American Electric Power: 3 Key Takeaways for Long-Term Investors

American Electric Power announced a $100 billion five-year capital investment plan and raised its annual operating earnings growth target to 9-11% through 2031. The company's proprietary 765-kV transmission technology can deliver six times more power within standard footprints, and data center contracts are expected to generate $21 billion for residential customers over the contract life.

11/12/2026, 7:36 PM • The Motley Fool

These 6 Utility Stocks Offer Income and a Link to Power Demand

Six major U.S. utility stocks are positioned to benefit from expected 60% growth in electricity demand between 2025 and 2045. NextEra Energy, Duke Energy, Southern Company, American Electric Power, Dominion Energy, and Xcel Energy all offer dividend yields ranging from 2.8% to 3.8% and have substantial capital investment plans supporting earnings growth of 5-9% annually.

11/06/2026, 8:15 AM • The Motley Fool

Bloom Energy's New Guidance Implies Up to $1.55 Billion in Q4 Revenue. Can It Deliver?

Bloom Energy raised its Q4 revenue guidance to $1.35-$1.55 billion, driven by surging demand from AI data centers needing rapid power solutions. The company is expanding manufacturing capacity toward a 5+ GW annual goal and management believes it won't be a bottleneck for hardware assembly, positioning it to capitalize on the power grid interconnection bottleneck.

11/04/2026, 5:45 AM • The Motley Fool

Anthropic Says It's Building Its Own Data Centers. Bloom Energy Sells Exactly the Onsite Power That Requires.

Anthropic is building its own dedicated data centers through partnerships, committing to $125.2 billion in lease payments over five years. The company will likely need on-site power generation, positioning Bloom Energy as an ideal partner due to its solid oxide fuel cell technology that can be deployed quickly. Bloom Energy's record Q3 results and existing relationships with Anthropic's cloud partners strengthen this potential partnership.

11/01/2026, 9:03 AM • The Motley Fool

Where Will Bloom Energy Stock Be in 5 Years?

Bloom Energy has surged 2,085% since November 2024 as data centers seek power solutions to bridge grid capacity gaps. The company has secured major deals with American Electric Power (1 GW), Oracle (2.8 GW), and Brookfield Asset Management ($25 billion partnership). Over the next five years, Bloom must scale manufacturing from current capacity to 5 GW annually, deliver on massive hyperscaler agreements, and commercialize its 800V DC-native energy server platform. With $2.7 billion in cash and $175 million in free cash flow, the company is well-positioned, though its 40x forward earnings valuation leaves it vulnerable to volatility.

10/25/2026, 5:40 AM • The Motley Fool

U.S. Power Demand Is Set to Jump 20% by 2030. Here's What It Means for Energy Stocks.

U.S. electricity demand is projected to surge 20% by 2030, driven by AI data centers, electric vehicle adoption, and manufacturing growth. This shift benefits regulated utilities, independent power producers with long-term contracts, and equipment manufacturers. Investors can choose between stable utility stocks, higher-upside power producers, or equipment manufacturers based on risk tolerance.

10/24/2026, 7:42 AM • The Motley Fool

Bloom Energy vs. Vistra: Which Energy Stock Is a Better Buy in 2026?

The article compares Bloom Energy, a fast-growing clean-energy company specializing in fuel cell systems for AI data centers, against Vistra, a diversified utility giant with 44,000 megawatts of generation capacity. Bloom Energy is recommended as the better buy for 2026 due to its explosive Q2 growth (166% revenue increase, $1B quarterly revenue milestone) and strong momentum in the AI infrastructure market, despite higher valuation multiples and execution risks. Vistra is acknowledged as a solid, well-executing company with steady performance and diversified assets, but lacks the dynamic growth trajectory of Bloom.

10/21/2026, 6:32 AM • The Motley Fool

Bloom Energy vs. Constellation Energy: Which Energy Stock Is an AI-Driven Buy in 2026?

The article compares two energy stocks positioned to benefit from AI data center demand: Bloom Energy, which manufactures solid oxide fuel cell systems for on-site power generation with 85% projected revenue growth but high valuation multiples and profitability challenges; and Constellation Energy, the largest U.S. nuclear power operator with more modest but stable growth, strong cash flow, and lower valuation metrics. The author recommends Constellation Energy for long-term investors due to its reasonable valuation and reliable earnings, while cautioning that Bloom's history as a volatile stock warrants caution despite its growth potential.

