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

Key Points
Bloom's energy server technology is a great fit for AI data centers.
Last night's earnings report was strong, with Bloom beating revenue expectations.
However, the stock had already rallied on a big announcement with Oracle last week, leading to profit taking following earnings.
Shares of on-premises electricity generator provider Bloom Energy (NYSE: BE) plunged initially today, down 13% at one point, before recovering to a 1.4% decline as of 3:26 p.m. ET.
Bloom reported second-quarter earnings last night, beating revenue estimates but missing the mark on the adjusted (non-GAAP) earnings-per-share (EPS) line.
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Of course, Bloom is a growth stock, so the top line matters more. However, since the stock had already had a massive run following recent deals with big data center and utility names, investors appeared to take profits on the less-than-absolutely perfect quarter. Management also merely "reaffirmed" 2025 guidance, without raising numbers.
Bloom Energy is blooming at AI data centers
In Q2, revenue climbed 19.5% to $401.2 million, beating expectations, while adjusted losses per share narrowed from $0.27 to $0.18, missing expectations of $0.08.
Bloom management also said it was looking forward to doubling its production capacity, which will no doubt entail higher costs. But that capacity growth appears to be backed up by strong demand.
Bloom's energy server product can produce electricity from either natural gas or hydrogen via a chemical process without combustion, thereby lowering emissions. The technology appears to be on the brink of much wider adoption, given the need for reliable, cleaner electricity at AI data centers. Last week, Bloom announced a direct partnership with Oracle (NYSE: ORCL) in which Bloom will supply on-site power to Oracle data centers within 90 days.
The announcement sent the stock flying, and CEO KR Sridhar noted the partnership may pave the way for more direct deals with AI hyperscalers. On the conference call with analysts, Sridhar noted the Oracle deal is "the first time we as a company are directly interacting with the hyperscaler as our customer...we are the primary source, and it is load following. So it will prove that we can load follow at large scale."
Earnings seem to be a "sell-the-news" event
Bloom has exciting AI-fueled growth potential, but since the stock had already rocketed higher last week on the Oracle announcement, it appears investors were eager to take profits on the less-than-perfect quarter. However, the bounce back following today's initial plunge indicates there weren't really any red flags to speak of.
Valuation would be the biggest risk here, as Bloom's stock is quite expensive. Shares trade for 5.5 times sales and 80 times this year's adjusted earnings estimates.
Should you invest $1,000 in Bloom Energy right now?
Before you buy stock in Bloom Energy, consider this:
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Billy Duberstein and/or his clients have no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Oracle. The Motley Fool has a disclosure policy.
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Why Bloom Energy Plunged Today Before Recovering

Key Points
Plug Power stock popped last week, but it has been trending lower over the past few days.
Investors may be more interested in Bloom Energy after its deal with Oracle than in Plug Power at this point.
Because of its concerning financials, Plug Power isn't a buy now despite the recent drop in its stock price.
Climbing 10.5% last week, Plug Power (NASDAQ: PLUG) stock showed some pep in the middle of July. This week, however, the hydrogen and fuel cell stock isn't extending the gain. Although the company didn't have any news to report that would substantiate the decline, investors have, nonetheless, chosen to distance themselves from Plug stock.
According to data provided by S&P Global Market Intelligence, Plug Power stock has dropped 18.5% from the end of last Friday's trading session through the market's close on Thursday.
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Putting Plug's plunge in perspective
There are a couple of reasons behind the drop in Plug stock this week. For one, Plug stock has had a pretty rough go of it in 2025. Through the first six months of 2025, shares had dropped 30%. With investors clicking the buy button last week due to a bullish report on the fuel cell industry's prospects, investors may have felt that this week is a good time to cut their losses -- or even collect some profits -- from the otherwise beleaguered stock.
Another source of discomfort for Plug investors this week could stem from a peer. Bloom Energy (NYSE: BE) reported a notable deal with Oracle to deploy fuel cells in support of powering data centers. The same can't be said for Plug Power, so investors looking for fuel cell exposure may be jumping ship with Plug in favor of Bloom Energy.
Does the recent drop in Plug stock provide a buying opportunity?
While Plug stock is a little less expensive now, it doesn't mask the fact that there are ample concerns regarding the company's financials. Therefore, investors should look elsewhere for a hydrogen investment.
Should you invest $1,000 in Plug Power right now?
Before you buy stock in Plug Power, consider this:
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Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $638,629!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,098,838!*
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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.

