Skip to contentHome page Seeking Alpha - Power to InvestorsSep 14, 2026, 10:13 PM ETBloom Energy Corporation (BE) StockOakoff InvestmentsInvesting GroupSummaryBloom Energy is rated 'Buy' due to its pivotal role in powering US data centers and accelerating revenue and earnings growth.BE's Q2 2026 results showed 165.5% YoY revenue growth, a 738% EBIT surge, and positive cash flow, driven by AI-related demand.Management raised FY2026 guidance to $3.9–4.2B in revenue and expects continued margin and operating leverage expansion into 2027-2028.Valuation appears attractive with a forward PEG as low as 0.29x and a modeled 73% upside, though execution risk remains material.Looking for a helping hand in the market? Members of Beyond the Wall Investing get exclusive ideas and guidance to navigate any climate.