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Bloom Energy (BE) closed at $218.22 in the latest trading session, marking a -3.55% move from the prior day.

Yahoo Finance Markets and Data Editor Jared Blikre breaks down the recent pullback in tech stocks, explaining why some names may look like attractive opportunities. However, Blikre cautions investors, comparing the current slump to pandemic-era market moves that ultimately failed to bounce back.

Check out the companies making headlines yesterday:

Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small-Mid Growth Strategy”. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite Portfolio returned 28.4% gross and 28.2% net of fees, respectively, compared to the 24.0% return of the Russell 2500 Growth Index. Markets rebounded strongly […]

Bloom Energy saw its share price climb by 14.82 percent on Tuesday to end at $226.26 apiece, as investors cheered an investment firm’s sharp price target upgrade and looked ahead to its upcoming earnings report. 29.6% Price Target Hike In a market note, JPMorgan raised its price target for Bloom Energy Corp. (NYSE:BE) by 29.6 […]

Its history in market shocks reveals a pattern of deep falls and long recoveries that every shareholder should understand.

Shares of electricity generation and hydrogen production company Bloom Energy (NYSE:BE) jumped 12.3% in the morning session after JPMorgan raised its price target on the stock from $267 to $346 and maintained an "Overweight" rating, citing a strong long-term delivery outlook. The firm introduced estimates through fiscal year 2030, projecting 4.1 gigawatts in product segment deliveries. Analysts noted this forecast was supported by existing customer agreements, including a recently expanded partn

Bloom Energy Rockets Higher on AI Data Center Contract, Analyst Support

Bloom Energy has turned into one of 2026's most explosive trades, but a short seller report and a 25% pullback in a single month have exposed a sharp divide between believers in the AI power thesis and those questioning the valuation.

One analyst projects 75% upside in the fuel cell stock.

While BE stock has suffered heavy losses recently, the red ink appears tied to structural rather than fundamental catalysts.

According to a Stocktwits poll featuring 3,800 respondents, Oracle and Iren were favored over Hut 8 and Bloom Energy stocks.

The Morning Bull - US Market Morning Update Tuesday, Jul, 21 2026 US stock futures are pointing slightly higher this morning, as investors weigh softer US inflation against rising global interest rate worries. The US 10 year Treasury yield has eased to about 4.52% after cooler price data, which helps reduce pressure on borrowing costs for households and companies. At the same time, import prices rose 0.3% in June instead of falling, a reminder that the cost of goods coming into the country is...

A Vital Supplier of AI Infrastructure and a Renewable Energy Company with a Significant EPS Increase Projected

FuelCell Energy and Bloom Energy have spent 2025 riding the same AI data center power wave, but Monday's trading just cracked that story wide open and forced investors to pick a side.

Oracle and Bloom Energy shares fell after New Mexico rejected, for a second time, a permit needed for a pipeline serving Oracle's Project Jupiter AI data center.

Years' worth of work is finally intersecting with an insatiable demand for electricity. This will put many more eyes on this company's surprisingly profitable future.

Bloom Energy landed a $1.7 billion AI infrastructure deal. So why didn't the market react positively?

One is burning cash while scaling aggressively; the other generates $1.3B in annual free cash flow with a fortress balance sheet.

These energy companies are capitalizing on the surge in AI power demand.

UBS just raised its FCEL stock price target, citing new deals with Fit Energy and Siemens as shares eye 45% potential upside.

Bloom Energy soared on the AI data center boom, but a high-profile project rejection in New Mexico and a spreading wave of community opposition are raising questions about whether the company's biggest growth opportunities can survive the regulatory gauntlet.

Pipeline rejection threatens timing and raises project costs

Bloom Energy currently trades at $205.07 and has been a dream stock for shareholders. It’s returned 912% since July 2021, blowing past the S&P 500’s 77.6% gain. The company has also beaten the index over the past six months as its stock price is up 35.1% thanks to its solid quarterly results.

MU, PENG and BE pair massive one-year gains with sharp weekly pullbacks, fitting a momentum anomaly screen.

The company announced exactly the kind of news bulls were waiting for, so why did investors hit the exits.

The project aims to provide behind-the-meter power, assisting Nebius in meeting the increasing demand for computing required by its AI platform.

The Morning Bull - US Market Morning Update Friday, Jul, 17 2026 US stock futures are drifting slightly lower this morning, with key index contracts such as the E-mini S&P 500 and Nasdaq-100 off by around 0.1% to 0.4%, as investors weigh tighter financial conditions against mixed global growth signals. A planned 25% US tariff on some Brazilian imports raises questions about costs for companies tied to global trade and agriculture, while US crude stockpiles and the Strategic Petroleum Reserve...

IDF and Oaktree Capital are committing about US$1.7b to Bloom Energy's fuel cell technology for AI cloud infrastructure. The funding supports behind the meter power solutions for Nebius's AI operations. The agreement focuses on clean, resilient power for digital infrastructure tied to AI workloads. For investors following Bloom Energy (NYSE:BE), this funding highlights how fuel cell power is being linked directly to the build out of AI infrastructure. Bloom Energy supplies solid oxide fuel...

Industrial Development Funding (IDF) and U.S.-based asset manager Oaktree said on ‌Thursday they will invest $1.7 billion in ‌deploying Bloom Energy's fuel-cell technology to help power AI ​cloud infrastructure, including dedicated electricity supply for Nebius' AI computing operations. The investment will fund behind-the-meter power generation using Bloom's fuel cells, ‌allowing Nebius to ⁠meet growing demand for AI compute capacity, the companies said. IDF ⁠is leading the development of the Nebius project, while Oaktree is participating as a ​minority equity ​investor.