Nebius Group, Astronics, H&R Block, WhiteFiber And Other Big Stocks Moving Higher On Wednesday

Shares of space-related companies are trading lower, possibly amid sympathy for peer SpaceX, which is experiencing a sell-off due to the expiration of its second lockup period.

Forget Bloom Energy Stock at $207 Per Share. Buy This Hydrogen-Focused ETF Instead for Just $43.

While Bloom Energy has surged 321% over the past year with strong 2026 guidance, its valuation has become stretched at 18.5x sales and 265x earnings. The article recommends the Global X Hydrogen ETF (HYDR) at $43 as a more prudent alternative, offering diversified exposure to Bloom Energy and other hydrogen industry players like Plug Power and FuelCell Energy.

Bloom Energy Stock Climbs Thursday: What's Going On?

Bloom Energy is rising Thursday, extending a 16% monthly climb on fuel cell demand, backlog strength and recent institutional support.

Bernstein Reiterates Market Perform on Bloom Energy, Maintains $282 Price Target

Bernstein analyst Sunaina Ocalan reiterates Bloom Energy (NYSE:BE) with a Market Perform and maintains $282 price target.

I'd Rather Own Bloom Energy Than Nvidia Right Now. Here's My Case.

While both Bloom Energy and Nvidia are strong AI plays, analyst Leo Sun argues Bloom Energy offers better upside potential. Bloom develops solid oxide fuel cells for data center power, with a $20 billion backlog and backing from Brookfield Asset Management. Despite trading at 36x forward EBITDA versus Nvidia's 12x, Bloom's projected 70% revenue CAGR and 120% EBITDA CAGR (2025-2028) exceed Nvidia's 48% and 52% growth rates, while Nvidia faces increasing competition from AMD, Broadcom, and others.

Neoclouds Shine in AI Build Out

Neocloud companies CoreWeave and Nebius reported strong earnings with massive revenue growth (112% and 454% YoY respectively), but both operate at net losses with heavy infrastructure spending. While demand from hyperscalers like Meta and Alphabet is robust, concerns remain about sustainability given high debt costs (11% yields), reliance on short-term contracts as a bridge to long-term capacity, and commodity-like pricing dynamics. The sector shows promise but faces valuation and financing challenges.