BE catalysts
Catalysts and events linked to BE, newest first.
BE stock catalysts and risks
Latest published review: 2026-10-21
| Development | Transmission channel | Evidence | Condition to watch |
|---|---|---|---|
| Oracle force majeure risk hangs over Project Jupiter AI data center 2026-10-21 · Down | slower project execution via AI data-center infrastructure timing risk | The source says Bloom Energy is involved in Project Jupiter, which is facing delays and local opposition. | Not recorded |
| Oracle cites force majeure on delayed Project Jupiter data center 2026-10-21 · Mixed | datacenter power infrastructure demand uncertainty from Project Jupiter delays | The source says Bloom Energy is involved in Project Jupiter, a massive AI data center in New Mexico facing delays. | Not recorded |
| Oracle invokes force majeure on Project Jupiter amid New Mexico site delays 2026-10-21 · Down | fuel cell shipment and backlog conversion deferrals | Bloom Energy is a key infrastructure provider on the delayed Project Jupiter site. | Not recorded |
| Oracle cites force majeure over New Mexico Project Jupiter AI data center 2026-10-21 · Down | onsite power equipment deployment delays deferring commercial product revenue | Bloom Energy is involved as power infrastructure partner for Project Jupiter in New Mexico. | Not recorded |
| AI data-center power demand lifts utility and fuel-cell names 2026-10-17 · Mixed | on-site power demand supports fuel-cell orders but valuation and profitability remain a constraint | Bloom Energy manufactures solid oxide fuel cell systems for on-site power generation with 85% projected revenue growth but high valuation multiples and profitability challenges. | Not recorded |
| AI data center power demand spurs on-site fuel cell and baseload nuclear contracts 2026-10-17 · Up | on-site behind-the-meter generation order backlog expansion | 85% projected revenue growth driven by solid oxide fuel cell systems for data centers | Not recorded |
| Bloom Energy Targets 85% Growth as Data Centers Seek On-Site Solid Oxide Fuel Cells 2026-10-17 · Up | order backlog expansion from on-site data center power procurement | Bloom Energy projects 85% revenue growth driven by AI data center on-site electricity generation demand. | Not recorded |
| Bloom Energy projects 106% Q3 revenue jump to $1.07B on data center power demand 2026-10-16 · Up | operating leverage on data center fuel cell shipments | Projected Q3 revenue of $1.07B (+106% YoY) and EPS of $0.71 (+373% YoY) ahead of October 22 earnings. | Not recorded |
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DateCardAvg 5d
- 2026-10-21Oracle cites force majeure over New Mexico Project Jupiter AI data centerBE
- 2026-10-21Oracle invokes force majeure on Project Jupiter amid New Mexico site delaysBE
- 2026-10-21Oracle invokes force majeure on Project Jupiter amid New Mexico site delaysBE ORCL
- 2026-10-21Oracle cites force majeure on delayed Project Jupiter data centerBE ORCL
- 2026-10-21Oracle cites force majeure over New Mexico Project Jupiter AI data centerBE ORCL
- 2026-10-21Oracle force majeure risk hangs over Project Jupiter AI data centerBE ORCL
- 2026-10-17Bloom Energy Targets 85% Growth as Data Centers Seek On-Site Solid Oxide Fuel CellsBE
- 2026-10-17AI data center power demand spurs on-site fuel cell and baseload nuclear contractsBE CEG
- 2026-10-17AI data center power demand spurs on-site fuel cell and baseload nuclear contractsBE CEG
- 2026-10-17AI data-center power demand lifts utility and fuel-cell namesBE CEG
- 2026-10-17Bloom Energy Targets 85% Growth as Data Centers Seek On-Site Solid Oxide Fuel CellsBE CEG
