Bloom Energy Corporation designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally. The company offers Bloom Energy Server, a solid oxide technology that converts fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels into electricity through an electrochemical process without combustion. It sells its products through direct and indirect sales channels to utilities, data centers, agriculture, retail, hospitals, higher education, biotech, and manufacturing industries. The company was formerly known as Ion America Corp. and changed its name to Bloom Energy Corporation in 2006. Bloom Energy Corporation was incorporated in 2001 and is headquartered in San Jose, California.

Bloom Energy Corporation

Слабый индекс, значительно упал. Быки продолжают терять уверенность.

Weak index, significantly down. Bulls continue to lose confidence.

Средний индекс, значительно упал. Оптимистичный взгляд на свои позиции резко сменился на неуверенность.

Medium index, significantly down. An optimistic view of his position suddenly changed to uncertainty.

Сильный индекс, незначительно упал. Рынок не поддерживает быков.

Strong index, slightly down. The market does not support the bulls.

Сильный индекс, незначительно вырос. Рынок на стороне медведей.

Strong index, slightly up. The market is on the bears' side.

Средний индекс, незначительно вырос. Отток средств из лонгов на высоком уровне.

Medium index, slightly up. Outflow of funds from longs at a high level.

Средний индекс, незначительно упал. Приток средств в шорты на высоком уровне.

Medium index, slightly down. Inflow of funds into shorts at a high level.

Key Points
GE Vernova allows artificial intelligence data centers to take power production matters into their own hands.
It’s technically a utility stock, but Vistra is a highly flexible power provider that’s no stranger to meeting institutional-level and industrial-level needs.
Construction equipment maker Caterpillar can deliver turnkey electricity-generating solutions at a meaningful scale right now.
Speaking to a Stanford University computer science class in May, Nvidia (NASDAQ: NVDA) CEO Jensen Huang raised eyebrows by saying, "The amount of energy that we need for [AI] computing is likely probably 1,000 times more than we currently have." He didn't add any additional detail to his mental math and even conceded, "I wouldn't be surprised if we're off by a couple orders of magnitude." If his goal was simply to provide some tangible perspective -- for effect -- on what the energy industry needs to accomplish in the foreseeable future, then mission accomplished.
The projected scope makes sense. Also in May, Goldman Sachs predicted that the power U.S. data centers alone would need would more than double between 2025 and 2027, from 31 gigawatts (GW) to 66 GW. At peak usage, this would push the domestic AI industry's consumption from just over 4% of the nation's total power output to well over 8%. Extending this trend, Bloom Energy predicts artificial intelligence could be using up to 12% of the United States' produced electricity by 2030, and it would still just be getting started.
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The same dynamics are taking shape outside of the U.S. as well, of course.
It's an opportunity, to be sure, but only for companies already ready to capitalize on it. To this end, here's a closer look at three industrial names already seeing the upside of the surge in power demand.
1. GE Vernova
GE Vernova (NYSE: GEV) is the former power-generation arm of industrial titan General Electric, which began splitting itself into smaller, more manageable pieces in 2021. This particular offshoot makes everything from wind turbines to nuclear reactors to hydropower systems to power grid solutions.Its red-hot equipment right now, however, is natural gas turbines.
Originally intended for utility companies, these power plants -- capable of producing anywhere from 34.5 megawatts to 571 megawatts of power -- are ideally suited to power data centers due to their scalability, ability to be throttled as needed, and relatively small footprint. Just as important, on-premises power generation means AI data center owners/operators don't need to wait for time-consuming (and often costly) connections to a power grid. That's why PwC believes the United States' data center-driven demand for natural gas could easily quintuple between last year and 2035, with an outside chance of further growth taking shape even sooner.
GE Vernova won't supply all the turbines linked to this surge in demand for natural gas. With a companywide backlog of $176 billion (nearly two-thirds of which is gas turbine-related) versus 2026's expected revenue of about $46 billion, however -- and a gas power equipment backlog that grew from 100 GW to 116 GW in Q2 alone - this company's certainly going to meet a huge chunk of this demand.
2. Vistra
Technically speaking, Vistra (NYSE: VST) isn't an industrial company. It's categorized as a power utility, though even by utility-stock standards, it's not exactly your typical power company. While it does directly provide electricity to about 5 million residential and business customers, Vistra's core business is generating and then selling electricity on a wholesale basis to other utility companies sharing the same grid.
The company's now making the most of this flexibility too. For instance, rather than merely connecting new artificial intelligence data centers to existing grid infrastructure and treating them like any other customer, Vistra is now entering long-term power purchase agreements directly with institutions. Early this year, the company announced it had inked long-term deals with Amazon and Facebook parent Meta Platforms to supply both tech companies with the electricity needed for existing and new AI data centers.
Such arrangements still account for only a relatively small part of the company's total business. In that these long-term agreements allow Vistra to make capital investments -- particularly in nuclear power -- with a reasonably assured return on the investment, the company can add power production capacity with the confidence that ultimately allows it to build more efficient infrastructure.
In other words, it's a win-win. That's why you shouldn't be surprised to see more such dealmaking in the future, particularly from Vistra, which has already shown its interest in custom-designed power provision solutions.
3. Caterpillar
Finally, add Caterpillar (NYSE: CAT) -- yes, the construction equipment company -- to your list of stocks that will benefit from the AI industry's exploding demand for electricity. It's already benefiting, in fact.
You know it best as a maker of bulldozers, backhoes, and dump trucks. And that's still a huge part of its business to be sure. Largely overlooked, though, is that Caterpillar also manufactures high-capacity mobile diesel and gas generators, battery-based energy storage systems, and more, all of which are proving to be much-needed stopgap solutions while data center owners and operators are waiting on more permanent equipment. Outfits including Space Exploration Technologies and Microsoft (through Nscale) are utilizing off-grid generators to power some of their AI data centers.
To this end, while all of Caterpillar's business lines grew last year, its power generation arm, which provides these generators, experienced company-leading growth of roughly 30%. The company expects this business to double between 2025 and 2030, and S&P Global doesn't exactly disagree with this outlook. It's looking for Caterpillar's power and energy division to grow another 17% this year -- from last year's revenue of $33.4 billion -- en route to $54.8 billion in annual revenue by 2030.
Should you buy stock in GE Vernova right now?
Before you buy stock in GE Vernova, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and GE Vernova wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $390,394!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,209,184!*
Now, it’s worth noting Stock Advisor’s total average return is 899% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Bloom Energy, Caterpillar, GE Vernova, Goldman Sachs Group, Meta Platforms, Microsoft, Nvidia, S&P Global, and Vistra. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Jensen Huang Says AI Needs "1,000 Times More Power Than We Currently Have." These 3 Industrial Stocks Will Deliver It.

