Bloom Energy: Not Pricing In Capacity Upside:
Bloom Energy’s Q3 beat raised the Q4 outlook, and data center power growth signaled upside ...
seekingalpha.com/article/4957207-bloom-energy-not-pricing-in-capacity-upside
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Bloom Energy is the company that develops, builds, and installs Bloom Energy Servers.
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Bloom Energy jumps 9% after Barclays upgrade, California power development deal: Bloom Energy rose 9% after Barclays upgraded the stock and the company unveiled ...
seekingalpha.com/news/4663936-bloom-energy-jumps-9-after-barclays-upgrade-california-power-development-deal
IREN Limited: A Strong Buy As AI Capacity Builds Toward Higher Future Earnings: IREN Ltd. is building capacity that could change its earnings potential extremely ...
seekingalpha.com/article/4960010-iren-limited-a-strong-buy-as-ai-capacity-builds-toward-higher-future-earnings
Paid articlePaywall Bloom Energy: Buckle Up, Things Are About To Change (Rating Downgrade): Bloom Energy receives a Sell rating due to inflated near-term demand and unsustainable ...
seekingalpha.com/article/4958147-bloom-energy-buckle-up-things-are-about-to-change-downgrade
Paid articlePaywall Bloom Energy Corporation 2026 Q3 - Results - Earnings Call Presentation: 2026-10-25. The following slide deck was published by Bloom Energy Corporation in ...
seekingalpha.com/article/4957353-bloom-energy-corporation-2026-q3-results-earnings-call-presentation
Paid articlePaywall Bloom Energy's Selloff Misses The Upgrade: Bloom Q3 revenue jumped 138% as margins widened, but cash flow weakened and customer concentration stayed high ...
seekingalpha.com/article/4957318-bloom-energy-s-selloff-misses-the-upgrade
Paid articlePaywall Bloom Energy: Strong Results Not Sufficient To Overcome Deteriorating Big Picture
seekingalpha.com/article/4957285-bloom-energy-strong-results-not-sufficient-to-overcome-deteriorating-big-picture
Paid articlePaywall Bloom Energy slides as Q3 beat-and-raise outweighed by cash outflows, expansion costs
seekingalpha.com/news/4656548-bloom-energy-slides-as-q3-beat-and-raise-clouded-by-cash-outflows-expansion-costs
Bloom Energy Corporation (BE) Q3 2026 Earnings Call Transcript: Bloom Energy Corporation (BE) Q3 2026 Earnings Call October 22, 2026 5:00 PM EDTCompany ...
seekingalpha.com/article/4956698-bloom-energy-corporation-be-q3-2026-earnings-call-transcript
Bloom Energy Non-GAAP EPS of $0.94 beats by $0.27, revenue of $1.24B beats by $170M
seekingalpha.com/news/4656214-bloom-energy-non-gaap-eps-of-0_94-beats-by-0_27-revenue-of-1_24b-beats-by-170m
Bloom Energy slides 11% after quarterly results: Bloom Energy stock sank 11% despite record earnings.
seekingalpha.com/news/4656786-bloom-energy-slides-11-after-quarterly-results
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Here are some of the largest US data-center projects being built: Data centers are in such high demand that SpaceX is offering its employees pay bumps for ...
businessinsider.com/these-largest-planned-us-ai-data-centers-ranked-by-power-2026-9
Barron's Oct 22
Bloom Energy Stock Drops Despite Strong Earnings: Bloom Energy reported 94 cents of earnings per share on $1.24 billion in revenue, beating expectations ...
barrons.com/articles/bloom-energy-earnings-stock-price-11245d98
Paid articlePaywall Bloom Energy Is Becoming AI's Power Shortcut: Bloom's product revenue surged 215% to $935 million, while product gross margin expanded to an impressive 37.2% ...
seekingalpha.com/article/4953312-bloom-energy-is-becoming-ais-power-shortcut
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Bloom Energy Stock Jumps as RBC Capital Highlights 5GW Virginia Policy Opportunity - Bloom Energy (NYSE:BE)
benzinga.com/trading-ideas/movers/26/10/62135561/bloom-energy-stock-jumps-as-rbc-capital-highlights-5gw-virginia-policy-opportunity
Bloom Energy shares jump: Deal increases fivefold: Bloom Energy shares gain in pre-market trading thanks to an expanded cooperation with Brookfield.
deraktionaer.de/artikel/mobilitaet-oel-energie/bloom-energy-mit-kurssprung-deal-verfuenffacht-20403860.html
Thanks to Nebius: Bloom Energy's stock is up another notch!: Bloom Energy shares rose 8 percent on Wednesday. The company gained another prominent customer ...
wallstreet-online.de/nachricht/20904639-1-377-genug-nebius-aktie-bloom-energy-nochmal-drauf
Motilal Oswal predicts 31% upside for this defence & AI play; Bets big on massive expansion to power global data centres
financialexpress.com/market/motilal-oswal-predicts-31-upside-for-this-defence-ai-play-bets-big-on-mtar-technologies-to-power-global-data-centres-4156396/
Morgan Stanley says buy these 14 stocks to play 4 top themes in 2026: Morgan Stanley identifies AI adoption, energy trends, societal shifts, and deglobalization ...
businessinsider.com/stocks-to-buy-investing-themes-ai-energy-morgan-stanley-2026-2026-1
AI Data Centers, Desperate for Electricity, Are Building Their Own Power Plants: Bypassing the grid, at least temporarily, tech companies are creating an energy ...
wsj.com/business/energy-oil/ai-data-centers-desperate-for-electricity-are-building-their-own-power-plants-291f5c81
Paid articlePaywall Bloom Energy: Staying On The Sidelines: Bloom Energy's Q4'23 results were weaker than expected, but the company achieved positive CFOA and operating margins ...
seekingalpha.com/article/4678201-bloom-energy-staying-on-the-sidelines
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