Why Plug Power Stock Is Powering Down This Week

Key Points
Bloom Energy reported a new deal with Oracle last week.
An analyst upwardly revised the price target on Bloom Energy stock.
The company continues to report growing revenue and earnings before interest, taxes, depreciaiton, and amortization.
Soaring 43.6% from the start of July through the end of trading last week, the stock of Bloom Energy (NYSE: BE) has been red hot this month. And the trend seems to be continuing through the remainder of the month.
Although the company didn't have any news to report that explains the fuel cell maker's rise this week, it's clear that the market's appetite for Bloom Energy remains strong.
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According to data provided by S&P Global Market Intelligence, shares have risen 9.2% from the end of last Friday's session through 2:05 p.m. ET today.
Bloom is blossoming in investors' eyes thanks to this opportunity
Investors leaped at the opportunity to power their portfolios with the stock last week after the company announced a deal with Oracle for the deployment of fuel cells to power data centers, and the enthusiasm is continuing into this week as well.
Nuclear energy stocks have emerged as one of the most appealing alternative energy options for companies operating data centers, but the deal with Oracle suggests that Bloom Energy might have a robust new opportunity considering the massive amounts of capital that artificial intelligence (AI) companies are investing in data centers.
Another source of the market's ebullience is an analyst's auspicious outlook. Last Friday, UBS analyst Manav Gupta boosted the price target on Bloom to $51 from $29 due to the company's deal with Oracle.
Is Bloom ready to wilt, or is there still room to run?
While the Oracle deal and the analyst's revised price target are understandable reasons for shares to rise, it's important to acknowledge that there are more tangible reasons for buying the stock.
Bloom Energy is growing both revenue and earnings before interest, taxes, depreciation, and amortization (EBITDA) -- a hopeful sign that the company will succeed in a way that its peers have not. This makes Bloom Energy worth further investigation for fuel cell exposure.
Should you invest $1,000 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 $638,629!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,098,838!*
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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.

Why Bloom Energy Stock Is Powering Higher This Week

Bloom Energy BE is scheduled to release second-quarter 2025 results on July 31, after market close. The company delivered an earnings surprise of 142.9% in the last reported quarter.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Key Factors That May Impact BEP’s Q2 Results
Bloom Energy’s second-quarter earnings are expected to have benefited from its expanding domestic and international commercial capability. The company continues to gain from its fuel cell technology, which helps provide clean, reliable and affordable energy solutions.
The bottom line is likely to have benefited from the surging energy demand from data centers. Its on-site power generation solutions should have enhanced energy efficiency, lowered emissions, and provided fast, reliable power, helping data centers meet their growing operational needs more sustainably.
Bloom Energy's second-quarter top line is expected to have continued to benefit from its current projects in South Korea, a highly significant market for the company. Through the partnership with SK ecoplant, Bloom Energy is able to build and maintain its market leadership in both the hydrogen economy and electricity generation.
BEP’s Q2 Expectations
The Zacks Consensus Estimate for earnings is pegged at breakeven.
The Zacks Consensus Estimate for revenues is pinned at $381.39 million, indicating a year-over-year increase of 13.6%.
What the Zacks Model Unveils
Our proven model does not predict an earnings beat for Bloom Energy this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here as you will see below.
Bloom Energy Corporation Price and EPS Surprise
Earnings ESP: The company’s Earnings ESP is 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: Currently, Bloom Energy carries a Zacks Rank #3. You can see the complete list of today's Zacks #1 Rank stocks here.
Stocks to Consider
Investors may consider the following players from the same sector as these have the right combination of elements to post an earnings beat this reporting cycle.
TC Energy TRP is likely to come up with an earnings beat when it announces second-quarter results on July 31, before market open. It has an Earnings ESP of +0.96% and a Zacks Rank #3 at present.
TRP’s long-term (three to five years) earnings growth rate is 4%. The company delivered an average earnings surprise of 4.83% for the trailing four quarters.
Chevron CVX is expected to come up with an earnings beat when it reports second-quarter results on Aug. 1, before market open. It has an Earnings ESP of +3.63% and a Zacks Rank #3 at present.
CVX’s long-term earnings growth rate is 8.74%. The Zacks Consensus Estimate for second-quarter earnings is pinned at $1.66 per share.
ONEOK OKE is expected to post an earnings beat when it announces second-quarter results on Aug. 4, after market close. It has an Earnings ESP of +1.50% and a Zacks Rank #3 at present.
OKE’s long-term earnings growth rate is 7.68%. The Zacks Consensus Estimate for second-quarter earnings is pinned at $1.39 per share.
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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 to Report Q2 Earnings: What's in Store for the Stock?

