology transfer, testing and demonstration phases of their license agreements. #BloomEnergy, which is well ahead of Ceres in commercializing solid oxide tech, has an equity market cap of ~$6.5 billion versus Ceres at ~$250 million.

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TheHydrogenBull

@thehydrogenbull.bsky.social

8 months ago

2/..fuel cells but it also removed a zero-emission requirement. The benefit of relaxing this rule is obvious for manufacturers of high temperature fuel cells (e.g. #BloomEnergy, #FuelCellEnergy, #CeresPower) that can run on natural gas. However, PEM fuel cell manufacturers...

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TheHydrogenBull

@thehydrogenbull.bsky.social

9 months ago

'Behind the meter' legislation sparks industrial park, data center development in Chickasha A Chickasha industrial park is poised to be among Oklahoma's first to use off-grid power under the "behind the meter" law passed in 2025.

#BloomEnergy and other high temperature #fuelcell manufacturers stand to benefit as regulators become more flexible around behind-the-meter (BTM) and co-located power generation for #datacenters ...(1/8) $BE $CWR $FCEL $AEP $BLDP $PLUG #hydrogen #EnergySky #GreenSky

nondoc.com/2025/06/28/b...

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TheHydrogenBull

@thehydrogenbull.bsky.social

9 months ago

5/....by both the #SiemensEnergy / #Eaton partnership and #BloomEnergy, for example, avoid some of these issues. First, Bloom’s fuel cells and Siemen’s smaller turbines are more readily available. Second, these solutions are designed to be “behind the meter” meaning the power...

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TheHydrogenBull

@thehydrogenbull.bsky.social

11 months ago

Good news for #BloomEnergy from American Electric Power's (AEP) Q1 earnings call this morning. Two Bloom fuel cell projects (100MW in total) will be grandfathered from new restrictions on "behind-the-meter" power projects included in...(1/3) $BE $AEP #hydrogen #fuelcells #EnergySky #GreenSky

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Profit Trading USA

@profittradingusa.bsky.social

11 months ago

Bloom Energy upgraded, Mizuho sees upside ahead Investing.com -- Mizuho upgraded Bloom Energy (NYSE:BE) to Outperform on Monday, citing strong risk/reward dynamics and growing demand for alternatives to conventional power sources. The firm set a price target of $26, down slightly from $28, but emphasized that Bloom’s positioning in the power market remains highly attractive. “We see asymmetric risk/reward upside from marginal orders from utilities or other large load customers,” Mizuho analysts wrote. As gas turbine options face long lead times and rising costs, Bloom’s solid oxide fuel cell technology offers a faster, lower-emission alternative. “CCGT costs and lead times continue to trend upward, making Bloom Energy’s fuel cells an attractive proposition,” said the firm. Bloom’s relevance is said to be growing, in part due to constraints in the broader power infrastructure. Mizuho noted that combined cycle gas turbines (CCGTs) are “sold out for 4–7 years” and that transmission upgrades in some states are delayed up to 11 years. That dynamic, along with a 15-year AEP-Cologix deal in Ohio, “suggests we could see more deals with large load customers extending until 2040,” added the firm. While the recent departure of CFO Dan Berenbaum was flagged as “surprising,” Mizuho said it “doesn’t impact market opportunity.” Meanwhile, Bloom’s ability to reaffirm 2025 guidance despite tariff headwinds reinforces management credibility. “Strategies include using USMCA suppliers, reclassifying components, and reallocating orders,” analysts said. Mizuho sees room for multiple expansion, noting that Bloom’s NTM EBITDA multiple had previously reached peer levels before pulling back. “We see potential for Bloom’s multiple to expand toward GEV’s on future large customer/data center deal announcements,” the firm stated.

Click Subscribe #BloomEnergy #StockMarket #Investing #Mizuho #FinanceNews

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TheHydrogenBull

@thehydrogenbull.bsky.social

1 year ago

3/...duration energy storage solutions. For the hydrogen economy, the most near term and direct implications are for fuel cell companies such as #BloomEnergy, #CeresPower, #DoosanFuelCell and #FuelCellEnergy that are trying to build a market for co-located fuel cells as a...

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TheHydrogenBull

@thehydrogenbull.bsky.social

1 year ago

Gas Power Won’t Provide an Easy Fix for AI Boom Developers of new generation capacity in the US face soaring costs and long wait times for turbines.

I am citing same article as yesterday to make a different point. The current environment appears to be extremely positive for #BloomEnergy (I am long $BE) given (A) data centers plan to use natural gas to...(1/5) #hydrogen #fuelcell #EnergySky $CWR $PLUG $FCEL

www.bloomberg.com/news/newslet...

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TheHydrogenBull

@thehydrogenbull.bsky.social

1 year ago

This morning, #BloomEnergy announced a new financing partnership with HPS and Industrial Development Funding that should enhance growth prospects by facilitating large equipment sales without burdening Bloom's own balance sheet. $BE $LIN $APD $AI $GTLS #Doosan #hydrogen #fuelcell #EnergySky

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WealthWise

@wealthwise-dca.bsky.social

1 year ago

Susquehanna raised its price target for Bloom Energy to a Street-high $33 from $20, citing strong momentum in supplying fuel cells for data centers and industrial customers.

Video: youtube.com/shorts/bjQhW...

#BE #BEStock #BloomEnergy #BloomEnergyStock #HydrogenEnergy #HydrogenFuelCells #FuelCells

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Walerian Majewski

@walerian.bsky.social

1 year ago

Panujący od dłuższego czasu giełdowy marazm wodorowych spółek został przerwany przez informację, że Bloom Energy otrzymał kontrakt na dostawę 1GW ogniw paliwowych dla American Electric Power w celu zasilenia amerykańskich centrów danych AI. Akcje wzrosły o 60%!

#BloomEnergy #Hydrogen #Wodór #H2

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