Air Products and Chemicals, Inc. APD
NYSE · United States · Process Industries
$278.23-0.96 (-0.34%)
Market closed· · USD · Data may be delayed
Prices may be delayed and are for informational purposes only - not investment advice.
Market closed· · USD · Data may be delayed
Prices may be delayed and are for informational purposes only - not investment advice.
Total return, dividends included.
Bloom Energy (BE) earned nearly 90% of its latest quarterly revenue from selling its power equipment. In fiscal Q2 2026, a record quarter for the company, those equipment sales reached $935 million. Over the past year, the stock returned 314%, against 16.8% for the S&P 500. A stock that has run this far would be exposed if those sales slowed. Should investors in Bloom Energy worry that its record quarter came mostly from one kind of sale.
Most of Bloom Energy's customers never own the power equipment they use. You probably expect the story to be AI data center demand, which is real. But demand is not what investors have missed. The shares fell 13.8% in three months as the S&P 500 rose 5.0%. So who does pay Bloom Energy (BE) for its equipment.
Where the price sits against its 50- and 200-day moving averages.
Makkler Fair Value, financial health score, analyst view, peers and MakklerAI.
Some companies grow quietly because their customers physically cannot leave them, and four stocks have turned that structural trap into decades of compounding returns most investors overlook entirely.
Recent third-party headlines about this company, kept separate from Makkler's own editorial coverage and linking out to the publisher. Accuracy is the publisher's responsibility.