Sep. 26, 2025 8:15 PM ETBloom Energy Corporation (BE) StockBESarfatti Investment Research2 FollowersInitiate coverage on Bloom Energy with a Strong Buy rating, highlighting strong positioning to support AI-driven data center CapEx expansion.BE's solid oxide fuel cells (SOFCs) offer high efficiency, fuel flexibility, and lower emissions, making them ideal for modern data center needs.The current energy infrastructure in the US is well-suited to be utilized by SOFC technology.The valuation, seemingly in bubble territory at first glance, may not accurately represent growth potential.Editor's note: Seeking Alpha is proud to welcome Sarfatti Investment Research as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.This article was written bySarfatti Investment Research2 FollowersHello. I am a graduate from Bocconi University with a degree in Economics and a concentration in Quantitative Economics. I am currently working at a management consultancy. Previously, I have conducted internships in private equity (technology buyouts) and venture capital (seed-stage space-tech and climate-tech) at small boutiques. I primarily invest in growth stocks, with a focus on highly innovative sectors, particularly tech and energy. My portfolio consists of mainly high-conviction growth plays - ranging from large-cap tech to speculative early-stage ventures. I aim to provide sound, quantitative analysis through deep fundamental insights on target companies within the context of the sector they operate in & broader macro conditions.Analyst’s Disclosure:I/we have a beneficial long position in the shares of BE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments