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Stock impact report

Bloom Energy's AI Monetization Is Here - Upside Potential Mostly Priced-In [Seeking Alpha]

Vistra Corp. (VST) 
Last vistra corp. earnings: 5/3 06:30 am Check Earnings Report
Company Research Source: Seeking Alpha
It is unsurprising that hyperscalers and data center REITs are increasing their reliance on its fuel cells, as observed in the elevated multi-year product/service backlog. BE's ongoing capacity expansion "to 2 gigawatts by December 2026" will also support an extremely bullish FY2027 revenue opportunity of $7B, assuming an 100% utilization rate. Even so, its AI-related power generation tailwinds have been overly buoyed, as FOMO investors/traders feed the prior outsized stock price rally. BE's reversing momentum, nosebleed valuations, and elevated short interest suggest an uncertain return profile from current inflated levels. Paper Boat Creative/DigitalVision via Getty Images I previously covered Vistra Corp. VST ) in August 2025 and Rolls-Royce Holdings OTCPK:RYCEY OTCPK:RYCEF ) in August 2024, discussing their robust nuclear power prospects at a time of multi-year data center capex boom. In This article was written by Analyst's Disclosure: I/we have no stock, option Show less Read more
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