3 Reasons to Buy Bloom Energy Stock -- and 3 Reasons to Wait

Bloom Energy stock has surged 460% over 52 weeks but fallen 29% in the past month. The article presents a balanced view: bullish factors include strong demand from AI data centers, improving revenue and margins, and potential for profitability; bearish factors include an extremely high P/E ratio of 282x, intense competition from utilities and other power providers, and a history of inconsistent profitability that leaves little room for execution errors at current valuations.

08/03/2026, 6:05 AM • The Motley Fool

Bloom Energy Is Soaring: Is There a Better Way To Play The AI Power Boom?

Bloom Energy stock has surged 450% over the past year but is experiencing significant volatility with a 45% drawdown. While the company's hydrogen fuel cell technology for AI data centers is attractive, the stock's extreme volatility may make it unsuitable for most investors. Brookfield Renewable Partners is presented as a more stable alternative, offering a 4.7% dividend yield, steady distribution growth, and exposure to the AI power boom through contracts with Microsoft and Google.

08/01/2026, 8:15 AM • The Motley Fool

Prediction: Bloom Energy Doubles Its Revenue Again by 2029. Here's the Math.

Bloom Energy raised full-year 2026 revenue guidance to $3.9-4.2 billion (doubling 2025 revenue), driven by strong Q2 results with 166% YoY revenue growth. Analyst predicts another revenue doubling to ~$8 billion by 2029, requiring only 26% annualized growth—achievable given current momentum. Key risks include capacity constraints, lumpy data center deployments, and concentrated customer base.

08/01/2026, 4:11 AM • The Motley Fool

Gainey McKenna & Egleston Announces A Class Action Lawsuit Has Been Filed Against Bloom Energy Corporation (BE)

A securities class action lawsuit has been filed against Bloom Energy Corporation for allegedly failing to disclose that it obtained scandium through intermediaries sourcing from China. A Hunterbrook Media report on July 8, 2026 revealed the company's reliance on Chinese scandium through multiple supply chain routes, causing the stock to fall 5.7% to $254.29 per share.

07/31/2026, 1:48 PM • GlobeNewswire

Bloom Energy vs. the Grid: Why Data Centers Are Choosing Fuel Cells

AI-driven data centers face severe power constraints as electricity demand is projected to reach 565 TWh by 2026. Bloom Energy's solid-oxide fuel cells offer a rapid deployment alternative to traditional grid upgrades, enabling installation in under two months. The company has secured major deals with Oracle, Brookfield, and others, achieving $1.065 billion in Q2 revenue (166% growth) with 34% gross margins. However, the stock's sustainability depends on continued hyperscaler infrastructure spending.

07/31/2026, 8:05 AM • The Motley Fool

Why Did Bloom Energy Stock Rocket Higher Today?

Bloom Energy stock surged over 25% after investors digested the company's stellar Q2 earnings report, which showed revenue exceeding $1 billion for the first time with 166% year-over-year growth. The company raised full-year guidance to $4 billion in 2026 revenue, driven by strong demand from hyperscalers and data center operators for its fuel cell power solutions for AI infrastructure.

07/30/2026, 12:04 PM • The Motley Fool

Bloom Energy's Next Earnings Report on July 28 Could Send the Stock Soaring. Here's Why.

Bloom Energy is set to report Q2 earnings on July 28, which could serve as a major catalyst for the stock. The fuel cell maker delivered exceptional Q1 results with 130% revenue growth and significantly raised full-year guidance. With expanding AI infrastructure partnerships and growing demand for on-site data center power solutions, another guidance boost is expected. Despite recent stock weakness due to AI sector sell-offs, the company's fundamentals remain strong and valuation has become more reasonable.

07/26/2026, 9:25 AM • The Motley Fool

Why Bloom Energy Stock Soared 248% in the First Half of 2026

Bloom Energy stock surged 248% in H1 2026, driven by major contracts with Oracle (2.8 GW partnership), a $25 billion expansion with Brookfield Asset Management, and strong Q1 earnings with 130% revenue growth and 80% full-year guidance. The company is capitalizing on AI data centers' need for on-site power solutions that bypass traditional grid limitations.

