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Bloom Energy stock has slumped by more than 30% in one month. One analyst sees strong upside potential in the stock, backed by the massive AI contracts.
The best industrial investments can look boring until you realize they're sitting on years of work under contract. Eaton, Bloom Energy, and Symbotic all have massive backlogs that could fuel growth well into the next decade.
Shares of FuelCell Energy (NASDAQ:FCEL) are up 6% to $19.63 in Monday morning trading, while Bloom Energy (NYSE:BE) shares are down 6% to $202.92.
While the technology has been around for years, interest in hydrogen fuel cells has been minimal at best. With data centers hungry for power, however, the AI industry is now exploring all of its viable options.
Thrivent Small Cap Growth Fund returned 25.54% during the quarter, modestly underperforming the Russell 2000 Growth Index return of 25.71%. JFrog reported stronger than expected revenue growth, reinforcing the view that customers are consolidating around JFrog as software delivery and AI-assisted development become more complex. Guidewire underperformed amid a valuation reset in higher-multiple software in addition to not raising its FY26 ARR guide due to timing of a few deals slipping to the subsequent quarter.
Bank of New York Mellon Corp cut its position in shares of Bloom Energy Corporation (NYSE: BE) by 29.2% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,380,367 shares of the company's stock after selling 568,154 shares during the quarter. Bank
Bloom Energy is scaling its fuel cell technology through a massive $25 billion financing framework with Brookfield Asset Management. Constellation Energy has become the world's largest private power producer following its acquisition of Calpine and its focus on carbon-free nuclear energy.
These energy companies are capitalizing on the surge in AI power demand.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.