Bloom Energy dodala elektřinu do datového centra Oracle za 55 dní, což podtrhuje její výhodu v rychlém napájení AI infrastruktury. Tržby ve čtvrtletí meziročně vzrostly o 166 % na něco málo přes 1 miliardu USD.
The largest bottleneck for the artificial intelligence (AI) infrastructure build-out is electricity. That is according to industry leaders, such as Elon Musk, who plans to invest tens of billions in AI data centers at Space Exploration Technologies.
Bloom Energy (BE +9.63%) has been a huge winner during this electricity supply crunch, with its fuel-cell power solution utilized by data centers. It all comes down to the fact that Bloom Energy can bring power quickly to a data center, and in fact, it delivered power to an Oracle data center in just 55 days this year.
Here's why speed is so important for electric power deployments in 2026 and whether Bloom Energy has built a sustainable business as the leading fuel cell provider for data centers.
Premium Feature
Moneyball Superscore
81/100
Today's Change
(
9.63
%) $
24.35
Current Price
$
277.22
Quickly bringing on-site power to data centers Bloom builds modular electric power systems housing fuel cells. The systems use a fuel source, primarily natural gas, and convert it to electricity, with no particulate pollutants like traditional generators. This can be helpful to data center owners in two ways.
First, Bloom Energy can quickly deliver electricity to a data center when it is first constructed, whereas connecting to the broader power grid may take years. For its recent Oracle deployment, Bloom said that it got the system up and running in just 55 days. This makes Bloom Energy a perfect bridge before a data center complex can connect to the actual power grid.
Second, Bloom's fuel cells can provide backup power in the event of an outage, and data center owners want as close to 100% uptime as possible to ensure there are no disruptions for their end software customers.
There has been a boom in demand for Bloom's products across the myriad data centers being built throughout the U.S. Revenue rose 166% year over year last quarter to a little more than $1 billion, mainly from product revenue sales and significantly beating analyst estimates. Importantly, Bloom says its backlog is growing much faster than revenue and won't be depleted for many years.
Image source: Getty Images.
Service revenue can drive stable earnings Investors might think Bloom Energy will have only a temporary growth spurt in this immense data center build-out before falling back to Earth. This underestimates the length of its customer contracts.
When signing deals with data centers, Bloom Energy plans to provide its fuel cells on-site for more than a decade, even if they are only used as backup generators. This can mean service revenue for years that spans energy usage, maintenance, and systems monitoring by Bloom Energy.
Its order backlog at the end of 2025 was $20 billion, with $14 billion of that coming from future services revenue. As long as Bloom Energy remains the primary fuel cell provider for data centers and other sectors, such as large retail outlets, it should maintain stable earnings power, especially if it can increase the number of modular units deployed worldwide.
One risk with Bloom Energy stock today With soaring demand, Bloom Energy's stock price is up more than 1,000% during the past five years, reaching a market cap of roughly $82 billion as investors grow optimistic about modular power deployment at data centers.
The main risk for Bloom Energy is fairly obvious: that in data center build-out growth slows down significantly. This could occur for many reasons, including a lack of capital for AI infrastructure, innovations in efficiency for AI use cases, or slowing growth in end-customer usage.
Bloom's business wouldn't fall apart given its long-term contracts discussed. However, with the stock currently trading at a lofty price-to-sales ratio (P/S) of 22 for a low-margin energy business, missing Wall Street's expectations could lead to a collapse in its share price.
Bloom Energy za poslední měsíc vzrostla o 20 % díky poptávce po energii pro AI datová centra. Zároveň zvýšila výhled tržeb na rok 2026 na 3,9–4,2 miliardy USD.
Key Takeaways Bloom Energy gained 20% as AI data-center demand and adoption of distributed energy solutions increased. BE's Brookfield partnership expanded planned AI power investment from $5 billion to $25 billion.BE raised 2026 revenue guidance to $3.9-$4.2 billion, while its forward P/S remains above the industry. Shares of Bloom Energy Corporation (BE - Free Report) have gained 20% in the past month against the Zacks Alternative Energy - Other industry’s decline of 0.1%. The company has also outperformed the Zacks Oil & Energy sector’s return of 3.6% and the S&P 500’s decline of 0.8% in the same time frame.
Bloom Energy is benefiting from rising demand for clean energy from AI-driven data centers, along with growing adoption of distributed energy solutions as customers seek to overcome transmission and distribution constraints.
The company will be added to the S&P 500 on Sept. 21, 2026. Inclusion in the benchmark index could further support the stock by strengthening investor confidence, increasing trading activity and potentially driving additional share-price appreciation.
Price Performance (One Month)
Image Source: Zacks Investment Research
Another industry player, Talen Energy Corporation (TLN - Free Report) , operates a fleet of power generation assets that deliver reliable, dispatchable electricity to meet the around-the-clock needs of commercial, industrial and residential customers. Talen Energy has lost 7.6% in the past month, underperforming its industry, the sector and the S&P 500.
Should investors consider adding BE to their portfolios simply because of its recent price rally? A closer look at the company’s key fundamentals and growth drivers can help determine whether the stock presents an attractive investment opportunity now.
What’s Powering Bloom Energy’s Share Price Gains?Bloom Energy is expanding its onsite power platform to address electricity shortages, long deployment timelines and rising energy costs. The company stands to benefit from several structural trends, including rapid AI infrastructure growth, constrained grid capacity, increasing demand for reliable and affordable power, and government initiatives supporting energy independence and domestic manufacturing.
Its Energy Server platform delivers scalable onsite electricity by connecting directly to customers’ electrical systems, reducing reliance on traditional transmission infrastructure. Based on Bloom Energy’s proprietary solid oxide technology, the system generates electricity through an efficient electrochemical process, providing dependable and cleaner power to commercial and utility customers. Adoption could continue to rise among AI data centers, cryptocurrency miners, advanced manufacturers and other power-intensive industries.
Bloom Energy and Brookfield also expanded their strategic partnership, increasing planned investment in AI-related power infrastructure from $5 billion to $25 billion. This fivefold increase underscores the sharp rise in electricity demand stemming from the global expansion of hyperscale AI data centers.
The financial benefits of this demand are already becoming visible. Revenues more than doubled year over year to $1.8 billion in the first half of 2026, with AI data centers emerging as an important growth driver. Reflecting this momentum, Bloom Energy raised its 2026 revenue guidance to $3.9-$4.2 billion and expects a non-GAAP gross margin of about 34%, indicating that strong top-line growth is being accompanied by healthy profitability.
BE’s EPS Estimates Moving UpThe Zacks Consensus Estimate for BE’s third-quarter and fourth-quarter 2026 earnings per share (EPS) witnessed northbound movement in the last 60 days. The same holds true for full-year 2026 and 2027 EPS estimates.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Talen Energy’s 2026 earnings per share declined 5.2% and 2027 estimates increased 5.92% in the past 60 days.
BE’s Expensive ValuationBloom Energy is currently trading at a premium valuation. Its forward 12-month price-to-sales (P/S) ratio of 12.94X is higher than the industry’s 4.89X.
Image Source: Zacks Investment Research
Another company, Plug Power Inc. (PLUG - Free Report) , is also working to produce clean energy for its customers. Plug Power is currently trading at a P/S F12M of 3.26X, a discount to the industry.
BE’s Earnings SurpriseBloom Energy is delivering strong earnings performance courtesy of rising demand for its services. The company’s earnings surpassed estimates in the past four quarters.
Image Source: Zacks Investment Research
Plug Power’s earnings also surpassed estimates in each of the past four quarters, resulting in an average surprise of 17.83%.
BE Stock Returns Better Than Its IndustryThe return on equity (“ROE”) measures how well a company is utilizing its shareholders’ funds to generate profits. ROE compares net income with shareholders' equity.
ROE of Bloom Energy was 35.45% compared with the industry average of 7.14%.
Image Source: Zacks Investment Research
Wrapping UpBloom Energy continues to deliver steady performance, supported by growing demand for clean energy and its ability to provide on-site power solutions tailored to customer needs. Demand is expected to strengthen further as the adoption of flexible, distributed generation expands.
Bloom Energy’s strong price performance, rising earnings estimates and returns better than the industry average enhance its investment appeal.
Thus, despite the premium valuation at current levels, we believe this Zacks Rank #1 (Strong Buy) stock remains an attractive investment and recommend adding it to investors’ portfolios.
You can see the complete list of today’s Zacks #1 Rank stocks here.
Bloom Energy za poslední rok vzrostla o 360,52 % díky poptávce po AI onsite power. Firma zároveň zvýšila celoroční výhled tržeb na 3,9 až 4,2 miliardy USD.
Bloom Energy has quadrupled in a year by becoming the default power solution for AI hyperscalers, but three blowout quarters later, the stock's next move hinges on whether that success is a launchpad or the ceiling.
At $252.87, Bloom Energy (NYSE:BE) sits at a crossroads. The stock has quadrupled in twelve months on an AI onsite-power thesis that has already delivered, leaving the debate over whether the next leg is earned or already reflected.
Bloom sells solid oxide fuel cell systems that hyperscalers, neoclouds, and colocation operators are deploying to bring gigawatts of AI compute online faster than the grid can support (the same power, cooling, and networking angle we mapped in a free report on seven AI infrastructure suppliers that aren’t chipmakers). CEO KR Sridhar has said “Bloom is now a standard for AI onsite power,” and all major US hyperscalers plus more than a dozen neoclouds, AI labs, and colocation operators have validated the platform.
The re-rating has been extraordinary. Shares are up 360.52% over the past year and 191.02% year to date, versus 18.65% and 12.94% for the S&P 500. Q2 FY26 revenue crossed $1 billion in a single quarter for the first time, marking a fourth consecutive EPS beat and cementing Wall Street’s willingness to pay a growth multiple.
Why Bulls See More Room to Run Fundamentals are still accelerating faster than the multiple. Q2 revenue of $1.065 billion grew 166% year over year, product revenue jumped 215% to $935 million, and operating income vaulted 737% year-over-year to $240 million. Management raised full-year 2026 guidance a third time to $3.9B-$4.2B in revenue and $2.55-$2.85 in non-GAAP EPS.
Backlog supports the trajectory: roughly $20 billion total, with product backlog near $6 billion. Brookfield expanded its financing framework from $5 billion to $25 billion. The 2026 EPS consensus has climbed from 2.1267 to 2.7062 in 90 days, with 24 upward revisions and zero cuts in the trailing month. On 2027 consensus EPS of 4.9201, the forward multiple compresses meaningfully as growth converts.
Why Bears See a Stock Priced Too High Trailing P/E sits at 333x, price/sales at 24, and EV/EBITDA at 199x. The 2027 EPS range of 2.9548 to 7.0100 across 28 analysts signals genuine disagreement on backlog conversion. Insiders have been consistent sellers: Director Jeffrey Immelt disposed of 30,000 shares at $238.91, Director John Chambers sold 15,000 at $250 and another 15,000 at $205.58, and Chief Commercial Officer Aman Joshi unloaded 8,343 shares at $300.37.
Overhangs are real. A securities class action carries a September 28, 2026 lead-plaintiff deadline. Stock-based comp is running near $52 million per quarter, GAAP FY2025 was still a net loss of $88.4 million, and the story remains tethered to IRA and One Big Beautiful Bill Act tax credits, Brookfield-linked revenue, and continued hyperscaler capex intensity.
Why the Setup Rewards Patience Execution is undeniable, but the price now embeds most of what management has promised through 2027. Beta of 3.811 means any wobble in AI capex sentiment gets amplified. S&P 500 inclusion, announced Sept. 4, adds a one-time index bid, though that is a one-time technical event.
What tips the verdict is straightforward. Another guidance raise on the Q3 report, visible backlog conversion, and clarity on the litigation would open a path back to Buy. A capex airpocket at hyperscalers, a margin miss, or an adverse court development would open the door to Sell. Right now, neither signal is in hand.
What the Numbers Actually Say Bloom currently trades at $252.87, up 7.35% on its most recent session and 19.97% over the past week. The 29 covering analysts carry an average price target of $275.08, implying upside to the consensus target. Ratings break down as follows:
5 Strong Buy 10 Buy 12 Hold 1 Sell 1 Strong Sell Analyst targets are one data point, not a guarantee, and this target sits well below the 52-week high of $351.28. The valuation debate lives here: forward P/E of 49x, price/book of 43x, and EV/revenue of 22x. Against the S&P 500’s 18.65% one-year return, Bloom’s 360.52% gain shows how much AI-power optionality is already in the price.
Why Waiting Beats Chasing at $252.87 At $252.87, Bloom Energy sits in a wait-and-see zone. Here is why.
The bull case has largely been vindicated by three consecutive blowout quarters, which is precisely why the risk/reward has shifted. Buying here requires believing 2027 EPS lands in the upper half of the 2.9548 to 7.0100 range and that the forward multiple compresses only modestly. That outcome is plausible but demands flawless execution against a live litigation deadline, active insider selling, and a highly cyclical AI capex backdrop.
Selling is equally difficult. Guidance keeps rising. Cash flow from operations swung from -$213 million a year ago to $226 million last quarter. The company closed Q2 with $2.7 billion of cash and a $25B Brookfield shelf behind it. Fundamentally, the business is intact.
The Q3 earnings report, the September 28 litigation deadline, and the pace of backlog conversion into 2027 revenue will decide whether $252.87 was a launchpad or a ceiling. At today’s price, Bloom Energy deserves respect on the business, but patience on the position.
Contact [email protected] for any questions or corrections.
Společnost Bloom Energy byla zařazena do indexu S&P 500 poté, co její akcie v pátek vzrostly o více než 7 %. SEC zároveň zveřejnila, že Pelosiin manžel koupil velkou pozici už koncem července.
Nancy Pelosi's husband quietly built a multimillion-dollar stake in a fuel-cell company weeks before a major index announcement sent its stock soaring. Whether that timing reflects brilliant research or something more raises uncomfortable questions about who really benefits from congressional…
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.
Former House Speaker Nancy Pelosi has done it again. An SEC filing on August 21, 2026 revealed that her spouse purchased a large position in Bloom Energy (NYSE:BE) in late July. Six weeks later, on September 4, 2026, S&P Dow Jones Indices announced Bloom Energy would join the S&P 500. The stock jumped more than 7% on Friday and is up 8% in morning trading today.