07/23/2026, 7:18 AM • The Motley Fool

Why Bloom Energy Stock Jumped Over 10% Today

Bloom Energy stock surged 14% after JP Morgan analyst Mark Strouse raised the price target to $346 per share, projecting 75% upside. The analyst expects the fuel cell maker to deliver 4.1 GW of capacity by 2030, driven by AI data center demand. A $25 billion partnership with Brookfield Asset Management and strong earnings guidance support the bullish outlook ahead of Q2 earnings on July 28.

07/21/2026, 12:10 PM • The Motley Fool

I'm Calling It: Bloom Energy Will Be a Very Different Stock After 2026 for 1 Reason

Bloom Energy is positioned to transform as hydrogen fuel cells gain mainstream adoption for powering AI data centers. Major deals with Oracle, Brookfield, and others signal the fuel cell industry is reaching a critical tipping point, with the market expected to grow 37% annually through 2031. Despite a 40% decline from June peaks, the company's profitability and unique multi-fuel technology make it well-positioned for future growth.

07/19/2026, 11:30 AM • The Motley Fool

A Big Bet on Fusion Just Became the First to be Publicly Listed, and it’s making a lot of noise

General Fusion Group Ltd. (GFUZ) debuted on Nasdaq as the first publicly listed fusion energy company, rallying approximately 21% on its first trading day. The Vancouver-based company, backed by Jeff Bezos and Tobias Lütke, uses a mechanically-driven Magnetized Target Fusion approach and entered public markets with ~$150 million to fund technical milestones through 2028, including reaching the Lawson criterion for net energy production.

07/16/2026, 6:36 PM • GlobeNewswire

The AI-Driven Rise in Power Bills Are Causing a $25 Billion Problem for Utility Stocks

AI data centers are driving massive electricity demand, causing utility bills to surge and unpaid bills to reach $25 billion by 2025. Regulated utilities face pressure from rate increases and customer payment difficulties, while unregulated power providers and alternative energy companies are positioned to benefit from AI power demand without regulatory constraints.

07/14/2026, 10:15 AM • The Motley Fool

Meet the Unstoppable Vanguard ETF Obliterating the S&P 500 in 2026

The Vanguard Russell 2000 ETF is outperforming the S&P 500 in 2026, gaining 19% versus 9% for the benchmark index. Small-cap domestic companies are benefiting from geopolitical tensions affecting multinational corporations, favorable government policies including tariffs, and reduced regulations. The Russell 2000's exposure to companies like Bloom Energy and Credo Technology, which are primarily domestically focused, is insulating them from international risks.

07/11/2026, 7:25 AM • The Motley Fool

Beyond Bloom Energy: This Fuel Cell Company Landed a Huge Data Center Deal

As AI data centers drive unprecedented electricity demand, fuel cell companies are positioned to benefit. Bloom Energy's stock has surged over 1,000% since early 2025 due to strong data center demand. FuelCell Energy recently secured a major deal with Fit Energy for up to 380 MW of fuel cell systems, though only 30 MW is committed initially. However, FuelCell remains high-risk due to significant cash burn, shareholder dilution, and the need to prove it can deliver on its commitments.

07/10/2026, 10:15 AM • The Motley Fool

BE Investor Notice: Johnson Fistel Investigates Bloom Energy Corporation

Law firm Johnson Fistel is investigating Bloom Energy Corporation following a Hunterbrook report alleging the company made false statements about its supply chain independence from China. The report claims Bloom's CEO falsely stated the company has 'no China supply chain' and is 'not dependent on China for scandium,' when evidence suggests Bloom relies on Chinese-sourced scandium through multiple supply routes. The investigation examines whether Bloom Energy violated federal securities laws.

07/08/2026, 3:44 PM • GlobeNewswire