- 2026-10-16Bloom Energy projects 106% Q3 revenue jump to $1.07B on data center power demandBE
- 2026-10-16Bloom Energy projects 106% Q3 revenue jump to $1.07B on data center power demandBE
- 2026-10-10Bloom Energy Targets $0.71 Q3 EPS on 106% Revenue Growth Ahead of EarningsBE
- 2026-10-10Bloom Energy Targets $0.71 Q3 EPS on 106% Revenue Growth Ahead of EarningsBE
- 2026-10-10Bloom Energy Forecasts 106% Q3 Revenue Surge to $1.07B as Valuation Multiple Hits 101xBE
- 2026-10-10Data Center Power and Thermal Suppliers Position for Significant Q3 Top-Line GrowthBE TT
- 2026-10-10Equinix and Bloom Energy Reflect Accelerating Data Center Power DemandBE EQIX
- 2026-10-10Bloom Energy Gains 2.8% on Tripling Projected EPS and Doubling Q3 RevenueBE
- 2026-10-10Bloom Energy Forecasts 106% Q3 Revenue Surge to $1.07B as Valuation Multiple Hits 101xBE
- 2026-10-10Bloom Energy Posts Triple-Digit Growth Forecasts as Forward P/E Crosses 101xBE UNG-3.18%
- 2026-10-10Data Center Power and Thermal Providers See Robust Q3 Growth ProjectionsBE EMR TT
- 2026-10-10Bloom Energy Targets $0.71 Q3 EPS on 106% Revenue Growth Ahead of EarningsBE
- 2026-10-10Bloom Energy Gains 2.8% on Tripling Projected EPS and Doubling Q3 RevenueBE
- 2026-10-10Equinix and Bloom Energy Reflect Accelerating Data Center Power DemandBE EQIX
- 2026-10-10Bloom Energy Gains 2.8% as Consensus Projects 373% Q3 EPS GrowthBE
- 2026-10-10Data Center Power and Thermal Suppliers Position for Significant Q3 Top-Line GrowthBE NVDA TT-6.61%
- 2026-10-08Bloom Energy Slips 3.08% Despite Forecasted 380% YoY EPS Surge and $1.07B RevenueBE
- 2026-10-08Bloom Energy Revenue Projected Up 106% to $1.07B Amid Distributed Power DemandBE
- 2026-10-08GE Vernova and Bloom Energy Face Valuation Pressure Ahead of Q3 ResultsBE GEV
- 2026-10-03Bloom Energy Reaches $20B Backlog on AI Data Center On-Site Power DemandBE
- 2026-10-03Bloom Energy Builds $20B Order Backlog on Data Center Hydrogen Fuel Cell DemandBE
- 2026-10-03Bloom Energy Trades at 380x Forward P/E on $20B AI Power BacklogBE MSFT+3.39%
- 2026-09-25Oracle Invokes Force Majeure on New Mexico Data Center Due to Power ConstraintsBE
- 2026-09-25Bloom Energy discloses $20B backlog and plans 2GW factory expansion by year-end 2026BE
- 2026-09-25Bloom Energy discloses $20B backlog and plans 2GW factory expansion by year-end 2026BE
- 2026-09-25Oracle Invokes Force Majeure on New Mexico Data Center Due to Power ConstraintsBE
- 2026-09-25Oracle Data Center Project Delays Citing Power Supply IssuesBE
- 2026-09-25Oracle Data Center Project Delays Citing Power Supply IssuesBE ORCL-1.03%
- 2026-09-25Bloom Energy expands Fremont plant to 2 GW against $20B commercial backlogBE
- 2026-09-25Bloom Energy Doubles Factory Target to 2GW to Support $20B Order and Service BacklogBE ORCL-1.03%
- 2026-09-25Bloom Energy Targets 2GW Capacity by End of 2026 Against 20 Billion Dollar BacklogBE
- 2026-09-25Bloom Energy Targets 2 GW Fremont Factory Capacity to Service $20B BacklogBE
- 2026-09-25Bloom Energy Details $20B Order Backlog and 2 GW Fremont Factory ExpansionBE
- 2026-09-25Bloom Energy Doubles Factory Target to 2GW to Support $20B Order and Service BacklogBE ORCL-1.03%
- 2026-09-25Bloom Energy Doubles Factory Capacity to 2GW on $20B Order BacklogBE
- 2026-09-25Bloom Energy Expands Fremont Factory to 2 GW Amid $20B Order BacklogBE
- 2026-09-25Bloom Energy expands Fremont plant to 2 GW against $20B commercial backlogBE ORCL-1.03%
- 2026-09-25Bloom Energy discloses $20B backlog and plans 2GW factory expansion by year-end 2026BE MSFT+0.26%
- 2026-09-25Bloom Energy Targets 2 GW Fremont Factory Capacity to Service $20B BacklogBE
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