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Here’s Why Bloom Energy (BE) Ranks Among Mid-Cap Stocks That Are On Fire Right Now

Bloom Energy Corporation (NYSE:BE) is one of the 10 Mid-Cap Stocks That Are On Fire Right Now. On April 28, BTIG increased its price target on Bloom Energy Corporation (NYSE:BE) from $165 to $295 and kept its Buy rating on the stock, pointing to the company’s Q1 2026 results and an expanded partnership with Oracle.

The company entered into a master services agreement with Oracle for up to 2.8 gigawatts of fuel cells. As part of the deal, Bloom Energy Corporation (NYSE:BE) also issued a warrant to Oracle for about 3.5 million shares. Additionally, Oracle and a neocloud partner reported plans to use 2.45 gigawatts of Bloom Energy Corporation’s (NYSE:BE) fuel cells at a new AI data center in New Mexico instead of gas turbines and diesel generators.

The initial phase of Oracle’s order of 1.2 gigawatt is expected to generate between $3.5 billion and $4.0 billion of revenue based on historical average selling prices. This represents around 50% to 55% of Wall Street’s projected product revenue for Bloom Energy Corporation (NYSE:BE) through 2027.

The company started the year with a product backlog of about $6 billion. Bloom Energy Corporation (NYSE:BE) also expects full utilization of its expanded manufacturing capacity at its Fremont plant for more than a year.

Looking ahead, Bloom Energy Corporation (NYSE:BE) plans to increase its manufacturing capacity beyond 2 gigawatts based on customer demand rather than making large expansions. BTIG believes that future growth at the Fremont facility will require capital spending of $100 million or less per gigawatt.

Bloom Energy Corporation (NYSE:BE) designs and manufactures fuel cell systems for on-site power generation for data centers, semiconductor manufacturing, large utilities, and other commercial and industrial sectors.

While we acknowledge the risk and potential of BE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BE and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Best American Tech Stocks to Buy and 10 Best Medical Stocks to Buy Under $30.

Disclosure: None.  Follow Insider Monkey on Google News.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

While the market panics over a surface-level revenue decline, our PhD-led research shows management has actually surgically cut $100 million in waste to focus on high-margin growth.

This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

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