Bloom Energy shares are now up 214% year-to-date and 411% over the past year, trading around $274.07. Pelosi’s timing, once again, looks uncanny.
Breaking Down the $3 Million (or $12 Million) Bet According to the House Clerk periodic transaction report, Pelosi’s spouse executed four Bloom Energy purchases across two days:
On July 24, 2026: one common stock lot in the $1,000,001 to $5,000,000 band and one options lot in the same $1,000,001 to $5,000,000 band. On July 28, 2026: a second stock lot in the $500,001 to $1,000,000 band and a matching options lot in the $500,001 to $1,000,000 band. Because House disclosures report ranges rather than exact figures, the $3 million headline number reflects the low end. The upper bound of the range reaches roughly $12 million. The July 28 purchases landed the same evening Bloom reported Q2 earnings, when shares were trading around $186.58.
Why Bloom Energy Became the AI-Power Trade Bloom Energy has repositioned from a fuel-cell company into a critical supplier of onsite power to hyperscale AI data centers. Q2 FY2026 results filed with the SEC showed revenue of $1.07 billion, up 165.5% year over year, with product revenue of $935.41 million surging 215%. Non-GAAP EPS came in at $0.78 versus a $0.41 estimate, the company’s fourth consecutive beat.
CEO KR Sridhar told investors: “Today, all the major US hyperscalers and over a dozen US neoclouds, AI labs, and colocation data center operators have validated and approved our power solutions for their AI factories. Bloom is now a standard for AI onsite power.” Management raised full-year 2026 guidance to $3.90 billion to $4.20 billion in revenue, roughly doubling 2025.
Same Thesis, Different Tickers Pelosi’s bet fits inside the broader AI-infrastructure trade playing out across silicon and power. Broadcom (NASDAQ:AVGO | AVGO Price Prediction) reported Q3 AI semiconductor revenue of $16.70 billion, up 221% year over year, and guided Q4 AI chip revenue to $21.7 billion. AMD (NASDAQ:AMD) posted Data Center revenue of $6.72 billion, up 107%, and inked a partnership with Anthropic covering up to 2 GW of MI450 Series GPUs.
Every one of those GPUs needs electricity. That is why American Electric Power (NYSE:AEP) is seeing commercial load up 14.9% in its Vertically Integrated segment and has contracted load growth of 69 GW through 2030. Bloom’s pitch is that hyperscalers cannot wait on grid interconnection queues, so they buy Energy Servers directly (we profiled seven of the power, cooling, and networking suppliers riding this same buildout, none of them chipmakers, in a free report here: 7 Stocks Powering the AI Boom).
Insider Information or Just Reading the Room? Pelosi’s trading record in Congress has consistently outpaced the S&P 500 and even Warren Buffett over comparable stretches, fueling suspicion that lawmakers with committee-level oversight enjoy an informational edge. Repeated bills to ban congressional stock trading, including the PELOSI Act and various ETHICS proposals, have stalled.
Investors should also note the mixed insider tape at Bloom itself. Directors and officers including Jeffrey Immelt sold 30,000 shares on August 17 at $238.91, while John Chambers disposed of 15,000 shares on August 13 at $250.00. Meanwhile, several securities class action deadlines loom, with a September 28, 2026 lead plaintiff deadline flagged across multiple law firm notices.
Bloom Energy’s official S&P 500 debut and Q3 earnings report will be the next catalysts to watch. Pelosi, at least on paper, is already sitting on a substantial paper gain.
Contact [email protected] for any questions or corrections.
NEW YORK, Sept. 08, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Bloom Energy Corporation (“Bloom” or the “Company”) (NYSE: BE). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Bloom and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until September 28, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Bloom securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On July 8, 2026, Hunterbrook Media published a report entitled “Bloom’s Big Lie,” which alleged, among other things, that “Bloom is, in fact, reliant on Chinese scandium, according to global trade data, Chinese corporate filings, satellite imagery, and Hunterbrook’s messages with Bloom’s suppliers in China.” The report assert that “Hunterbrook traced four separate China-linked routes into Bloom’s supply chain – scandium oxide shipped directly to its Delaware plant, plus scandium-bearing ceramics and powders flowing through intermediaries in Thailand, Japan, and South Korea.”
On this news, Bloom’s stock price fell $15.28 per share, or 5.67%, to close at $254.29 per share on July 8, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
California State Teachers Retirement System ve 2. čtvrtletí zvýšil svůj podíl v Bloom Energy o 39 637,2 % na 123 526 724 akcií. Na konci období držel asi 41,94 % firmy v hodnotě 37,39 mld. USD.
California State Teachers Retirement System increased its stake in shares of Bloom Energy Corporation (NYSE:BE – Free Report) by 39,637.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 123,526,724 shares of the company’s stock after acquiring an additional 123,215,865 shares during the quarter. California State Teachers Retirement System owned about 41.94% of Bloom Energy worth $37,391,539,000 at the end of the most recent reporting period.
Several other large investors have also recently bought and sold shares of BE. Bayforest Capital Ltd acquired a new position in shares of Bloom Energy during the first quarter valued at about $2,055,000. AQR Capital Management LLC acquired a new stake in Bloom Energy during the first quarter worth about $1,820,000. NewEdge Advisors LLC grew its position in Bloom Energy by 674.7% during the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock worth $37,000 after buying an additional 1,626 shares in the last quarter. Goldman Sachs Group Inc. increased its stake in Bloom Energy by 50.3% during the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after acquiring an additional 836,810 shares during the period. Finally, Focus Partners Wealth increased its stake in Bloom Energy by 30.7% during the first quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock valued at $394,000 after acquiring an additional 4,716 shares during the period. 77.04% of the stock is currently owned by institutional investors and hedge funds.
More Bloom Energy News Here are the key news stories impacting Bloom Energy this week:
Positive Sentiment: Bloom Energy is viewed as a leading candidate for inclusion in the S&P 500 during the index’s upcoming quarterly rebalancing. Investors are positioning ahead of a potential announcement after Friday’s close, with any changes expected to take effect around September 21. Inclusion could generate demand from index-tracking funds and increase the company’s visibility. Bloom Energy, Astera Rally On Hopes They Will Join S&P Friday; Who Else Could Be Added Positive Sentiment: Analysts and market commentators continue to highlight Bloom’s opportunity to supply electricity directly to AI data centers, which face grid-connection delays and rising power requirements. Recent commentary argues that Bloom’s behind-the-meter and distributed-generation systems may support strong revenue growth through year-end. I’m Calling It: Bloom Energy’s Revenue Guidance Will Keep Surprising Wall Street Through Year-End Positive Sentiment: The broader risk-on environment is supporting high-beta energy and fuel-cell shares, while Bloom is receiving particular attention because of its perceived exposure to AI-related power demand. Earlier quarterly results also showed substantial revenue growth and an earnings beat, reinforcing the bullish narrative. Neutral Sentiment: Vertiv’s planned acquisition of microgrid specialist UtilityInnovation Group underscores the growing importance of solving power bottlenecks for AI data centers. The transaction does not directly involve Bloom, but it may validate the market opportunity for distributed power and microgrid providers. Vertiv’s UIG Deal Targets the Next Big Constraint in AI Data Centers Negative Sentiment: Several law firms are soliciting investors regarding a securities class-action lawsuit covering purchases from February 27, 2025, through July 8, 2026. The lawsuit reportedly alleges Bloom understated its exposure to Chinese export controls and U.S. tariffs by misrepresenting the origin of critical materials and components. The allegations have not been proven, but the litigation and September 28 lead-plaintiff deadline could weigh on sentiment. Bloom Energy Stock Down 0.0% Shares of NYSE:BE opened at $252.84 on Monday. The company’s fifty day moving average is $226.89 and its 200-day moving average is $222.35. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. Bloom Energy Corporation has a 52 week low of $52.00 and a 52 week high of $351.28. The company has a market capitalization of $74.47 billion, a PE ratio of 337.12, a P/E/G ratio of 3.46 and a beta of 3.80. Bloom Energy (NYSE:BE – Get Free Report) last announced its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The business had revenue of $1.07 billion during the quarter, compared to analysts’ expectations of $826.13 million. During the same quarter last year, the company posted $0.10 EPS. The firm’s revenue for the quarter was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Equities research analysts predict that Bloom Energy Corporation will post 1.92 earnings per share for the current fiscal year.
Wall Street Analysts Forecast Growth BE has been the subject of several research reports. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $282.00 target price on shares of Bloom Energy in a research report on Thursday, August 27th. Clear Str raised shares of Bloom Energy from a “hold” rating to a “strong-buy” rating in a report on Wednesday, July 29th. Mizuho upgraded shares of Bloom Energy from a “neutral” rating to an “outperform” rating and dropped their price objective for the company from $285.00 to $242.00 in a research note on Thursday, July 30th. Jefferies Financial Group raised their price objective on shares of Bloom Energy from $188.00 to $229.00 and gave the stock a “hold” rating in a report on Friday, August 14th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Bloom Energy in a research report on Tuesday, July 21st. Three investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Bloom Energy presently has a consensus rating of “Moderate Buy” and a consensus price target of $248.05.
View Our Latest Report on BE
Insider Activity In other news, insider Shawn Soderberg sold 2,895 shares of Bloom Energy stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $233.60, for a total value of $676,272.00. Following the completion of the transaction, the insider owned 129,370 shares in the company, valued at approximately $30,220,832. The trade was a 2.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director John Chambers sold 15,000 shares of the business’s stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $250.00, for a total value of $3,750,000.00. Following the completion of the transaction, the director directly owned 208,333 shares in the company, valued at $52,083,250. The trade was a 6.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 89,464 shares of company stock valued at $22,131,255. Corporate insiders own 3.00% of the company’s stock.
About Bloom Energy (Free Report)
Bloom Energy is a clean energy technology company that designs, manufactures and deploys solid oxide fuel cell systems for on-site power generation. Its flagship product, the Bloom Energy Server, converts natural gas, biogas or hydrogen into electricity through an electrochemical reaction, offering customers a reliable, low-carbon alternative to grid power. The company also provides a suite of services that includes system installation, remote monitoring and preventative maintenance to ensure long-term performance and uptime.
Founded in 2001 by Dr.
See Also Five stocks we like better than Bloom Energy AI Token Costs Are Changing the Hardware vs. Software Debate 3 ETFs That Could Move as Rate Expectations Shift 3 Stocks With September Catalysts Investors Shouldn’t Ignore Ollie’s Bargain Outlet Stock Falls on Weak Comps Despite Margin Gains
Receive News & Ratings for Bloom Energy Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Bloom Energy and related companies with MarketBeat.com's FREE daily email newsletter.
Bloom Energy po silném růstu tržeb ve 2. čtvrtletí zvýšila celoroční výhled tržeb na 3,9 až 4,2 miliardy USD z dubnových 3,4 až 3,8 miliardy USD. Poptávku táhne AI infrastruktura.
After last quarter's year-over-year revenue growth of 165.5% paired with the 12% (at the midpoint) increase in its already-impressive full-year revenue guidance, it's difficult to believe Bloom Energy (BE +8.36%) could dish out another pleasant surprise.
Except maybe it isn't. Despite economic headwinds like lingering inflation and weak consumer confidence, capital investments in artificial intelligence (AI) infrastructure are still being made in earnest.
Image source: Getty Images.
Bloom Energy manufactures electricity-generating fuel cells, by the way. Although the technology wasn't initially envisioned as a primary power source for AI data centers, as it's improved while data centers have become increasingly starved for electricity, it's become a viable option. Bloom Energy's solid-oxide fuel cells are particularly marketable in that -- unlike most other fuel cells -- they can use readily available natural gas to generate power.
The market is clearly embracing the solution, too, as evidenced by Q2's explosive revenue growth to just over $1.0 billion, versus Q1's top line of $751 million. That's why the company understandably expects to report total revenue of between $3.9 billion and $4.2 billion this year, up from April's guidance of a range between $3.4 billion and $3.8 billion.
Premium Feature
Moneyball Superscore
80/100
Today's Change
(
8.36
%) $
18.17
Current Price
$
235.45
This upward-revised guidance may still ultimately be too conservative, though. As noted, demand for AI data center-capable power equipment -- all of it -- remains insatiable. Just last month, Bloom expanded its supply agreement with AI server manufacturer MiTAC Computing Technology. That follows April's announcement that its similar (but larger) partnership with Oracle is also being expanded, from 1.2 gigawatts to 2.8 gigawatts.
Connect the dots. Bloom Energy had already proven itself to be a capable power solutions provider. Now that it has, industries are looking for more of it simply because they're desperate, and Bloom can offer a workable solution right now. Don't be surprised to see more of the same kind of dealmaking before the end of the year.
James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bloom Energy and Oracle. The Motley Fool has a disclosure policy.
Bloom Energy zkrátila čas instalace na místě o více než 40 % díky Power Connect. Výnosy v 1. pololetí 2026 vzrostly na 1,8 miliardy USD a firma zvýšila výhled výnosů na 3,9–4,2 miliardy USD.
Key Takeaways Bloom Energy's Power Connect cuts onsite installation time by more than 40% to speed capacity deployment.AI data centers helped lift first-half 2026 revenues to $1.8 billion, more than double year over year.BE raised 2026 revenue guidance to $3.9-$4.2 billion and expects a non-GAAP gross margin near 34%. Bloom Energy (BE - Free Report) is a global leader in onsite power generation. Its solid-oxide fuel cells enable customers to generate electricity at their facilities, allowing data-center developers to begin operations without waiting years for major grid upgrades. As power constraints increasingly delay AI infrastructure projects, this speed-to-power advantage could become one of Bloom’s most important competitive strengths.
The company recently strengthened this capability with Power Connect, a new deployment system designed to reduce onsite power installation time by more than 40%. The solution should help customers bring capacity online faster and improve project-schedule certainty. Manufactured and assembled in the United States through Bloom Energy’s domestic network, Power Connect also reinforces the company’s commitment to American innovation and manufacturing.
Rapid growth in AI computing is driving unprecedented electricity demand, while grid infrastructure is struggling to keep pace. Bloom Energy’s onsite solutions can help customers bypass grid bottlenecks, shorten interconnection timelines and reduce the regulatory challenges associated with conventional power projects. Its established deployment capabilities further strengthen its appeal among data-center operators seeking reliable and rapidly available power.
