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.

11/13/2026, 3:46 AM • The Motley Fool

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.

11/12/2026, 7:05 AM • The Motley Fool

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.

11/11/2026, 11:32 AM • The Motley Fool

GE Vernova, Vertiv, and Bloom Energy Just Lost 10% to 24% in a Week. Here's What Set Off the AI Power Sell-off.

GE Vernova, Vertiv, and Bloom Energy experienced significant stock declines of 10-24% over a week due to inflation concerns and AI financing worries, particularly around CoreWeave's debt. However, all three companies reported strong Q3 results with robust demand for AI power infrastructure. Despite valuation concerns and execution risks, analysts suggest the pullback may present attractive entry points for long-term investors.

11/10/2026, 11:00 AM • The Motley Fool

If the Stock Market Crashes, I'm Loading Up on These 2 No-Brainer ETFs

Following a sharp market selloff on November 5th led by AI stock declines after Democratic midterm election victories, the author recommends two ETFs for investors to buy during market crashes: VOO (Vanguard S&P 500 ETF) and QQQ (Invesco QQQ Trust). Despite political headwinds against AI data center expansion, the author remains bullish on tech stocks and AI companies' ability to adapt through alternative strategies.

11/09/2026, 8:54 AM • The Motley Fool

Bloom Energy Stock Fell 16% on the Same Day 2 Giant Data Center Deals Named It. Is It a Buy?

Bloom Energy stock dropped 16% on November 5 despite announcements of two major data center deals: a 900-megawatt deployment with NTT DATA (new business) and a 702-megawatt Wyoming plant for Google (previously ordered in January). The sell-off was driven by concerns about data center opposition post-midterms. At 52x forward earnings, the stock appears more reasonably priced than in October, though still premium-valued.

11/08/2026, 7:16 PM • The Motley Fool

Not Bloom Energy. Not Vistra. This AI Power Stock Just Posted a 96% Jump in Orders.

GE Vernova reported a 96% year-over-year increase in orders for power-generating equipment, with a $197 billion backlog (over 4 years of revenue). Despite a post-election sell-off in power stocks, the company's business remains resilient as 80% of customers are traditional utility companies unaffected by AI industry fluctuations.

11/08/2026, 12:45 PM • The Motley Fool

AI Power Stocks Just Fell 6.3% to 9.3% on Financing Fears. SpaceX Just Said New Compute Pays Back in Under a Year.

AI power stocks GE Vernova and Bloom Energy fell on financing concerns, but SpaceX reported that its new compute investments pay back in under a year with pricing above previous guidance. SpaceX's Super Intelligence segment generated $7.6B in Q3 revenue, and the company plans to expand compute capacity from 1.7 to 2.5-3 gigawatts by year-end, with potential for 10 additional gigawatts in 2027, though massive capex requirements present execution risks.

11/08/2026, 9:35 AM • The Motley Fool

Here's What $10,000 Invested in Bloom Energy (BE) Stock Could Be Worth in 3 Years

Bloom Energy stock has surged dramatically over the past three years, turning a $10,000 investment into over $165,000 with 155% annual gains. However, the article cautions that the stock appears significantly overvalued with a price-to-sales ratio of 17.2 (vs. five-year average of 3.35) and a P/E ratio of 130. The author recommends reining in growth expectations and suggests investors either think twice before buying or start with a small position, as high-flying stocks often fall hard during market corrections.

11/07/2026, 2:30 PM • 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

Is Bloom Energy Stock a Buy Right Now in November (2026)?

The article examines whether Bloom Energy is a good investment opportunity in November 2026. Despite the company's explosive growth and recent addition to the S&P 500, the stock has experienced significant declines. The piece analyzes Bloom Energy's valuation metrics, including its high P/E ratio, and discusses what growth rate would be needed to justify current valuations.

11/01/2026, 8:43 AM • The Motley Fool

Bloom Energy Trades at 140 Times Earnings. Here's the Growth Rate It Needs to Justify That.

Bloom Energy's P/E ratio has dropped from over 350x to 140x following strong Q3 2026 earnings, with revenues up 138% year-over-year driven by 179% growth in fuel cell sales to AI data centers. The company would need to either double earnings or see its stock price halved to reach a more reasonable 30x P/E ratio. While the company's growth trajectory is impressive, it remains a high-risk investment vulnerable to AI trade sentiment shifts.

10/31/2026, 10:15 PM • The Motley Fool

Bloom Energy Just Joined the S&P 500. Here's What History Says Happens Next.

Bloom Energy, a solid oxide fuel cell developer, was added to the S&P 500 on September 21, 2026, after rallying 1,880% over two years. The company supplies power systems to major AI data center operators and is expected to see significant growth as index funds passively purchase its stock. With strong revenue and EBITDA growth projections and a $20 billion backlog, analysts see substantial upside potential despite current valuation multiples.

10/30/2026, 2:55 PM • The Motley Fool

Bloom Energy Joined the S&P 500 at Nearly 400 Times Earnings. History Says This Is What Happens Next.

Bloom Energy joined the S&P 500 on Sept. 21 with an extremely high valuation of nearly 400 times trailing earnings, which has since dropped to 120 times earnings as the stock declined 29%. Historical data shows that S&P 500 additions and high P/E ratio stocks typically underperform the market, though Bloom Energy's strong revenue growth (138% YoY) and positive earnings present a contrasting factor.

10/30/2026, 9:45 AM • The Motley Fool