The S&P 500 Index ($SPX) (SPY) today is down -0.18%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.85%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.23%. September E-mini S&P futures (ESU26) are down -0.25%, and September E-mini Nasdaq futures (NQU26) are down -0.30%.
Stock indexes turned lower today as crude prices surged, and bond yields jumped after President Trump said the US will “hit Iran hard” after a recent attack from Iran that targeted a US base in Jordan. The markets are awaiting the results of the 2-day FOMC meeting that ends early this afternoon, with policymakers expected to keep interest rates unchanged. Also, earnings results from Microsoft and Meta Platforms after today’s close will be looked at to see whether the vast spending behind the buildout of artificial intelligence can deliver adequate returns. The 10-year T-note yield is up +3 bp to 4.63%.
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Sep WTI crude oil prices (CLU26) jumped by more than +6% today as the recent lull in hostilities came to an abrupt end after the Islamic Revolutionary Guard Corps (IRGC) said it targeted a US airbase and command center in Jordan with ballistic missiles. The IRGC also claimed to have hit and halted three tankers attempting to transit through the Strait of Hormuz. Meanwhile, the US and Saudi Arabia launched a joint attack on "Iran-aligned terrorists" in Iraq after the IRGC directed them to target US forces and Saudi energy infrastructure.
Tensions remain high in the Middle East as the US maintains its blockade of Iranian oil shipments in the Persian Gulf. Also, diplomatic attempts to reopen the Strait of Hormuz appear to be at an impasse. Iranian Deputy Foreign Minister Gharibabadi said Oman's proposal for a route through the Strait of Hormuz, with 50% under Iran's control and 50% under Oman's, would not address Iran's concerns and that the inbound passage and part of the outbound channel must be entirely under Iran's control.
US MBA mortgage applications fell -6.4% in the week ended July 24, with the purchase mortgage sub-index down -3.6% and the refinancing mortgage sub-index down -9.9%. The average 30-year fixed rate mortgage rose +7 bp to an 11.5-month high of 6.76% from 6.69% the prior week.
The outlook for strong Q2 earnings, which continue this week, is a bullish factor for stocks. The markets are awaiting results from a raft of megacap technology companies this week, including Microsoft and Meta Platforms today, and Amazon.com and Apple on Thursday. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1’s blowout earnings of +30%, which was more than double the +12% analysts had expected. AI spending is expected to account for most of earnings, with AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2. So far, earnings results have been positive, with 86% of the 170 S&P 500 companies that have reported Q2 earnings beating estimates, according to Bloomberg data.
The markets are discounting a 36% chance of a +25 bp rate hike at the conclusion of today’s FOMC meeting.
Overseas stock markets are mixed today. The Euro Stoxx 50 is down -0.48%. China's Shanghai Composite rebounded from a 1-week low and closed up +0.40%. Japan's Nikkei-225 Stock Average fell to a 2.25-month low and closed down -1.49%.
Interest Rates
September 10-year T-notes (ZNU6) today are down -8 ticks. The 10-year T-note yield is up +2.6 bp to 4.633%. T-notes are under pressure today from a +6% surge in crude oil prices, which raises inflation expectations and is hawkish for Fed policy. Also, long liquidation and position evening are weighing on T-notes ahead of the FOMC’s interest rate decision later today.
European government bond yields are moving higher today. The 10-year German bund yield is up +3.2 bp to 3.136%. The 10-year UK gilt yield is up +5.3 bp to 4.997%.
The German Jun import price index eased to 6.1% y/y from 6.8% y/y in May.
The markets are discounting an 88% chance of a +25 bp ECB rate hike at its next policy meeting on September 10.
US Stock Movers
Chipmakers and AI-infrastructure stocks are moving lower today, weighing on the broader market. Nebius Group NV (NBIS) is down more than -8% to lead losers in the Nasdaq 100, and Sandisk (SNDK) is down more than -6%. Also, Applied Materials (AMAT) and KLA Corp (KLAC) are down by more than -4%, and NXP Semiconductors NV (NXPI) and ARM Holdings (ARM) are down by more than -3%. In addition, Advanced Micro Devices (AMD), ASML Holding NV (ASML), Micron Technology (MU), Lam Research (LRCX), and Microchip Technology (MCHP) are down more than -2%.
