Jim Cramer Discusses Bloom Energy’s (BE) Latest Deal

We recently published Jim Cramer Shared Latest Take On Mega Quantum Computing Investment & Discussed These 13 Stocks. Bloom Energy Corporation (NYSE:BE) is one of the stocks discussed by Jim Cramer.

Bloom Energy Corporation (NYSE:BE) develops fuel cell technology to convert fuels such as natural gas into energy without combustion. The shares are up by a whopping 1,470% over the past year and by 214% year-to-date. Daiwa made a major upgrade to Bloom Energy Corporation (NYSE:BE)’s shares on May 22nd as it bumped the rating to Outperform from Hold and a $324 share price target. The financial firm discussed the energy company’s orders, capacity and margins as it remarked that it was seeing an inflection across these metrics. Cramer commented on Bloom Energy Corporation (NYSE:BE) after data center firm Nebius announced a deal with the firm:

“Very important, and Nebius remember, is a partner with Jensen. Bloom is so good, that’s great, clean energy. Really love those guys.”

Jim Cramer Discusses Bloom Energy's (BE) Latest Deal

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Polen 5Perspectives Small Growth Strategy discussed Bloom Energy Corporation (NYSE:BE) in its Q1 2026 investor letter:

“Bloom Energy Corporation (NYSE:BE) is a provider of solid oxide fuel cells that play a critical role in delivering clean, reliable, “always on” power at scale. AI data centers require an enormous amount of power and one of the key challenges to date has been the inability of power grids to supply the necessary electricity to meet the constant and growing demands from AI workloads. Bloom’s “Energy Server” fuel cells help address this issue, generating cost-efficient, reliable power onsite, converting fuels like natural gas, biogas and hydrogen into electricity without combustion. With the high demand for always on, decentralized power solutions, Bloom stands to potentially benefit from both capacity expansions and new project wins tied to hyperscaler and industrial customers.”

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 the cheapest AI stock.

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