By Simply Wall St
Publication Date: 2026-05-06 06:13:00
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Bloom Energy (BE) has come into focus after a busy end of April: Q1 2026 earnings beat analysts’ expectations, full-year guidance was raised to $3.4 billion to $3.8 billion, and an expanded Oracle partnership for AI data center performance.
Check out our latest analysis for Bloom Energy.
The strong first quarter 2026 earnings, raised full-year guidance and the Oracle Project Jupiter agreement were accompanied by rapid share price momentum, including a one-month share price return of 117.69% and a very strong one-year total return to shareholders. This suggests that expectations for Bloom Energy have changed quickly.
If you’re curious about what else is moving around as AI infrastructure heats up, this is a useful moment to scan data center power and equipment inventories using our 34 stocks from the power grid technology and infrastructure sectors
With Bloom Energy now hitting all-time highs and above the analyst average…