Trucking and freight companies are under pressure today from soaring crude oil prices. ArcBest (ARCB) is down more than -4%, and Old Dominion Freight Line (ODFL) and Saia Inc (SAIA) are down more than -2%. Also, FedEx Freight Holding (FDXF), Knight-Swift Transportation Holdings (KNX), JB Hunt Transport Services (JBHT), Marten Transport Ltd (MRTN), CH Robinson Worldwide (CHRW), and XPO Inc (XPO) are down more than -1%.
Airline stocks are sliding today with the surge in crude oil prices. Alaska Air Group (ALK) and Southwest Airlines (LUV) are down more than -2%, and American Airlines Group (AAL), United Airlines Holdings (UAL), and Delta Air Lines (DAL) are down more than -1%.
Energy producers and service providers are climbing today, with crude oil prices up by more than +6%. ConocoPhillips (COP), Diamondback Energy (FANG), and Valero Energy (VLO) are up more than +3%, and APA Corp (APA), Chevron (CVX), Devon Energy (DVN), ExxonMobil Holdings (XOM), Marathon Petroleum (MPC), Occidental Petroleum (OXY), and Phillips 66 (PSX) are up more than +2%. Also, SLB Ltd (SLB), Baker Hughes (BKR), and Haliburton (HAL) are up more than +1%.
Lennox International (LII) is down more than -13% to lead losers in the S&P 500 after reporting Q2 net sales of $1.55 billion, weaker than the consensus of $1.56 billion.
Vertiv Holdings (VRT) is down more than -8% after reporting Q2 net sales of $3.27 billion, below the consensus of $3.39 billion.
CoStar Group (CSGP) is down more than -8% after reporting Q2 revenue of $925 million, weaker than the consensus of $929.4 million.
Skyworks Solutions (SWKS) is down more than -7% after forecasting Q4 adjusted EPS of $1.27, below the consensus of $1.29.
Avis Budget Group (CAR) is down more than -6% after reporting Q2 EPS of 98 cents, well below the consensus of $1.91.
Caterpillar (CAT) is down more than -2% after Baird downgraded the stock to neutral from outperform, citing a growing trend of state and local government actions targeting data centers, a key growth driver for the company.
Teradyne (TER) is up more than +13% to lead gainers in the S&P 500 and Nasdaq 100 after reporting Q2 net revenue of $1.33 billion, stronger than the consensus of $1.22 billion.
GE Healthcare (GEHC) is up more than +10% after reporting Q2 adjusted EPS of $1.13, better than the consensus of $1.04.
Garmin Ltd (GRMN) is up more than +7% after reporting Q2 revenue of $2.02 billion, above the consensus of $1.92 billion, and raising its full-year revenue estimate to $8.05 billion from a previous estimate of $7.90 billion, stronger than the consensus of $7.99 billion.
Bloom Energy (BE) is up more than +7% after reporting Q2 revenue of $1.07 billion, stronger than the consensus of $838.7 million, and raising its full-year revenue forecast to $3.9 billion to $4.2 billion from a previous forecast of $3.4 billion to $3.8 billion, above the consensus of $3.74 billion.
Generac Holdings (GNRC) is up more than +5% after raising its full-year adjusted Ebitda margin to 20% to 21% from a previous estimate of 18.5% to 19.5%, better than the consensus of 19.2%.
Ford Motor (F) is up more than +4% after raising its full-year adjusted EBIT to $10 billion to $11 billion from a previous forecast of $8.5 billion to $10.5 billion.
Earnings Reports (7/29/2026)
Align Technology Inc (ALGN), American Water Works Co Inc (AWK), Amphenol Corp (APH), Aon PLC (AON), Automatic Data Processing Inc (ADP), Biogen Inc (BIIB), Boston Scientific Corp (BSX), Bunge Global SA (BG), Carvana Co (CVNA), CBRE Group Inc (CBRE), CH Robinson Worldwide Inc (CHRW), Chipotle Mexican Grill Inc (CMG), Cognizant Technology Solutions (CTSH), Electronic Arts Inc (EA), Entergy Corp (ETR), Equinix Inc (EQIX), Essex Property Trust Inc (ESS), Everest Group Ltd (EG), Fair Isaac Corp (FICO), Flex Ltd (FLEX), Fortinet Inc (FTNT), Fortive Corp (FTV), Garmin Ltd (GRMN), GE HealthCare Technologies Inc (GEHC), Generac Holdings Inc (GNRC), General Dynamics Corp (GD), Humana Inc (HUM), IDEX Corp (IEX), Invitation Homes Inc (INVH), Johnson Controls International (JCI), L3Harris Technologies Inc (LHX), Lam Research Corp (LRCX), Lennox International Inc (LII), Masco Corp (MAS), Meta Platforms Inc (META), MGM Resorts International (MGM), Microsoft Corp (MSFT), Mid-America Apartment Communities (MAA), Old Dominion Freight Line Inc (ODFL), O'Reilly Automotive Inc (ORLY), Procter & Gamble Co/The (PG), PTC Inc (PTC), Public Storage (PSA), QUALCOMM Inc (QCOM), Regency Centers Corp (REG), Robinhood Markets Inc (HOOD), Smurfit Westrock PLC (SW), Stanley Black & Decker Inc (SWK), Starbucks Corp (SBUX), Tyler Technologies Inc (TYL), Ventas Inc (VTR), Verisk Analytics Inc (VRSK), Vertiv Holdings Co (VRT), VICI Properties Inc (VICI), Vulcan Materials Co (VMC), Waste Management Inc (WM), WEC Energy Group Inc (WEC).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Pressured by Renewed US-Iran Hostilities

