BE Bloom Energy Corporation Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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03:13
Jul 19
Jul 19
Named in both Energy/Batteries accumulation list and personal favourites; elevated conviction relative to rest of list.
MED
18:12
Jul 17
Jul 17
Author expresses strong bullish conviction on BE and MU, calling them "fire" and linking to further positive context.
09:42
Jul 17
Jul 17
Buy AI infrastructure and semiconductor names on the thesis that demand for intelligence is structurally infinite — the overbuild narrative misunderstands that AI's TAM is the entire global services economy, making supply constraints a non-issue long-term.
MED
03:58
Jul 17
Jul 17
Author expresses interest in BE following a detailed quoted analysis; upcoming Q2 earnings July 28 and a Hunterbrook short report cited as key near-term events.
LOW
22:10
Jul 16
Jul 16
Author expresses interest in BE as a potential addition to semi/tech portfolio; no committed position disclosed.
LOW
20:17
Jul 16
Jul 16
Buy BE (Bloom Energy) as part of Other Bets basket; author deploys fresh capital into energy/AI infrastructure names citing AI buildout acceleration and sentiment-driven dip.
MED
16:41
Jul 16
Jul 16
The author dismisses the quoted list of beaten-down momentum names as never attractive on valuation, but does not express a personal long or short position, only a skeptical watchlist view.
LOW
12:32
Jul 16
Jul 16
Author notes a positive development for Nebius and Bloom Energy from a major AI infrastructure investment but does not state a personal position or forward catalyst.
LOW
23:58
Jul 15
Jul 15
Bloom Energy data center power buy
Bloom Energy has fallen a great deal, offers a non-combustible power solution for data centers, and is liked by Brookfield; it is a buy.
MED
20:41
Jul 15
Jul 15
Author flags BE as attractive ahead of hyperscaler earnings but has not committed to an entry; considering a position, no confirmed trade.
MED
20:05
Jul 14
Jul 14
Bloom Energy solves data center power crunch.
Bloom Energy's fuel cell technology provides quiet, modular, and fast-deployment power for data centers, solving the critical bottleneck of energized land and grid delays. The company has found product-market fit after 20 years, and its solution is being used by data center developers to get power quickly, making it a direct play on the data center buildout.
MED
13:25
Jul 10
Jul 10
The author shares a detailed analysis of the GAI infrastructure trade's financing dynamics and long-term risks but does not state a personal position or forward-looking trade on any ticker.
04:28
Jul 10
Jul 10
Watch BE as the scandium supply analysis highlights a conditional ceiling on growth; no author position disclosed.
MED
04:25
Jul 10
Jul 10
Monitor BE for scandium supply-chain risks; the analysis flags asymmetric downside if production scales rapidly but no explicit position from author.
MED
04:25
Jul 10
Jul 10
The author provides a detailed research analysis of Bloom Energy's China supply-chain exposure and Western supply pipeline without stating a personal position or trade.
LOW
04:25
Jul 10
Jul 10
Monitor BE for scandium supply risk that could cap volume growth; no imminent production collapse but medium-term upside constrained.
MED
23:54
Jul 09
Jul 09
The author reflects on 2026's stock-picking market, listing past winners and losers in AI infrastructure without stating current positions or forward calls.
LOW
21:00
Jul 09
Jul 09
Bloom Energy benefits from BTM power.
Bloom Energy has a management team that is very AI-pilled and willing to take risk. Its economics enable faster capacity buildout than competitors, making it a prime beneficiary of the behind-the-meter data center power trend. Even though its fuel cells are not ideal for backup power, they are being chosen when grid alternatives are unavailable, and their costs are small relative to total project capex.
HIGH
19:10
Jul 09
Jul 09
A short-selling hedge fund's focus on Bloom Energy has brought attention to a small and obscure critical-mineral market.
13:40
Jul 09
Jul 09
Bloom Energy defends its supply chain and calls a Hunterbrook report false and misleading according to the news wire.
18:40
Jul 08
Jul 08
Bloom Energy announces it is reviewing a short report and plans to correct the record.
18:09
Jul 08
Jul 08
The author questions whether a supply chain investigation into Bloom Energy poses an existential threat, but does not state a personal position or directional call.
LOW
17:38
Jul 08
Jul 08
The author declines to re-enter BE despite the parent's bullish thesis, offering no forward view or position.
17:33
Jul 08
Jul 08
Monitor $BE as the Hunterbrook report raises concerns about China supply chain exposure, scandium scarcity, and related-party revenue concentration; evidence is mixed and warrants further analysis.
MED
17:18
Jul 08
Jul 08
Short BE on dual existential threats: (1) global Scandium scarcity structurally prevents BE from fulfilling customer obligations, and (2) Hunterbrook investigation alleges CEO misrepresented China supply chain exposure — both undermine the core investment narrative.
MED
17:01
Jul 08
Jul 08
Hunterbrook publishes a short report on Bloom Energy, according to the news wire's factual headline.
23:47
Jul 01
Jul 01
Bloom Energy benefits from data center power.
Bloom Energy is a beneficiary of the massive buildout of data centers, which require significant power, positioning it for growth amid AI infrastructure expansion.
MED
14:52
Jul 01
Jul 01
Bloom Energy deploys power in 90 days.
Bloom Energy solves the AI data center power bottleneck with modular fuel cells that can be deployed on-site in 90 days, bypassing the 5-year lead time for grid connections or gas turbines. Revenue is up 130% year-over-year, and major customers like Oracle are using it for large-scale projects.
MED
12:27
Jul 01
Jul 01
Premarket movers report shows mixed trading across major stocks with job cuts at Microsoft, analyst upgrades for Abbott and Grindr, downgrades for Dow, and partnership news for Bloom Energy.
12:19
Jul 01
Jul 01
Pre-market movers report shows Shutterstock plunging 32% on merger termination, Caterpillar falling 2.5% after Michael Burry disclosed a short position, and Microsoft rising 2% on plans for fresh job cuts.
About BE Analyst Coverage
Buzzberg tracks BE (Bloom Energy Corporation) across 56 sources. 110 bullish vs 1 bearish calls from 63 analysts. Sentiment: predominantly bullish (45%). 242 total trade ideas tracked. Past 7 days: 4 bullish, 7 watch. Latest voices: mkfilko, jasonschips, Daniel Koss.