Bloom Energy vs. FuelCell Energy: Which Data Center Fuel Cell Maker Is the Better Buy Right Now?

Bloom Energy and FuelCell Energy are competing to power AI data centers. Bloom Energy has emerged as the market leader with $1.065B in Q2 2026 revenue (up 166% YoY), a $20B backlog, and a 225% year-to-date stock surge, but trades at a premium valuation. FuelCell Energy is a riskier, earlier-stage play with a $3.6B backlog and recent $300M capital raise, but faces execution challenges and currently operates at a loss.

09/10/2026, 6:05 PM • The Motley Fool

I Love Bloom Energy for 1 Reason, and It's Not the Backlog

Bloom Energy, a solid oxide fuel cell (SOFC) developer, has rallied over 2,000% in two years driven by AI data center demand. With a $20 billion backlog and expected revenue to more than double to $4.1 billion in 2026, the company maintains a competitive moat as the leader in utility-scale SOFC deployments. Despite a valuation of 39x next year's adjusted EBITDA, analysts view it as a strong buy due to its early-mover advantage and partnerships with major data center operators.

09/05/2026, 6:30 AM • The Motley Fool

BlackRock Wants 5% to 20% of Your Target-Date Fund in Private Assets

BlackRock is launching target-date mutual funds through Great Gray Trust that will allocate 5-20% of assets to private investments, offering 401(k) plan participants exposure to privately held businesses. The move aims to provide better diversification and potentially higher returns (about 50 basis points annually more than stocks) as the stock market becomes increasingly concentrated in large-cap and technology stocks.

09/04/2026, 4:30 AM • The Motley Fool

This AI Energy Stock Is Up Nearly 2,000% in the Last Two Years. Could It Be Nvidia's Next Big Investment?

Nvidia has built a $63.4 billion portfolio of AI infrastructure partners including Intel, SpaceX, CoreWeave, and Synopsys. As energy becomes a critical bottleneck for AI data center growth, Bloom Energy—a hydrogen fuel-cell company that recently crossed $1 billion in quarterly revenue and signed a $25 billion partnership with Brookfield Asset Management—emerges as a potential candidate for Nvidia investment.

08/28/2026, 6:15 PM • The Motley Fool

I'd Rather Own Bloom Energy Than Nvidia Right Now. Here's My Case.

While both Bloom Energy and Nvidia are strong AI plays, analyst Leo Sun argues Bloom Energy offers better upside potential. Bloom develops solid oxide fuel cells for data center power, with a $20 billion backlog and backing from Brookfield Asset Management. Despite trading at 36x forward EBITDA versus Nvidia's 12x, Bloom's projected 70% revenue CAGR and 120% EBITDA CAGR (2025-2028) exceed Nvidia's 48% and 52% growth rates, while Nvidia faces increasing competition from AMD, Broadcom, and others.

08/26/2026, 4:30 PM • The Motley Fool

2 Uranium Stocks to Buy Before the Next Nuclear Supercycle

Uranium prices have recovered from post-Fukushima lows, rising from $18 to $86.38 per pound by July 2026, driven by AI power demand, decarbonization initiatives, and safer nuclear technologies. The article recommends Cameco and Uranium Energy as best-in-breed uranium stocks positioned to benefit from an expected rise to $130 per pound by 2027, though both stocks trade at premium valuations.

08/26/2026, 3:05 PM • The Motley Fool

Will Bloom Energy Be the Next SpaceX? What the Numbers Actually Say.

Bloom Energy's stock has surged 1,780% over two years, driven by strong demand from AI and cloud companies for its solid oxide fuel cells. With a $20 billion backlog and expected 70% revenue CAGR through 2028, the company is positioned as a leader in utility-scale fuel cell deployments. While trading at a premium valuation (71x adjusted EBITDA), analysts suggest it could outperform SpaceX as an investment due to its simpler business model and less competitive niche market.

08/26/2026, 12:05 PM • The Motley Fool

Bloom Energy vs. Palantir: Which "Story Stock" Actually Has More Room to Run?

Bloom Energy and Palantir are both high-growth "story stocks" with compelling narratives. Bloom's solid oxide fuel cells power data centers cleanly and rapidly, while Palantir's AI-powered data platform serves government and commercial clients. Despite both stocks rallying over 1,000% in three years, Bloom trades at a lower valuation (14x sales vs. Palantir's 50x) and grows faster (70% revenue CAGR vs. 58%), making it the more attractive near-term opportunity according to the analyst.