Key Points
Bloom Energy's revenue skyrocketed, and its earnings soared.
The company absolutely crushed expectations as demand accelerated.
Bloom boosted its full-year forecast yet again.
Bloom Energy (NYSE:BE) reported its second-quarter financial results after the market closed on July 28. They were, in the words of CFO Simon Edwards, “the strongest in Bloom’s history.” The advanced fuel cell developer’s revenue rocketed more than 165%, crossing the $1 billion milestone, while its profitability grew exponentially.
Here’s a look at the company’s quarter and whether the hydrogen stock is a buy following the report.
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Image source: The Motley Fool.
Record results
Bloom Energy reported record quarterly revenue, up over 165% to nearly $1.1 billion. Product sales led the way, jumping by more than 215% to $935.4 million. Founder and CEO KR Sridhar highlighted that, “the demand for Bloom Energy’s solutions keeps accelerating every quarter as customers who traditionally defaulted to combustion technologies are now proactively choosing Bloom as a superior power solution.” He stated that “Bloom is now a standard for AI onsite power.”
Robust demand for its advanced fuel cells drove improved margins and strong profitability. Bloom’s operating income increased by $185.7 million to $182.2 million, while its earnings per share improved from an $0.18 loss to a $0.62 per share gain. Meanwhile, its adjusted earnings were even higher at $239.6 million or $0.78 per share. Its results crushed analysts' expectations for $826 million in sales and adjusted earnings of $0.41 per share.
Accelerating momentum
Bloom Energy’s robust results and strong demand for its fuel cells drove it to boost its full-year forecast again. The company now expects full-year revenue to be in the range of $3.9 billion to $4.2 billion, representing 100% year-over-year sales growth at the mid-point. That’s an acceleration from the 80% sales growth it expected last quarter and the 60% increase it initially anticipated. The company also boosted its earnings outlook. It now expects its adjusted earnings per share to be in the range of $2.55-$2.85, up from $1.85-$2.25 last quarter. That’s well above the current analysts’ consensus forecast of $3.7 billion of revenue and $2.15 per share of adjusted earnings.
Bloom is seeing accelerating customer demand, especially from data center developers. Two notable strategic partnerships recently expanded their commitments. Brookfield Asset Management has expanded its framework with Bloom Energy for financing power projects for AI infrastructure fivefold, from $5 billion to $25 billion. Meanwhile, Oracle expanded its strategic partnership with Bloom to deploy up to 2.8 gigawatts of fuel cells to accelerate AI-infrastructure build-out. These large and expanding partnerships will support its continued growth.
Is Bloom Energy a buy after earnings?
As expected, shares of Bloom Energy are soaring after it reported earnings, rising more than 8% in early pre-market trading. Despite that, shares remain nearly 50% below their peak earlier this year due to the sell-off in AI-related names on concerns of a slowdown in spending. As Bloom’s results show, demand isn’t slowing down; it’s accelerating.
With the stock well off its high and its business booming, Bloom looks like a buy after its earnings. We’re still in the very early stages of the AI data center build-out, and Bloom has become the standard for powering these facilities when grid power isn’t readily available. It still has a very long growth runway, making it one of the most compelling ways to play the AI power boom.
Should you buy stock in Bloom Energy right now?
Before you buy stock in Bloom Energy, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Bloom Energy wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $390,394!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,209,184!*
Now, it’s worth noting Stock Advisor’s total average return is 899% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of July 29, 2026.
Matt DiLallo has positions in Brookfield Asset Management and has the following options: short August 2026 $150 puts on Bloom Energy. The Motley Fool has positions in and recommends Bloom Energy, Brookfield Asset Management, and Oracle. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Is Bloom Energy Corp a Buy After Its Latest Earnings Report?