Key Points
Plug Power stock shot higher early in today's trading session, but it quickly gave back its gains.
Peer Bloom Energy is working with Oracle to deploy fuel cell technology at data centers.
At this point, Plug Power stock remains a highly speculative investment.
Racing out of the gate, Plug Power (NASDAQ: PLUG) stock climbed as much as 9.9% early in Thursday's trading session, but the early enthusiasm that investors had expressed soon faded. Plug's peer Bloom Energy (NYSE: BE) did, in fact, have something positive to report today, and investors were bidding Plug stock higher in sympathy; however, cooler heads seem to be prevailing, and Plug stock has given back much of its earlier gains.
As of 11:40 a.m. ET, shares of Plug Power are down 0.6%.
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What powered the excitement this morning?
Plug's peer Bloom Energy announced today that it will be partnering with Oracle (NYSE: ORCL) to deploy fuel cell technology at certain Oracle Cloud Infrastructure (OCI) data centers located in the United States. The soaring popularity of artificial intelligence (AI) is placing high demands on Oracle's data centers, and to meet the related power needs of the data center infrastructure, the company is turning to fuel cell technology.
Often, investors will bid Plug stock higher on any semblance of positive news related to the hydrogen and fuel cell industry. Today is proving to be no different. Plus, Plug investors are likely waxing optimistic that other data center companies will choose to collaborate with Plug on similar deals.
Should investors plug Plug stock into their portfolios?
Consistently reporting net losses, Plug remains a high-risk investment. While the news of Bloom's deal with Oracle may suggest to some that Plug will find itself in high demand from data center companies looking to increase their power capacities with fuel cell technology, this is far from adequate material to base an investment.
Investors committed to hydrogen and fuel cell exposure, therefore, would be better advised to consider Bloom Energy at this point, or some other leaders in the industry.
Should you invest $1,000 in Plug Power right now?
Before you buy stock in Plug Power, consider this:
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Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $634,627!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,046,799!*
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*Stock Advisor returns as of July 21, 2025
Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends 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.