The financial impact is already evident. Revenues more than doubled year over year to $1.8 billion in the first half of 2026, with AI data centers emerging as a major growth driver. According to management, all leading U.S. hyperscalers and more than a dozen neoclouds, AI laboratories and colocation operators have validated and approved Bloom Energy’s solutions. Consequently, the company raised its 2026 revenue guidance to $3.9-$4.2 billion and expects a non-GAAP gross margin of approximately 34%, indicating that rapid expansion is being accompanied by healthy profitability.
What About BE’s Peers?Quick deployment of energy systems allows alternative energy companies like Plug Power (PLUG - Free Report) and FuelCell Energy (FCEL - Free Report) to meet rising demand efficiently, secure long-term contracts and scale operations faster. This agility enhances revenue streams, strengthens customer relationships and supports overall financial growth in the clean energy sector.
Plug Power and FuelCell benefit from rapid deployment by quickly delivering hydrogen and fuel cell solutions to industrial and commercial clients. Fast installations help secure long-term contracts, accelerate market penetration and reduce time-to-revenues. This agility strengthens customer relationships and positions Plug Power and FuelCell for sustained growth in the expanding clean energy market.
BE’s Price PerformanceShares of BE have rallied 135.2% in the year-to-date period, outperforming the industry.
Image Source: Zacks Investment Research
BE’s Expensive ValuationBloom Energy is currently trading at a premium valuation. Its forward 12-month price-to-sales (P/S) ratio of 10.88X is higher than the industry’s 4.75X.
Image Source: Zacks Investment Research
Estimate Movement for BEThe Zacks Consensus Estimate for BE’s third-quarter and fourth-quarter 2026 earnings per share (EPS) witnessed no movement in the last seven days. The same holds true for 2026 and 2027 estimates.
Na Bloom Energy byla podána hromadná žaloba kvůli údajným klamavým tvrzením o využívání skandia z Číny. Žaloba tvrdí, že firma podcenila svou závislost na tomto materiálu.
NEW YORK, Aug. 31, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Bloom Energy Corporation (NYSE: BE) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Bloom Energy securities between February 27, 2026 and July 8, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/BE.
Bloom Energy Case Details
The complaint alleges that throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that:
that Bloom Energy obtained scandium through intermediaries who sourced the metal from China;that, as a result, the Company understated the extent to which it relied on scandium from China; andthat, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
What's Next for Bloom Energy Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/BE. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Bloom Energy you have until September 28, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Bloom Energy Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Bloom Energy Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
Bloom Energy ve 2Q 2026 poprvé překonala hranici 1 miliardy USD ve výnosech a meziročně je zvýšila o 165 %. Management zároveň zvedl výhled celoročních výnosů na 3,9 až 4,2 miliardy USD.
Bloom Energy: Evaluating Recent Upswings in Quarterly Revenue GenerationBloom Energy (BE +2.92%) makes solid-oxide fuel cell systems that utilize an electrochemical process to convert various fuel sources directly into onsite electricity for critical infrastructure clients.
It recently expanded a multibillion-dollar infrastructure financing arrangement and reported a net income margin of 18% for the quarter ended June 30, 2026.
Plug Power: Tracking a Stagnant Trajectory in Recent Quarterly RevenuePlug Power (PLUG -3.96%) primarily earns its revenue by selling clean hydrogen fuel cell solutions, constructing green ecosystem infrastructure, and delivering proton exchange membrane technology for both mobility and stationary applications.
It announced multiple strategic infrastructure asset divestitures to raise funds and recently secured new international electrolyzer deployment contracts, while reporting a negative 1% gross margin for the quarter ended June 30, 2026.
Why Tracking Historical Revenue Patterns Matters for Individual Retail InvestorsRevenue here refers to the data provider's standardized income-statement revenue line item, and tracking this foundational financial metric helps individual investors fully understand the total volume of incoming funds a specific enterprise collects from its core business operations over time, long before management accounts for any ongoing operating expenses, applicable taxes, or internal capital costs.
Comparing the Historical Quarterly Revenue Trends for Bloom Energy and Plug PowerCalendar quarterBloom Energy RevenuePlug Power RevenueQ3 2024$330.4 million (quarter ended Sept. 30, 2024)$173.7 million (quarter ended Sept. 30, 2024)Q4 2024$572.4 million (quarter ended Dec. 31, 2024)$191.5 million (quarter ended Dec. 31, 2024)Q1 2025$326.0 million (quarter ended March 31, 2025)$133.7 million (quarter ended March 31, 2025)Q2 2025$401.2 million (quarter ended June 30, 2025)$174.0 million (quarter ended June 30, 2025)Q3 2025$519.0 million (quarter ended Sept. 30, 2025)$177.1 million (quarter ended Sept. 30, 2025)Q4 2025$777.7 million (quarter ended Dec. 31, 2025)$225.2 million (quarter ended Dec. 31, 2025)Q1 2026$751.1 million (quarter ended March 31, 2026)$163.5 million (quarter ended March 31, 2026)Q2 2026$1.1 billion (quarter ended June 30, 2026)$178.3 million (quarter ended June 30, 2026)Data source: Company filings. Data as of Aug. 17, 2026.
Foolish TakeBoth Bloom Energy and Plug Power operate in the hydrogen and clean technology ecosystem, but they are on very different revenue trajectories, as the table above shows.
Artificial intelligence (AI) data centers consume humongous amounts of power and are scrambling for clean, reliable, always-on, onsite power. Bloom Energy's fuel-cell systems provide just that, which is why it is experiencing unprecedented demand driven. Its Q2 2026 revenue topped $1 billion for the first time, surging 165% year over year, prompting management to raise full-year 2026 revenue guidance to $3.9 billion to $4.2 billion.
Plug Power's story is in stark contrast. Despite being a frontrunner in green hydrogen, the company has struggled to scale production and cut costs over the years. Things are turning around, though. Plug Power's revenue is stabilizing, with management even bumping up full-year growth guidance to 15%-16%. Its gross margin improved significantly from a negative 31% in Q2 2025 to breakeven in Q2 2026.
Bloom Energy has some massive contracts and partnerships, including a $25 billion mega-partnership with Brookfield Asset Management (BAM +0.19%) and contracts with tech giants.
Plug Power, unfortunately, cannot boast the same, which is why I expect the wide revenue gap between the two companies to remain so, even if Plug's revenue growth accelerates from here.
Bloom Energy v posledních týdnech prudce oslabil, z letošního maxima 350 USD spadl na zhruba 200 USD a klesá sedmou seanci v řadě. Investory dál trápí vysoké ocenění, i když tržby ve 2. čtvrtletí vyskočily o 165 % na 1,06 miliardy USD.
Onsite power supply chain — Buy (SPWR/ENPH basket)
Buy a small basket of solar/energy-infrastructure names that benefit from the same data-center buildout tailwind but trade at more reasonable multiples than BE. The second-order effect of hyperscaler/AI power demand is more grid-scale and on-site generation/efficiency spend (solar + storage + power electronics) to reduce delivered power costs and speed deployments. If BE’s valuation compresses, capital often rotates into cheaper “picks-and-shovels” that still ride the capex wave. Use a basket approach (e.g., SolarEdge Technologies (SEDG) and Enphase (ENPH)) to reduce single-name risk while targeting the broader theme.
Key Risk: Data-center power demand shifts toward cheaper grid upgrades or long-term utility contracts, reducing incremental spend on distributed generation and power electronics.
Bloom Energy (BE) — Sell/Short
Sell or short BE. The news is bullish on growth (AI data-center power, higher gross margins, big Brookfield deal), but the stock is already pricing perfection: forward non-GAAP P/E ~74 vs S&P ~20. With BE below the 50/100-day EMAs and a multi-week freefall, any “good news” is likely to be met with valuation-driven selling. Thesis: growth won’t be enough fast enough to defend a premium multiple while momentum is negative. Key catalyst to watch is whether the next earnings report sustains margin expansion without guidance surprises.
Key Risk: BE keeps beating expectations and expands margins faster than the market expects, forcing valuation re-rating upward despite the downtrend.
Bloom Energy stock has slumped sharply in recent weeks, falling from its year-to-date high of $350 to around $200. The stock has declined for seven consecutive sessions, reaching its lowest level since August 3. Its technical indicators suggest that further downside may be ahead, while persistent valuation concerns continue to weigh on investor sentiment.
Bloom Energy has become one of the fastest-growing companies in the United States, helped by the ongoing data center boom. It has partnered with some of the biggest companies in the industry like Oracle and Nebius. Recently, it inked a $25 billion deal with Brookfield, one of the biggest private equity companies in the world.
The most recent earnings report showed that its revenue soared by 165% in the second quarter to $1.06 billion as it continued delivering onsite power to data centers. This growth will likely continue in the foreseeable future after the company continues to monetize its projects.
Its gross margins jumped from 26.7% in the second quarter of last year to the current 33.4%, with its profitability accelerating. KR Sridhar, the CEO, said:
“Today, all the major US hyperscalers and over a dozen US neoclouds, AI labs, and colocation data center operators have validated and approved our power solutions for their AI factories. Bloom is now a standard for AI onsite power.”
This growth will likely continue as the data center buildup gains steam. For example, Nvidia has reached a financing deal with OpenAI for a Ohio data center project valued at over $105 billion.
It has also reached a $500 billion deal with several financial companies like BlackRock, BlackStone, Goldman Sachs, and Brookfield to fund data centers. Bloom Energy will be one of the top beneficiaries of these investments.
Yahoo Finance data shows that analysts are upbeat about its growth prospects, especially after the company launched Power Connect, which can reduce its onsite power installation time by over 40%.
The average estimate is that its revenue will by 103% this year to $4.13 billion this year. After that, it will make over $6.77 billion next year. Its earnings-per-share is expected to move from 76 cents to $2.71 this year. It is expected to nearly double next year to $4.89.
The main challenge, however, is that it has become a highly overvalued company, with its forward price-to-earnings on a non-GAAP basis being 74, much higher than the S&P 500 Index average of over 20. As such, it needs to demonstrate strong revenue and profitability growth to justify this valuation.
BE stock chart | Source: TradingView
The daily chart shows that BE stock has been in a strong freefall in the past few months. It has moved from the year-to-date high of $351 to the current $200. It is also in the process of erasing most of the gains it made after releasing its financial results earlier this month.
The stock has dropped below the 50-day and 100-day Exponential Moving Averages (EMA), a sign that bears remain in control. Therefore, the path of the least resistance for the stock is downwards, with the next key target to watch being at $180. In the long term, however, the stock will bounce back
Akcie Bloom Energy tento týden klesly o 13,5 % poté, co firma představila nový systém Power Connect. Ten má zkrátit instalaci na místě o více než 40 %.
Bloom Energy (BE -2.21%) stock is more than 40% off its 2026 highs reached in June. That doesn't mean shareholders have had a bad year, though. Bloom shares are still up by about 125% year to date as of this writing.
That juxtaposition makes it even more timely to examine why shares sank 13.5% this week as of Friday morning, according to data provided by S&P Global Market Intelligence. Let's look at whether the drop gives investors who felt they missed out a great chance to own shares now.
Image source: Getty Images.
Bloom introduced a new deployment system for its fuel cell systems this week. The company said its new Power Connect system can reduce the time required for on-site power installations by more than 40%. That will help data center operators bring new capacity online sooner, generating revenue and driving higher returns on investment.
One might think such a development would boost the stock, rather than the double-digit drop seen this week. But investors have already bid the stock higher, anticipating growing future business. Bloom Energy expects to generate about $4 billion in revenue this year, doubling last year's sales. But the company is already valued at close to $60 billion, implying strong growth beyond 2026.
Today's Change
(
-2.21
%) $
-4.48
Current Price
$
198.00
Some investors are locking in gains rather than waiting for the company to grow into its valuation. But long-term investors can think differently. Bloom Energy is boosting capacity, envisioning a growing order backlog. That makes the recent pullback a reasonable opportunity to invest in a name that has become a popular choice for data center operators needing reliable power.
Howard Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bloom Energy. The Motley Fool has a disclosure policy.
Na společnost Bloom Energy byla podána hromadná žaloba kvůli údajnému podvodu s cennými papíry a dalšímu nezákonnému jednání. Akcie po zprávě z 8. července 2026 klesly o 15,28 USD na akcii, tedy o 5,67 %, na 254,29 USD za akcii.
NEW YORK, Aug. 21, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Bloom Energy Corporation (“Bloom” or the “Company”) (NYSE: BE). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Bloom and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until September 28, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Bloom securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On July 8, 2026, Hunterbrook Media published a report entitled “Bloom’s Big Lie,” which alleged, among other things, that “Bloom is, in fact, reliant on Chinese scandium, according to global trade data, Chinese corporate filings, satellite imagery, and Hunterbrook’s messages with Bloom’s suppliers in China.” The report assert that “Hunterbrook traced four separate China-linked routes into Bloom’s supply chain – scandium oxide shipped directly to its Delaware plant, plus scandium-bearing ceramics and powders flowing through intermediaries in Thailand, Japan, and South Korea.”
On this news, Bloom’s stock price fell $15.28 per share, or 5.67%, to close at $254.29 per share on July 8, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Bloom Energy hlásí rekordní tržby ve výši 1,065 miliardy USD za 2. čtvrtletí, což je meziročně o 166 % více. Poptávku táhnou modulární palivové články pro datová centra.
Fueled by cutting-edge Nvidia chips, data centers require more energy than ever before. As a result, the search for reliable power solutions is urgent. And because utility interconnection times can take years, hyperscalers are scrambling to find quickly deployable solutions.
Bloom Energy's (BE -2.01%) solid-oxide fuel cells have been likened to "Lego blocks" because they are factory-manufactured and transported on-site to meet the power requirements of data centers and other customers.
The "Lego" concept is at the heart of Bloom's investment thesis, and the company is experiencing historic demand as a result, sending the stock skyrocketing 2,078% since November 2024.
Today's Change
(
-2.01
%) $
-4.15
Current Price
$
202.48
Bloom Energy's "Lego block" fuel cells provide a tremendous competitive advantage Bloom Energy's high-temperature solid-oxide fuel cells are standardized, and this architecture enables these fuel cell systems to be stacked and scaled to support power deployments of up to hundreds of megawatts (MW). Because of its design and manufacturing processes, Bloom can manufacture, ship, and deploy its fuel cells in months rather than years.