Wind energy has strong long-term growth prospects, driven by supportive government policies, decarbonization efforts, and technological advancements that are improving efficiency and reducing costs. The rapid adoption of electric vehicles is also expected to drive greater demand for clean electricity and charging infrastructure, creating additional opportunities for renewable energy providers. However, the industry faces near-term challenges from rising input costs, tariff-related supply-chain uncertainties, and the phaseout of key clean energy tax incentives under the One Big Beautiful Bill Act, which could increase project costs and moderate investment despite strong underlying demand. The forerunners in the U.S. alternative energy industry are Bloom Energy BE, Talen Energy Corporation TLN and Montauk Renewables MNTK.
About the Industry
The Zacks Alternative Energy - Other industry can be fundamentally segregated into two sets of companies. While one group is involved in the generation and distribution of alternative energy and electricity from sources like wind, natural gas, biofuel, hydro and geothermal, the other is engaged in the development, design and installation of renewable projects involving these alternative energy sources. The industry includes a handful of stocks that offer fuel cell energy solutions, which have gained popularity as affordable, clean energy options lately. According to the International Energy Agency, global energy investments are projected to reach $3.4 trillion in 2026. Such investments provide strong growth opportunities for industry participants.
3 Trends Shaping the Future of the Alternative Energy Industry
Wind Power Market Poised for Sustained Growth: The global wind power industry continues to gain momentum, supported by favorable government policies promoting renewable energy, growing emphasis on decarbonization and energy security, and the increasing cost competitiveness of wind generation. Ongoing technological advancements, particularly the deployment of larger, more efficient turbines, are enabling wind farms to produce more electricity from existing sites while lowering generation costs and improving project economics. These trends are expected to support long-term industry expansion. According to Grand View Research, the global wind power market was valued at $111.2 billion in 2025 and is projected to reach $173.9 billion by 2033, at a 5.7% CAGR from 2026 to 2033.
EV Market Surge to Accelerate Clean Energy Adoption: Electric vehicle (EV) companies and charging networks are increasingly using renewable energy sources like solar and wind to power vehicles, reducing fossil fuel usage and emissions. EV adoption is being supported by governments, especially the U.S. government, via subsidies, tax credits, grants and non-cash incentives. Another key driver is the steady decline in battery costs, which lowers the overall price of EVs and makes them more competitive with gasoline-powered cars. These factors have contributed to strong global sales growth. According to a Benchmark Mineral Intelligence report, nearly 2 million electric vehicles were sold globally in June 2026, bringing year-to-date 2026 EV sales to 9.6 million. In June 2026, EV sales increased 7% year over year and 11% sequentially. Per a report by Grand View Research, the global EV market size is projected to grow from $2.4 trillion in 2026 to $12.6 trillion by 2033, at a CAGR of 26.7% from 2026 to 2033. This strong growth outlook benefits clean energy companies, particularly those that operate large EV charging networks in the United States, as rising EV adoption directly increases demand for charging infrastructure and its related services.
Tariffs and Policy Changes Increase Cost Pressures: Rising costs remain a key challenge for the wind industry, with higher steel prices and elevated import tariffs increasing the expense of manufacturing and installing wind turbines. According to Wood Mackenzie, tariff uncertainty — particularly regarding imported turbine components and other critical materials — is making project costs harder to forecast, disrupting supply chains, and contributing to delays in project execution. Adding to these headwinds, the One Big Beautiful Bill Act (OBBBA) significantly scaled back clean energy incentives by phasing out key tax credits, including the advanced manufacturing production tax credit for wind components sold after Dec. 31, 2027. The loss of these incentives is expected to have a greater impact on project economics than tariffs alone, as the expiration of tax credits will substantially increase the cost of developing and manufacturing renewable energy projects, potentially slowing investment across the sector.
Zacks Industry Rank Reflects Gloomy Outlook
The Zacks Alternative Energy industry is housed within the broader Zacks Oils-Energy sector. It carries a Zacks Industry Rank #148, which places it in the bottom 40% of more than 247 Zacks industries.
The group’s Zacks Industry Rank, which is basically the average of the Zacks Ranks of all the member stocks, indicates bright near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
The industry’s position in the bottom 50% of the Zacks-ranked industries is due to a negative earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts have lost confidence in this group’s earnings growth potential over the past few months. The industry’s bottom-line estimate for the current fiscal year has moved down 17.8% to $2.45 since May 31.
Before we present a few alternative energy stocks that you may want to consider for your portfolio, let’s take a look at the industry’s recent stock-market performance and valuation.
Industry Lags S&P 500 & Sector
The Zacks Alternative Energy- Other Industry has underperformed the Zacks S&P 500 and its sector over the past year. The stocks in this industry have collectively surged 3.8% in the past year compared with the Zacks Oil-Energy sector’s 25.9% growth. The Zacks S&P 500 composite has gained 18.6% in the same time frame.
One-Year Price Performance
Industry's Current Valuation
On the basis of the trailing 12-month EV/EBITDA ratio, which is commonly used for valuing alternative energy stocks, the industry is currently trading at 21.35X compared with the S&P 500’s 18.24X and the sector’s 6.74X.
Over the past five years, the industry has traded as high as 24.82X, as low as 9.80X and at the median of 14.70X.
EV-EBITDA Ratio (TTM)
3 Alternative Energy Stocks to Buy
Bloom Energy: Based in San Jose, CA, the company generates and distributes renewable energy. On July 28, 2026, Bloom Energy announced its second-quarter results. The company reported revenues of $1.07 billion, up 165.5% year over year. Product revenues of $935.4 million increased 215.4% year over year. Gross margin of 33.4% increased 668 basis points from 26.7% in the year-ago quarter. Bloom Energy expects its strong momentum to continue throughout 2026, raising its full-year guidance. The company now projects revenues in the range of $3.9 billion to $4.2 billion, representing approximately 100% year-over-year growth at the midpoint of the guidance.
The Zacks Consensus Estimate for Bloom Energy’s 2026 sales implies an improvement of 83.9% year over year. The Zacks Consensus Estimate for 2026 earnings suggests an improvement of 176.3% year over year. The company currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Price & Consensus: BE
Talen Energy: Based in Houston, TX, the company owns and operates power infrastructure, principally in the United States. The company produces and sells electricity, capacity and ancillary services primarily into wholesale power markets. On June 15, 2026, Talen Energy announced that it had completed the acquisition of the Lawrenceburg Power Plant in Indiana and the Waterford Energy Center and Darby Generating Station in Ohio from Energy Capital Partners. These natural gas-fired power plants add approximately 2.6 GW of efficient baseload generation capacity to Talen Energy's portfolio, significantly expanding its footprint in the western PJM market — the largest wholesale electricity market in the United States.
The Zacks Consensus Estimate for the company’s 2026 sales implies an improvement of 68.3% year over year. The estimate for 2026 earnings implies 260.5% growth year over year. The company currently carries a Zacks Rank #2 (Buy).
Price & Consensus: TLN
Montauk Renewables: Based in Pittsburgh, PA, the company is a fully integrated renewable energy company. MNTK specializes in the management, recovery and conversion of biogas into renewable energy. The company reported 9% year-over-year revenue growth in the first quarter of 2026, driven by solid demand for renewable natural gas, while Adjusted EBITDA increased 22.8% year over year, reflecting improved profitability. Montauk commissioned its Montauk Ag Renewables project in North Carolina, with production expected to ramp up through 2026 as additional feedstock is collected, creating a new source of revenues. The company secured a five-year gas rights extension at its Raeger facility through 2031, ensuring a stable biogas supply for continued operations.
The Zacks Consensus Estimate for Montauk Renewables’ 2026 sales implies an improvement of 24.1% year over year. The consensus estimate for 2026 earnings suggests an improvement of 900% year over year. The company currently carries a Zacks Rank #2.
Price & Consensus: MNTK
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 Alternative Energy Stocks Riding the Next Wave of Clean Energy Growth