Why Plug Power Stock Rocketed Higher This Morning and Then Fell Back to Earth

Key Points
Bloom Energy is a leader in fuel cell technology.
Oracle plans on deploying Bloom Energy's fuel cell technology at its data centers in the United States.
For investors seeking fuel cell exposure, Bloom Energy is one of the more attractive options.
Closing a little higher on each of the past two days, shares of Bloom Energy (NYSE: BE) seem certain to extend the streak for a third day in the row. The company announced a partnership with Oracle (NYSE: ORCL) regarding powering data centers, and investors are over the moon about it.
As of 10:28 a.m. ET, Bloom Energy stock is up 20.2%.
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Oracle has its sights set on a hydrogen-powered cloud
As artificial intelligence (AI) tools continue to escalate in popularity, demand for cloud computing is booming. This has led Oracle to partner with Bloom Energy for securing the power to keep its data centers operating smoothly. The new partnership will see Bloom Energy deploy its fuel cell solutions at certain Oracle Cloud Infrastructure (OCI) data centers located in the United States.
Speaking to the value of the partnership, Aman Joshi, Bloom Energy's chief operating officer, stated:
Oracle Cloud Infrastructure requires power solutions engineered to meet the performance and reliability demands of today's most advanced AI and compute workloads.This significant collaboration provides Oracle with ultra-reliable, clean, and cost-efficient power that supports its growth strategy with the speed and certainty it needs.
According to Bloom Energy, it will deliver its fuel cell-generated power for an entire data center within 90 days.
Does this deal move the needle for Bloom Energy?
It's unlikely that Bloom's deal with Oracle, in its current form, will be a game changer for Bloom. However, investors are, undoubtedly, charged up about the prospects of the company inking similar deals in the future. AI companies are making massive investments in data center infrastructure, and this may be the start of data center companies choosing hydrogen and fuel cell companies to meet their power needs.
Achieving varying degrees of profitability, Bloom Energy is one of the most alluring options for investors seeking fuel cell exposure, and this deal makes the company that much more interesting.
Should you invest $1,000 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 $634,627!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,046,799!*
Now, it’s worth noting Stock Advisor’s total average return is 1,037% — a market-crushing outperformance compared to 182% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
*Stock Advisor returns as of July 21, 2025
Scott Levine has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends 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.

Why Shares of Bloom Energy Are Soaring Today

Key Points
The U.S. economy is experiencing increased energy demand, driven by the growth of data centers that power advanced artificial intelligence (AI) algorithms.
The push for energy independence in the United States has become a key focus for President Donald Trump's administration.
Energy operators across the oil and gas, nuclear, and hydrogen sectors all have an opportunity to grow amid this domestic surge in demand.
Energy plays a vital role in the U.S. economy, and we can expect to see a considerable increase in demand for it in the coming years. The surge in demand for energy isn't just about keeping the lights on; it's about fueling the innovative algorithms and advanced technological processes that define the industries of tomorrow.
The push for U.S. energy independence has become a key focus for the Trump administration. For investors looking to capitalize on this growing energy demand, here are three compelling stocks to consider today.
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Enterprise Products Partners provides steady income
Enterprise Products Partners (NYSE: EPD) owns and operates over 50,000 miles of pipelines and 300 million barrels (MMBbls) of liquid storage capacity, giving it expansive infrastructure across North America. Its midstream energy platform links oil and gas producers and customers throughout the U.S., Canada, and some offshore basins.
