Cramer's Take: Bloom Energy Rises Despite Mixed Expert Opinions

Sep 16, 2025 at 11:46 AM
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During a recent session of \"Mad Money Lightning Round,\" renowned financial analyst Jim Cramer offered his candid assessments on a range of companies, including Bloom Energy. While he noted the renewable energy company's rising stock, he personally didn't favor it as an investment. His comments also touched upon QXO, Newmont, Lam Research, and AllianceBernstein, alongside a cautionary view on loanDepot. These insights come amidst varying analyst ratings and recent corporate developments for the featured companies.

Jim Cramer Weighs in on Key Stocks: Renewable Energy, Mining, and Tech Sectors Under Scrutiny

On September 16, 2025, during CNBC's \"Mad Money Lightning Round,\" financial expert Jim Cramer provided his insights on several prominent companies. His commentary highlighted a diverse range of industries, from renewable energy to mining and technology.

Addressing Bloom Energy Corporation, Cramer stated, \"It's not my cup of tea,\" despite acknowledging its upward trend. This sentiment followed Wells Fargo analyst Michael Blum's Equal-Weight rating on September 12, with a raised price target from $38 to $65. The company's stock had notably surged by 17% to $64.29 on September 10, closing at $67.03 on the preceding Monday.

Cramer expressed a positive outlook on QXO, Inc., recommending it as a buy. His view was supported by Raymond James analyst Sam Darkatsh, who initiated coverage on QXO on September 5 with an Outperform rating and a price target of $28.

In the mining sector, Cramer praised Newmont Corporation as \"excellent\" but admitted a preference for Agnico Eagle Mines Limited, though he affirmed Newmont's solid standing. Newmont recently announced its agreement to sell its Coffee Project in Yukon, Canada, to Fuerte Metals Corporation for up to $150 million.

For Lam Research Corporation, Cramer advised investors to buy and hold, emphasizing against selling. On September 15, Lam Research engaged in a cross-licensing collaboration with JSR Inpria to advance high NA EUV patterning and next-generation film technologies.

However, Cramer was more critical of loanDepot, Inc., stating it was \"losing money\" and not a stock he would support. BTIG analyst Eric Hagen reiterated a Neutral rating for loanDepot on September 10.

Cramer also indicated that Centrus Energy Corp. was poised for further growth. On August 26, Centrus Energy signed an agreement to explore potential investments for expanding its uranium enrichment plant.

Finally, regarding AllianceBernstein Holding L.P., Cramer offered reassurance, saying, \"I think you're ok.\" This assessment followed Evercore ISI Group analyst John Dunn's Outperform rating on September 5, despite a slight reduction in the price target from $46 to $44.

The trading day on Monday saw varied performances: QXO shares increased by 2.2% to $21.23, while Bloom Energy shares experienced a slight dip of 0.4%, closing at $67.02. Newmont shares rose by 0.1% to $79.36, and AllianceBernstein shares also saw a 0.1% gain, reaching $37.94. Lam Research shares climbed by 1.9% to $119.21. In contrast, loanDepot shares surged by 5.8% to $4.5200, and Centrus Energy shares marked a significant increase of 9.6% to $243.48.

This detailed roundup by Jim Cramer provides a snapshot of current market sentiments and expert opinions, guiding investors through the complexities of today's stock valuations and potential future trajectories.

Reflections on Expert Stock Analysis and Market Dynamics

This report highlights the dynamic nature of stock market analysis and the impact of influential commentators like Jim Cramer. It underscores that even with a generally positive outlook on a company's performance, personal investment preferences can vary, as seen with Bloom Energy. Furthermore, the varying analyst ratings and stock movements demonstrate the multifaceted factors influencing market behavior, from corporate news to broader sector trends. Investors should consider a wide array of information and expert opinions, but ultimately rely on their own comprehensive research and risk assessment before making investment decisions.