The NASDAQ 100 Pre-Market Indicator is down -5.1 to 27,758.03. The total Pre-Market volume is currently 133,032,151 shares traded.
The following are the most active stocks for the pre-market session:
Direxion Daily MU Bull 2X ETF (MUU) is -0.1726 at $24.38, with 11,494,480 shares traded. This represents a 2,814.21% increase from its 52 Week Low.
SoFi Technologies, Inc. (SOFI) is -0.93 at $15.81, with 8,633,649 shares traded. Smarter Analyst Reports: SoFi Concludes Acquisition of Technisys
GraniteShares 2x Long SK Hynix Daily ETF (SKUU) is -0.48 at $15.45, with 8,464,884 shares traded., following a 52-week high recorded in prior regular session.
GraniteShares 2x Short SK Hynix Daily ETF (SKDD) is +0.58 at $20.80, with 7,717,331 shares traded. This represents a 85.38% increase from its 52 Week Low.
SK hynix Inc. (SKHY) is -1.81 at $128.36, with 7,333,874 shares traded., following a 52-week high recorded in prior regular session.
ProShares UltraPro QQQ (TQQQ) is -0.2 at $61.36, with 5,349,226 shares traded. This represents a 64.42% increase from its 52 Week Low.
Nokia Corporation (NOK) is -0.11 at $8.82, with 2,454,149 shares traded. As reported by Zacks, the current mean recommendation for NOK is in the "buy range".
Bloom Energy Corporation (BE) is +14.67 at $181.51, with 2,287,092 shares traded. BE's current last sale is 63.69% of the target price of $285.
Freeport-McMoran, Inc. (FCX) is -0.28 at $61.36, with 1,204,964 shares traded. Over the last four weeks they have had 4 up revisions for the earnings forecast, for the fiscal quarter ending Sep 2026. The consensus EPS forecast is $0.73. As reported by Zacks, the current mean recommendation for FCX is in the "buy range".
IonQ, Inc. (IONQ) is -0.11 at $33.77, with 1,125,664 shares traded.IONQ is scheduled to provide an earnings report on 8/5/2026, for the fiscal quarter ending Jun2026. The consensus earnings per share forecast is -0.59 per share, which represents a -70 percent increase over the EPS one Year Ago
Boston Scientific Corporation (BSX) is -3.66 at $42.40, with 1,118,210 shares traded. Smarter Analyst Reports: What Do Boston Scientific’s Risk Factors Tell Investors?
Ford Motor Company (F) is +0.68 at $15.64, with 931,881 shares traded. F's current last sale is 111.71% of the target price of $14.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Pre-Market Most Active for Jul 29, 2026 : MUU, SOFI, SKUU, SKDD, SKHY, TQQQ, NOK, BE, FCX, IONQ, BSX, F