As a midstream master limited partnership (MLP), the company's business model is designed for stability, thanks to its contractual agreements and steady demand for its services. Approximately 90% of its contracts include an escalation provision to mitigate the impact of inflation on cash flow and distributions. Additionally, due to the importance of energy in our everyday lives, demand for its pipeline services is relatively inelastic.
Another positive is that Enterprise Products Partners has grown its distribution for 26 consecutive years and has returned $58 billion to unit holders since its IPO in 1998. Given its stable, fee-based model and growth in domestic oil and gas production, Enterprise is a solid stock for investors, especially those seeking income.
Constellation Energy's massive nuclear fleet positions it well long-term
Constellation Energy (NASDAQ: CEG) is a major player in the nuclear industry and is well-positioned for growth as sentiment around nuclear power shifts. The company has positioned itself as the largest nuclear operator in the United States today, with a nuclear fleet comprising 22 gigawatts (GW) of capacity.
It's been an eventful year for Constellation Energy, which has entered into 20-year power purchase agreements with both Meta Platforms and Microsoft to help power their growing data centers. It was also awarded a $1 billion contract from the U.S. General Services Administration. Part of this includes one 10-year, $840 million contract to supply the GSA with over 1 million megawatt-hours (MWhs) of power annually, beginning this year.
Earlier this year, it also announced an agreement to acquire Calpine for $26.6 billion, inclusive of debt. The company sees the acquisition as being transformative, creating the nation's leading competitive retail electric supplier and combining Constellation's nuclear fleet with Calpine's natural gas and geothermal assets.
The acquisition of natural gas and geothermal assets enhances Constellation's diverse portfolio, which already includes nuclear, hydro, wind, and solar energy sources, thereby creating a more diversified generation fleet. This expanded portfolio, combined with existing clean energy and uprate opportunities, positions Constellation to meet the increasing demand from data centers and artificial intelligence (AI), making it an energy stock that is an appealing one to hold long term.
Bloom Energy's fuel systems can help companies meet demand needs today
Bloom Energy (NYSE: BE) provides fuel cell systems that can offer on-site, low-carbon power. Its core product, the Bloom Energy Server, is based on its proprietary solid oxide technology that converts fuel into electricity without combustion. These systems are designed to be on-site solutions, offering reduced operating costs and lower greenhouse gas emissions compared to conventional fuels.
Bloom's on-site, fully islanded microgrid solutions enable customers, particularly data centers, to bypass lengthy interconnection queues and avoid the need for costly upgrades to their transmission and distribution systems. This means Bloom can deploy power in a matter of months, rather than years, and meet today's growing energy demands sooner.
Morgan Stanley estimates that the U.S. power grid will face a shortfall of up to 42 gigawatts by 2028, and views Bloom's solid oxide fuel cell technology as a key AI enabler and one of the pivotal solutions to help address this shortfall. The company needs to continue securing and deploying projects as it demonstrates its ability to provide on-site power within a few short months.
Given its potential role in meeting energy needs in the medium term, I believe Bloom Energy is an excellent investment opportunity with solid long-term upside.
Should you invest $1,000 in Enterprise Products Partners right now?
Before you buy stock in Enterprise Products Partners, 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 Enterprise Products Partners 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 $641,800!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,023,813!*
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Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Courtney Carlsen has positions in Bloom Energy, Microsoft, and Morgan Stanley. The Motley Fool has positions in and recommends Constellation Energy, Meta Platforms, and Microsoft. The Motley Fool recommends Enterprise Products Partners and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. 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.

