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NASDAQ:BE 10 January 2026 - 29 April 2026

Bloom Energy Stock Jumps as AI Power Demand Drives Q1 Beat and 2026 Guidance Raise

Bloom Energy Stock Jumps as AI Power Demand Drives Q1 Beat and 2026 Guidance Raise

Bloom Energy reported first-quarter revenue of $751.1 million, up 130% from a year earlier, and posted a net profit of $70.7 million after a prior-year loss. The company raised its 2026 revenue forecast to as much as $3.8 billion, citing surging demand from AI data centers. Shares jumped over 13% after results beat Wall Street estimates. Oracle’s new Project Jupiter campus in New Mexico will use Bloom fuel cells for all power needs.
29 April 2026
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Bloom Energy stock slips after hours on CEO sale notice, even after a fresh high

Bloom Energy stock slips after hours on CEO sale notice, even after a fresh high

Bloom Energy shares fell 1.0% to $173.00 in late after-hours trading Wednesday after closing up 5.2% at a record $174.77. CEO K.R. Sridhar filed to potentially sell up to 200,000 shares, worth about $33.9 million. Citi began coverage at Neutral, calling the stock fairly valued amid strong demand for on-site power. The stock hit $180.90 intraday and has traded between $15.15 and $180.90 over the past year.
26 February 2026
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Bloom Energy stock slips before the open after 9% rally — here’s what traders are watching

Bloom Energy stock slips before the open after 9% rally — here’s what traders are watching

Bloom Energy shares fell 1.6% to $157.80 in premarket trading Tuesday after an 8.6% surge the previous session. Director Jeffrey Immelt disclosed gifting 4,000 shares in a late Monday SEC filing. Tariff uncertainty and Nvidia’s results this week are influencing AI-linked stock moves. Bloom’s 2026 revenue forecast stands at up to $3.3 billion, with a reported backlog of about $20 billion.
24 February 2026
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Bloom Energy stock turns choppy as SEC filing details Oracle warrant and Brookfield AI financing

Bloom Energy stock turns choppy as SEC filing details Oracle warrant and Brookfield AI financing

Bloom Energy shares fell 0.8% to $153.99 in midday trading Tuesday after disclosing a Brookfield-backed $5 billion financing framework and a potential Oracle warrant for up to 3.53 million shares at $113.28. The company’s annual filing showed 2025 revenue up 37% to $2.02 billion, with a net loss despite positive operating income.
10 February 2026
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Bloom Energy stock whipsaws after big 2026 forecast — what traders watch next

Bloom Energy stock whipsaws after big 2026 forecast — what traders watch next

Bloom Energy shares reversed a 15.9% early surge Friday, falling 0.7% to $135.64 after the company set a 2026 revenue forecast of $3.1–$3.3 billion and reported a $6 billion backlog. Volume hit 15 million shares. Bloom posted Q4 revenue of $777.7 million and full-year revenue of $2.02 billion. The company announced a partnership with Oracle and a $5 billion AI infrastructure alliance with Brookfield.
6 February 2026
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Bloom Energy stock slides 18% ahead of earnings as AI-data center trade cools

Bloom Energy stock slides 18% ahead of earnings as AI-data center trade cools

Bloom Energy shares fell 18.3% to $137.92 Wednesday, erasing much of Tuesday’s 8.2% gain. The drop came ahead of Thursday’s quarterly earnings, despite Roth Capital raising its price target to $133. Investors are focused on 2026 guidance and order backlog tied to data-center demand. Fuel-cell peers and the Nasdaq QQQ also declined sharply.
4 February 2026
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Bloom Energy stock stumbles late Friday — what traders watch before Feb. 5 earnings

Bloom Energy stock stumbles late Friday — what traders watch before Feb. 5 earnings

Bloom Energy shares fell 3.3% to $151.37 in after-hours trading Friday after a volatile session, with fuel-cell stocks broadly underperforming the market. The stock swung between $146.60 and $161.59 on heavy volume. Investors await Bloom’s fourth-quarter earnings on Feb. 5 for updates on deliveries, margins, and production plans. Plug Power, FuelCell Energy, and Ballard Power Systems also posted steep losses.
31 January 2026
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Bloom Energy stock price slips again as BE pulls back ahead of Feb. 5 earnings

Bloom Energy stock price slips again as BE pulls back ahead of Feb. 5 earnings

Bloom Energy shares fell 3.4% to $151.18 Friday, extending a volatile slide after Barclays initiated coverage with an equal-weight rating and a price target suggesting a steep drop. The stock swung between $146.60 and $161.59 as traders weighed new analyst reports and data-center power demand. Plug Power, FuelCell Energy, and Ballard Power Systems also declined. Bloom’s quarterly results are due Feb. 5.
30 January 2026
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Bloom Energy stock jumps as China Renaissance starts coverage; targets hit $207

Bloom Energy stock jumps as China Renaissance starts coverage; targets hit $207

Bloom Energy shares jumped 7.8% to $164.18 by early afternoon Wednesday after several analysts raised price targets, citing strong demand for data center and on-site power solutions. China Renaissance initiated coverage with a Buy and a $207 target, while Barclays set $153 and flagged valuation risks. Jefferies and Baird also lifted targets. Bloom reports Q4 results Feb. 5, with investors eyeing 2026 guidance and manufacturing updates.
28 January 2026
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Bloom Energy (BE) stock price dips after-hours as SEC filing surfaces, earnings set for Feb. 5

Bloom Energy (BE) stock price dips after-hours as SEC filing surfaces, earnings set for Feb. 5

