What Happened?
A number of stocks jumped in the morning session after markets rebounded, driven by stabilizing oil prices and reports that President Trump was considering an end to the military conflict in Iran.
According to The Wall Street Journal, the president communicated to aides his willingness to de-escalate military hostilities, even if the strategically important Strait of Hormuz remained partially closed. This news helped soothe investor concerns about a prolonged conflict and its potential to spike energy costs, which can impact industrial operations and consumer spending. The positive shift in sentiment was reflected across major indexes, with the S&P 500 jumping over 1% as oil prices retreated from their recent highs.
The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.
Among others, the following stocks were impacted:
- Aerospace company Curtiss-Wright (NYSE: CW) jumped 6%. Is now the time to buy Curtiss-Wright? Access our full analysis report here, it’s free.
- Renewable Energy company Blink Charging (NASDAQ: BLNK) jumped 5.3%. Is now the time to buy Blink Charging? Access our full analysis report here, it’s free.
- Renewable Energy company ChargePoint (NYSE: CHPT) jumped 7.1%. Is now the time to buy ChargePoint? Access our full analysis report here, it’s free.
- Renewable Energy company Bloom Energy (NYSE: BE) jumped 7.9%. Is now the time to buy Bloom Energy? Access our full analysis report here, it’s free.
- Inspection Instruments company Itron (NASDAQ: ITRI) jumped 5.1%. Is now the time to buy Itron? Access our full analysis report here, it’s free.
Zooming In On Bloom Energy (BE)
Bloom Energy’s shares are extremely volatile and have had 89 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 7 days ago when the stock gained 3.6% on the news that the company was seen as a major beneficiary of the increasing power demands from next-generation data centers. The global infrastructure crisis, driven by the voracious energy needs of artificial intelligence, positioned Bloom Energy's solid oxide fuel cells as a practical solution. With the traditional electrical grid struggling to keep up, major tech companies looked to alternatives. Bloom's "behind-the-meter" systems offered a way to meet these power demands. This development occurred within a broader context of growth in the renewable energy sector, supported by favorable legislative actions aimed at re-incentivizing clean energy technologies.
Bloom Energy is up 28.7% since the beginning of the year, but at $127.06 per share, it is still trading 27.3% below its 52-week high of $174.77 from February 2026. Investors who bought $1,000 worth of Bloom Energy’s shares 5 years ago would now be looking at an investment worth $4,697.
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