Bloom Energy (BE) closed the most recent trading day at $13.32, moving +0.6% from the previous trading session. The stock outpaced the S&P 500's daily gain of 0.09%. Elsewhere, the Dow lost 0.1%, while the tech- heavy Nasdaq added 0.16%. Heading into today, shares of the developer of fuel cell systems had lost 18.72% over the past month, lagging the Oils-Energy sector's loss of 0.69% and the S&P 500's gain of 2.83% in that time. The investment community will be paying close attention to the earnings perform ...

PALM BEACH, Fla., June 25, 2024 (GLOBE NEWSWIRE) -- FN Media Group News Commentary - The green hydrogen market is experiencing rapid growth, driven by global efforts to reduce carbon emissions and advancements in electrolysis and renewables. Government support through policies and investments is also boosting growth. Its versatility and scalability make green hydrogen a key player in the transition to sustainable energy. The market is even being propelled by its increasing use in fuel cell electric vehicles ...

文章核心观点 - Bloom Energy是一家提供清洁能源解决方案的公司,主要产品是固体氧化物燃料电池(SOFC),可用于发电和制氢[1][3][5] - Bloom Energy的SOFC技术可以为数据中心等高耗能行业提供稳定可靠的电力供应,是其重要的增长机会[1][7] - Bloom Energy股票目前呈现下降三角形走势,存在一定下行风险[8] - Bloom Energy最近一季度业绩有所下滑,但公司维持了全年业绩指引[9][11] - Bloom Energy CEO看好公司在数据中心和人工智能硬件供应链等领域的增长机会[12] 行业分析 - Bloom Energy主要竞争对手包括Plug Power和Fuel Cell Energy等清洁能源企业[2] - SOFC是Bloom Energy的核心技术,是目前增长最快的燃料电池细分市场[3][4][5][6] - 数据中心是Bloom Energy的重点应用领域,公司已有300兆瓦的合同或已部署订单[7] 公司分析 - Bloom Energy最近一季度业绩有所下滑,但公司维持了全年业绩指引[9][11] - Bloom Energy股票目前呈现下降三角形走势,存在一定下行风险[8] - Bloom Energy CEO看好公司在数据中心和人工智能硬件供应链等领域的增长机会[12]

Some of the best energy stocks to buy now are associated with artificial intelligence. For one, there are projections that data center power demand will double by 2030, thanks to artificial intelligence. Two, Goldman Sachs is bullish, estimating about 47 gigawatts (GW) of additional power generation capacity will be needed to accommodate growth. Three, electric utility companies, like Sempra (NYSE:SRE) expect to see a substantial amount of new power demand from data centers. “In terms of macro numbers, by 2 ...

As the world transitions towards a cleaner energy future, hydrogen stocks have gained attention from investors. However, not all hydrogen companies are thriving. Despite the industry’s potential, some stocks are struggling and may be worth selling. While hydrogen plays a crucial role in decarbonization efforts, the sector remains speculative and risky compared to more established industries like electric vehicles. Investors should be cautious and consider selling underperforming hydrogen stocks that lack ma ...

For more than 30 years, investors have been looking for hydrogen stocks to buy as the pursuit of clean energy has gone from vision to reality. However, while hydrogen holds promise as one of the few “clean” energy alternatives, there are several obstacles that the industry has yet to fully overcome. To begin with, producing hydrogen is expensive, particularly relative to traditional fossil fuels. There are also logistical concerns over storage and transportation, and public acceptance in many areas is lacki ...

At first glance, sustainable stocks to buy sounds like a nice concept but that ultimately won’t make you money. If we look at capitalism in the most cynical sense, the ethos strives to maximize profitability while minimizing costs. And it costs money to be sustainable. However, that may be a poor way of framing the topic. Yes, cutting corners in practices and ethics can yield greater revenue and profitability. However, that’s in the short term. Over the long run, unsustainable practices are, well, unsustain ...

Within the clean energy economy, hydrogen is increasingly a major source of decarbonization. It’s not surprising that hydrogen stocks to buy have been in the limelight. As the global hydrogen economy grows, some of the best companies are in a position to create massive value. The global hydrogen market was valued at $222.4 billion in 2022 and market size is expected to swell to $410.6 billion by 2030. There is a big opportunity, and the market size will continue to swell beyond the next decade. Let’s, there ...

文章核心观点 - 华尔街分析师认为Bloom Energy股票价值仅为14美元,但投资者却愿意以17美元的价格购买 [1][2][3][4] - Bloom Energy最近两个季度的财报表现不佳,未能实现预期的盈利目标 [5][6] - 尽管Bloom Energy未来有望在2025年实现盈利,但目前其股价已超出分析师的目标价,投资者需谨慎 [7] 根据相关目录分别进行总结 行业分析 - 华尔街分析师看好Bloom Energy在为云数据中心提供燃料电池发电的需求增长 [3] - 分析师认为Bloom Energy需要更好地向投资者解释其执行进度 [4] 公司表现 - Bloom Energy最近两个季度的财报表现不佳,销售额下降14.5%,亏损0.25美元/股 [5] - 这打击了分析师对Bloom Energy今年实现调整后盈利,明年实现GAAP盈利的预期 [6]

These companies should see an AI-powered demand acceleration in the coming years. Nvidia has become a darling in the investment community over the past few years. The semiconductor company has developed the chips driving the current boom in artificial intelligence (AI). That has driven the company's profits and stock price skyward. However, Nvidia isn't the only beneficiary of the AI boom. Many companies that either are capitalizing on the megatrend or will do so are currently hovering under the radar of ma ...