Bloom Energy Expands Partnership with Oracle, Stock Soars
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy BE?
Source: Newsfilter
- Stock Surge: Bloom Energy's shares soared 15% after hours on Monday, reaching nearly $203, with Oracle poised to gain over $300 million from its $400 million warrant investment, reflecting strong market confidence in Bloom's growth potential.
- Partnership Expansion: Oracle's expanded agreement with Bloom Energy includes a commitment to 1.2 gigawatts of capacity, with deployment expected to be completed by 2027, indicating Oracle's strategic positioning to meet energy demands for U.S. data centers.
- Surging Market Demand: Bloom Energy's fuel cells have become a favored choice among data center developers due to their rapid installation and independence from the electric grid, leading to a significant increase in demand amid the AI boom, pushing the company's market cap above $50 billion.
- AI Infrastructure Investment: Oracle has raised over $100 billion in debt to fund its massive AI data center buildout, planning to operate Bloom's fuel cells at its U.S. facilities, further solidifying its competitive stance in the rapidly growing AI market.
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Analyst Views on BE
Wall Street analysts forecast BE stock price to fall
19 Analyst Rating
8 Buy
9 Hold
2 Sell
Moderate Buy
Current: 210.060
Low
71.00
Averages
142.89
High
184.00
Current: 210.060
Low
71.00
Averages
142.89
High
184.00
About BE
Bloom Energy Corporation is engaged in stationary fuel cell power generation by market share. The Company provides distributed energy technology solutions to customers. The Company manufactures advanced and versatile fuel cell energy platforms, supporting the commercial availability of two products: the Bloom Energy Server for generating electricity and the Bloom Electrolyzer for producing hydrogen. With approximately 1.4 gigawatts (GW) of Energy Server systems deployed in more than 1,000 locations and nine countries. Its solid oxide fuel cell technology platform is the foundation for its Energy Server system and Bloom Electrolyzer. The Bloom Energy Server system is designed to deliver reliable, resilient, clean and affordable energy for utilities and organizations alike. Its Energy Server system is designed to deliver reliable electricity. The Bloom Electrolyzer is designed to provide hydrogen solutions based on the same solid oxide platform as its Energy Server systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Oracle Partnership Expansion: Oracle's partnership with Bloom Energy has expanded to include a 1.2 GW fuel cell contract, which is anticipated to enhance energy efficiency in its cloud data centers, while its multicloud database revenue surged by 531% in the quarter ending February 28.
- CoreWeave Major Deal Signing: CoreWeave's $21 billion agreement with Meta Platforms for AI cloud computing capacity through December 2032 has led analysts to raise their stock price forecasts, contributing to a rise in CoreWeave's stock price.
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- Oil Price Decline: Oil prices fell this week as peace talks between the U.S. and Iran progressed, alleviating investor fears of a recession driven by Middle Eastern events, which shifted focus back to investable trends like artificial intelligence.
- Credo Technology Expansion: Credo Technology's agreement to acquire DustPhotonics is expected to boost its optical revenue to over $500 million by fiscal 2027, significantly enhancing its market position in AI data centers.
- Oracle Cloud Growth: Oracle's partnership with Bloom Energy for a 1.2GW fuel cell contract will power its cloud data centers, while collaboration with Amazon Web Services aims to enhance cross-cloud solutions, with multicloud database revenue soaring 531% year-over-year.
- CoreWeave Major Deals: CoreWeave's $21 billion agreement with Meta Platforms for AI cloud computing capacity and a multi-year deal with Anthropic have led analysts to raise price forecasts for its shares, contributing to a rise in stock value.
See More
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- Bond Market Stability: The slight decline in bond yields indicates a stable market outlook, which helps support the stock market, particularly amid oil price fluctuations, thereby reducing investor panic.
- Tech Stock Recovery: The so-called 'Magnificent Seven' tech companies, including Alphabet and Amazon, are beginning to reap benefits from their previous high expenditures, enhancing market confidence in their future profitability, which could drive further market gains.
- Rise of the AI Economy: The emergence of AI agents is expected to significantly reduce hiring and operational costs for enterprises, driving demand for chips like Nvidia's, which will further boost growth for related companies.
- Improved Investor Sentiment: Despite ongoing market uncertainties, the combination of low bond yields and strong performance from tech stocks fosters an optimistic outlook among investors, potentially attracting more capital into the stock market.
See More
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- Growing Orders: The company signed a contract with Oracle to deploy 1.2 GW of capacity, with potential expansion to 2.8 GW, significantly enhancing revenue visibility and indicating robust demand for its technology in the market.
- Expanding Customer Base: Bloom Energy has deployed solid-oxide fuel cell systems for several major global companies, solidifying its market position in providing clean and reliable power solutions as AI workloads increase pressure on power supplies.
- Optimistic Future Outlook: With a backlog of $20 billion at the end of fiscal year 2025, combined with the maturity of its technology and market demand, Bloom Energy is poised for substantial growth, although stock volatility may increase.
See More
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- AMD Hits All-Time High: AMD's stock has risen 13% this week, climbing over 40% during a 12-day streak, marking an all-time high and reflecting strong market confidence in its product demand, indicating a significant recovery in the semiconductor industry.
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See More
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- AMD Hits All-Time High: AMD's 13% rise this week, with over 40% gains during a 12-day streak, marks its longest winning run in over 20 years, reflecting strong market confidence in its growth prospects.
- Microsoft's Recovery: Microsoft is up more than 14% this week, on track for its best week since April 2015, following its worst quarter since 2008, indicating market recognition of its recovery potential.
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