Stock Market Today, Oct. 23: Bloom Energy Falls on Cash Flow Concerns Despite Record Q3 Revenue

Bloom Energy stock fell 11.24% on October 23, 2026, despite reporting record Q3 revenue with 138% year-over-year growth and raising full-year guidance. Investors sold off shares due to concerns over negative free cash flow of $181 million for the quarter and heavy capital spending needs for production expansion. The stock has declined 44% from its recent high but remains up 122% for the year.

10/23/2026, 4:46 PM • The Motley Fool

1 Green Flag and 1 Red Flag for Bloom Energy Investors

Bloom Energy shares have surged 166% since the start of 2026, driven by strong fundamentals including consistent free cash flow generation ($175M in Q2 2026) and a healthy balance sheet. However, the stock trades at extremely elevated valuations (347x trailing earnings, 109x operating cash flow, 24.3x sales), which may deter many investors despite the company's growth prospects in the expanding fuel cell industry.

10/19/2026, 11:45 AM • The Motley Fool

Could Buying Plug Power Today Transform $1,000 Into Life-Changing Wealth?

Plug Power, a hydrogen charging technology company, has fallen dramatically from its $1,498 peak in 2020 to around $1 per share. While analysts project 18% revenue growth from 2025-2028 and the stock trades at less than two times next year's sales, the company remains highly speculative with heavy dependence on Amazon and Walmart. Success depends on diversifying its customer base and executing cost-cutting initiatives, but delisting risk remains if the business model cannot prove sustainability.

10/17/2026, 6:10 AM • The Motley Fool

Stock Market Today, Oct. 14: Plug Power Falls on Analyst Target Cuts and Concerns Over Rising Interest Rates

Plug Power (PLUG) fell 7.05% to $1.45 on October 14, 2026, following price target cuts from Susquehanna (from $2.50 to $1.75) and Morgan Stanley (from $1.65 to $1.20). The decline reflects concerns over hydrogen adoption headwinds, rising interest rates impacting debt obligations, and margin sustainability. The broader clean energy sector also declined, with Bloom Energy down 9.14% and FuelCell Energy down 8.65%. Investors await Plug Power's Q3 results on November 9 to assess progress on gross margin improvement and revenue growth.

10/14/2026, 5:06 PM • The Motley Fool

AI Data Centers Are Power Hungry. These 6 Power and Cooling Stocks Could Benefit Through 2030.

AI power demand is expected to double between 2024 and 2030, reaching 945 terawatt-hours annually. This massive growth in electricity consumption presents significant investment opportunities across the power and cooling supply chain, benefiting companies that provide fuel cells, electrical components, cooling systems, turbines, and utility services.

10/10/2026, 9:15 AM • 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

Plug Power vs. Bloom Energy: Which Hydrogen-Adjacent Stock Actually Has a Real Business Model?

Bloom Energy and Plug Power are both positioned in the hydrogen economy but operate differently. Bloom Energy is thriving with 166% revenue growth, $1B+ quarterly revenue, and strong profitability driven by data center demand for on-site power solutions. Plug Power is undergoing a turnaround from accumulated $8.7B losses, though it's making progress toward profitability by 2028. The article suggests Bloom Energy is the stronger investment opportunity currently.

09/20/2026, 2:05 AM • The Motley Fool

Forget Bloom Energy Stock at $207 Per Share. Buy This Hydrogen-Focused ETF Instead for Just $43.

While Bloom Energy has surged 321% over the past year with strong 2026 guidance, its valuation has become stretched at 18.5x sales and 265x earnings. The article recommends the Global X Hydrogen ETF (HYDR) at $43 as a more prudent alternative, offering diversified exposure to Bloom Energy and other hydrogen industry players like Plug Power and FuelCell Energy.

08/27/2026, 9:15 AM • The Motley Fool

This Hydrogen Stock's Turnaround Is Further Away Than Wall Street Thinks

Plug Power is showing signs of improvement under new CEO Jose Luis Crespo, with narrowing losses and rising revenue from GenEco hydrogen fuel systems. However, the article warns that the company's long-term prospects remain uncertain due to hydrogen's uneconomical position relative to competing fuels like natural gas, wind, and solar. Industry forecasts for hydrogen demand have been significantly cut, and Plug Power's profitability depends heavily on government subsidies rather than market fundamentals.

08/24/2026, 6:05 PM • The Motley Fool

2 Hydrogen Stocks to Buy in August if You Believe in the Turnaround

Plug Power and Bloom Energy represent two different hydrogen sector opportunities in August 2026. Plug Power is executing a turnaround with improving margins, cost cuts, and doubled deployed units, while Bloom Energy is capitalizing on AI data center demand with exceptional earnings growth and strong guidance. Both stocks offer growth potential for hydrogen sector believers, though Bloom trades at a premium valuation.

08/22/2026, 10:30 AM • The Motley Fool

Plug Power Just Cut Its Losses in Half. Is It Time to Buy the Hydrogen Stock?

Plug Power has made significant progress on its turnaround, cutting adjusted net losses by more than half in Q2 to $0.07 per share, with revenue rising 9% to $178 million and operating expenses dropping 50% year-over-year. The company achieved breakeven gross margin and raised full-year revenue guidance to 15%-16%. However, the analyst remains cautious due to ongoing liquidity concerns, with the company still burning $61 million in cash per quarter and not expected to reach overall profitability until end of 2028.

08/12/2026, 7:30 AM • The Motley Fool

Why Plug Power Stock Popped Today

Plug Power's stock rose 5.21% after the hydrogen fuel cell maker lifted its full-year growth targets. The company reported strong quarterly results with service revenue surging 82% to $30 million, fuel revenue climbing 15% to $39 million, and GenDrive fuel cell unit deployments jumping 125% year-over-year. Gross margin improved to breakeven from negative 31%, driven by cost-cutting initiatives and production efficiency gains. Plug now projects 15%-16% full-year revenue growth for 2026 and remains on track to achieve positive EBITDA in Q4.

08/11/2026, 9:31 PM • The Motley Fool

Prediction: You Won't Recognize Plug Power in 2028. Should You Buy the Hydrogen Stock Before It's Too Late?

Plug Power, a hydrogen fuel cell company that has never been profitable in 25 years, claims it will achieve profitability by 2028 through its Project Quantum Leap turnaround plan. Q1 2026 results show progress with 22% revenue growth and reduced operating losses, but the company still faces challenges from high debt servicing costs and the capital-intensive nature of green hydrogen production. Analysts remain cautious about whether the ambitious 2028 profitability target is achievable.

08/11/2026, 7:17 AM • The Motley Fool

Plug Power vs. Occidental Petroleum: Which Energy Stock Is a Better Buy in 2026?

The article compares two energy stocks with contrasting profiles: Plug Power, a speculative hydrogen pioneer burning cash while pursuing green hydrogen technology, and Occidental Petroleum, a profitable oil giant generating billions in free cash flow. Despite Plug Power's long-term potential in decarbonization, the author recommends Occidental Petroleum for 2026 due to its profitability, strong cash generation, and operational efficiency, while acknowledging commodity price volatility risks.

08/02/2026, 8:30 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