The modular design not only makes deployment easier but also helps Bloom mitigate project risks. If construction on one site faces delays, the company can easily redirect trucks to deliver equipment elsewhere.
Image source: Bloom Energy.
An added benefit is that Bloom's modular fuel cell blocks can be serviced or replaced while the rest of the system remains online. Finally, these fuel cells can run on a variety of fuels, including abundantly available natural gas, with the option to run on hydrogen as the infrastructure for that option expands.
These features make Bloom's fuel cell technology highly appealing to companies like Brookfield Asset Management, which is investing massive amounts of capital to build out data centers, as well as hyperscalers and technology companies such as Oracle, CoreWeave, and Intel.
Bloom's revenue is booming as demand surges Bloom is experiencing a historic surge in demand, and its financials reflect this. In the second quarter, the company earned a record $1.065 billion in revenue, representing a 166% increase year over year. In addition, its blended gross margin increased 6% to 34.3%.
The company continues to score big wins. In April, Oracle committed to Bloom for a power block of up to 2.45 gigawatts at the Project Jupiter AI factory in New Mexico, replacing previously planned gas turbines and backup diesel generators with Bloom Energy Servers.
In June, Brookfield Asset Management expanded its strategic financing framework fivefold, from $5 billion to $25 billion. In addition, Bloom Energy has been selected to power Nebius's AI infrastructure build-out, including expanded funding from Industrial Development Funding of up to $1.7 billion.
Bloom Energy is seeing tremendous growth in demand for its "Lego block" fuel cells, thanks to a slew of benefits that are making them a popular choice among data center developers. As long as hyperscalers continue to invest heavily in the data center build-out, Bloom Energy should benefit.
Courtney Carlsen has positions in Bloom Energy, Nvidia, and Oracle. The Motley Fool has positions in and recommends Bloom Energy, Brookfield Asset Management, Intel, Nvidia, and Oracle. The Motley Fool has a disclosure policy.
Bloom Energy letos vzrostla o 136 % a v prvních dvou čtvrtletích roku 2026 už utržila asi 1,8 miliardy USD. Firma čeká za celý rok tržby 3,9 až 4,2 miliardy USD.
Bloom Energy (BE -3.08%) is a clean energy company that makes solid oxide fuel cell systems. These fuel cells, to put it simply, chemically remove electrons from natural gas and route them through a circuit to produce electricity. The cells live in giant boxes -- Bloom Boxes -- that can be used as mini on-site power plants for data centers, factories, and other facilities that can't wait years to gain access to a grid connection.
This advantage -- on-site power generation -- has become enormously valuable in the age of artificial intelligence (AI). Bloom's share price is up 136% so far in 2026 and over 344% over the past year.
That's a huge run for any stock. And yet the numbers underneath that rally suggest there's plenty of room for further growth.
Image source: Bloom Energy.
Bloom is filling a gap in the grid To frame Bloom's opportunity properly, it helps to understand a significant mismatch at the heart of the AI build-out.
In a nutshell, power-intensive facilities, like data centers, are being built faster than the U.S. grid can expand to accommodate them. As a result, the developers of these facilities can't build them just anywhere; they have to pick places where there's enough power to support their projects. And even then, there could still be a delay between when a data center is constructed and when it can actually get power.
Depending on the grid is cumbersome, and data centers tend to increase a community's electricity bills due to the enormous amount of power these server farms guzzle.
Today's Change
(
-3.08
%) $
-6.37
Current Price
$
200.27
In short, it would be best if these AI factories could generate their own power. Bloom Boxes, which can be installed within 90 days, are exactly the kind of energy solution they need.
Bloom's growth is enormous; so are expectations That preamble leads me to the opportunity. Few companies can offer what Bloom does. And it's showing up not only in today's revenue but also in what analysts are expecting over the next two years.
Data by YCharts.
Bloom generated about $2 billion in total revenue in 2025. It has already produced about that much (roughly $1.8 billion) through the first two quarters of 2026, and it projects it will finish the year with $3.9 billion to $4.2 billion, which would roughly double last year's revenue.
Analysts are expecting that figure to more than triple over the next two years, but that's a generous estimate for a company with a pipeline like Bloom's. The company entered 2026 with a roughly $20 billion backlog, but that figure has likely gone up. CEO KR Sridhar recently commented that Bloom's backlog was "growing faster than revenue." That could be a problem -- Bloom's manufacturing capacity could be limited -- but it's not a bad problem when your company is profitable.
There is, however, one big catch: Bloom's valuation. With a roughly $70 billion market cap, and just $251 of trailing-12-month net income, Bloom stock trades at around 280 times trailing earnings. That's expensive by any measure, and it assumes years of strong execution.
For most long-term investors, Bloom is still a buy, but only for those willing to accept some volatility along the way. Bloom stock looks poised for growth, but keep in mind the immense expectations already built into today's price and the downside that could follow if Bloom slips on its promises.
Bloom Energy oznámila rekordní výnosy 1,065 miliardy USD za 2. čtvrtletí a zvýšila celoroční výhled výnosů na 3,9 až 4,2 miliardy USD. Růst táhnou nové AI kontrakty s Oracle a Nebius.
This is a fair market value price provided by Massive. Learn more.
$40.56▼
$351.28274.67
$248.05
Bloom Energy NYSE: BE is no longer the niche fuel-cell maker Wall Street shrugged at for much of the past decade as it racked up years of losses.
Instead, it’s become a player on the front lines of an urgent AI problem. AI data centers need power faster than the electric grid can deliver it.
Get Bloom Energy alerts:
Bloom's solid-oxide fuel cells generate electricity on-site from natural gas without waiting years for a grid connection. Investors have noticed. The stock is up over 130% since the start of this year and about 370% over the past 12 months.
For investors now, the question is how much of that surge is fueled by emotion and how much the financials can support the new value.
Record Earnings Back Bloom’s Rapid RiseThere’s no doubt that the company’s second-quarter headline numbers, released July 28, were extraordinary. Second-quarter revenue hit a record $1.065 billion, up 165.5% from a year earlier and well above the $826.13 million analysts expected.
Profitability improved just as impressively. While its reported net income came in at $196.3 million, in contrast to a $42.6 million loss a year earlier, non-GAAP operating income jumped to $239.6 million from $28.6 million. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) reached $253 million, roughly 24% of revenue.
Those earnings jumps translated to per-share figures. Non-GAAP diluted earnings per share came in at 78 cents, double the 39-cent consensus. GAAP diluted earnings per share (EPS) were 62 cents in contrast to a loss of 18 cents the previous year. Product revenue, the core of Bloom's business, surged 215.4% to $935.4 million.
Management followed the beat with a bigger promise, raising full-year 2026 revenue guidance to between $3.9 billion and $4.2 billion. That was up from between $3.4 billion and $3.8 billion. Non-GAAP EPS guidance came in at $2.55 to $2.85.
Major AI Deals Drive the Growth PipelineThese numbers did not suddenly happen. Bloom has spent the past year stacking the kind of contracts that explain where the growth is coming from. Oracle NYSE: ORCL expanded its agreement to procure up to 2.8 gigawatts of Bloom's fuel-cell systems, with 1.2 gigawatts already under contract.
European AI infrastructure firm Nebius agreed to pay Bloom up to $2.6 billion in service fees over the life of a new power deal. And in June, Brookfield expanded its financing framework for Bloom-powered AI infrastructure projects fivefold, from $5 billion to $25 billion.
Indeed, this pipeline of committed multiyear power contracts is the core of the investment thesis. Beyond selling standalone equipment, Bloom is becoming embedded infrastructure for the AI buildout, with hyperscalers, or large-scale cloud computing providers. effectively funding its expansion.
Wall Street Stays Bullish Despite Supply-Chain and Valuation RisksBloom Energy Stock Forecast Today12-Month Stock Price Forecast:
$248.05
20.41% Upside
Moderate Buy
Based on 26 Analyst Ratings
Current Price$206.00High Forecast$350.00Average Forecast$248.05Low Forecast$39.00Bloom Energy Stock Forecast Details
At current price levels, Wall Street's response is broadly favorable but far from unanimous. Twenty-six analysts currently cover the stock with a consensus Moderate Buy rating and an average 12-month price target of $248.05, representing an upside of about 19%.
In all, the analysts are rather evenly split. Of the 26 ratings, three have given the company a Strong Buy, 10 suggest Buy, 12 recommend Hold, and one lists it as a Sell.
While the runup in stock price might worry new investors, the most immediate risk might be one that has already rattled the stock.
In early July, short sellers Hunterbrook Research and Crossroads Capital published reports alleging Bloom understated its reliance on Chinese-sourced scandium oxide, a material used in its fuel cells. The reports questioned whether enough scandium exists globally to support the company's targets.
Bloom immediately rejected the claims as “false and misleading,” saying it has sufficient non-China-dependent supply to meet current demand and backlog, with visibility to support 25 gigawatts of annual production. Although the allegations have been largely dismissed, it shows how fragile investor perception can be regarding supply-chain questions.
Competitive and valuation pressure add a second layer of risk. Natural-gas turbine projects from Chevron NYSE: CVX and Microsoft NASDAQ: MSFT, along with government-backed nuclear initiatives, are emerging as alternative ways for data-center operators to secure power. Bloom's window as the fastest available power option is not likely to stay open forever.
A Lofty Valuation Leaves Little Room for ErrorInvestors might remember to keep these in mind. With a trailing price-to-earnings ratio above 300, Bloom Energy isn't just pricing in continued hypergrowth; it's pricing in years of it going exceedingly well.
For comparison, GE Vernova NYSE: GEV, another company riding the AI power buildout through turbines and grid equipment, trades at roughly 29 times trailing earnings. Also, Bloom pays no dividend, so this is clearly a growth story rather than an income-oriented investment.
Bloom Offers a High-Risk Bet on AI PowerThis enthusiasm for the company’s future versus the realities of the present is where investors need to choose between them.
Bloom might be considered a higher-torque, higher-risk way to participate in the sector. Its fuel-cell technology is differentiated, its contract backlog is faster-growing, and the valuation assumes none of it stumbles.
But the realities cannot be ignored. It’s a competitive business that seemingly changes daily with new data center battles and an unknown AI future.
For risk-tolerant investors who believe AI power demand is structurally durable, Bloom remains one of the purest, if not potentially volatile, ways to play in the theme.
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Should You Invest $1,000 in Bloom Energy Right Now?Before you consider Bloom Energy, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Bloom Energy wasn't on the list.
While Bloom Energy currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
The space race is growing fast, and you don’t have to have gotten in early on SpaceX to profit. This report shows seven space stocks you can buy today that may grow as rockets, satellites, defense, space internet, and new space technology become more important.
Bloom Energy uvedla Power Connect, který má zkrátit instalaci energetických systémů na místě o více než 40 %. Firma tím chce rychleji proměnit svůj backlog zhruba 20 miliard USD v tržby.
For well over a year, Bloom Energy (BE -1.14%) has been one of the energy sector's top-performing stocks.
And for no small reason: The solid oxide fuel cell maker's energy systems -- sleek grey boxes that generate power on-site -- allow data centers to sidestep what could be a years-long wait to connect to the grid.
Bloom calls this its "time-to-power" advantage. Indeed, Bloom can make an energy system operational within 90 days, so it claims, and its deployment of a system for Oracle (ORCL +0.71%) within 55 days is testimony to how fast it can move. Few companies can deliver on-site power generation as fast as Bloom -- and a new deployment system could make that time advantage even stronger.
Today's Change
(
-1.14
%) $
-2.38
Current Price
$
206.63
Bloom is moving electrical work into the factory. Bloom's energy technology is pretty ingenious. Inside the box, Bloom's fuel cells use an electrochemical reaction to oxidize a fuel, such as natural gas, thereby releasing electrons. Those electrons then flow through an external circuit, generating an electric current. That current is then converted into usable electricity and delivered to a customer's facility.
These boxes are mass-produced in factories and shipped to clients for on-site installation. The installation phase, when the systems are wired and integrated, can involve extensive work and, therefore, considerable time. It follows, therefore, that if Bloom can reduce installation time, it could potentially deliver power to its clients faster.
And that's exactly what Bloom is doing.
On Aug. 19, 2026, it announced a new deployment system, "Power Connect." Unlike Bloom's current process, this one arrives "pre-connected, pre-wired, tested and ready for installation." Bloom believes the new system can cut onsite power installation time by over 40%. That makes an already speedy process that much faster.
Image source: Bloom Energy.
A faster installation process could help clear one of Bloom's bottlenecks. As I've written about before, Bloom's biggest problem isn't demand. In fact, it's the opposite problem: It has too much demand. As CEO K.R. Sridhar put it in Bloom's second-quarter earnings call, Bloom's "backlog [is] growing at a faster pace than revenue." That's not a bad problem to have, but it does create some limit on how quickly Bloom can turn its project backlog into revenue.
Power Connect could, in this sense, help speed up the process tremendously. Under the old model, Bloom had to rely on skilled electricians to install energy systems. This is a problem because skilled electricians are in short supply across the U.S. By moving electrical work into the factory, Bloom can potentially scale its deployments without having to scale its installation workforce. It reduces a potential bottleneck, and, as a result, could put more servers in operation in a shorter time.
Don't miss that last point. A shorter deployment time is great for clients, but it's also great for Bloom: It means Bloom can convert more of its roughly $20 billion backlog into sales. Likewise, it could improve its installation margin by shifting electrical work into the factory, which could lower installation costs.
Bloom has been a market favorite: It's more than quadrupled over the past year, and it now trades at roughly 270 times its trailing earnings. That's not cheap by any measure. That said, if Power Connect allows Bloom to work through its backlog faster, while also reducing installation costs, today's lofty valuation could be easier to justify. I think it makes Bloom a compelling buy, albeit one I'd approach with patience, given how much future growth is already priced in.
Bloom Energy míří na rostoucí poptávku po elektřině pro AI pomocí onsite palivových článků. Výnosy v roce 2025 vzrostly o 37 % na zhruba 2 mld. USD a v první polovině roku 2026 se více než zdvojnásobily na 1,8 mld. USD.
