Yükleniyor...
How recommendation distribution changed over time
Covered by 5 analysts
Analysts are largely in agreement
Last evaluation 88+ days ago - stale data
One-directional consensus
Decreasing interest recently
Chronological view of analyst recommendations for this asset
The speaker evaluates the company's strong balance sheet, cash position, and increasing demand for energy products alongside fundamental analysis data.
Meet KevinThe speaker examines Bloom's product portfolio, specifically its natural gas-consuming solutions for AI data centers which are quieter than turbines. He expects the recent stock rally to continue due to demand from highly populated areas.
CNBC TelevisionThe analyst examines the stock's performance expectations in light of energy sector dynamics and the company's current valuation.
CNBC TelevisionThe speaker evaluates the durability of AI infrastructure investments and his company's technological competitive advantages in response to the downgrade by Jefferies. He emphasizes the delivery speed of the Oracle project and the efficiency differential offered by off-grid power generation for data centers.
CNBC TelevisionThe speaker analyzes Bloom Energy's solid oxide technology developed for data centers and the impact of the $2.65 billion agreement signed with American Electric Power on the company's profitability.
CNBC TelevisionThe speaker assesses the rising energy costs in data centers and potential of Bloom Energy's technology to solve this problem.
CNBC TelevisionThe speaker evaluates the company's balance sheet structure and the financial outlook based on recent fundamental analysis data.
Meet KevinThe speaker states that the company's fundamentals are strong based on detailed analysis, despite negative price action.
Meet KevinThe speaker analyzes the company's off-grid electricity generation capacity and its potential to meet AI energy demand.
CNBC TelevisionThe speaker evaluates the company's strong balance sheet, cash position, and increasing demand for energy products alongside fundamental analysis data.
* Does not constitute investment advice
The speaker examines Bloom's product portfolio, specifically its natural gas-consuming solutions for AI data centers which are quieter than turbines. He expects the recent stock rally to continue due to demand from highly populated areas.
* Does not constitute investment advice
The analyst examines the stock's performance expectations in light of energy sector dynamics and the company's current valuation.
* Does not constitute investment advice
The speaker evaluates the durability of AI infrastructure investments and his company's technological competitive advantages in response to the downgrade by Jefferies. He emphasizes the delivery speed of the Oracle project and the efficiency differential offered by off-grid power generation for data centers.
* Does not constitute investment advice
The speaker analyzes Bloom Energy's solid oxide technology developed for data centers and the impact of the $2.65 billion agreement signed with American Electric Power on the company's profitability.
* Does not constitute investment advice
The speaker assesses the rising energy costs in data centers and potential of Bloom Energy's technology to solve this problem.
* Does not constitute investment advice
The speaker evaluates the company's balance sheet structure and the financial outlook based on recent fundamental analysis data.
* Does not constitute investment advice
The speaker states that the company's fundamentals are strong based on detailed analysis, despite negative price action.
* Does not constitute investment advice
The speaker analyzes the company's off-grid electricity generation capacity and its potential to meet AI energy demand.
* Does not constitute investment advice