10/16/2026, 4:47 PM • The Motley Fool

Bloom Energy vs. NextEra Energy: Which Industrials Stock Is a Better Buy in 2026?

Bloom Energy, a high-growth fuel cell company serving AI data centers, shows strong 37% revenue growth but remains unprofitable with high valuation multiples. NextEra Energy, a mature utility giant, offers lower valuation, steady profitability, and a 3.2% dividend yield. The choice depends on investor risk tolerance: Bloom Energy suits aggressive growth investors, while NextEra appeals to value and income-focused investors.

10/12/2026, 11:25 AM • The Motley Fool

Peter Thiel Was an Early Outside Investor in Facebook and Co-Founded Both PayPal and Palantir Before Building a Hedge Fund Now Concentrated in Power and Energy Stocks. Here's What That Track Record Says About Following His Contrarian Bets.

Peter Thiel, known for successful tech investments including Facebook and PayPal, is now shifting his hedge fund portfolio toward power and energy stocks, betting on a projected 60% increase in electricity demand between 2025-2045 driven by AI and electric vehicles. However, the article cautions that investors should conduct their own research rather than blindly following famous investors, as even successful ones make mistakes.

10/04/2026, 10:15 PM • The Motley Fool

Bloom Energy vs. Eos Energy Enterprises: Which Energy Storage Stock Is a Better Buy in 2026?

The article compares two energy storage companies: Bloom Energy, a mature fuel cell provider with strong partnerships and profitability, and Eos Energy Enterprises, an emerging zinc-based battery manufacturer with explosive revenue growth but significant losses. Despite Bloom's higher valuation multiples, Eos is recommended for its attractive P/S ratio, recent business advances, and strong 2026 pipeline, while Bloom benefits from the AI datacenter boom with expected 85% revenue growth.

09/22/2026, 4:20 PM • The Motley Fool

Bloom Energy vs. Plug Power: Which Fuel Cell Stock Is a Better Buy in 2026?

Bloom Energy and Plug Power represent different approaches to the hydrogen and fuel cell market. Bloom Energy focuses on solid-oxide fuel cells for data centers with strong near-term profitability prospects, while Plug Power is building a comprehensive green hydrogen ecosystem with significant long-term potential. Despite Bloom's superior current financials and expected profitability in 2026, the article recommends Plug Power as the better long-term buy due to its dramatically lower P/S ratio and positioning in the growing renewable hydrogen market.

09/22/2026, 3:24 PM • The Motley Fool

Bloom Energy vs. GE Vernova: Which Stock Is a Better Buy in 2026?

Bloom Energy and GE Vernova represent different approaches to the energy infrastructure market. Bloom Energy focuses on distributed fuel cell technology for data centers with 37.3% revenue growth but operates at a loss with high debt levels. GE Vernova, a diversified industrial giant generating 25% of global electricity, demonstrates profitability with 12.8% net margins, zero debt, and record backlogs. The article recommends GE Vernova for long-term investors seeking a more established, scalable foundation, while Bloom Energy appeals to those comfortable with higher growth and risk.

09/15/2026, 10:23 AM • The Motley Fool

Bloom Energy vs. Diamondback Energy: Which Industrials Stock Is a Better Buy in 2026?

The article compares Bloom Energy, a clean energy innovator in solid oxide fuel cells for AI data centers, with Diamondback Energy, a traditional oil and gas producer in the Permian Basin. While Bloom Energy shows impressive 37.3% revenue growth, it remains unprofitable with a P/E ratio of 350.25. Diamondback Energy demonstrates superior profitability with $1.7B net income, a P/E of 39.86, and robust free cash flow of $5.5B. The author recommends Diamondback Energy for 2026 due to its profitable operations, growing dividend, and emerging AI energy partnerships, though acknowledges Bloom Energy's high-growth potential for risk-tolerant investors.

09/15/2026, 10:14 AM • The Motley Fool

Bloom Energy vs. Eos Energy Enterprises: Which Energy Storage Stock Is a Better Buy in 2026?

The article compares two energy storage companies: Bloom Energy, which provides solid oxide fuel cell systems for AI data centers with $2B+ revenue and a path to profitability, and Eos Energy Enterprises, which manufactures zinc-based long-duration storage with explosive 630% revenue growth but significant losses and negative equity. The author recommends Bloom Energy for 2026 due to its ability to meet immediate data center demand, despite acknowledging Eos's exciting growth potential.

08/28/2026, 11:12 AM • The Motley Fool