Key Takeaways Bloom Energy's onsite fuel cells target rising AI power demand amid grid and interconnection constraints.2025 revenues rose 37% to $2B, while first-half 2026 revenues more than doubled to $1.8B.All major U.S. hyperscalers have validated Bloom Energy's power solutions for AI factories. Bloom Energy (BE - Free Report) is a global leader in onsite power generation. Its flagship product, the Bloom Energy Server, uses proprietary high-temperature solid-oxide fuel-cell technology that positions the company to address one of the greatest constraints facing the AI and digital economy: access to reliable, scalable electricity.
The system converts fuels — including natural gas, biogas and hydrogen — into electricity without combustion or moving parts, delivering higher efficiency and lower emissions than many legacy power-generation technologies.
Rapid growth in AI computing is creating unprecedented electricity demand, while grid infrastructure struggles to keep pace. Bloom Energy’s onsite power solutions allow customers to mitigate grid constraints, shorten lengthy interconnection timelines and reduce the regulatory friction often associated with conventional power projects.
Bloom Energy’s revenues increased 37% to approximately $2 billion in 2025 and more than doubled year over year to $1.8 billion in the first half of 2026, with management identifying AI data centers as a significant growth driver. The company has stated that all major U.S. hyperscalers, along with more than a dozen neoclouds, AI laboratories and colocation data-center operators, have validated and approved its solutions for AI facilities.
Management remains focused on providing a reliable onsite power solution that removes deployment barriers for customers. If Bloom Energy can expand production, lower costs, preserve margins and convert AI-related demand into recurring deployments, it could evolve from a niche clean-energy supplier into an essential provider of digital-energy infrastructure.
What About BE’s Peers?Quick deployment of energy systems allows alternative energy companies like Plug Power (PLUG - Free Report) and FuelCell Energy (FCEL - Free Report) to meet rising demand efficiently, secure long-term contracts and scale operations faster. This agility enhances revenue streams, strengthens customer relationships and supports overall financial growth in the clean energy sector.
Plug Power and FuelCell benefit from rapid deployment by quickly delivering hydrogen and fuel cell solutions to industrial and commercial clients. Fast installations help secure long-term contracts, accelerate market penetration and reduce time-to-revenues. This agility strengthens customer relationships and positions Plug Power and FuelCell for sustained growth in the expanding clean energy market.
BE’s Price PerformanceShares of BE have rallied 133.3% in the year-to-date period, outperforming the industry.
Image Source: Zacks Investment Research
BE’s Expensive ValuationBloom Energy is currently trading at a premium valuation. Its forward 12-month price-to-sales (P/S) ratio of 10.94X is higher than the industry’s 4.96X.
Image Source: Zacks Investment Research
Estimate Movement for BE
The Zacks Consensus Estimate for BE’s third-quarter and fourth-quarter 2026 earnings per share (EPS) witnessed north-bound movement in the last 30 days. The same holds true for 2026 and 2027 estimates.
Akcie Plug Power klesají o 5 % a Bloom Energy o 8 %, protože výnos 10letého amerického státního dluhopisu se drží poblíž 52týdenního maxima. Citlivé vodíkové tituly tak pod tlakem reagují na vyšší sazby.
Hydrogen and fuel cell stocks are sliding Tuesday morning as the 10-year Treasury note yield sits near the top of its 52-week range. Plug Power (NASDAQ:PLUG) stock is down 5% to $2.17.
Meanwhile, Bloom Energy (NYSE:BE) stock is falling 8% to $214.44. FuelCell Energy (NASDAQ:FCEL) stock is holding relatively steady, as it’s only down 0.5% to $22.25.
Plug Power, Bloom Energy, and FuelCell Energy fund plants, manufacturing capacity, and long-duration projects, so higher discount rates compress their valuations while higher borrowing costs raise the price of buildout. Both effects push the same way.
The Yield Backdrop The 10-year Treasury yield at 4.728% sits below the 52-week high of 4.747% and inside a 52-week range that starts at 3.947%. Rate-sensitive corners of the market feel this immediately, and Plug Power, Bloom Energy, and FuelCell Energy sit at the sharp end given cash burn and long project horizons.
A higher discount rate compresses the present value of profits that management projects years out. Higher borrowing costs raise the tab on capital these companies need to build capacity.
Plug Power’s Q2 2026 Cushion Plug Power stock trails its peers on YTD gains despite a Q2 2026 report showing margin progress. The company’s revenue reached $178.3M, representing 2.5% year over year (YoY) growth from $168.8M. The company’s adjusted earnings were -$0.07, essentially in line.
The margin picture told a sharper story. The company’s adjusted EBITDA margin was negative 25.4%, and service margin reached 27%. CEO Jose Luis Crespo described a “meaningful step” in gross margin, approaching breakeven, and attributed it to improved service reliability and better utilization at hydrogen production plants.
On the earnings call, Crespo told Colin Rusch of Oppenheimer that better unit reliability, more efficient technician coverage, and recent service price adjustments drove the service margin gain. He told Eric Stine of Craig Hallum that refreshes for two major customers follow normal fleet renewal timing, with roughly 2,000 units expected in 2026 and further activity across the next three years. CFO Paul Middleton, replying to Manav Gupta of UBS, pointed to equipment volume growth, manufacturing cost reductions, and service reliability improvements as the main levers for the second half.
Rate exposure runs directly through liquidity at Plug Power. Middleton told Sameer Joshi of H.C. Wainwright that Plug Power’s convertible debt is long-dated and low cost, and that asset monetization and working capital improvements are supporting liquidity needs for the foreseeable future. A business running a negative 25.4% adjusted EBITDA margin that leans on asset monetization for cash faces more exposure to the price and availability of capital than a self-funding peer.
Peers Diverge: Bloom Energy and FuelCell Energy Bloom Energy stock is falling 8% to $214.44 Tuesday, giving back a slice of a year to date (YTD) advance of 167% through Monday’s close. The company makes solid oxide fuel cell systems for onsite power and has become a meaningful supplier to AI data center operators, including major U.S. hyperscalers and neocloud and colocation operators.
FuelCell Energy stock is essentially flat, down 0.5% to $22.25, with a YTD gain of 206% through Monday. Its business designs and operates carbonate fuel cell systems for distributed power generation, with a generation portfolio of approximately 62.8 MW across U.S. sites under long-term power purchase agreements.
Selling in Bloom Energy is heaviest despite AI data center exposure, while selling in FuelCell Energy is minimal. This points to a rate event rather than a demand event.
Plug Power’s 16% YTD gain through Monday trails both of the company’s peers by wide margins. A smaller run-up means less air to give back in a derating. PLUG stock has not been rewarded for the operational progress the second quarter showed, and the low absolute share price means small dollar moves produce large percentage swings.
Meanwhile, the Global X Hydrogen ETF (NASDAQ:HYDR) is up 44% year to date through Monday’s close. This narrow thematic vehicle carries significant concentration risk. A single-theme hydrogen basket offers little protection when the entire theme derates on rates.
What to Watch Investors could look for signs that the 10-year yield breaks above its 52-week high, as another leg higher can keep pressure on the group. Plug Power management has guided to positive gross margin in the second half, a key operational milestone for the stock. The material handling refresh cycle and its 2,000-unit 2026 target are the concrete milestones behind that path.
Plug Power’s bull case rests on margin progress, the 27% service margin, reduced cash burn, and long-dated, low-cost convertible debt. The bear case is real: a negative 25.4% adjusted EBITDA margin, continued losses, reliance on asset monetization for liquidity, and 2.5% revenue growth that is modest for a company still valued on future scale.
Given the low share price and volatility in Plug Power stock, your position sizes should stay moderate (we wrote a free playbook on speculating with just 5% of a portfolio, here: Small Stakes, Big Swings). Market action into the close and any further move in yields could set the tone for the hydrogen group through the rest of the week.
Contact [email protected] for any questions or corrections.
Bloom Energy uvedla, že vidí potenciál pro 25 gigawattů nasazení, což by při současné ekonomice znamenalo tržby v řádu desítek miliard USD. Firma zároveň zvýšila celoroční výhled tržeb na 3,9 až 4,2 miliardy USD.
Bloom Energy (BE +0.96%) recently said that it has visibility on 25 gigawatts of deployments, which is the kind of line that makes you stop and do the math (and consider an investment). On the second-quarter earnings call, management laid out the scandium and capacity story in a way that stuck with many investors.
K.R. Sridhar, Bloom's CEO, said:
The three takeaways for you all as investors to understand are the following: there is enough scandium on the planet that can be recovered economically viably to power of the planet. That is what's available on the planet. We have visibility currently based on what we are working for 25 gigawatts of like deployments. And we are not dependent on China.
This is a strong statement that Bloom believes it can scale up solid-oxide fuel cell deployments to tens of gigawatts without hitting resource or supply chain constraints for scandium, a chemical element that improves fuel cell performance.
Image source: Getty Images.
Great numbers recently The recent numbers back up that confidence. The company just reported record second-quarter revenue of $1.065 billion, its first billion-dollar quarter, with sales up 166% year over year and 42% sequentially. Product revenue reached $935 million, up 215% from a year earlier, driven mainly by orders from artificial intelligence (AI) data centers and other large power users.
Adjusted earnings jumped to $0.78 per share, nearly double the consensus estimate, and the company raised full-year 2026 guidance to ranges of $3.9 billion to $4.2 billion in revenue, $800 million to $900 million of operating income, earnings per share (EPS) of $2.55 to $2.85, and a gross margin of around 34%.
Bloom's earlier guidance and capacity plans help translate that into a rough value per gigawatt. In the first quarter, management said its current manufacturing footprint will allow it to deliver 5 gigawatts of product annually and raised 2026 revenue guidance into the mid-$3 billion range before this latest bump.
Put those pieces together, and a reasonable estimate is that each gigawatt of commercial product capacity supports $700 million to $800 million of annual revenue at the current mix, with gross margins in the mid-30% range and rising operating leverage. If Bloom can ultimately deploy 25 gigawatts of systems over a decade or so, you are talking about a cumulative revenue opportunity in the tens of billions of dollars, not counting service income and upgrades. That is before you factor in the 2.8-gigawatt master agreement with Oracle and the expansion of the deal with Brookfield from $5 billion to $25 billion for on-site data center power.
Today's Change
(
0.96
%) $
2.22
Current Price
$
232.16
AI power demand considerations The link between AI power demand and electricity is direct: Bloom's solid-oxide fuel cells convert natural gas or hydrogen to electricity at high efficiency. Its systems sit in data centers, deliver multi-megawatt blocks of always-on power within months rather than years, and avoid the transmission constraints utilities face when serving new AI campuses. In its AI-focused commentary, management describes a vast addressable market where every new cluster that needs fast, resilient, lower-carbon power is a candidate for on-site fuel cell arrays, either instead of or alongside a hookup to the local grid.
That is where the utility angle comes in. AI data centers will still rely heavily on the grid for baseload and backup power. Analysts now talk about U.S. AI power demand rising from single-digit gigawatts to well north of 100 gigawatts in little more than a decade.
Right now, Wall Street spends most of its AI time on the chips and the models. Micron, Nvidia, and others deserve that attention, but the power layer is just as important. Bloom's 25-gigawatt visibility is one piece of that power story. The utilities that will feed the grid side of those same loads are another.
So, if the company can ultimately deploy 25 gigawatts of systems at something like today's economics, it is looking at a revenue opportunity that easily runs into the tens of billions of dollars over the life of those assets. That makes Bloom Energy a compelling investment choice right now.
Na Bloom Energy byla podána hromadná žaloba kvůli údajným nepravdivým a zavádějícím tvrzením o skandiu získávaném přes prostředníky z Číny. Žaloba tvrdí, že firma podcenila svou závislost na čínském skandiu.
NEW YORK, Aug. 17, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Bloom Energy Corporation (NYSE: BE) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Bloom Energy securities between February 27, 2026 and July 8, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/BE.
Bloom Energy Case Details
The complaint alleges that throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that:
that Bloom Energy obtained scandium through intermediaries who sourced the metal from China;that, as a result, the Company understated the extent to which it relied on scandium from China; andthat, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
What's Next for Bloom Energy Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/BE. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Bloom Energy you have until September 28, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Bloom Energy Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Bloom Energy Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
Bloom Energy Corporation (NYSE:BE – Get Free Report) Director John Chambers sold 15,000 shares of the stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $250.00, for a total value of $3,750,000.00. Following the sale, the director directly owned 208,333 shares of the company’s stock, valued at approximately $52,083,250. This trade represents a 6.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link.
Shares of NYSE BE opened at $230.10 on Monday. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59. Bloom Energy Corporation has a 52 week low of $40.56 and a 52 week high of $351.28. The firm’s fifty day moving average is $248.28 and its 200 day moving average is $215.39. The company has a market cap of $67.77 billion, a price-to-earnings ratio of 306.80, a PEG ratio of 3.14 and a beta of 3.79.
Bloom Energy (NYSE:BE – Get Free Report) last posted its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. The company had revenue of $1.07 billion during the quarter, compared to analyst estimates of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The firm’s revenue was up 165.5% compared to the same quarter last year. During the same period in the prior year, the business posted $0.10 EPS. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, equities research analysts expect that Bloom Energy Corporation will post 1.93 earnings per share for the current year.
