
A filing, signed by Rep. Nancy Pelosi on Aug. 21, showed purchases of 15,000 shares of Bloom Energy and 200 call options.
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A filing, signed by Rep. Nancy Pelosi on Aug. 21, showed purchases of 15,000 shares of Bloom Energy and 200 call options.

Bloom Energy's revenue has surged to $1.1 billion quarterly while Plug Power stagnated near $178 million, widening a gap that shapes competitive positioning.
Two very different stocks are targeting the same megatrend.

Former House Speaker Nancy Pelosi revealed substantial new positions in technology and clean energy firms Intel Corp. and Bloom Energy Corp.

The hydrogen trade is fracturing into two completely different businesses, and the sector ETF is hiding almost all of it. What the flat fund price is masking could change how you size every position in this theme.
Nancy Pelosi Makes Fresh Intel and Bloom Energy Bets

Analysts see nearly 40% upside in Bloom Energy and Intel after Pelosi's household bought the stock at its July low.

Bloom Energy (BE) stock is in focus after the company introduced Power Connect, a factory-assembled deployment system designed to cut onsite power installation time by over 40% and simplify customer rollouts. See our latest analysis for Bloom Energy. Bloom Energy’s Power Connect launch comes after a sharp pullback in the past week, with a 7 day share price return that declined 13.23%, even though the year to date share price return is up 104.12% and the 1 year total shareholder return is...

The mean of analysts' price targets for Bloom Energy (BE) points to a 36.9% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

If you bought Bloom shares at one of its lowest prices ever, you would be sitting on a 6,633% gain today.

Bloom Energy is far outpacing the market. Can it keep it up?

Plug Power and Bloom Energy will benefit from a sustained turnaround in the hydrogen industry.
Investing.com -- Hedge funds and mutual funds both added shares of Bloom Energy, Flex and Seagate Technology last quarter, Goldman Sachs said, as the two investor groups selectively adjusted their exposure to artificial-intelligence-related equities even as they diverged sharply on other AI names.

The hydrogen trade is splitting Friday, refusing the tidy “yesterday’s rout reverses” script that a bounce after Thursday’s selloff might have suggested. FuelCell Energy (NASDAQ:FCEL) stock is up 5% to $19.36 in Friday midday trading, leading the rebound after taking the worst of yesterday’s damage. Meanwhile, Plug Power (NASDAQ:PLUG) stock is climbing 4% to $2.29, ... FuelCell Energy Jumps 5%, Plug Power Climbs 4%, Bloom Energy Slips as the Hydrogen Trade Splits

These two hot hypergrowth stocks have significant upside potential.

Bloom Energy's project backlog has soared, but so has its stock price.

Bloom Energy stock has surged in recent years as major data center developers like Oracle and Brookfield Asset Management turn to its portable energy solutions..

Hydrogen stocks are falling together Thursday, but the damage is landing in one place far harder than the others, and the reason has nothing to do with any of the companies themselves.

Bloom's annual revenue is expected to triple. After a tremendous rally, how much higher could Bloom stock grow?

Bloom Energy (NYSE: BE) has launched Power Connect, a factory-integrated system that standardizes onsite power deployment for customers. The new solution is designed to reduce onsite power installation time by over 40% compared with prior approaches. Power Connect targets time sensitive projects such as AI infrastructure data centers, where rapid and reliable power deployment is critical. Consider exploring other companies working on power solutions for AI infrastructure through 56 AI...

Bloom is cutting its installation time by 40%, and it could be a boon for the stock.

Bloom Energy's stock surged after record Q2 earnings and major AI power deals, but its lofty valuation and supply-chain questions raise risks for investors.

Bloom's stock has huge opportunities related to artificial intelligence, but its valuation is already fairly high.

BE's fuel cells can bypass grid constraints and power AI data centers as revenue growth accelerates and hyperscaler adoption expands.

With 88% of S&P 500 companies having reported second-quarter results, Energy has delivered the strongest earnings growth of the index’s 11 sectors at 147% year-over-year and the strongest revenue growth at 42.5%.

A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expected growth for July. Data from the Federal Reserve indicated that U.S. industrial production rose by 0.2%, which was half of the 0.4% increase that analysts polled by The Wall Street Journal had anticipated. While this marked the second consecutive month of growth, it represented a slowdown from the previous month's revised figures. Manufacturing output also saw a modest 0.2% incr

A Wall Street Journal bombshell on hidden hyperscaler debt and a 19-year Treasury yield high sent AI power stocks into freefall Tuesday, but the companies getting hammered just posted record backlogs. Here is what triggered the panic selling.

What a time it’s been for Bloom Energy. In the past six months alone, the company’s stock price has increased by a massive 49.1%, reaching $234.50 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

Rising Treasury yields are dragging hydrogen and fuel cell stocks lower Tuesday, but the selling is hitting each company differently, and the pattern reveals something specific about what the market fears most right now.
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