Bloom Energy BE delivered rock-solid results in its earnings release, easily beating our consensus expectations. The company posted record quarterly revenue of $1.07 billion, surpassing the $1 billion milestone for the first time ever, translating to a massive 166% year-over-year increase.
The surge was driven by soaring demand for its solid-oxide fuel cell systems thanks to major U.S. hyperscalers and AI data center operators seeking reliable on-site power. The profitability picture for the company also improved sharply, with Bloom Energy reporting net income of $196.3 million, reflecting a sharp recovery from a net loss during the same period last year.
And for the cherry on top, management significantly raised its full-year 2026 outlook. Bloom Energy now expects full-year revenue in a range of $3.9 - $4.2 billion, alongside adjusted EPS in a band of $2.55 - $2.85. The stock sports a Zacks Rank #1 (Strong Buy), with EPS revisions for its current and next fiscal year notably strong. Further upward revisions will come in the upcoming days post-earnings thanks to the guidance upgrade.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Bloom Energy Shares Soar on Back of AI Power Demand

Bloom Energy (BE) came out with quarterly earnings of $0.78 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.1 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +100.00%. A quarter ago, it was expected that this developer of fuel cell systems would post earnings of $0.09 per share when it actually produced earnings of $0.44, delivering a surprise of +388.89%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Bloom Energy, which belongs to the Zacks Alternative Energy - Other industry, posted revenues of $1.07 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 30.88%. This compares to year-ago revenues of $401.24 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Bloom Energy shares have added about 116.6% since the beginning of the year versus the S&P 500's gain of 8.3%.
What's Next for Bloom Energy?
While Bloom Energy has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Bloom Energy was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.52 on $926.58 million in revenues for the coming quarter and $2.10 on $3.72 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Alternative Energy - Other is currently in the top 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Energy Vault Holdings, Inc. (NRGV), is yet to report results for the quarter ended June 2026. The results are expected to be released on August 11.
This company is expected to post quarterly loss of $0.20 per share in its upcoming report, which represents a year-over-year change of +9.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Energy Vault Holdings, Inc.'s revenues are expected to be $17.3 million, up 103.3% from the year-ago quarter.
Should You Invest in Bloom Energy Corporation (BE)?
Before you invest in Bloom Energy Corporation (BE), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Bloom Energy (BE) Q2 Earnings and Revenues Surpass Estimates