Bloom Energy News Roundup Here are the key news stories impacting Bloom Energy this week: Positive Sentiment: AI power demand remains the primary bullish catalyst. Bloom’s fuel-cell systems are being marketed as a fast, deployable power source for hyperscale data centers facing grid-connection delays. Demand tied to CoreWeave’s expansion and a project involving NBIS reportedly strengthened the investment case. Bloom Energy Shares Jump Premarket as AI Power Crunch Drives Demand Positive Sentiment: Improving earnings expectations could support the stock. Analysts have been raising estimates for Bloom Energy, suggesting stronger expected demand and execution could help sustain near-term momentum. Earnings Estimates Rising for Bloom Energy Neutral Sentiment: Investors are debating whether the rally is justified. Bloom Energy has gained more than 400% over the past year as the AI-power theme accelerated. Supporters point to expanding business prospects, while skeptics argue the valuation already discounts substantial future growth. Bloom Energy Stock Has Exploded Negative Sentiment: Valuation and insider selling are notable risks. Reports cite an approximately 81-times forward price-to-earnings multiple and suggest insiders have been selling shares. Those factors raise the risk of profit-taking if growth or contract execution falls short of very optimistic expectations. Bloom Energy Stock Has Exploded Negative Sentiment: Multiple law firms are publicizing a securities class action. The lawsuit covers investors who purchased Bloom securities from February 27, 2025, through July 8, 2026, with a September 28, 2026 lead-plaintiff deadline. Allegations reportedly involve potentially inadequate disclosures concerning supply-chain exposure to Chinese scandium. The litigation creates reputational, financial and headline risk, although the allegations have not been proven. Kaplan Fox Advises Bloom Energy Investors Institutional Investors Weigh In On Bloom Energy Hedge funds have recently made changes to their positions in the company. Geode Capital Management LLC lifted its position in Bloom Energy by 5.4% during the fourth quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock valued at $461,272,000 after buying an additional 269,662 shares during the period. Brooklands Fund Management Ltd bought a new position in shares of Bloom Energy in the 4th quarter worth about $347,560,000. Amundi lifted its position in Bloom Energy by 390.7% during the 4th quarter. Amundi now owns 3,154,197 shares of the company’s stock valued at $274,068,000 after acquiring an additional 2,511,426 shares during the period. Norges Bank purchased a new stake in Bloom Energy in the fourth quarter worth about $239,683,000. Finally, Jennison Associates LLC boosted its position in shares of Bloom Energy by 20,074.4% in the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock worth $364,066,000 after purchasing an additional 2,673,710 shares in the last quarter. 77.04% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth A number of brokerages recently issued reports on BE. JPMorgan Chase & Co. reduced their price target on Bloom Energy from $346.00 to $314.00 and set an “overweight” rating on the stock in a report on Wednesday, July 29th. Wall Street Zen upgraded Bloom Energy from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Citigroup restated a “hold” rating on shares of Bloom Energy in a report on Thursday, July 16th. Morgan Stanley reaffirmed an “overweight” rating and issued a $310.00 price target on shares of Bloom Energy in a research note on Wednesday, April 29th. Finally, Robert W. Baird reiterated an “outperform” rating and issued a $310.00 price target on shares of Bloom Energy in a report on Thursday, July 9th. Three research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Bloom Energy presently has a consensus rating of “Moderate Buy” and a consensus target price of $248.05.
Get Our Latest Report on BE
Bloom Energy Company Profile (Get Free Report)
Bloom Energy is a clean energy technology company that designs, manufactures and deploys solid oxide fuel cell systems for on-site power generation. Its flagship product, the Bloom Energy Server, converts natural gas, biogas or hydrogen into electricity through an electrochemical reaction, offering customers a reliable, low-carbon alternative to grid power. The company also provides a suite of services that includes system installation, remote monitoring and preventative maintenance to ensure long-term performance and uptime.
Founded in 2001 by Dr.
Read More Five stocks we like better than Bloom Energy The Metals Company’s Big Bet Now Comes Down to a License OneSpaWorld Keeps Turning Cruise Demand Into Record Earnings Meta and Tesla Are Rebounding From Oversold Levels—Now What? AMG’s Alternatives Boom Powers Record Growth
Receive News & Ratings for Bloom Energy Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Bloom Energy and related companies with MarketBeat.com's FREE daily email newsletter.
Akcie Bloom Energy v předobchodní fázi rostou o 0,92 % na 238,40 USD, protože poptávku po její energetické technologii podporuje expanze CoreWeave v AI datových centrech.
Bloom Energy Corp. (NYSE:BE) shares are trading higher during Friday’s premarket session as traders keep leaning into the AI data center power-demand theme tied to CoreWeave’s expansion.
Bloom Energy shares are trending higher. Why are BE shares climbing? What Is Driving Bloom Energy’s Stock Today?CoreWeave posted second-quarter results that beat Wall Street estimates, including $2.58 billion in revenue and a $104 billion revenue backlog tied to AI infrastructure demand. The read-through for Bloom is that CoreWeave’s high-density data centers can lean on Bloom’s solid oxide fuel cell systems for faster on-site power.
Bloom is also catching a macro tailwind this week after July CPI came in as expected, with headline CPI up 3.4% YoY and core inflation at 2.5%, while the CME FedWatch September hike probability slipped to 42% from 45%. Lower yields after the print have helped reopen risk appetite for growth-linked infrastructure names.
CoreWeave Hits Strategic Inflection Point Fueled by Enterprise AI Demand“CoreWeave reached an important inflection point this quarter as our scale began to translate into expanding operating leverage. Customer demand is accelerating, as enterprise adoption broadens and we continue to deepen our technology platform,” said Michael Intrator, co-founder and CEO of CoreWeave.
“CoreWeave is built on the conviction that AI is foundational to every industry and that realizing its full potential requires a purpose-built platform. This quarter reinforced that conviction.”
Bloom Energy Stock: Key Levels To WatchFrom a trend perspective, the stock is trading 13.6% above its 20-day SMA ($210.73) and 30.1% above its 200-day SMA ($183.96), which keeps the longer-term uptrend intact after a huge 12-month run of 423.65%. At the same time, it’s trading 3.6% below its 50-day SMA ($248.39), a reminder that the intermediate trend is still working through a consolidation phase.
RSI is 52.51, which is basically neutral and fits a "digesting gains" setup rather than an overbought chase. RSI measures how stretched the recent move is, and this reading suggests buyers and sellers are closer to balanced right now than they were during the May overbought push.
The chart also has a mixed moving-average message: the 20-day SMA is below the 50-day SMA (a bearish near-term crossover), but the 50-day SMA remains above the 200-day SMA (a bullish longer-term structure). With the most recent swing high in June and swing low in July, traders will likely treat any bounce as needing follow-through back above the 50-day area to confirm momentum is rebuilding.
Key Support: $230.50 — a nearby pivot zone that sits just below the 100-day SMA ($238.63), making it a practical "line in the sand" if the pullback deepens Bloom Energy’s Benzinga Edge Scorecard BreakdownBelow is the Benzinga Edge scorecard for Bloom Energy, highlighting its strengths and weaknesses compared to the broader market:
Momentum: Bullish (Score: 98.8/100) — The stock is still screening as a market leader despite the recent consolidation under the 50-day average. Value: Weak (Score: 2.57) — The setup implies a pricey stock relative to fundamentals, which can raise the bar for execution. Growth: Bullish (Score: 98.67/100) — The market is rewarding the company’s growth profile, which fits the AI power-demand narrative. The Verdict: Bloom Energy’s Benzinga Edge signal reveals a classic High-Flyer setup, with very strong momentum and growth scores paired with a very weak value profile. For longer-term holders, that usually means the trend can stay powerful, but pullbacks can be sharper if expectations cool or the next catalyst disappoints.
Bloom Energy Stock Price Movement in PremarketBE Stock Price Activity: Bloom Energy shares were up 0.92% at $238.40 during premarket trading on Friday, according to Benzinga Pro data.
Read Next
Image: Shutterstock
Market News and Data brought to you by Benzinga APIs
Bloom Energy ve 2. čtvrtletí zvýšila tržby o 165 % na 1,06 miliardy USD a zvedla celoroční výhled na 3,9 až 4,2 miliardy USD. Akcie se navíc odrazily z srpnového minima 157,2 USD na maximum 248 USD a vytvořily inverzní hlavu a ramena, což naznačuje další růst.
Bloom Energy stock has rebounded recently, moving from the August low of $157.2 to a high of $248 today. This rebound has coincided with the ongoing rotation back to AI companies and its strong financial results. It has formed an inverted head-and-shoulders pattern, pointing to more upside.
One of the top themes in the financial market this year has been the artificial intelligence boom that has led to a surge in data center deployments. This growth is benefiting most companies in the tech industry and their suppliers.
Bloom Energy has an important role in the industry because of its growing market share in the power generation sector. It has inked some major deals with the top data center companies like Nebius and Oracle.
Last week, the company announced an expanded deal with MiTAC, which will use its technology to power its Fremont plant. MiTAC already uses the business in its San Jose facility.
The most recent results showed that Bloom Energy’s business continued growing in the second quarter. Its revenue jumped by 165% to $1.06 billion, higher than what analysts were expecting.
The company’s gross margins expanded to 33.4% from the previous 26.7%, with its operating income jumping to $182.2 million. It had previously generated $185 million in operating income.
Its quarterly revenue was notable as it was higher than what the company made in the four quarters of 2021. In a statement, KR Sridhar, its founder, said:
“Today, all the major US hyperscalers and over a dozen US neoclouds, AI labs, and colocation data center operators have validated and approved our power solutions for their AI factories. Bloom is now a standard for AI onsite power.”
Most importantly, the company boosted its forward guidance for the year. It expects to make between $3.9 billion and $4.2 billion this year, with the gross margin soaring to 34%. Its operating income is expected to be between $800 million and $900 million. Analysts expect its revenue to jump to $6.77 billion next year.
These numbers are helping to justify its hefty valuation, with its forward price-to-earnings ratio rising to 77. This multiple is much higher than the industrial sector segment of 23. Also, its forward price-to-free cash flow of 92 is higher than the sector median of 16.
The main risk facing Bloom Energy is that the AI supercycle starts to fade, which is highly unlikely to happen for now. Already, Nvidia has inked a deal that will see top financial companies in the US provide financing to its customers.
BE stock chart | Source: TradingView
The four-hour chart shows that the BE stock price bottomed at $157 and then bounced back to the current $240. A closer look shows that it has slowly formed an inverted head-and-shoulders pattern, a common bullish reversal sign in technical analysis.
The stock is now hovering near this pattern’s neckline. It has also moved slightly above the 50-period moving average. Therefore, there is a likelihood that the stock will continue rising, potentially to the psychological level of $300.
Bloom Energy letos vzrostla o 143 % díky poptávce po energii pro AI datacentra a omezením sítě. Odhady zisku pro roky 2026 a 2027 za posledních 30 dní stouply o 25 % a 12,5 %.
Key Takeaways Bloom Energy has gained 143% YTD, outperforming its industry, sector and the S&P 500.BE is benefiting from AI data-center demand, grid constraints and growing adoption of onsite power.Bloom Energy's 2026 and 2027 earnings estimates have risen 25% and 12.5%, respectively, in the past 30 days. Bloom Energy Corporation (BE - Free Report) has gained 143% year to date, outperforming the Zacks Alternative Energy - Other industry’s increase of 6.3%, the Zacks Oil & Energy sector’s increase of 28.6% and the S&P 500’s gain of 12.5% in the same time frame.
Bloom Energy is a global leader in onsite power generation, gaining from increasing demand for clean energy from AI-driven data centers, as well as from customers increasingly adopting distributed energy solutions to bypass transmission and distribution constraints.
BE vs Industry, Sector, S&P 500 YTD
Image Source: Zacks Investment Research
Shares of other industry players like Talen Energy (TLN - Free Report) have lost 4.6% in the past three months, while those of Plug Power (PLUG - Free Report) have gained 12.7%.
Is Bloom Energy Expensive?Bloom Energy is currently trading at a premium valuation. Its forward 12-month price-to-sales (P/S) ratio of 11.14X stands higher than the industry’s 5.03X and the median of 2.81X over the last five years.
Image Source: Zacks Investment Research
BE is expensive compared with other industry players like Talen Energy and Plug Power.
The Case for Bloom EnergyBloom Energy is expanding its onsite power platform to address electricity shortages, lengthy deployment timelines and rising energy costs. The company is positioned to benefit from several long-term trends, including rapid growth in AI infrastructure, grid capacity constraints, increasing demand for dependable and affordable electricity, and government support for energy independence and domestic manufacturing.
Its Energy Server platform provides scalable on-site electricity by connecting directly to customers’ electrical systems, thus reducing dependence on traditional transmission networks. Powered by Bloom Energy’s proprietary solid oxide technology, the platform generates electricity through an efficient electrochemical process, delivering reliable and cleaner energy to commercial and utility customers. Its adoption is expected to increase among AI data centers, cryptocurrency mining operations, advanced manufacturers and other energy-intensive industries.
Management highlighted the company’s accelerating growth on its latest earnings call. Bloom Energy took 21 years to record its first $1 billion revenue year in 2022 and another three years to double that figure. It now expects to double revenues again in just one year.
Bloom Energy and Brookfield also recently expanded their strategic partnership, raising planned investment in AI-related power infrastructure from $5 billion to $25 billion. This fivefold increase reflects surging electricity demand driven by the global development of hyperscale AI data centers.
Meanwhile, Bloom Energy continues investing in research and development to improve system performance, lower manufacturing costs and strengthen profitability. Over the long term, the company aims to establish its solid oxide fuel-cell technology as the preferred on-site power solution for data centers, critical infrastructure and other energy-intensive applications.
Optimistic Growth Estimate for BEThe Zacks Consensus Estimate for 2026 and 2027 revenues implies 104.3% and 57% year-over-year increases, respectively.
The consensus estimate for 2026 and 2027 earnings implies 239.5% and 85.16% year-over-year increases, respectively. The company has a Growth Score of A. The expected long-term earnings growth rate is pegged at 38%, much higher than the industry average of 17.1%.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Bloom Energy’s 2026 and 2027 earnings has moved 25% and 12.5% north in the last 30 days, reflecting analysts' optimism in the stock.
The Zacks Consensus Estimate for 2026 EPS of Talen Energy has moved south, but the same for 2027 has moved north in the last 30 days.
On the other hand, the Zacks Consensus Estimate for 2026 and 2027 EPS of Plug Power witnessed no movement in the last 30 days.
BE Stock Returns Better Than Its IndustryReturn on equity (“ROE”) measures how well a company is utilizing its shareholders’ funds to generate profits. ROE compares net income with shareholders' equity.
ROE of Bloom Energy was 54.8% compared with the industry average of 7.2%.
Parting Thoughts on BEBloom Energy continues to deliver strong results, supported by rising demand for cleaner energy and its ability to provide reliable, rapidly deployable power solutions. Its customized onsite energy systems enable customers to reduce their reliance on traditional grid infrastructure, creating a solid foundation for future growth. The company also presents an attractive investment opportunity, backed by improving earnings expectations, strong share-price momentum and a return on equity above the industry average.
Thus, despite premium valuation at the current levels, we recommend investors add this Zacks Rank #1 (Strong Buy) stock to their portfolios. You can see the complete list of today’s Zacks #1 Rank stocks here.
