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Bloom Energy Stock: A Game Changer for AI Data Centers
MarketBeat· 2024-06-25 19:01
文章核心观点 - Bloom Energy是一家提供清洁能源解决方案的公司,主要产品是固体氧化物燃料电池(SOFC),可用于发电和制氢[1][3][5] - Bloom Energy的SOFC技术可以为数据中心等高耗能行业提供稳定可靠的电力供应,是其重要的增长机会[1][7] - Bloom Energy股票目前呈现下降三角形走势,存在一定下行风险[8] - Bloom Energy最近一季度业绩有所下滑,但公司维持了全年业绩指引[9][11] - Bloom Energy CEO看好公司在数据中心和人工智能硬件供应链等领域的增长机会[12] 行业分析 - Bloom Energy主要竞争对手包括Plug Power和Fuel Cell Energy等清洁能源企业[2] - SOFC是Bloom Energy的核心技术,是目前增长最快的燃料电池细分市场[3][4][5][6] - 数据中心是Bloom Energy的重点应用领域,公司已有300兆瓦的合同或已部署订单[7] 公司分析 - Bloom Energy最近一季度业绩有所下滑,但公司维持了全年业绩指引[9][11] - Bloom Energy股票目前呈现下降三角形走势,存在一定下行风险[8] - Bloom Energy CEO看好公司在数据中心和人工智能硬件供应链等领域的增长机会[12]
3 Energy Stocks to Buy Now: June 2024
Investor Place· 2024-06-19 20:00
On the date of publication, Ian Cooper did not hold (either directly or indirectly) any positions in the securities mentioned. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines. Ian Cooper, a contributor to InvestorPlace.com, has been analyzing stocks and options for web-based advisories since 1999. Some of the best energy stocks to buy now are associated with artificial intelligence. "In terms of macro numbers, by 2030 AI could account fo ...
Hydrogen Hurdles: 3 Stocks to Shed Before It's Too Late
Investor Place· 2024-06-14 02:33
It's important to note that investing in hydrogen stocks can be a double-edged sword. While the industry holds promise for the future, it is still in its early stages, and many companies have yet to prove their viability. Source: Pavel Kapysh / Shutterstock.com The company's order backlog at the end of Q1 2024 stood at $180.5 million, a 38% increase from the end of Q4 2023. That growth was driven mainly by European Bus and Stationary verticals. New orders worth $64.5 million were received, with $14.5 millio ...
3 Hydrogen Stocks to Turn $100,000 into $1 million: June 2024
Investor Place· 2024-06-13 18:00
To begin with, producing hydrogen is expensive, particularly relative to traditional fossil fuels. There are also logistical concerns over storage and transportation, and public acceptance in many areas is lacking. None of these are necessarily insurmountable, but those who jumped into hydrogen stocks believing that a hydrogen future was around the corner are still waiting for the payoff. Source: T. Schneider / Shutterstock.com For more than 30 years, investors have been looking for hydrogen stocks to buy a ...
Call Option Volumes Spiked For These 3 Stocks
marketbeat.com· 2024-05-30 19:00
Key Points Call option activity broke out of its norm for these three stocks, and each has a good reason behind traders jumping to them. The double-digit upside is one of the common factors between these names, with bullish momentum and catalysts being the solidifying force in them. Fundamental and technical factors aligned for investors to decide what these traders saw. 5 stocks we like better than NVIDIA As the saying goes, always follow the money. This time, investors can follow the proverbial big player ...
The 7 Best Sustainable Stocks to Buy Now: May Edition
investorplace.com· 2024-05-30 03:41
At first glance, sustainable stocks to buy sounds like a nice concept but that ultimately won't make you money. If we look at capitalism in the most cynical sense, the ethos strives to maximize profitability while minimizing costs. And it costs money to be sustainable. However, that may be a poor way of framing the topic. Yes, cutting corners in practices and ethics can yield greater revenue and profitability. However, that's in the short term. Over the long run, unsustainable practices are, well, unsustain ...
3 Hydrogen Stocks That Could Be Millionaire-Makers: May Edition
investorplace.com· 2024-05-24 02:50
Within the clean energy economy, hydrogen is increasingly a major source of decarbonization. It's not surprising that hydrogen stocks to buy have been in the limelight. As the global hydrogen economy grows, some of the best companies are in a position to create massive value. The global hydrogen market was valued at $222.4 billion in 2022 and market size is expected to swell to $410.6 billion by 2030. There is a big opportunity, and the market size will continue to swell beyond the next decade. Let's, there ...
Why Bloom Energy Stock Keeps Going Up
fool.com· 2024-05-22 23:08
文章核心观点 - 华尔街分析师认为Bloom Energy股票价值仅为14美元,但投资者却愿意以17美元的价格购买 [1][2][3][4] - Bloom Energy最近两个季度的财报表现不佳,未能实现预期的盈利目标 [5][6] - 尽管Bloom Energy未来有望在2025年实现盈利,但目前其股价已超出分析师的目标价,投资者需谨慎 [7] 根据相关目录分别进行总结 行业分析 - 华尔街分析师看好Bloom Energy在为云数据中心提供燃料电池发电的需求增长 [3] - 分析师认为Bloom Energy需要更好地向投资者解释其执行进度 [4] 公司表现 - Bloom Energy最近两个季度的财报表现不佳,销售额下降14.5%,亏损0.25美元/股 [5] - 这打击了分析师对Bloom Energy今年实现调整后盈利,明年实现GAAP盈利的预期 [6]
Beyond Nvidia: 3 Under-the-Radar Stocks to Cash In on the AI Boom
fool.com· 2024-05-22 18:30
These companies should see an AI-powered demand acceleration in the coming years. Nvidia has become a darling in the investment community over the past few years. The semiconductor company has developed the chips driving the current boom in artificial intelligence (AI). That has driven the company's profits and stock price skyward. However, Nvidia isn't the only beneficiary of the AI boom. Many companies that either are capitalizing on the megatrend or will do so are currently hovering under the radar of ma ...
Why Bloom Energy Surged Today
fool.com· 2024-05-22 03:13
Investors may be coming around to appreciate Bloom's role powering AI data centers. Bloom may not seem like a star grower; last quarter, revenue actually declined by 14.5%, and the company had an adjusted (non-GAAP) operating loss of $30.7 million. There wasn't too much company-specific news today. However, Bloom was highlighted as a top pick in the past weekend's edition of Barron's Magazine as a stock poised to benefit from increasing energy demand resulting from the AI data center buildout. Shares of fue ...