Bloom Energy $BE Is Finally in the Right Place

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A few months ago, Bloom Energy $BE ( ▲ 0.16% ) became one of the market’s favourite ways to play the surge in data-center and AI-driven power demand. The stock surged as investors latched onto the idea that Bloom’s fuel-cell technology could solve one of AI’s most pressing bottlenecks: reliable, on-site power. Since then, sentiment has cooled sharply. Shares have fallen back around $90, down nearly 40% from all-time highs.

The pullback, however, says more about shifting market psychology than it does about Bloom’s operating momentum. The company is executing well, profitability is improving, and the long-term opportunity to scale revenues several times over remains firmly intact. At lower prices, the risk-reward profile looks increasingly attractive. Let’s take a deeper dive.

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