3 Brilliant Energy Stocks to Buy Now and Hold for the Long Term

GE Vernova Inc. GEV is slated to report second-quarter 2025 results on July 23, before market open.
The Zacks Consensus Estimate for revenues is pegged at $8.79 billion, implying an improvement of 7.1% from the prior-year quarter’s reported figure. The consensus mark for earnings is pegged at $1.64 per share, suggesting a solid improvement of 131% from the year-ago quarter’s reported figure. The bottom-line estimate has also increased 5.8% in the past 60 days. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)
Image Source: Zacks Investment Research
Earnings of GEV, a renowned renewable energy equipment and services provider, outpaced the Zacks Consensus Estimate in three of the last four reported quarters and missed in one, delivering an average surprise of 34.70%.
Image Source: Zacks Investment Research
Earnings Whisper for GEV
Our proven model predicts an earnings beat for GEV this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat, which is the case here. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
GEV has a Zacks Rank #3 and an Earnings ESP of +17.99% at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Key Factors That Might Have Influenced GEV’s Q2 Performance
Mixed Segmental Sales Performance Expectation
Solid deliveries of GE Vernova’s gas power equipment, particularly heavy-duty gas turbines, must have boosted the top-line performance of its Power business segment. Also, increases in Gas Power and Steam Power services, driven by favorable volume and price, are likely to have contributed favorably to the Power segment’s revenues in the soon-to-be-reported quarter.
However, the divestiture of a portion of the steam business in the second quarter of 2024 might have weighed on the segment’s soon-to-be-reported quarter’s top line to some extent.
The top-line estimate for the Power segment is pegged at $4,623.9 million, indicating growth of 3.8% from the year-ago quarter’s reported numbers.
As more consumers switch to renewable sources of electricity, demand for large-scale transmission-related equipment to support this transition has been boosting demand for GEV’s Grid Solutions equipment, like switchgear and transformers. Increased sales volumes for these equipment must have bolstered GEV’s revenues from the Electrification business segment.
The top-line estimate for the Electrification unit is pegged at $2,113.5 million, implying an improvement of 18.1% from the year-ago quarter’s reported numbers.
Higher equipment deliveries and improved pricing for the onshore wind business can be projected to have boosted GEV’s Wind segment’s top line in the second quarter of 2025. However, a slower pace of production in the offshore business due to weak demand might have had some adverse impact on the overall revenue performance of this segment.
The consensus mark for the Wind segment’s revenues is pegged at $2,182.1 million, indicating an improvement of 5.8% from the year-ago quarter’s reported numbers.
Outlook for GEV’s Q2 Bottom-Line Numbers
Factors like favorable price, higher productivity and services volume, the company’s continued cost reduction initiatives, along with healthy margin growth backed by solid equipment orders, are likely to have boosted GEV’s second-quarter earnings. This, together with solid revenue expectations, must have favorably contributed to the company’s overall bottom-line performance.
However, additional expenses to support research and development, as well as capacity expansions at its nuclear and Gas Power businesses, might have had some adverse impact on GEV’s quarterly earnings.
Price Performance & Valuation
Shares of GE Vernova have gained 42% in the past six months, outperforming the Zacks Alternative-Energy industry’s rise of 5% and the broader Zacks Oils-Energy sector’s loss of 7%. GEV has also outpaced the S&P 500’s growth of 3.9% in the same period.
GEV’s 6-Month Performance
Image Source: Zacks Investment Research
GE Vernova also outpaced the share price performance of some of its other industry peers, such as Constellation Energy Corporation CEG and Bloom Energy BE, whose shares have gained 1.6% and lost 2.7%, respectively, over the past six months.
From a valuation perspective, GEV is trading at a premium compared to its industry. GEV’s forward 12-month price-to-earnings (P/E) is 58.38X, a premium to its peer group’s average of 17.24X. This suggests that investors will be paying a higher price than the company's expected earnings growth compared to its peers.
GEV’s Price-to-Earnings (Forward 12 Months)
Image Source: Zacks Investment Research
Like GEV, its industry peers are also currently trading at a premium. While the forward 12-month P/E multiple for Constellation Energy is 29.10, the same for Bloom Energy is 38.57.
Investment Thesis
The rising global demand for electricity, fueled by the rapid expansion of data centers and increased energy consumption, has been significantly boosting the adoption of renewable energy sources. This trend has served as a key growth driver for renewable energy stocks such as GEV, CEG and BE.
GE Vernova, in particular, stands out for its established expertise in the electric power sector. With a technology base that includes around 55,000 wind turbines and 7,000 gas turbines, the company plays a pivotal role in generating approximately 25% of the world’s electricity. This strong operational foundation is likely to be reflected in its second-quarter results through robust revenue and earnings growth.
Nonetheless, GEV continues to grapple with headwinds in the offshore wind segment that could pose a concern for its investors.
Should You Buy GEV Stock Before Q2 Earnings Release?
GEV is not likely to disappoint with its second-quarter results, considering its favorable Zacks Rank and positive Earnings ESP. However, given the stock’s premium valuation, investors considering a new position might prefer to wait until the results are released on Wednesday for greater earnings clarity. That said, existing shareholders may choose to hold on, supported by the stock’s strong performance in the market and the recent upward revision of its second-quarter earnings estimate.
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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.

Should You Buy, Hold or Sell GE Vernova Stock Ahead of Q2 Earnings?

