$BE

CHAMBERS JOHN T sold 8,828 indirectly-held shares of Bloom Energy Corp (BE) at $203.43 ($1.80M total) on 2026-11-02 under a Rule 10b5-1 trading plan.

Coinbase surged 8% after mixed Q3 results and a price target cut. Shopify fell 5% despite revenue near estimates. Bloom Energy rose 10% after an upgrade. Thomson Reuters dropped 7.5% on earnings miss. ON Semiconductor gained 4% on earnings beat. DuPont climbed 9% with raised outlook. Fiserv jumped 12% on strong earnings. AI-related stocks rebounded. Revvity gained 11% on raised guidance. Pfizer eased 1% with earnings beat. Zebra fell 6% despite beating estimates.

Jim Cramer highlights 10 key market events for Tuesday, including potential impacts of Election Day on AI and data center stocks, Apple's service deceleration, and Palantir's earnings. CrowdStrike introduced an AI kill switch, while Marvell faced downgrades over its Lumentum acquisition. Anthropic's IPO filing revealed strong revenue and purchase commitments. DuPont and Eaton reported solid earnings, and Bloom Energy was upgraded by Barclays.

Analysts made several calls on Tuesday: Bank of America reiterated Apple as a buy, Deutsche Bank maintained Palantir as a buy, Morgan Stanley initiated Pony AI at overweight, and Wedbush started Nano Nuclear Energy at outperform. KeyBanc upgraded Howmet Aerospace, while Bank of America downgraded Marvell. Goldman Sachs upgraded SiriusXM, Bernstein reiterated Nvidia as outperform, and BMO upgraded Marsh & McLennan and AON.

Apple (AAPL) fell in after-hours trading despite beating estimates, citing China revenue misses and rising costs. Analysts upgraded AON, Bloom Energy, Cloudflare, and SiriusXM, while downgrading Chevron, Marvell, Lumentum, Merck, and Roku. Markets remain volatile ahead of key economic data.

Bloom Energy (BE) stock rose 6.3% premarket after announcing a potential 1GW+ fuel cell and carbon capture project with California Resources Corp. Barclays upgraded BE to Overweight with a $289 target, while Oppenheimer reiterated a Perform rating. Insider sales and market neutrality are noted.

Barclays upgraded Bloom Energy to Overweight, lowering its price target to $289 from $316. This implies a 47.3% upside from the Nov 2 close of $196.25. Recent analyst targets range from $182 to $335.

Bloom Energy (BE) partnered with California Resource Corporation and Carbon TerraVault to evaluate over 1 GW of power generation with carbon capture. BE shares are down 10% weekly but up 126% YTD. Oppenheimer reiterated a Perform rating. Q3 2026 results beat estimates, with adjusted operating income of $286M, up 27% from consensus. BE raised full-year guidance to $960M-$1B. Analysts have mixed price target adjustments.

California Resources (CRC) and Bloom Energy (BE) agreed to evaluate a 1 GW fuel cell power project with carbon capture in California. CRC's Carbon TerraVault will handle CO2 storage. Target customers include utilities and industrial users. The project could capture 3 million metric tons of CO2 annually, pending regulatory approvals and final investment decisions.

Green energy companies show mixed results, with Bloom Energy (BE) reporting strong Q3 2026 growth and profitability, while others face challenges. First Solar (FSLR) maintained profitability despite revenue declines. Utilities like NextEra Energy (NEE) deliver steady profits with rising margins. Oil majors, including ExxonMobil (XOM) and Chevron (CVX), remain highly profitable but face cyclical pressures. Investors see varying risk-return profiles across sectors.