--- title: "BE stock slips after record quarter – but one market strategist sees 'speed-to-power' edge in AI race" type: "News" locale: "en" url: "https://longbridge.com/en/news/294305086.md" description: "BE stock declined despite a record Q2 with $0.78 EPS and $1.07B revenue. However, Futrum Equities strategist Shay Boloor added BE to his portfolio, citing Bloom Energy's 'speed-to-power' advantage in meeting growing AI energy demand as a key competitive edge." datetime: "2026-07-30T05:22:21.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294305086.md) - [en](https://longbridge.com/en/news/294305086.md) - [zh-HK](https://longbridge.com/zh-HK/news/294305086.md) --- # BE stock slips after record quarter – but one market strategist sees 'speed-to-power' edge in AI race ・Shay Boloor, chief market strategist at Futrum Equities, said in a post on X that he had added BE stock to his Family Portfolio due to “Bloom’s speed-to-power a massive advantage” amid the growing AI power demand. ・The fuel-cell-based energy provider on Tuesday reported earnings of $0.78 per share on revenue of $1.07 billion for Q2, surpassing Wal... ### Related Stocks - [BE.US](https://longbridge.com/en/quote/BE.US.md) - [BEX.US](https://longbridge.com/en/quote/BEX.US.md) - [BEZ.US](https://longbridge.com/en/quote/BEZ.US.md) ## Related News & Research - ["AI Reach Is Deeper Than Investors Thought," Says Evercore Analyst About Bloom Energy (BE), Stock Still Falls](https://longbridge.com/en/news/295254124.md) - [Bloom Energy-MiTAC Expand On-Site Power Partnership](https://longbridge.com/en/news/295249620.md) - [AI weekly: Nvidia does deal with Wall Street, China's AI weather forecasts](https://longbridge.com/en/news/295777975.md) - [Financial giants jump amid Nvidia AI funding deal; 1 eyes breakout](https://longbridge.com/en/news/295575793.md) - [The AI boom is paying off. New research says S&P 500 companies using AI tools boost margins by 1.5% or more. These 2 ETFs could be good buys now.](https://longbridge.com/en/news/295585973.md)