The Iran War just made the clean energy transition non-negotiable [Fortune]
Bloom Energy Corporation Class A (BE)
Last bloom energy corporation class a earnings: 11/7 04:26 pm
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Source: Fortune
I've spent 20 years making the economic case for clean energy. I never imagined the geopolitical case would be made for me — in real time, and at the cost of thousands of lives, like we're seeing in the Strait of Hormuz. Roughly 20 million barrels per day of oil moved through Hormuz in 2024, equivalent to about one-fifth of global petroleum liquids consumption. When that waterway closed, oil prices spiked to $126 per barrel in what the U.S. Energy Information Administration has described as the largest supply disruption in global oil market history. A modern economy that depends on tankers clearing a military chokepoint is grossly exposed. This is what happens when an entire economic system runs on fuels that must pass through contested corridors. The Frame Shift Oil shocks are macroeconomic and geopolitical risks, plain and simple. Grid software, battery storage, distributed energy, industrial electrification: these are infrastructure investments that also happen to decarbon
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BE
News
- Bloom Energy Just Scored a Major Win With the Trump Admin. Is BE Stock a Buy? [Yahoo! Finance]Yahoo! Finance
- Bloom Energy (BE) had its price target raised by Robert W. Baird from $172.00 to $242.00. They now have an "outperform" rating on the stock.MarketBeat
- Bloom Energy (BE) Valuation In Focus After Powerful Share Price Momentum And Ongoing Losses [Yahoo! Finance]Yahoo! Finance
- QQQ Vs. STK: Why This Tech Income Fund Offers A More Balanced Path Forward [Seeking Alpha]Seeking Alpha
- Bloom Energy (BE) had its price target raised by Citigroup Inc. from $162.00 to $229.00. They now have a "neutral" rating on the stock.MarketBeat
BE
Earnings
- 2/5/26 - Beat
BE
Sec Filings
- 4/21/26 - Form 3
- 4/16/26 - Form 4
- 4/16/26 - Form 4
- BE's page on the SEC website