Bloom Energy, Marvell among stocks seen growing earnings over 27%

The screen comes as higher oil prices after reports of a US strike on Iran's Qeshm Island push energy security and input costs back into focus, prompting investors to look for businesses that can grow earnings even if costs stay sticky. Bloom Energy, with its solid oxide fuel cell systems for on-site electricity, and Marvell Technology, with data infrastructure chips for cloud and AI data centers, fit the criteria of financially solid US stocks that analysts expect to deliver strong earnings growth.

For Bloom Energy, the narrative points to a tension between rapid demand from power-hungry customers and the profitability of each new project, with one unseen pressure potentially decoupling growth ambitions from project economics. For Marvell, the optical interconnect business is positioned as the more stable growth engine, with management guidance above 50% year-over-year growth in FY2027, higher than the ASIC segment's guidance above 20%.