Tag: BE

Bloom Energy (BE) is a U.S. clean energy company that supplies grid-independent power to AI data centers using solid oxide fuel cell technology. By securing consecutive long-term contracts with Oracle (2.8GW) and Nebius ($2.6B), the company succeeded in recording a year-over-year surge in revenue and turning a profit in the first quarter of 2026; however, the stock price has already surpassed the consensus average. Base exchange rate: 1 USD = 1,499 KRW (as of May 28, 2026) | Analysis date: May 28, 2026 | This analysis is for investment reference purposes only and does not constitute an investment recommendation…