Bloom Energy shares fell 0.8% to $150.56 in after-hours trading Wednesday after a volatile session. A Schedule 13G filing showed the Kuwait Investment Authority held 1.38% of Bloom’s Class A stock as of Jan. 19. The company released a report projecting one-third of data centers will run entirely on on-site power by 2030. Bloom’s Q4 earnings are due Feb. 5.
22 January 2026
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Bloom Energy stock price swings after-hours as RBC flags Texas data-center permit

Bloom Energy stock price swings after-hours as RBC flags Texas data-center permit

Bloom Energy shares rose 1.5% to $151.75 in after-hours trading Tuesday after RBC reaffirmed its Outperform rating and $143 price target, citing an air-permit filing for a 1.5-gigawatt Texas data center project. Bloom also released a survey showing increased demand for onsite power at data centers. The stock swung between $138.68 and $155.03 during the session.
21 January 2026
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Bloom Energy stock price near $150: why BE surged and what to watch before Tuesday’s reopen

Bloom Energy stock price near $150: why BE surged and what to watch before Tuesday’s reopen

Bloom Energy shares closed at $149.50 Friday, up 7.4% after an intraday high of $150.65. The rally followed news of a $2.65 billion fuel cell order from American Electric Power and increased focus on power supply issues for data centers. FuelCell Energy, Plug Power, and Ballard Power also gained. U.S. stocks overall ended flat ahead of the long weekend.
18 January 2026
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Bloom Energy stock whipsaws, ends higher as traders stick with data-center power bet

Bloom Energy stock whipsaws, ends higher as traders stick with data-center power bet

Bloom Energy shares rose 2.1% to $136.87 Monday, then slipped 0.1% after hours. The move follows news that an American Electric Power unit signed a $2.65 billion deal for Bloom’s fuel cells tied to a Wyoming project. AEP also secured a 20-year offtake agreement with an unnamed investment-grade customer. Investors await details on the customer and Bloom’s next earnings report.
13 January 2026
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Bloom Energy stock rallies after AEP’s $2.65 billion fuel-cell order — what to watch before Monday

Bloom Energy stock rallies after AEP’s $2.65 billion fuel-cell order — what to watch before Monday

Bloom Energy shares jumped 10% to close at $134.07 Friday after American Electric Power announced a $2.65 billion deal for Bloom’s fuel cells in a Wyoming project. The agreement includes a 20-year contract with an unnamed buyer, pending conditions expected to clear by Q2 2026. Traders await more details on the end-customer and delivery timeline as the new week begins.
12 January 2026
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Bloom Energy stock jumps again after $2.65 billion AEP fuel-cell deal; what investors watch next

Bloom Energy stock jumps again after $2.65 billion AEP fuel-cell deal; what investors watch next

Bloom Energy shares closed up 10% at $134.07 on Friday after American Electric Power announced a $2.65 billion deal for Bloom’s fuel cells tied to a planned Wyoming plant. The stock held gains in after-hours trading as investors watched for further contract milestones. AEP’s 20-year offtake agreement for the plant’s output is contingent on conditions expected by Q2 2026. Bloom’s next earnings report is projected for February 26.
11 January 2026
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Bloom Energy stock jumps after-hours as AEP filing confirms $2.65 billion fuel-cell buy

Bloom Energy stock jumps after-hours as AEP filing confirms $2.65 billion fuel-cell buy

Bloom Energy shares rose about 10% after hours to $134.07 following news that an AEP subsidiary agreed to buy $2.65 billion in solid oxide fuel cells and signed a 20-year offtake deal for a Wyoming project. The agreement covers all output from a planned facility near Cheyenne. The contract’s closing depends on conditions expected to clear by Q2 2026. Analyst opinions on Bloom’s valuation remain mixed.
10 January 2026
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Stock Market Today

  • Micron Technology Stock Outlook to 2030 Amid Soaring AI Memory Demand
    April 28, 2026, 9:37 PM EDT. Micron Technology (MU) has surged 522% in the past year, driven by booming demand for memory chips crucial for AI data centers. The company produces DRAM and NAND flash memory, essential for AI processors handling complex workloads. Industry forecasts suggest a persistent supply shortage through 2030, with data centers expected to consume 70% of global memory production this year. This tight supply-demand balance, supported by limited new factory capacity, positions Micron for sustained growth. Analysts anticipate continued earnings expansion, with fiscal 2025 EPS at $8.29 and potential dips in 2028 viewed as unlikely. Micron's strong footing in the red-hot AI memory market could enable further stock gains by the decade's end.

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AST SpaceMobile Stock’s May 11 Moment: FCC Win Meets BlueBird 7 Reality

AST SpaceMobile Stock’s May 11 Moment: FCC Win Meets BlueBird 7 Reality

29 April 2026
AST SpaceMobile will hold its first-quarter update call on May 11 after winning FCC approval to deploy a 248-satellite constellation for direct-to-device service. Shares fell 6.8% Tuesday, following the loss of its BlueBird 7 satellite in a failed launch. The company expects insurance to cover the loss and is targeting 45 satellites in orbit by end-2026. Investors are watching launch progress and commercial service timing.
OpenAI Target Miss Report Sends Oracle, CoreWeave and AI Stocks Lower

OpenAI Target Miss Report Sends Oracle, CoreWeave and AI Stocks Lower

29 April 2026
Oracle shares fell 4% and CoreWeave dropped 5.9% Tuesday after a Wall Street Journal report said OpenAI missed recent revenue and user targets. Nvidia, AMD, and Arm Holdings also declined, with the iShares Semiconductor ETF down 3.7%. OpenAI denied internal divisions and said its AI coding product Codex reached 4 million users. Oracle’s credit default swaps hit a two-week high amid concern over its $300 billion cloud deal with OpenAI.
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