(RTTNews) - Bloom Energy Corporation (BE) on Tuesday, reported a sharp improvement in second-quarter 2026 results, returning to profitability as revenue more than doubled on strong product sales.
Total revenue surged to $1.07 billion in the quarter ended June 30, 2026, from $401.2 million a year earlier. Product revenue more than tripled to $935.4 million from $296.6 million, while service revenue increased to $69.0 million from $54.4 million.
Net income was $196.3 million, or $0.62 per share, compared with a net loss of $42.6 million, or $0.18 per share, a year earlier. Operating income improved to $182.2 million from an operating loss of $3.5 million.
BE is currently trading after hours at $185.09 up $18.25 or 10.94 percent on the New York Stock Exchange.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Bloom Energy Swings To Q2 Profit As Revenue Doubles

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Advanced Micro Devices Inc (Symbol: AMD), where a total volume of 481,645 contracts has been traded thus far today, a contract volume which is representative of approximately 48.2 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 177.3% of AMD's average daily trading volume over the past month, of 27.2 million shares. Particularly high volume was seen for the $400 strike put option expiring August 07, 2026, with 18,333 contracts trading so far today, representing approximately 1.8 million underlying shares of AMD. Below is a chart showing AMD's trailing twelve month trading history, with the $400 strike highlighted in orange:
Warrior Met Coal Inc (Symbol: HCC) saw options trading volume of 10,524 contracts, representing approximately 1.1 million underlying shares or approximately 170.1% of HCC's average daily trading volume over the past month, of 618,705 shares. Particularly high volume was seen for the $95 strike put option expiring January 15, 2027, with 10,500 contracts trading so far today, representing approximately 1.1 million underlying shares of HCC. Below is a chart showing HCC's trailing twelve month trading history, with the $95 strike highlighted in orange:
And Bloom Energy Corp (Symbol: BE) options are showing a volume of 234,772 contracts thus far today. That number of contracts represents approximately 23.5 million underlying shares, working out to a sizeable 169.1% of BE's average daily trading volume over the past month, of 13.9 million shares. Particularly high volume was seen for the $370 strike call option expiring September 18, 2026, with 30,606 contracts trading so far today, representing approximately 3.1 million underlying shares of BE. Below is a chart showing BE's trailing twelve month trading history, with the $370 strike highlighted in orange:
For the various different available expirations for AMD options, HCC options, or BE options, visit StockOptionsChannel.com.
Further AMD Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Tuesday Option Activity: AMD, HCC, BE

(RTTNews) - Bloom Energy Corp (BE) will host a conference call at 5:00 PM ET on July 28, 2026, to discuss Q2 26 earnings results. To access the live webcast, log on to https://investor.bloomenergy.com/events-and-presentations/events-calendar/default.aspx To listen to the call, dial 1.888.596.4144 (US) or 1 .646.968.2525 (International), Conference ID 4454050. For a replay call, dial 1 800 770 2030 (US) or 1 (609) 800-9909 (International), Passcode: 4454050.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.