BLOOM ENERGY A DL-_0001
Commented by Fabian Lorenz on July 24th, 2026 | 08:45 CEST
Energy Stocks Ride the AI Boom! Price Targets Rise! SMA Solar, Bloom Energy and RE Royalties in Focus
Bloom Energy is not a stock for the faint of heart. Analysts believe the recent correction may have run its course and have raised their price targets accordingly. Analysts are also becoming increasingly optimistic about SMA Solar. The inverter specialist is winning over investors with its battery storage solutions, and management raised its full-year guidance following strong second-quarter results. RE Royalties is another beneficiary of the AI boom in the US. With its innovative business model, the company remains on a strong growth trajectory. The dividend yield exceeds 10%. However, management is dissatisfied with the stock's performance. Is the long-awaited catch-up rally about to begin?
ReadCommented by Stefan Feulner on July 6th, 2026 | 07:40 CEST
Bloom Energy, RE Royalties, FuelCell Energy: New Billions for the Energy Future
Global energy demand is growing rapidly, driven by AI data centers, electrification, and the transformation of power supply. At the same time, multi-billion-dollar investment programs are emerging for decentralized energy generation, renewable energy, and innovative financing models. Companies that can efficiently provide, finance, or scale clean energy benefit from this structural supercycle. New major orders, government subsidies, and rising analyst targets show that the competition for the energy supply of the future has only just begun.
ReadCommented by Armin Schulz on June 29th, 2026 | 07:05 CEST
How to Benefit from the Grid Crisis: Nordex, RE Royalties, and Bloom Energy Are Capitalizing on Market Bottlenecks
The energy transition is no longer just about expanding megawatt capacity, but about managing the entire system architecture. While digitalization and industry will cause electricity demand to rise exponentially, grids are becoming the limiting factor and service contracts are driving returns. The markets are recognizing that the real value creation lies not in mere generation, but in resolving bottlenecks, financing existing plants, and ensuring a decentralized supply. We take a look at three companies active in these areas. Nordex secures long-term wind power revenues, RE Royalties finances green infrastructure through recurring revenue, and Bloom Energy supplies the decentralized power plants for the next stage of supply.
ReadCommented by Fabian Lorenz on June 18th, 2026 | 07:45 CEST
Over 1,000% With Bloom Energy Not Enough? SFC Energy With Defence Sector Potential! RE Royalties Stock Poised for a Revaluation?
Is the 1,000% stock Bloom Energy picking up speed again? It took some time for the market to digest the quarterly results. But now, the energy high-flyer seems ready to break out of its sideways trend. For RE Royalties, an upward movement is actually long overdue. The share has been trading sideways since February. Yet this renewable energy royalty company is benefiting from the energy boom in the US. On top of that, there is a dividend yield of around 10%. Will a revaluation happen in the coming months? For SFC Energy, the revaluation is already in full swing. The share has already gained 10% this week. A flurry of announcements at the Paris defence trade show is fueling buying sentiment.
ReadCommented by Fabian Lorenz on May 25th, 2026 | 08:00 CEST
Up to 1,400% with Bloom Energy and Nordex! Is Zefiro Methane way too cheap?
Energy stocks have recently delivered dream returns. Bloom Energy surged over 1,400% in just one year. And investors are also celebrating the latest partnership. In contrast, shares of Zefiro Methane still appear significantly undervalued. After all, billions can be earned by eliminating legacy issues in energy production. In the US alone, there are around 2.2 million abandoned and orphaned wells. The methane that often leaks from these sites harms the environment and poses risks to human life. Zefiro is helping to address this problem and is growing rapidly. The stock may therefore be approaching a major revaluation. A similar revaluation story has already played out successfully at Nordex in recent years — and the company still appears determined to continue expanding.
ReadCommented by Stefan Feulner on May 1st, 2026 | 07:05 CEST
Symrise, A.H.T. Syngas, Bloom Energy - Energy Shift Drives Huge Opportunities
Geopolitical tensions, skyrocketing energy prices, and the global industrial transformation are creating new momentum in the markets. While defensive consumer segments demonstrate stability even in a crisis environment, decentralized energy solutions and hydrogen technologies are increasingly coming into focus. At the same time, the AI boom is driving electricity demand skyward and opening up entirely new growth areas for alternative energy providers. The combination of structural demand growth, technological advances, and geopolitical pressure is creating an environment in which entire industries could be facing a revaluation.
ReadCommented by Stefan Feulner on February 20th, 2026 | 07:10 CET
Bloom Energy, CHAR Technologies, SolarEdge – The future is here
Margins are turning upward, and cash flow is returning. At the same time, new growth areas are emerging in industrial decarbonization and energy supply for AI data centers. From performance-optimized solar systems to climate-neutral coal substitutes and decentralized fuel cells, several future-oriented industries are benefiting from rising electricity demand, CO₂ pressure, and regulatory tailwinds. Order books are filling up, production capacities are being ramped up, and billion-dollar markets are emerging. However, high valuations and short ratios call for selectivity.
ReadCommented by Fabian Lorenz on February 12th, 2026 | 08:05 CET
Bloom Energy shows Plug Power how it is done! SMA Solar and RE Royalties shares STRONG!
A look at Bloom Energy makes it clear that something is seriously amiss at Plug Power. Both are fuel cell specialists, but one is profiting handsomely from the boom in AI data centers, while the other continues to face operational challenges. Looking at JinkoSolar and SMA Solar, there is also a clear winner. The German inverter manufacturer's stock has more than doubled. However, the stock appears to be slowly running out of steam, or will the latest news provide new momentum? While Bloom Energy's stock has already been identified as an AI winner, this could still be ahead for RE Royalties. Currently, the dividend gem is gaining momentum and remains very attractive.
ReadCommented by Fabian Lorenz on October 23rd, 2025 | 07:35 CEST
1,000% with Bloom Energy - Now Ballard Power or Pure Hydrogen? Or maybe Plug Power after all?
Bloom Energy is currently the star among fuel cell and hydrogen stocks. Shareholders have seen gains of over 1,000% within a year, driven by the surging energy demand from AI data centers in the US. Investors increasingly view hydrogen as one of the key beneficiaries of this trend. This is another reason – along with a short squeeze – for the price explosion of almost 500% at Plug Power. However, both companies are now very highly valued. Who could be next to be caught up in the energy hype? One candidate is Pure Hydrogen. The Company has already enjoyed success in the US with its solutions for commercial vehicles - so why not with generators for data centers as well? And what is pioneer Ballard Power doing? Its stock has tripled in just a few months. Could there be more upside ahead?
ReadCommented by Fabian Lorenz on 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%.
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