Bloom Energy Outpaces Its Industry in a Month: Time to Buy the Stock?

Bloom Energy (BE) gained 20% in the past month, outperforming its industry and the S&P 500, driven by rising AI data-center demand and a $5B-to-$25B expansion of its Brookfield partnership for AI power infrastructure. The company raised 2026 revenue guidance to $3.9-$4.2 billion with expected 34% gross margins, though it trades at a premium valuation of 12.94X forward P/S versus the industry average of 4.89X. Despite expensive valuation, Zacks rates it a Strong Buy based on strong earnings performance and superior ROE.