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Zacks Investment Ideas feature highlights: Bloom Energy, Excelerate Energy and GE Vernova
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For Immediate Release
Chicago, IL – February 25, 2026 – Today, Zacks Investment Ideas feature highlights Bloom Energy (BE - Free Report) , Excelerate Energy (EE - Free Report) and GE Vernova (GEV - Free Report) .
AI Power Play -- Bloom Energy -- Breaking Out Now
Bloom Energy, one of the most innovative companies in the energy space and a key enabler of the accelerating AI and data center buildout, is breaking out today from a well-defined bullish technical pattern. As demand for high-performance computing and always-on power infrastructure continues to surge, companies positioned to supply reliable, scalable energy solutions are increasingly moving into focus for investors.
The broader energy sector has been exceptionally strong across the board, spanning utilities, oil and gas, and alternative energy, supported by resilient global growth and the structural rise in electricity demand tied to AI infrastructure. This backdrop has created a powerful long-term tailwind for select names exposed to the data-center power theme.
In the chart below, Bloom Energy shares have pushed higher out of a clear bull-flag formation and are now pressing toward fresh record highs.
Other Alternative Energy Stocks on the Move (EE and GEV)
The Alternative Energy industry has started the year on a strong footing, with the group up roughly 16% year to date. Several names tied to power infrastructure and energy delivery are showing particularly strong momentum and top-line growth forecasts, including Excelerate Energy and GE Vernova.
Excelerate Energy operates floating LNG import and regasification infrastructure, helping countries rapidly secure natural gas supply without waiting years for permanent onshore terminals. The company benefits from the ongoing global push for energy security, growing LNG trade flows, and the need for flexible, fast-deploy energy solutions, particularly in regions seeking reliable power generation capacity.
Natural gas is also increasingly emerging as a core fuel for new AI power demand, supported by its immediate availability, established global infrastructure, and ability to scale far faster than most alternative generation sources. Shares have reflected that strength, climbing nearly 70% since last fall as investors increasingly price in sustained demand for LNG infrastructure.
GE Vernova, General Electric's energy spin-off, sits at the center of the global electricity buildout. The company provides gas turbines, grid solutions, electrification systems, and renewable power equipment, all essential components for expanding generation capacity and modernizing transmission networks.
With utilities and hyperscale data center operators racing to secure dependable power sources, GE Vernova has emerged as one of the most direct large-cap beneficiaries of the structural surge in electricity demand. The stock continues to confirm that leadership, breaking to fresh highs today.
While portions of the AI trade have cooled in recent months, energy providers have largely avoided the same pullback. The enormous power requirements tied to the data center expansion remain one of the most certain elements of the AI boom. If anything, the primary constraints facing the industry are not demand, but instead revolve around permitting timelines, grid interconnection delays, and the physical time required to build new generation and infrastructure.
Should Investors Buy Shares in EE, GEV and BE?
The AI boom may be shifting from chips and software toward the physical infrastructure needed to power massive data center expansion. Electricity generation, fuel supply, and grid capacity are becoming the real constraints on growth, keeping energy providers in strong demand even as other parts of the AI trade consolidate.
Bloom Energy's breakout reflects this broader structural trend. With peers like Excelerate Energy and GE Vernova also showing strong price momentum, the power infrastructure theme remains firmly intact. If AI buildout continues at its current pace, companies supplying the energy behind it may remain among the market's more durable leaders.
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Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
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/performancefor information about the performance numbers displayed in this press release.
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Zacks Investment Ideas feature highlights: Bloom Energy, Excelerate Energy and GE Vernova
For Immediate Release
Chicago, IL – February 25, 2026 – Today, Zacks Investment Ideas feature highlights Bloom Energy (BE - Free Report) , Excelerate Energy (EE - Free Report) and GE Vernova (GEV - Free Report) .
AI Power Play -- Bloom Energy -- Breaking Out Now
Bloom Energy, one of the most innovative companies in the energy space and a key enabler of the accelerating AI and data center buildout, is breaking out today from a well-defined bullish technical pattern. As demand for high-performance computing and always-on power infrastructure continues to surge, companies positioned to supply reliable, scalable energy solutions are increasingly moving into focus for investors.
The broader energy sector has been exceptionally strong across the board, spanning utilities, oil and gas, and alternative energy, supported by resilient global growth and the structural rise in electricity demand tied to AI infrastructure. This backdrop has created a powerful long-term tailwind for select names exposed to the data-center power theme.
In the chart below, Bloom Energy shares have pushed higher out of a clear bull-flag formation and are now pressing toward fresh record highs.
Other Alternative Energy Stocks on the Move (EE and GEV)
The Alternative Energy industry has started the year on a strong footing, with the group up roughly 16% year to date. Several names tied to power infrastructure and energy delivery are showing particularly strong momentum and top-line growth forecasts, including Excelerate Energy and GE Vernova.
Excelerate Energy operates floating LNG import and regasification infrastructure, helping countries rapidly secure natural gas supply without waiting years for permanent onshore terminals. The company benefits from the ongoing global push for energy security, growing LNG trade flows, and the need for flexible, fast-deploy energy solutions, particularly in regions seeking reliable power generation capacity.
Natural gas is also increasingly emerging as a core fuel for new AI power demand, supported by its immediate availability, established global infrastructure, and ability to scale far faster than most alternative generation sources. Shares have reflected that strength, climbing nearly 70% since last fall as investors increasingly price in sustained demand for LNG infrastructure.
GE Vernova, General Electric's energy spin-off, sits at the center of the global electricity buildout. The company provides gas turbines, grid solutions, electrification systems, and renewable power equipment, all essential components for expanding generation capacity and modernizing transmission networks.
With utilities and hyperscale data center operators racing to secure dependable power sources, GE Vernova has emerged as one of the most direct large-cap beneficiaries of the structural surge in electricity demand. The stock continues to confirm that leadership, breaking to fresh highs today.
While portions of the AI trade have cooled in recent months, energy providers have largely avoided the same pullback. The enormous power requirements tied to the data center expansion remain one of the most certain elements of the AI boom. If anything, the primary constraints facing the industry are not demand, but instead revolve around permitting timelines, grid interconnection delays, and the physical time required to build new generation and infrastructure.
Should Investors Buy Shares in EE, GEV and BE?
The AI boom may be shifting from chips and software toward the physical infrastructure needed to power massive data center expansion. Electricity generation, fuel supply, and grid capacity are becoming the real constraints on growth, keeping energy providers in strong demand even as other parts of the AI trade consolidate.
Bloom Energy's breakout reflects this broader structural trend. With peers like Excelerate Energy and GE Vernova also showing strong price momentum, the power infrastructure theme remains firmly intact. If AI buildout continues at its current pace, companies supplying the energy behind it may remain among the market's more durable leaders.
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Get all the details 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/performancefor information about the performance numbers displayed in this press release.