Bloom Energy roste o 13 % na 238 USD poté, co Nebius Group vybrala její palivové články jako partnera pro napájení svého datového centra pro AI. Tím se zvedá i celý sektor palivových článků.
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.
Bloom Energy (NYSE:BE) shares are rallying midday Wednesday after Nebius Group named the fuel cell maker as its behind-the-meter power partner for a flagship AI data center. Bloom Energy stock is up 13% to $238, extending a torrid run that has the shares up 171% year to date (YTD).
The move is dragging the broader fuel cell complex higher. FuelCell Energy (NASDAQ:FCEL) shares are climbing 11% to $21.35, while the Global X Hydrogen ETF (HYDR) is advancing 4% to $46.13. Plug Power (NASDAQ:PLUG) shares are lagging at up 3% to $2.29, a reversal from Tuesday’s 10% lead on Plug Power’s Q2 2026 margin turnaround and raised 2026 guidance.
The setup is a role reversal from a day ago. Yesterday’s rally was a Plug Power single-name story. Today, Bloom Energy holds the concrete data center win, and the theme is participating around it.
Nebius Partnership Fuels Bloom Energy’s Data Center Thesis The catalyst arrived on the Q2 2026 earnings call from Nebius Group (NASDAQ:NBIS | NBIS Price Prediction), the NVIDIA-backed AI cloud operator. Nebius management said switching the power source to Bloom Energy fuel cells “significantly enhances” its planned 300-megawatt Vineland, New Jersey AI data center, calling the units “an on-site power solution delivering reliable power quietly and ultra-low emissions,” with “no significant impact” on the project timeline.
The Vineland site had faced permitting, zoning and community opposition tied to proposed on-site gas generation. Nebius said the Bloom partnership helps it “unlock and expedite” sites, and reiterated a goal of raising its contracted-power target to 5 gigawatts by year-end 2026. The comments came from Chief Commercial Officer Tom Blackwell and Chief Product and Infrastructure Officer Andrey Korolenko.
The Nebius win reinforces the narrative CEO KR Sridhar laid out at Bloom Energy’s July 28 earnings report, when he stated that “all the major US hyperscalers and over a dozen US neoclouds, AI labs, and colocation data center operators have validated and approved our power solutions for their AI factories.” Bloom Energy’s Q2 2026 revenue landed at $1.07 billion, up 165.5% year over year (YoY), with product revenue up 215.4%.
Sector Re-rating, With FuelCell Riding the Read-Through FuelCell Energy has no company-specific driver Wednesday. The move is a sympathy read-through off Bloom Energy and the broader push to solve AI data center power constraints with behind-the-meter distributed generation. FuelCell Energy stock is up 192% YTD, reflecting how quickly capital is rotating into fuel cell names once the AI power narrative firms.
The HYDR move matters as a theme indicator. The ETF is concentrated in the same three U.S. names driving today’s move, with Bloom Energy at 15.5%, Plug Power at 10.8%, and FuelCell Energy at 7.2% of net assets. Given that concentration, HYDR’s 4% lift is more of a direct pass-through than a diversified sector signal, but the theme is clearly participating today rather than sitting out.
NVIDIA (NASDAQ:NVDA) shares are up 3% to $223.14, representing a passing tailwind. The chipmaker is a strategic backer of Nebius, and Nebius stock itself is surging 26% to $243.54 after the Q2 report.
What to Watch Now Bloom Energy’s analyst target price sits at $273.51, still above the spot price, but the shares carry a P/E ratio of 284.64x and a beta of 3.832. Meanwhile, the options positioning is mixed: the full-chain put/call ratio reads 1.5, with hedging concentrated in later-dated tenors.
Investors can watch for whether Bloom Energy stock holds above the $235 area into the close, and for follow-on hyperscaler and neocloud order flow that would validate the “standard for AI onsite power” framing. A confirming push in HYDR would signal that the theme, not just the stock, is re-rating.
Contact [email protected] for any questions or corrections.
Bloom Energy letos vzrostla o 153 % díky poptávce po energii pro AI datová centra. Firma zároveň překonala odhady výnosů i upraveného EPS a zvýšila výhled výnosů na 3,9 až 4,2 miliardy USD.
Bloom Energy (BE +0.28%) has become a standout performer amid the booming energy demands from artificial intelligence (AI) data centers. With its fuel cells powering new data centers for industry giants like Oracle, the stock has skyrocketed 153% since the beginning of the year.
Bloom has emerged as a crucial power provider in the rapidly growing artificial intelligence sector, and over the past few years, the narrative surrounding the stock has shifted dramatically. However, it's been a volatile ride for Bloom Energy's stock, which is down 37% from its 52-week high.
With its impressive gains, investors are wondering: Can Bloom Energy keep the momentum going? Let's explore its growth prospects to find out more.
Today's Change
(
0.28
%) $
0.58
Current Price
$
211.21
How Bloom Energy is capitalizing on data centers' massive power needs AI data centers require a massive amount of baseload power, and those needs are only growing. According to data from Gartner, a global business intelligence firm, data center electricity consumption is projected to grow 26% from last year to 565 terawatt-hours (TWh) in 2026. Bank of America notes that the U.S. power grid could face a 100-gigawatt (GW) capacity deficit by the year 2030.
Traditional utilities could take years to bring capacity online. This is where Bloom Energy stands out. Bloom's fuel cells utilize an electrochemical process to generate electricity without combustion and can run on natural gas, biogas, or hydrogen.
Its solid oxide fuel cells can also be rapidly deployed in less than two months. This gives Bloom a massive "time-to-power" advantage, especially as many hyperscalers look to secure on-site power generation to avoid further strain on the power grid. Bloom proved its time-to-power advantage by deploying a system for Oracle Cloud Infrastructure in just 55 days, crushing its 90-day promise.
Image source: The Motley Fool.
Bloom Energy's July 28 earnings announcement revealed stellar results, with both revenue ($1.07 billion vs. $827 million consensus) and adjusted earnings per share ($0.78 vs. $0.41 consensus) coming in ahead of analyst estimates. The company also raised its revenue outlook to a range of $3.9 billion to $4.2 billion.
Strong growth is expected to continue. At the end of June, Bloom and Brookfield Asset Management expanded on their strategic partnership to finance power projects for AI infrastructure, scaling it from $5 billion to $25 billion, a fivefold increase.
Building on this momentum, on July 16, Oaktree and Industrial Development Funding (IDF) announced a $1.7 billion investment to deploy Bloom's fuel cell technology in support of Nebius's AI cloud platform compute capacity.
Is Bloom Energy stock still a buy? Bloom Energy has emerged as a massive winner from the data center energy boom, and the stock reflects that with its massive gains in recent years. However, as with most growth stocks, Bloom Energy is vulnerable to significant price swings and has a beta of 3.8, meaning it is nearly four times as volatile as the S&P 500.
With that said, as long as hyperscalers continue to build out data centers and make massive capital expenditures, Bloom Energy should continue to benefit from these historical tailwinds.
Courtney Carlsen has positions in Bloom Energy and Oracle. The Motley Fool has positions in and recommends Bloom Energy, Brookfield Asset Management, and Oracle. The Motley Fool recommends Gartner. The Motley Fool has a disclosure policy.
Bloom Energy v červenci spadla o 32 % po obvinění shortaře, že firma údajně spoléhá na Čínu při dodávkách skandia pro palivové články. Společnost to odmítla jako nepravdivé.
Shares of Bloom Energy (BE +0.86%) soared 248% in the first half of 2026, hitting a 52-week high of $351.28 on June 25 as the fuel cell maker rode a wave of artificial intelligence (AI) data center demand for on-site power, landed marquee deals with hyperscalers, and delivered blowout numbers.
Then the cracks started, and Bloom Energy stock plunged 32% in July according to data provided by S&P Global Market Intelligence. Shares are now trading 40% off their 52-week high. Is this an opportunity to buy?
Image source: Getty Images.
The main catalyst for the slide arrived on July 8 when short-seller Hunterbrook Media published a scathing investigative report titled "Bloom's Big Lie", accusing the company of relying on China for scandium contrary to the CEO KR Sridhar's claims. Scandium is a rare-earth element (RRE) critical for fuel cells, and Bloom Energy management has repeatedly told investors over the last year or so that the company has no dependency on China for the RRE.
Hunterbrook's report challenged those statements head-on, claiming that Chinese corporate filings, global trade data, satellite imagery, and its own conversations with suppliers in China prove the company sources scandium from the nation.
The report claimed that one of the leading global scandium oxide suppliers, Hunan Oriental Scandium, had told Hunterbrook that it is the largest scandium supplier for Bloom Energy.
Shares slid after the report became public, and the damage compounded after some securities law firms filed class action suits alleging the company misled investors about its supply chain.
Today's Change
(
0.86
%) $
1.82
Current Price
$
212.45
Bloom Energy rejected Hunterbrook's claims as false and misleading, reiterating that it is not dependent on China for scandium and had "clear visibility" into its supply sources that could support 25 gigawatts of fuel cells every year.
Yet, a stock trading at a 140 forward P/E doesn't have room for that kind of credibility hit.
Time to buy Bloom Energy stock on the dip? Bloom Energy stock clawed back some ground by the end of July after the company reported second-quarter earnings.
The numbers were genuinely strong, with revenue surging 166% year over year and surpassing $1 billion for the first time ever, crushing analysts' estimates. Management raised full-year revenue guidance to $3.9 billion to $4.2 billion, implying 100% growth at the midpoint.
Its gross margin expanded to 33.4%, and GAAP earnings per share flipped to $0.62, compared with a net loss of $0.18 per share in the year-ago quarter. It's definitive proof of concept that Bloom can scale its fuel-cell business profitably.
There's no denying that AI data centers require an unimaginable amount of power, and waiting years in traditional utility grid queues just isn't an option for tech giants and data center operators. Bloom Energy's solid-oxide fuel cell systems bypass those bottlenecks by delivering rapid, clean, on-site electricity directly where it's needed.
While short-seller turbulence and supply chain questions led to July chaos, the underlying business is rock-solid, tapping directly into one of the decade's biggest infrastructure trends. It's one AI stock to buy and hold for the long term.
Bloom Energy rozšiřuje partnerství s MiTAC Computing Technology a dodá palivové články pro mikrosíť v kampusu pro výrobu AI serverů ve Fremontu. Firma tak těží z poptávky po rychle dostupné energii pro AI infrastrukturu mimo datacentra.
The massive investment in building AI data centers is one of the biggest storylines this year. It coincides with a similar headline. Power is the biggest bottleneck in developing this crucial AI infrastructure. That's driving robust demand for all forms of power, including gas, nuclear, and battery storage.
However, data centers aren't the only AI infrastructure that requires power. The companies manufacturing the chips, servers, and other equipment vital to these facilities also need energy. That's providing an additional opportunity for Bloom Energy (BE -4.20%) to cash in on the AI power story. The hydrogen fuel cell company recently expanded its partnership with MiTAC Computing Technology, a leader in high-performance, energy-efficient server solutions for AI data centers.
Image source: Getty Images.
Setting the standard for AI onsite power beyond data centers Bloom Energy will deploy fuel cell systems for an islanded microgrid at MiTEC's AI server manufacturing campus in Fremont, California. It's an expansion of its existing partnership with MiTEC. Bloom has also installed a fuel cell microgrid at the company's San Jose manufacturing facility.
Companies like MiTEC are facing the same power constraints as AI data center developers. They need more power quickly, which is an issue given the time required for permitting and grid interconnection. They can't wait for the grid to supply their needs, which is why they're turning to Bloom Energy's rapidly deployable onsite power solutions.
MiTEC is one of the nearly two dozen AI infrastructure companies now deploying Bloom Energy's solutions. It's currently providing them with about 250 megawatts (MW) of contracted capacity, up from about zero for this segment two years ago. That's in addition to the hundreds of MWs of fuel cell technology Bloom has deployed at data centers. This number will grow rapidly, driven in part by the expansion of several strategic partnerships. Cloud giant Oracle expanded its strategic partnership with Bloom in April to deploy up to 2.8 gigawatts (GW) to accelerate AI infrastructure build-out. Meanwhile, global investment firm Brookfield Asset Management expanded its strategic AI partnership with Bloom fivefold to $25 billion in June.
Today's Change
(
-4.20
%) $
-9.62
Current Price
$
219.34
Why this matters for Bloom Energy Deploying fuel cells at data centers is a massive opportunity for Bloom Energy. Power demand by U.S. AI data centers alone could top 100 GW by 2035.
However, the overall opportunity is much larger for Bloom as the AI infrastructure megatrend extends well beyond data centers. Advanced manufacturing facilities, such as MiTEC's AI server campus, also face the same power, timing, and water constraints. Those are issues Bloom Energy's onsite power solutions address. That's adding another growth engine for the company.
Non-data-center AI infrastructure power is still a small part of Bloom's business and will remain in the shadows of that massive opportunity. However, the expansion of its partnership with MiTAC indicates that the total addressable market for Bloom's fuel cells is much larger.
Bloom is becoming the standard for AI on-site power The data center power boom will continue to dominate the headlines in the coming years as developers ink deals for all forms of electricity. However, when it comes to providing rapidly deployable power solutions, Bloom's fuel cells are becoming the standard for on-site power for companies building AI data centers and AI hardware. Bloom's ability to quietly cash in on the even larger AI infrastructure power story enhances the long-term investment thesis.
Matt DiLallo has positions in Brookfield Asset Management and has the following options: short August 2026 $150 puts on Bloom Energy. The Motley Fool has positions in and recommends Bloom Energy, Brookfield Asset Management, and Oracle. The Motley Fool has a disclosure policy.
Avior Wealth Management LLC cut its position in shares of Bloom Energy Corporation (NYSE:BE – Free Report) by 57.4% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,945 shares of the company’s stock after selling 2,625 shares during the period. Avior Wealth Management LLC’s holdings in Bloom Energy were worth $589,000 as of its most recent SEC filing.
