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The Zacks Analyst Blog Highlights Bloom Energy, Talen Energy and Plug Power
For Immediate Release
Chicago, IL – August 13, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Bloom Energy CorporationBE-- BE, Talen EnergyTLN-- TLN and Plug PowerPLUG-- PLUG.
Here are highlights from Wednesday’s Analyst Blog:
Bloom Energy Skyrockets 143% YTD: Time to Buy the Stock?
Bloom Energy Corporation has gained 143% year to date, outperforming the Zacks Alternative Energy - Other industry’s increase of 6.3%, the Zacks Oil & Energy sector’s increase of 28.6% and the S&P 500’s gain of 12.5% in the same time frame.
Bloom Energy is a global leader in onsite power generation, gaining from increasing demand for clean energy from AI-driven data centers, as well as from customers increasingly adopting distributed energy solutions to bypass transmission and distribution constraints.
BE vs Industry, Sector, S&P 500 YTD
Shares of other industry players like Talen Energy have lost 4.6% in the past three months, while those of Plug Power have gained 12.7%.
Is Bloom EnergyBE-- Expensive?
Bloom Energy is currently trading at a premium valuation. Its forward 12-month price-to-sales (P/S) ratio of 11.14X stands higher than the industry’s 5.03X and the median of 2.81X over the last five years. BE is expensive compared with other industry players like Talen Energy and PlugPLUG-- Power.
The Case for Bloom Energy
Bloom Energy is expanding its onsite power platform to address electricity shortages, lengthy deployment timelines and rising energy costs. The company is positioned to benefit from several long-term trends, including rapid growth in AI infrastructure, grid capacity constraints, increasing demand for dependable and affordable electricity, and government support for energy independence and domestic manufacturing.
Its Energy Server platform provides scalable on-site electricity by connecting directly to customers’ electrical systems, thus reducing dependence on traditional transmission networks. Powered by Bloom Energy’s proprietary solid oxide technology, the platform generates electricity through an efficient electrochemical process, delivering reliable and cleaner energy to commercial and utility customers. Its adoption is expected to increase among AI data centers, cryptocurrency mining operations, advanced manufacturers and other energy-intensive industries.
Management highlighted the company’s accelerating growth on its latest earnings call. Bloom Energy took 21 years to record its first $1 billion revenue year in 2022 and another three years to double that figure. It now expects to double revenues again in just one year.
Bloom Energy and Brookfield also recently expanded their strategic partnership, raising planned investment in AI-related power infrastructure from $5 billion to $25 billion. This fivefold increase reflects surging electricity demand driven by the global development of hyperscale AI data centers.
Meanwhile, Bloom Energy continues investing in research and development to improve system performance, lower manufacturing costs and strengthen profitability. Over the long term, the company aims to establish its solid oxide fuel-cell technology as the preferred on-site power solution for data centers, critical infrastructure and other energy-intensive applications.
Optimistic Growth Estimate for BE
The Zacks Consensus Estimate for 2026 and 2027 revenues implies 104.3% and 57% year-over-year increases, respectively.
The consensus estimate for 2026 and 2027 earnings implies 239.5% and 85.16% year-over-year increases, respectively. The company has a Growth Score of A. The expected long-term earnings growth rate is pegged at 38%, much higher than the industry average of 17.1%.
The Zacks Consensus Estimate for Bloom Energy’s 2026 and 2027 earnings has moved 25% and 12.5% north in the last 30 days, reflecting analysts' optimism in the stock.
The Zacks Consensus Estimate for 2026 EPS of Talen Energy has moved south, but the same for 2027 has moved north in the last 30 days.
On the other hand, the Zacks Consensus Estimate for 2026 and 2027 EPS of Plug Power witnessed no movement in the last 30 days.
BE Stock Returns Better Than Its Industry
Return on equity (“ROE”) measures how well a company is utilizing its shareholders’ funds to generate profits. ROE compares net income with shareholders' equity.
ROE of Bloom Energy was 54.8% compared with the industry average of 7.2%.
Parting Thoughts on BE
Bloom Energy continues to deliver strong results, supported by rising demand for cleaner energy and its ability to provide reliable, rapidly deployable power solutions. Its customized onsite energy systems enable customers to reduce their reliance on traditional grid infrastructure, creating a solid foundation for future growth. The company also presents an attractive investment opportunity, backed by improving earnings expectations, strong share-price momentum and a return on equity above the industry average.
Thus, despite premium valuation at the current levels, we recommend investors add this Zacks Rank #1 (Strong Buy) stock to their portfolios. You can see the complete list of today’s Zacks #1 Rank stocks here.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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Plug Power, Inc. (PLUG): Free Stock Analysis Report
Talen Energy Corporation (TLN): Free Stock Analysis Report
Bloom Energy Corporation (BE): Free Stock Analysis Report
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