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NASDAQ:BLDP News 30 December 2025 - 4 February 2026

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.
Bloom Energy stock price jumps after close — what traders are watching before earnings (BE)

Bloom Energy stock price jumps after close — what traders are watching before earnings (BE)

Bloom Energy shares jumped 8.1% to $168.89 Tuesday, trading as high as $176.35 on volume of 13.7 million ahead of its Feb. 5 earnings report. Other fuel-cell stocks, including Plug Power and FuelCell Energy, also rose late. The moves follow a Financial Times report on surging demand for onsite power at data centers. Investors await Bloom’s update on bookings, deliveries, and margins.
Bloom Energy stock drops as Jefferies lifts target but stays bearish ahead of Feb. 5 results

Bloom Energy stock drops as Jefferies lifts target but stays bearish ahead of Feb. 5 results

Bloom Energy shares fell 3.7% to $139.62 Monday, underperforming the S&P 500’s 0.5% gain. Jefferies raised its price target to $92 but kept an Underperform rating, warning expectations are high. Investors await Bloom’s Feb. 5 results for updates on 2026 deployments and margins. Other fuel-cell stocks, including Plug Power and FuelCell Energy, also dropped.
Bloom Energy stock rises again as AEP expands $2.65 billion fuel cell deal in Wyoming

Bloom Energy stock rises again as AEP expands $2.65 billion fuel cell deal in Wyoming

NEW YORK, Jan 9, 2026, 09:57 ET — Regular session Shares of Bloom Energy (BE.N) were up 5.1% at $128 in early New York trading on Friday, after American Electric Power’s fuel-cell purchase plan put the spotlight back on the U.S. power crunch story. The move matters because it is a rare, big-ticket utility commitment in a market where investors have questioned how quickly fuel-cell projects can move from talks to orders. Bloom sells solid oxide fuel cells — equipment that makes electricity through a chemical reaction rather than burning fuel — which can help customers add power without waiting
Plug Power stock rises in premarket as PLUG heads into key Jan. 29 vote on new shares

Plug Power stock rises in premarket as PLUG heads into key Jan. 29 vote on new shares

NEW YORK, January 5, 2026, 06:41 ET — Premarket Plug Power Inc shares rose 3.1% to $2.30 in premarket trading on Monday, extending a new-year rebound in the hydrogen equipment maker. The stock closed Friday at $2.23, up 13.2%. Yahoo Finance The move puts focus on a Jan. 29 shareholder vote that could give Plug more headroom to issue stock. In its definitive proxy statement, the company said it wants to double authorized common shares to 3.0 billion — the legal cap on shares it can issue. Plug said it needs that flexibility to raise capital and meet contractual obligations
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

NEW YORK, January 3, 2026, 10:58 ET — Market closed. Bloom Energy Corporation shares surged 13.58% to end Friday’s session at $98.69, and last traded at $99.60 in after-hours dealings. The stock finished the first trading day of 2026 up $11.80 from Thursday’s close. The move put the fuel-cell maker back near the $100 mark after a choppy year-end for high-volatility clean-energy and “AI power” trades. U.S. stocks started 2026 with a rebound in parts of the market outside mega-cap tech, while Treasury yields rose. Energy and infrastructure names tied to data-center buildouts have remained in focus as investors weigh
Bloom Energy stock jumps 12% today as fuel-cell rally returns — what to watch next

Bloom Energy stock jumps 12% today as fuel-cell rally returns — what to watch next

New York, Jan 2, 2026, 12:33 ET — Regular session Bloom Energy Corporation shares rose about 12% in midday trading on Friday. The stock was last up $10.09, or 11.6%, at $96.98. It traded between $88.84 and $97.30. The move matters now because Bloom has become a high-beta proxy for the “AI power” trade — the idea that data-center buildouts will push customers toward faster-to-install, on-site generation. A strong first-week bid can reset positioning after late-December volatility in the group. Friday’s rally also landed as investors sized up early-2026 macro catalysts, with attention on the U.S. jobs report due Jan.
Plug Power (PLUG) stock slips below $2 as revenue target and dilution vote loom

Plug Power (PLUG) stock slips below $2 as revenue target and dilution vote loom

NEW YORK, December 30, 2025, 02:22 ET — Market closed Plug Power (PLUG.O) shares fell 4.83% to close at $1.97 on Monday, extending a two-day slide as the Nasdaq Composite slipped 0.50%. Trading volume was 72.2 million shares, below the stock’s 50-day average of 106.7 million, and the move lagged peer Ballard Power Systems (BLDP) which fell 2.28%. MarketWatch The drop keeps the hydrogen fuel-cell and electrolyzer maker pinned near the $2 level heading into the final stretch of the year, a price zone traders often treat as a sentiment marker in high-volatility small caps. Plug’s investor relations stock quote

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Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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