08/21/2026, 12:05 PM • The Motley Fool

Bloom Energy Calls Its Fuel Cells "Lego Blocks." Here's Why That Word Choice Is the Whole Investment Thesis.

Bloom Energy's modular, factory-manufactured solid-oxide fuel cells are experiencing historic demand from data center developers. The "Lego block" design enables rapid deployment, scalability, and flexibility, attracting major customers like Oracle and Brookfield Asset Management. The company reported record Q2 revenue of $1.065 billion (166% YoY growth) with expanding margins, driven by the urgent need for quickly deployable power solutions in the AI data center buildout.

08/21/2026, 7:05 AM • The Motley Fool

Bloom Energy Says It Has Visibility on 25 Gigawatts of Deployments. Here's What That Would Be Worth.

Bloom Energy reported record Q2 revenue of $1.065 billion with 166% year-over-year growth, driven by AI data center demand. The company claims visibility on 25 gigawatts of fuel cell deployments and states it has sufficient scandium supply without China dependency. At current economics, this could translate to tens of billions in cumulative revenue opportunity, supported by major deals with Oracle (2.8 GW) and Brookfield ($25 billion expansion).

08/18/2026, 1:30 AM • The Motley Fool

Bloom Energy vs. Oklo: Which AI-Power Stock Is the Smarter Buy Now?

Bloom Energy and Oklo both target AI-driven energy demand through different technologies—Bloom with solid oxide fuel cells and Oklo with microreactors. Bloom has surged 2,030% over two years with established revenue and major customers, while Oklo has gained 510% but remains pre-revenue and speculative. Despite Bloom's strong valuation multiples, it remains the better buy compared to Oklo's overvalued 156x 2028 sales multiple.

08/14/2026, 11:30 AM • The Motley Fool

This Stock Has Already Turned $10,000 Into $161,250. Here's Why I Still Want to Buy It.

Bloom Energy's fuel cell technology has become the standard for AI data center power, driving 165% revenue growth and major partnerships with Oracle and Brookfield. Despite a 152% annualized return over three years and current valuation of 17x forward sales, analyst Matt DiLallo still plans to buy the stock, viewing recent sell-offs as an opportunity to establish a position.

08/14/2026, 8:15 AM • The Motley Fool

Bloom Energy Stock Is Up 153% This Year. Can the Rally Continue?

Bloom Energy has surged 153% in 2026 as a key power provider for AI data centers, leveraging its rapid fuel cell deployment advantage. With data center electricity consumption projected to grow 26% by 2026 and a potential 100GW U.S. power grid deficit by 2030, Bloom's ability to deploy systems in under two months positions it well. Recent earnings beat expectations with $1.07B revenue versus $827M consensus, and the company raised its 2026 revenue outlook to $3.9-4.2B. However, the stock remains volatile with a beta of 3.8.

08/11/2026, 4:05 PM • The Motley Fool

Cameco vs. Uranium Energy: Which Uranium Stock Wins the Nuclear Restart?

The nuclear energy market is experiencing a revival driven by decarbonization initiatives, safer technologies, and AI power demands. Cameco, the world's second-largest uranium miner with a $42B market cap, offers steady 7% revenue and 14% EBITDA growth through 2028 with diversified operations and Westinghouse Electric ownership. Uranium Energy, a smaller $5.6B pure-play uranium miner using cleaner extraction methods, projects 57% revenue CAGR but trades at a premium valuation. Analysts favor Cameco for its scale and lower valuation, though Uranium Energy offers higher growth potential with greater volatility.

08/10/2026, 3:05 PM • The Motley Fool

The Part of the AI Power Story Everyone's Ignoring -- and the Stock Cashing in on It

While AI data center power demand dominates headlines, Bloom Energy is capitalizing on an overlooked opportunity: providing rapidly deployable fuel cell power solutions to AI hardware manufacturers and advanced manufacturing facilities. With ~250 MW of contracted capacity for AI infrastructure companies and major partnerships with Oracle ($2.8 GW) and Brookfield Asset Management ($25 billion), Bloom is positioning itself as the standard for on-site power in the broader AI infrastructure ecosystem beyond just data centers.

08/10/2026, 6:15 AM • The Motley Fool