Schwab Network on $BE (Nov 3, 2026)
Bloom Energy's agreement pairing its solid oxide fuel cell and third-party carbon capture with California Resources' CO2 transport and permanent storage is a good development; Barclays raised it to overweight saying demand is growing faster than previously thought, and the stock rose more than 9% after a drop of more than 25% last month.
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Also in focus today was Bloom Energy, which rose more than 9%. The agreement combines Bloom's scalable solid oxide fuel cell and third-party carbon capture technology with California Resources' carbon dioxide transport and permanent storage capabilities.
Barclays has already raised its share rating to overweight today. They were quoted as saying, "Demand is growing faster than we previously thought." So that's a good development for Bloom today , Sam.
Although they were under a lot of pressure last month due to a price drop of more than 25%, they have seen a good rise today.
What this channel has said about $BE
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