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NASDAQ:BE News 3 January 2026 - 6 February 2026

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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Bloom Energy stock jumps after AEP flags a $2.65 billion fuel-cell buy — what investors are watching next

Bloom Energy stock jumps after AEP flags a $2.65 billion fuel-cell buy — what investors are watching next

Bloom Energy shares rose 9% to $117.63 after American Electric Power agreed to buy solid oxide fuel cells in a $2.65 billion deal. AEP plans to build a fuel cell power plant near Cheyenne, Wyoming, and signed a 20-year offtake agreement with an undisclosed customer. AEP shares gained 1.6%. FuelCell Energy, Plug Power, and Ballard Power saw smaller moves.
8 January 2026
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Bloom Energy stock jumps 7% as traders revisit Wells Fargo $600 million credit line

Bloom Energy stock jumps 7% as traders revisit Wells Fargo $600 million credit line

Bloom Energy shares jumped 7.5% to $110.82 Wednesday, trading on heavy volume after the company secured a $600 million revolving credit facility with Wells Fargo and others. The stock is up 355% over the past year but remains volatile, with a 52-week range of $15.15 to $147.86. Plug Power, FuelCell Energy, and Ballard Power all traded lower. Bloom reports earnings February 26.
7 January 2026
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Bloom Energy stock jumps 14% to start 2026 as fuel-cell names rebound — what investors watch next

Bloom Energy stock jumps 14% to start 2026 as fuel-cell names rebound — what investors watch next

Bloom Energy shares jumped 13.58% to close at $98.69 Friday, last trading at $99.60 after hours. Plug Power and FuelCell Energy also posted double-digit gains in the first 2026 session. Traders cited interest in AI infrastructure and recent financing moves, including Bloom’s new $600 million credit facility. Investors now await upcoming U.S. data and Bloom’s next results.
3 January 2026
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Stock Market Today

OmniVision Class A stock: Hong Kong greenshoe adds shares as stabilisation ends — what to watch next week

OmniVision Class A stock: Hong Kong greenshoe adds shares as stabilisation ends — what to watch next week

8 February 2026
SHANGHAI, February 8, 2026, 10:29 (GMT+8) — Market closed. OmniVision Integrated Circuits Group, Inc. said underwriters partially exercised the over-allotment option in its Hong Kong share sale, issuing 4.94 million H shares at HK$104.80 apiece, according to a Shanghai filing dated Feb. 7. The company said the extra shares will start trading in Hong Kong on Feb. 11 and will bring in HK$511.2 million in additional net proceeds, while the stabilisation period ended on Feb. 6. The filing also detailed stabilisation actions including an over-allocation of 6.87 million H shares, market purchases of 1.93 million H shares at HK$103.00 to
Hua Hong Semiconductor Class A stock price: two dates traders can’t ignore after Friday’s drop

Hua Hong Semiconductor Class A stock price: two dates traders can’t ignore after Friday’s drop

8 February 2026
Hua Hong Semiconductor’s Shanghai-listed shares fell 0.6% to 130.26 yuan Friday, down 16% for the week. Shareholders will vote Feb. 10 on an acquisition and share issuance plan, with a board meeting set for Feb. 12 to review unaudited quarterly results. The company aims to buy nearly all of Shanghai Huali Microelectronics for 8.27 billion yuan, funded by new shares and a private placement.
First Solar stock price slides into next week as Tesla ramps solar hiring; earnings due Feb. 24

First Solar stock price slides into next week as Tesla ramps solar hiring; earnings due Feb. 24

8 February 2026
First Solar shares fell 6.7% to $218.73 Friday, trading over double their 50-day average volume as the broader market rallied. Tesla announced hiring tied to Elon Musk’s 100-gigawatt U.S. solar manufacturing goal. First Solar will report Q4 and full-year 2025 results and 2026 guidance on Feb. 24. Policy changes and competitive moves have heightened volatility in the U.S. solar sector.
GlobalFoundries stock jumps nearly 5% ahead of earnings — what could move GFS next week

GlobalFoundries stock jumps nearly 5% ahead of earnings — what could move GFS next week

8 February 2026
GlobalFoundries shares rose 4.7% to $42.91 Friday as chip stocks rebounded, tracking a surge in the PHLX semiconductor index and renewed bets on AI-driven demand. The company reports earnings Feb. 11, with analysts watching for updates on pricing and wafer shipment volumes. The Semiconductor Industry Association forecast global chip sales could hit $1 trillion in 2026.
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