Dear Reader,
Gold just crossed $5,000 for the first time ever...
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Don't forget...
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Regards,
Matt Weinschenk
Director of Research, Stansberry Research
Bloom Energy Blossoms on Rapidly Accelerating Outlook
By Thomas Hughes. Article Published: 2/7/2026.
In Brief
- Bloom Energy is well-positioned to serve data center and industrial power needs.
- A triple-digit increase in the backlog points to strong revenue and earnings in 2026.
- Analysts and institutions indicate accumulation, but there is a risk of volatility.
Bloom Energy (NYSE: BE) has been advancing for months thanks to its exposure to data center and industrial power needs.
While not completely green, Bloom's easily deployable, scalable, chemically based fuel cells are among the cleanest options for carbon-based energy and are in high demand.
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Data centers are the headline: the massive build-out of AI compute, inference, and cloud capacity is creating an unquenchable thirst for electricity that Bloom Energy is well positioned to help meet.
Bloom Energy's technology is validated and applicable to on-site power needs across industries, and the upswing in its stock, driven by a rapidly improving outlook, appears far from over.
Bloom Energy: The Technical Outlook Is Bullish
The technical outlook for Bloom Energy is bullish. Early-February price action confirmed support at a critical target — the top of a trading range that had been acting as resistance.
The base-case scenario projects a move equal to the trading range's dollar value, roughly $72, while the bull case envisions a larger percentage move based on that range.
Under those scenarios, Bloom Energy could rise by about $72 to roughly $220 on the conservative projection, or by as much as 95% in the bull case, approaching $290 at the high end.
Analyst trends align with the bullish outlook; however, consensus price targets currently lag the rally and could introduce volatility if the market seeks to retest those levels for support. That retest is possible but not guaranteed.
Since the release, several firms have raised price targets toward the high end of the range, indicating additional upside. At present, the high-end consensus sits near $207, just below the technical base-case projection.
Institutional activity suggests support for the early-February trading levels. Institutions sold for much of 2025 but switched back to accumulation in Q4 and continued that trend into 2026. Institutions own more than 75% of the stock, providing a solid support base and a market tailwind through their early-2026 accumulation. If that trend persists, a move toward the technical base case becomes much more likely; the only question is timing.
Bloom Energy Blows Past Consensus, Wows With Guidance
Bloom Energy's Q4 2025 results underscore its role in the datacenter ecosystem. Revenue rose 35.9% year-over-year to $777.7 million, beating consensus by $132.4 million (about 2,000 basis points). Strength came from both product and service revenue, each increasing by more than 33%.
Margins were another relative bright spot. The company did experience the expected margin contraction, but the hit was smaller than analysts feared. Gross margin fell by a triple-digit basis-point amount, yet adjusted earnings were $0.45 per share — modestly higher year-over-year and well above forecasts by a wide margin.
Guidance was also bullish. Backlogs were up roughly 150% year-over-year across products and services, and the company expects service margins to improve as the installed base grows.
The headline driver for market action is Bloom's 2026 revenue target of $3.1 billion, about $500 million above expectations and potentially conservative given current trends.
Given Bloom's active efforts to expand and scale production, the company likely has a reasonable chance of outperforming that guidance, which would extend the bullish trend in both fundamentals and stock price.
Short interest remains a risk. It isn't at record levels but spiked to about 10% in early January, which could cap near-term gains. The silver lining is that the strong 2026 outlook increases the likelihood of short covering, even if the Q4 results did not immediately trigger it.
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