Sunrun (NASDAQ: RUN) is the largest residential solar installer in the U.S. by market share. The company’s position has become increasingly precarious due to a combination of policy shifts, financial pressure, and evolving market conditions.
There’s more to consider – With a market capitalization of $2.5 billion, Sunrun has lost 36% of its value in the last year. Investors should be aware of the company’s sensitivity to economic downturns, as evident in the Covid-19 crisis when its stock plummeted by approximately 40% in a few quarters. This historical precedent raises concerns that Sunrun’s current share price of $11 could potentially drop to around $7 if similar market conditions recur. However, for investors who seek lower volatility than individual stocks, the Trefis High Quality portfolio presents an alternative, having outperformed the S&P 500 and generated returns exceeding 91% since its inception. Separately, see Is Intel Stock A Buy Now?
Why Is It Relevant Now?
Recent legislative and executive actions have accelerated the expiration of key federal tax credits—specifically the 25D Residential Solar Credit and the 48E Investment Tax Credit—narrowing the window for Sunrun to capitalize on these critical incentives. An executive order signed on July 8 further complicates matters by tightening the definition of “under construction,” adding new compliance hurdles. At the same time, the introduction of steep tariffs on imported solar equipment threatens to raise costs and erode profit margins.
These developments strike at the core of Sunrun’s business model, which relies heavily on tax credits to support its leasing and power purchase agreements. As incentives diminish and operational costs rise, the company’s ability to maintain competitive pricing and profitability is under pressure.
How resilient is RUN stock during a downturn?
Sunrun has historically underperformed the S&P 500 in market downturns, highlighting its vulnerability to macro shocks. During the 2022 inflation-driven selloff, RUN plunged 67.4%, far steeper than the S&P 500’s 25.4% drop, and it has yet to reclaim its prior highs, now trading near $10.90. In the Covid-led downturn, RUN fell 38.7% but recovered quickly. While the stock can rebound, its track record points to high volatility and limited downside resilience. Our dashboard How Low Can Stocks Go During A Market Crash captures how key stocks fared during and after the last six market crashes.
Protecting Wealth
No longer just a solar stock, Sunrun now represents a high-stakes reflection of where rooftop solar may head as federal policy becomes less predictable.. Although the company is actively adapting – expanding into energy storage, revising billing models, and adjusting its supply chain – investors remain uncertain about the speed and effectiveness of these strategic shifts. With mounting regulatory headwinds and expiring incentives, the market is closely watching whether Sunrun can transition fast enough to sustain growth and protect margins.
RUN stock trades at 1.1x price-to-sales, below its 3-year average of 1.5x and well under the S&P 500 average of 3.1x. That may suggest a discount, but it’s not “deep value” territory. Sunrun is still being priced as a growth company, and when growth looks uncertain, that premium becomes harder to justify. Given the broader economic uncertainties, ask yourself the question: Do you want to hold on to Sunrun stock now? Will you panic and sell if it starts dropping to $8, $7, or even lower levels? Holding on to a falling stock is never easy. Trefis works with Empirical Asset Management — a Boston area wealth manager — whose asset allocation strategies yielded positive returns during the 2008-09 period when the S&P lost more than 40%. Empirical has incorporated the Trefis HQ Portfolio in this asset allocation framework to provide clients better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

How Low Can Sunrun Stock Go?

Bloom Energy (BE) shares ended the last trading session 7.8% higher at $23.92. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 20.1% gain over the past four weeks.
Bloom Energy is well-positioned to benefit from the Senate’s newly revised bill, which offers expanded support for hydrogen and other renewable energy sources. The latest version eases eligibility criteria and extends provisions for the 45V hydrogen tax credit, creating a more favorable environment for hydrogen projects.
Bloom Energy is poised to capitalize on the surging energy demands of data centers. Its on-site power generation solutions can enhance energy efficiency, lower emissions, and provide fast, reliable power, helping data centers meet their growing operational needs more sustainably.
This developer of fuel cell systems is expected to post quarterly earnings of $0.01 per share in its upcoming report, which represents a year-over-year change of +116.7%. Revenues are expected to be $385.61 million, up 14.8% from the year-ago quarter.
Earnings and revenue growth expectations certainly give a good sense of the potential strength in a stock, but empirical research shows that trends in earnings estimate revisions are strongly correlated with near-term stock price movements.
For Bloom Energy, the consensus EPS estimate for the quarter has been revised 6.4% lower over the last 30 days to the current level. And a negative trend in earnings estimate revisions doesn't usually translate into price appreciation. So, make sure to keep an eye on BE going forward to see if this recent jump can turn into more strength down the road.
The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Bloom Energy is a member of the Zacks Alternative Energy - Other industry. One other stock in the same industry, Constellation Energy Corporation (CEG), finished the last trading session 0.8% higher at $322.76. CEG has returned 4.6% over the past month.
For Constellation Energy Corporation, the consensus EPS estimate for the upcoming report has changed -9.7% over the past month to $2.05. This represents a change of +22% from what the company reported a year ago. Constellation Energy Corporation currently has a Zacks Rank of #3 (Hold).
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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 Corporation

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