BE Bloom Energy Corporation Loading... : Bullish and Bearish Analyst Opinions
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09:54
Sep 02
Sep 02
Watch BE as Leopold energy holding
Watch BE; listed only as a Leopold 13F energy/power adjacent holding, not an author-owned call.
MED
17:38
Sep 01
Sep 01
Watch BE on power bottleneck thesis
Watch BE as a bottleneck beneficiary of hyperscaler capex growth, with power infrastructure demand accelerating into 2027; author does not state an ownership position.
MED
22:46
Aug 31
Aug 31
The author says they need to look into BE, acknowledging it trades at a similar price to VST.
The author says they need to look into BE, acknowledging it trades at a similar price to VST, but expresses no directional position or forward call.
LOW
21:22
Aug 31
Aug 31
Bloom Energy Brookfield EaaS flywheel is goldmine
Buy Bloom Energy because its Brookfield Energy-as-a-Service flywheel has Brookfield funding upfront customer capex, creating a scalable model the author views as a goldmine.
MED
20:24
Aug 31
Aug 31
Long BE as held AI data-center power hedge.
Author explicitly holds a position in BE and frames it as a counterbalance to data-center holdings like NBIS because Bloom can benefit from AI/data-center power constraints.
MED
18:58
Aug 31
Aug 31
Bloom onsite power bypasses grid delays.
Buy/overweight BE because onsite fuel-cell generation can decouple AI data center construction from multi-year grid interconnection timelines; Bloom's first Oracle deployment completed in just 55 days supports the scalability of this infrastructure layer.
MED
12:39
Aug 31
Aug 31
Fuel cells monetize grid delays; BE demand converting
Fuel cells solve AI data-center time-to-power constraints as grid interconnection delays exceed five years. Bloom converts demand into revenue, posting 165.5% YoY growth and margin expansion, with contracted Oracle capacity and Brookfield financing supporting further growth.
MED
18:30
Aug 30
Aug 30
Author agrees with the parent's bullish view on VIST and adds his own long conviction on VST.
Author agrees with the parent's bullish view on VIST and adds his own long conviction on VST, VRT, and BE as favored names.
18:07
Aug 30
Aug 30
Author agrees with a parent's bullish energy thesis but provides no explicit position.
Author agrees with a parent's bullish energy thesis but provides no explicit position or forward call, so the tickers are indexed as watch.
16:43
Aug 30
Aug 30
Buy BE on speed and raised guidance
Buy BE for its 90-day modular fuel cell deployment versus multi-year grid alternatives, with raised revenue and earnings guidance and first-time service margins above 20% validating the model.
HIGH
13:58
Aug 30
Aug 30
Signed capacity converts to deployment revenue
The author provides a detailed research retrospective on energy bottleneck beneficiaries but frames it as a model performance review and forward-looking KPI watch, not a current position or explicit buy call.
LOW
00:05
Aug 30
Aug 30
BE server needs transformers amid supply constraints
Notes $BE Server requires transformers between the server and electrical distribution amid datacenter supply constraints; no directional view.
LOW
22:38
Aug 29
Aug 29
Author discloses large existing positions in Rocket Lab and PL.
Author discloses large existing positions in Rocket Lab and PL, adds 15% to both while holding long-term, and details average costs and price targets for Marvell, BE, and OUST, expressing continued conviction despite potential drawdowns.
MED
13:12
Aug 29
Aug 29
Author disclosed an active/recent position in a self-quoted portfolio update.
Author self-quotes a portfolio update showing this ticker as a new buy, add, top holding, or current position; under strict routing semantics explicit ownership/buy/add is a LONG idea.
09:09
Aug 29
Aug 29
BE and FCEL favored fuel-cell plays
Go long BE and FCEL as favored BTM fuel-cell energy plays; no detailed catalyst provided.
MED
17:44
Aug 28
Aug 28
BE lagging despite NVDA catalyst, stance unclear
Notes BE trading below pre-earnings levels, observes dislocation without explicit directional commitment.
LOW
20:43
Aug 27
Aug 27
Author explicitly states he does not hold NVDA and only made trades today.
