October 22nd, 2025 | 07:15 CEST
HYDROGEN IS ALIVE! Bloom Energy, thyssenkrupp nucera, and dynaCERT! 1,000% not enough?
Plug Power has gained nearly 500% since May, proving that hydrogen is very much alive. The applications may be different from what was expected in the hype a few years ago - more specific and niche-focused. Investors are speculating that hydrogen will benefit from the energy boom driven by artificial intelligence. The same applies to Bloom Energy, whose stock has exploded by 1,000% over the past year. dynaCERT is active in an exciting niche, offering conversion kits for diesel engines ranging from trucks to container ships. Initial sales successes give hope for more. Will emission certificates follow? And what is Germany's hydrogen hope, thyssenkrupp nucera, doing? It remains in the shadow of TKMS. Still, one analyst sees upside potential of around 50%.
time to read: 3 minutes
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Author:
Fabian Lorenz
ISIN:
BLOOM ENERGY A DL-_0001 | US0937121079 , THYSSENKRUPP AG O.N. | DE0007500001 , DYNACERT INC. | CA26780A1084
Table of contents:
Author
Fabian Lorenz
For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.
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dynaCERT: Optimistic presentation at investor conference
dynaCERT's stock has not yet benefited from the new hope surrounding hydrogen. The Company is active in an exciting niche, has received its first major orders this year, and has entered new areas of application. Accordingly, speculation about a turnaround in the stock is warranted.
Instead of offering completely new hydrogen-powered vehicles, the Canadian company with German top management is taking a different approach: its core product, HydraGEN™, is a hydrogen-based on-demand add-on system. It improves diesel combustion, reduces fuel consumption, and lowers emissions. In addition, users of the technology could receive emission certificates in the future, generating additional revenue. Tesla has shown in recent years that such certificates can really ring up the cash register. In his presentation at the virtual IIF investor conference, German dynaCERT manager Bernd Krüper held out the prospect that, in cooperation with VERA, the Company would soon be ready to monetize the certificates.
Krüper also explained that the product portfolio is now suitable not only for trucks and other heavy vehicles, but also for diesel engines in ships, energy generators, and even trains. A large port in France is now also using HydraGEN™ in its cranes.
https://youtu.be/cCUREGBZjfg?si=Pn-Pz0qMLcdKak85
Yesterday, dynaCERT shares showed signs of life and rose by double digits. At EUR 0.09, they are trading at the upper end of a sideways trend. If this trend is broken, there could be a stronger rally in the hydrogen-friendly environment.
Bloom Energy: 1,000% not enough?
Bloom Energy has shown over the past year how a rally can sometimes develop its own unique momentum. The stock is now trading at USD 100, more than 1,000% higher than a year ago. This market capitalization of USD 24 billion is offset by revenue of around USD 720 million in the first half of 2025. Cheap looks different.
However, this does not appear to bother the analysts at RBC Capital. They recently raised their price target for Bloom Energy shares from USD 75 to USD 123. The rating has remained at "Outperform." From the analysts' perspective, visibility for the Company's long-term potential has improved. The recent partnership with Brookfield shows that the Company can hold its own against the competition.
Bloom Energy is benefiting from the boom in data centers with its fuel cells. Bloom's technology generates electricity directly on site from natural gas, biogas, or hydrogen – without the need for inefficient combustion. The deal with Brookfield Asset Management relates to strategic infrastructure and is worth USD 5 billion. Bloom Energy will become the preferred on-site power supplier for Brookfield's data centers. A similar cooperation already exists with Oracle.
Whether this justifies a valuation of USD 24 billion is at least open to debate.
thyssenkrupp nucera: In the shadow of TKMS
While thyssenkrupp subsidiary TKMS is currently causing a stir on the stock market, nucera has been hit by a wave of disillusionment. There has been no news to drive the share price for some time. New figures are not expected to be published until December. As a result, thyssenkrupp nucera's share price has been hovering around EUR 10 since the beginning of the year.
Analysts also see little upside potential at present. RBC recently confirmed its "Outperform" rating. There is certainly a market for green hydrogen in Europe from which nucera could benefit. Analysts see the fair value of the share at EUR 15, clearly putting them among the nucera bulls. According to marketscreener.com, the average analyst price target for the German hydrogen hopeful is EUR 11.60, which is not significantly above the current level.
nucera will likely need at least one major order to lift the stock out of its lethargy. The same applies to dynaCERT. However, in the case of the Canadians, emission certificates could also cause prices to rise. In any case, the potential for significantly higher prices is there. Bloom Energy also undoubtedly has growth potential. However, the stock has already anticipated a great deal here.
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