BE Bloom Energy Corporation Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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17:54
Jun 03
Jun 03
The author expresses personal preference for FCEL and BE over TE and FLNC but does not state any current position or forward-looking trade call.
LOW
14:46
Jun 03
Jun 03
Bloom Energy's fuel cell technology gains renewed investor interest after Brookfield Asset Management investment coincides with rising AI-driven electricity demand.
11:45
Jun 03
Jun 03
Watch BE as a fuel cell power supplier to Google's AI infrastructure, part of the on-site power generation layer supporting high-density compute deployments.
MED
23:20
Jun 02
Jun 02
The author posts a cryptic lyric with a cashtag, providing no financial analysis or directional view on the ticker.
LOW
23:03
Jun 02
Jun 02
Author explicitly endorses a bullish view on BE by welcoming the quoted account's bullish stance and calling KR the GOAT, indicating strong conviction.
LOW
22:48
Jun 02
Jun 02
Author endorses another account's bullish view on $BE but provides no personal commitment or catalyst.
LOW
12:40
Jun 02
Jun 02
Bloom Energy CEO pitches fuel cells as cleaner and quieter alternative to conventional power systems amid mounting local opposition to data center construction.
00:16
Jun 02
Jun 02
Bloom Energy CEO says the fuel cell maker does not need to sell shares to meet surging AI data center demand despite its stock price doubling in two months.
00:03
Jun 02
Jun 02
Bloom Energy non-combustible fuel, buy
Bloom Energy is a non-combustible fuel play that avoids environmental damage, huge believer, switch from oil stocks.
MED
22:15
May 31
May 31
Author presents these as his favorite names/full conviction list and says this is where he is positioned for the next few years, making the listed names current long holdings/portfolio picks.
MED
03:05
May 31
May 31
Author discloses an active long position in Bloom Energy ($BE) after taking profits elsewhere; no specific catalyst stated, position held as of tweet date.
MED
14:13
May 29
May 29
The author states their portfolio mirrors Leopold Aschenbrenner's top long positions, explicitly listing the missing tickers they own, confirming a long directional view on each.
04:24
May 28
May 28
The author criticizes misinterpretations of a 13F filing, noting that delayed data makes current positioning unknown, and lists portfolio changes without expressing a personal directional view.
LOW
23:08
May 26
May 26
Buy BE on the thesis it will eventually reach $1T market cap, analogized to MU's milestone today; reasoning is purely aspirational with no specific catalyst or fundamental backing.
MED
23:26
May 25
May 25
ThematicTrader reveals a hidden government filing showing FuelCell Energy secured a major data center customer, arguing it signals early innings of a re-rate and positioning FCEL as a smaller version of BE.
LOW
19:51
May 25
May 25
Author names $BE as the comparative benchmark against $FCEL; quoted context frames $BE as the higher-quality but less asymmetric fuel cell play at ~34x sales.
LOW
18:11
May 25
May 25
The author argues FCEL offers a more asymmetric opportunity than BE due to its lower valuation and potential for multiple expansion as the data center power shortage drives demand beyond Bloom Energy alone.
LOW
18:11
May 25
May 25
Author argues FCEL offers a more asymmetric opportunity than Bloom Energy due to its lower valuation and the massive data center power demand that benefits both suppliers.
LOW
16:40
May 25
May 25
Author is bullish on Ceres Power as a long-term play on its pure IP-licensing model for solid oxide fuel cells, seeing it as a second-place tech leader behind Bloom Energy in a growing data center power market.
LOW
07:55
May 25
May 25
Speaker claims Bloom Energy has a superior product compared to FuelCell Energy, a view he says is shared by FCEL bulls.
LOW
06:04
May 25
May 25
Named actor Leopold Aschenbrenner holds BE as largest disclosed position at 22.79%, categorized as a power/AI infrastructure play sourced from hyperscaler earnings call analysis.
MED
07:54
May 24
May 24
Author is bullish on HYLN due to its scalable KARNO generator for AI data centers, citing capital availability from hyperscalers and a personal position, while noting Bloom Energy as a comparable but different modular fuel cell play.
HIGH
00:31
May 24
May 24
ThematicTrader argues fuel cells are critical for data center time-to-power needs, endorsing FCEL and BE as long plays while CPWHF is a watch due to lack of explicit forward-looking endorsement.
HIGH
00:31
May 24
May 24
Buy Bloom Energy alongside FCEL as a co-beneficiary of the data center time-to-power thesis; commercial fuel cell providers with existing products are positioned to win data center power contracts ahead of grid buildout.
MED
13:38
May 22
May 22
Author argues FuelCell is undervalued relative to Bloom Energy on a per-gigawatt capacity basis, betting on upside from AI power demand despite acknowledging Bloom is superior.
HIGH
19:52
May 21
May 21
Speaker positions BE as suited for gigawatt-scale deployments, contrasting it with FCEL; comparative thesis mention, no explicit long/short commitment on BE itself.
MED
16:09
May 21
May 21
Author expresses valuation concerns and personal difficulty holding high-growth stocks like BE and FCEL, suggesting potential overvaluation risk.
HIGH
14:33
May 21
May 21
Material contract for fuel cell power supply; factual development with no directional view from speaker.
MED
14:04
May 21
May 21
Author defends Nebius's Bloom Energy deal as the best option from a limited menu, arguing the partnership is not bad and that NBIS can price compute to recover power premiums.
HIGH
19:44
May 20
May 20
Notes NBIS-BE partnership as positive for power acquisition; no personal commitment on BE, just factual mention of the deal.
LOW
About BE Analyst Coverage
Buzzberg tracks BE (Bloom Energy Corporation) across 41 sources. 73 bullish vs 1 bearish calls from 48 analysts. Sentiment: predominantly bullish (53%). 136 total trade ideas tracked.