Author explicitly states he does not hold NVDA and only made trades today, framing the earnings implications for his invested names as research takeaways rather than current positions.
LOW
20:27
Aug 27
Aug 27
"Nvidia power buying is key for BE"
"BE is named among BTM energy providers; author sees Nvidia's power/land procurement disclosure as highly valuable for power generation and grid holders."
MED
20:15
Aug 27
Aug 27
Bloom Energy flagged amid AI power demand
Bloom Energy ($BE) is mentioned alongside a quoted projection that AI compute buildout drives behind-the-meter power demand; the author gives no explicit directional view.
LOW
17:08
Aug 27
Aug 27
Monitoring BE webinar for AI insights
Speaker is monitoring an upcoming Bloom Energy webinar on AI power scaling for potential insights, no directional commitment or position stated.
LOW
10:39
Aug 27
Aug 27
Buy BE/FCEL on scarcity-driven AI power shift
Buy BE and FCEL as anti-data-center rhetoric shifts winners toward these names, with even lower supply and increased scarcity driving higher ROI despite slower growth.
MED
10:00
Aug 27
Aug 27
A highly upvoted comment flags the “is it too late to buy” crowd for NVDA, MU, NBIS, BE and other “AI trade stocks.” Late-stage FOMO interest in these AI proxies makes chasing risky, but momentum can persist before any reversal. Watch MU, NBIS, and BE for continuation or a blow-off top; avoid blindly adding after the run. No explicit bearish thesis in the thread; these names are still lumped into the AI trade that NVDA is leading.
LOW
04:18
Aug 27
Aug 27
Buy AI infrastructure names on Nvidia buildout
Buy AI infrastructure names NVDA, NBIS, MU, SNDK, LITE, BE; Nvidia's data center revenue, rising per-megawatt economics, and $279B supply commitments signal broad AI buildout demand across compute, memory, interconnect and adjacent layers.
MED
02:14
Aug 27
Aug 27
BE flagged as AI power beneficiary after Nvidia earnings.
Author lists BE as a power beneficiary of NVDA earnings, but explicitly states it is an idea generation list, not a buy signal, yielding a cautious long watch.
MED
22:47
Aug 26
Aug 26
Author reports a price gain in BE as of August 26.
Author reports a price gain in BE as of August 26, referencing a prior position disclosure but providing no current forward-looking view or trade action.
LOW
22:46
Aug 26
Aug 26
New longs in BE, INTC, AEHR
Own BE, INTC, and AEHR as new long positions; the author discloses opening these three names a few days ago, signaling bullish exposure, though no catalyst is restated.
MED
22:19
Aug 26
Aug 26
Author promotes a Discord community and notes most swings are green.
Author promotes a Discord community and notes most swings are green, but provides no explicit forward-looking positions or trade calls on any ticker.
LOW
19:07
Aug 26
Aug 26
Author provides a full portfolio update confirming new and added long positions in GILT, PL.
Author provides a full portfolio update confirming new and added long positions in GILT, PL, RKLB, MRVL, PLTR, and OUST, while noting a prior closed GOOGL position after a 161% gain.
LOW
03:16
Aug 26
Aug 26
Funds buy energy stocks for AI power.
Both hedge funds and mutual funds are buying energy and power-related stocks, such as Bloom Energy and transformer companies, to address the massive electricity needs of AI data centers.
HIGH
01:17
Aug 26
Aug 26
Data center power needs drive SOFC stocks.
The surge in Bloom Energy highlights the data center power shortage issue, benefiting SOFC (Solid Oxide Fuel Cell) related stocks like Doosan Fuel Cell and Sebang Battery, which can provide rapid energy supply solutions.
MED
About BE Analyst Coverage
Buzzberg tracks BE (Bloom Energy Corporation) across 92 sources. 163 bullish vs 2 bearish calls from 110 analysts. Sentiment: predominantly bullish (33%). 488 total trade ideas tracked. Past 7 days: 9 bullish, 15 watch. Latest voices: aleabitoreddit, ParadisLabs, endicottinvests.