Bloom Energy shares draw investor activity amid high valuation

Bloom Energy is emerging as a key supplier of on‑site fuel‑cell power for AI data centers, partnering with Oracle and Brookfield Asset Management to deploy gigawatts of capacity. The company reported first‑quarter earnings of $0.44 per share, beating analysts' expectations and raising revenue to $751 million, a 130% year‑over‑year increase. It set full‑year 2026 earnings guidance of $1.85‑$2.25 per share, while analysts lifted price targets to as high as $335.

Investor reactions vary. Motley Fool author Matt DiLallo recommends writing put options to potentially acquire Bloom shares at lower prices while earning premium income, citing the stock’s current valuation of about 22 times sales and 135 times forward earnings as too rich for a long‑term position. Meanwhile, Straight Path Wealth Management reduced its holding by 57.7%, selling 7,500 shares and retaining only 5,500, valued at $478,000. Several other hedge funds increased their stakes in the quarter, reflecting mixed sentiment around the company's growth prospects.