Other institutional investors have also added to or reduced their stakes in the company. Bayforest Capital Ltd purchased a new stake in shares of Bloom Energy during the 1st quarter worth approximately $2,055,000. AQR Capital Management LLC bought a new position in shares of Bloom Energy during the 1st quarter valued at approximately $1,820,000. NewEdge Advisors LLC grew its holdings in shares of Bloom Energy by 674.7% in the first quarter. NewEdge Advisors LLC now owns 1,867 shares of the company’s stock valued at $37,000 after purchasing an additional 1,626 shares in the last quarter. Goldman Sachs Group Inc. grew its holdings in shares of Bloom Energy by 50.3% in the first quarter. Goldman Sachs Group Inc. now owns 2,498,840 shares of the company’s stock valued at $49,127,000 after purchasing an additional 836,810 shares in the last quarter. Finally, Focus Partners Wealth increased its position in Bloom Energy by 30.7% in the first quarter. Focus Partners Wealth now owns 20,063 shares of the company’s stock worth $394,000 after purchasing an additional 4,716 shares during the last quarter. Hedge funds and other institutional investors own 77.04% of the company’s stock.
Wall Street Analysts Forecast Growth Several equities analysts have commented on the stock. Wall Street Zen upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Jefferies Financial Group set a $188.00 target price on shares of Bloom Energy in a research report on Wednesday, July 29th. Barclays increased their price target on shares of Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a report on Tuesday, June 23rd. JPMorgan Chase & Co. dropped their price target on Bloom Energy from $346.00 to $314.00 and set an “overweight” rating for the company in a research report on Wednesday, July 29th. Finally, Mizuho raised Bloom Energy from a “neutral” rating to an “outperform” rating and reduced their price objective for the stock from $285.00 to $242.00 in a research note on Thursday, July 30th. Three research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Bloom Energy currently has a consensus rating of “Moderate Buy” and a consensus price target of $246.18.
View Our Latest Stock Report on Bloom Energy
Key Headlines Impacting Bloom Energy Here are the key news stories impacting Bloom Energy this week:
Positive Sentiment: Bloom Energy expanded its partnership with MiTAC Computing Technology to deploy fuel-cell systems for an islanded microgrid supporting AI infrastructure. The agreement reinforces the company’s position in the growing market for onsite power for data centers, though financial terms were not disclosed. Bloom Energy and MiTAC expanded partnership Positive Sentiment: BE was added to Zacks’ Rank #1 “Strong Buy” growth-stock list, offering some support for the bullish AI power-demand thesis. Zacks growth stocks list Neutral Sentiment: Bloom Energy is reportedly considering a Fremont manufacturing expansion that could create hundreds of jobs, potentially increasing production capacity but also requiring additional investment. Bloom Energy Fremont expansion Negative Sentiment: Several law firms reminded investors of a securities class action covering purchases from February 27, 2025, through July 8, 2026. The lawsuit alleges Bloom misled investors by claiming it had no China supply chain while allegedly obtaining scandium through intermediaries connected to China. Investors have until September 28, 2026, to seek lead-plaintiff status. The allegations are unproven, but the litigation adds legal costs, reputational risk and uncertainty—likely the main reason shares have decreased recently. Bloom Energy securities class action allegations Insiders Place Their Bets In other news, insider Shawn Marie Soderberg sold 2,879 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $288.10, for a total value of $829,439.90. Following the completion of the transaction, the insider directly owned 137,853 shares in the company, valued at $39,715,449.30. This trade represents a 2.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Satish Chitoori sold 2,837 shares of Bloom Energy stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $289.11, for a total value of $820,205.07. Following the sale, the insider directly owned 207,417 shares of the company’s stock, valued at $59,966,328.87. This trade represents a 1.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 108,617 shares of company stock valued at $30,648,609. Insiders own 3.00% of the company’s stock.
Bloom Energy Price Performance Shares of NYSE BE opened at $220.18 on Friday. Bloom Energy Corporation has a fifty-two week low of $36.47 and a fifty-two week high of $351.28. The company has a market cap of $64.85 billion, a PE ratio of 293.57, a P/E/G ratio of 3.13 and a beta of 3.79. The company has a debt-to-equity ratio of 1.59, a quick ratio of 3.41 and a current ratio of 4.09. The business has a 50-day simple moving average of $254.14 and a two-hundred day simple moving average of $212.16.
Bloom Energy (NYSE:BE – Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The business had revenue of $1.07 billion for the quarter, compared to analyst estimates of $826.13 million. During the same quarter in the prior year, the business posted $0.10 EPS. Bloom Energy’s revenue for the quarter was up 165.5% compared to the same quarter last year. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, equities analysts expect that Bloom Energy Corporation will post 1.93 EPS for the current fiscal year.
Bloom Energy Profile (Free Report)
Bloom Energy is a clean energy technology company that designs, manufactures and deploys solid oxide fuel cell systems for on-site power generation. Its flagship product, the Bloom Energy Server, converts natural gas, biogas or hydrogen into electricity through an electrochemical reaction, offering customers a reliable, low-carbon alternative to grid power. The company also provides a suite of services that includes system installation, remote monitoring and preventative maintenance to ensure long-term performance and uptime.
Founded in 2001 by Dr.
Read More Five stocks we like better than Bloom Energy Datadog’s Drop Says More About Expectations Than Earnings D-Wave’s Quantum Breakthrough Couldn’t Save QBTS From a Sell-Off Cloudflare’s Beat-and-Raise Quarter Puts Its AI Edge Story in Focus Solventum Nears Inflection Point As It Begins to Unlock Value Want to see what other hedge funds are holding BE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Bloom Energy Corporation (NYSE:BE – Free Report).
Receive News & Ratings for Bloom Energy Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Bloom Energy and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEAurora Investment Managers LLC. Lowers Position in Mid-America Apartment Communities, Inc. $MAA
NEXT HEADLINE »Balefire LLC Decreases Stock Holdings in Sterling Infrastructure, Inc. $STRL
Bloom Energy zvýšila výhled na tržby pro FY2026 na 3,9 až 4,2 miliardy USD po čtvrtém po sobě jdoucím překonání odhadů EPS. Tržby ve 2Q dosáhly 1,065 miliardy USD, meziročně +165,5 %.
Bloom Energy (NYSE:BE) has been one of 2026’s most electrifying stories, riding the AI onsite-power thesis to a 151.26% year-to-date gain. After a 19.41% pullback over the past month, the setup looks compelling again.
Our 24/7 Wall St. price target for Bloom Energy is $242.95, implying roughly 11.28% upside from $218.32. The recommendation: Buy, at 90% model confidence.
24/7 Wall St. Price Target Summary Metric Value Current Price $218.32 24/7 Wall St. Price Target $242.95 Upside 11.28% Recommendation BUY Confidence 90% From $45 to $218 in a Year: The AI Power Rerating Bloom is up 494.55% over the past year and 16.02% in the last week alone, closing at $218.32 on August 3, 2026. Shares sit 22% below the $351.28 52-week high.
The Q2 2026 report on July 28 was the fourth straight EPS beat. Revenue hit $1.065 billion, up 165.5% year over year and beating consensus by 28.82%. Non-GAAP EPS of $0.78 nearly doubled the $0.41 estimate.
Product revenue jumped 215% to $935.4M, and management raised FY2026 revenue guidance to $3.9B to $4.2B. A July 8 short-seller report on scandium sourcing triggered multiple class action filings.
The Case for $315 and Above Our bull-case model points to $314.68 over 12 months, a 44.14% gain. CEO KR Sridhar told investors “all the major US hyperscalers and over a dozen US neoclouds, AI labs, and colocation data center operators have validated and approved our power solutions for their AI factories.”
The $5 billion Brookfield AI infrastructure partnership and Oracle customer win provide “major milestone,” anchor multi-year revenue visibility against a $20 billion total backlog. With guidance raised twice in six months and PEG at 0.864, bulls argue the stock screens cheap on growth.
What Could Go Wrong The bear case centers on valuation and litigation risk. Bloom trades at a trailing P/E of 271 and forward P/E near 79. The scandium supply-chain lawsuits have a lead plaintiff deadline of September 28, 2026.
Our bear scenario carries the stock to $179.74, a 17.67% drop. Reported EPS fell 98.8% year over year on a headline basis, though bulls counter this reflects one-time items and heavy reinvestment. Non-GAAP EPS guidance of $2.55 to $2.85 tells the truer story.
How Bloom Compares to GE Vernova and Plug Power GE Vernova (NYSE:GEV | GEV Price Prediction) sells turbines competing directly with Bloom for hyperscaler onsite-power dollars. GEV carries a forward P/E of 35, a $263.7 billion market cap, and analyst target of $1,231. Bloom’s forward multiple of 79 looks aggressive against GEV, but Bloom’s 165.5% revenue growth dwarfs GEV’s 21.9%, keeping our target defensible.
Plug Power (NASDAQ:PLUG) is the closest fuel-cell peer. PLUG posts a -$1.39 trailing EPS, operating margin of -63.6%, and market cap of just $2.87 billion. The gulf highlights how far ahead Bloom is on profitability and scale.
Bloom Energy Price Prediction 2026-2030 The 24/7 Wall St. price target of $242.95 with a buy rating and 90% confidence reflects real edge over spot, tempered by valuation risk.
The bull thesis holds if supply-chain lawsuits stay contained and Q3 delivers another guidance raise. The setup weakens if related-party Brookfield revenue shrinks or hyperscaler capex signals soften.
Year 24/7 Wall St. Price Target 2026 $242.95 2027 $242.16 2028 $269.41 2029 $290.43 2030 $312.92 These projections assume Bloom converts its $20 billion backlog into revenue at current margins. Significant upside or downside could come from AI capex cycles, IRA tax credit changes, or litigation resolution.
Bloom Energy uvedla, že její backlog na začátku roku 2026 dosáhl 20 miliard USD, přičemž produktový backlog meziročně vzrostl o 140 % na 6 miliard USD. Zbytek tvořily služby za zhruba 14 miliard USD.
Bloom Energy (BE +2.81%) only provides a dollar figure for its backlog once per year. At the start of 2026, the backlog was $20 billion. That's a huge figure that's likely even higher today. In the company's second-quarter update, Bloom noted that it has new customers that aren't yet in the backlog figure. And that its backlog is growing faster than its revenues!
But there's an important nuance to consider about the backlog when evaluating Bloom Energy as an investment.
Image source: Getty Images.
As a business, Bloom Energy is incredibly well-positioned right now. It makes hydrogen fuel cells that can provide off-grid power. The demand for electricity from the artificial intelligence build-out is straining the grid's capacity to deliver power, with companies increasingly turning to alternatives like Bloom Energy's fuel cells.
AI-driven demand is a key reason why the backlog rose to $20 billion at the start of 2026. But there's a nuance in that number. The company's product backlog rose 140% year over year, highlighting the strong demand for its products. Only that backlog was just $6 billion of the total backlog. Selling new fuel cells is clearly a very important factor to monitor, but it isn't the long-term growth engine investors may believe it is.
Today's Change
(
2.81
%) $
6.40
Current Price
$
234.51
The rest of the backlog, or roughly $14 billion at the start of 2026, was related to services. Every new fuel cell sold comes along with a service contract. That revenue is annuity-like, and the service backlog grows with each new fuel cell sold. This is the true flywheel of the business, with the company's services business profitable since 2024, even though the company itself wasn't profitable in 2024 or 2025 due to losses in other parts of the operation.
Bloom Energy: Everything appears to be working together now That said, AI demand appears to have changed the dynamic in 2026. The company was profitable in the first and second quarters of the year, with increasing demand suggesting that future quarters will be strong as well. And each new fuel cell sold augments the services backlog, which improves Bloom Energy's long-term outlook.
The only problem is that investors appear to be pricing in a lot of good news already. The stock is up nearly 500% over the past year as of this writing, including the recent 35% drawdown. Bloom Energy has an attractive story, but only the most aggressive growth investors should consider it. And, even then, you'll need to believe strongly in the AI growth story to justify buying after such a rapid and large price move.
Bloom Energy po silných výsledcích za 2. čtvrtletí a zvýšení výhledu tržeb na fiskální rok 2026 na 3,9 až 4,2 miliardy USD klesá v premarketu o 2,77 % na 221,80 USD. Společnost poprvé překonala 1 miliardu USD tržeb za čtvrtletí.
Bloom Energy shares are experiencing downward pressure. Why are BE shares declining? What Is Driving Bloom Energy’s Recent Performance?Bloom Energy last week posted second-quarter EPS of 78 cents versus a 42-cent consensus estimate, while revenue came in at $1.065 billion versus $851.4 million expected – its first quarter above $1 billion in sales.
The company also lifted FY 2026 revenue guidance to a range of $3.9 billion to $4.2 billion, while Brookfield increased its commitment to finance Bloom deployments to $25 billion from $5 billion.
What Management Is SayingBloom Energy leadership emphasized that rapid expansion across AI infrastructure is creating unprecedented structural demand for on-site power solutions.
Founder and CEO KR Sridhar highlighted the shift in market adoption during the call. “The demand for Bloom Energy’s solutions keeps accelerating every quarter as customers who traditionally defaulted to combustion technologies are now proactively choosing Bloom as a superior power solution,” Sridhar said.
“Today, all the major US hyperscalers and over a dozen US neoclouds, AI labs, and colocation data center operators have validated and approved our power solutions for their AI factories. Bloom is now a standard for AI onsite power.”
Sridhar underscored the urgency facing data centers, noting that “chips without power are just inventory” and contextualized the growth milestone: “It took Bloom 21 years to deliver its first billion-dollar year in 2022. It took us another three years to double our 2022 revenue. Now, we are guiding to double that revenue in just one year, having achieved our first $1 billion quarter.”
The Durability DebateBE Shares Edge Lower Wednesday MorningBE Price Action: Bloom Energy shares were down 2.77% at $221.80 during premarket trading on Wednesday, according to Benzinga Pro data.
Image: Shutterstock
Market News and Data brought to you by Benzinga APIs
AI datová centra podle JLL budou do roku 2030 potřebovat 200 gigawattů elektřiny, a Bloom Energy se stává jedním z hlavních dodavatelů přes vodíkové palivové články. Minulý kvartál jí tržby vyskočily na více než 1,0 miliardy USD, meziročně o 165 %.
It's certainly no secret that artificial intelligence data centers are popping up everywhere, with plenty more left to build. In fact, real estate management firm JLL predicts that AI data centers will collectively need 200 gigawatts of electricity by 2030, up from just over 100 gigawatts today.
And it's fitting that this growth outlook is measured in power rather than footprint, since that's the bigger bottleneck now and for the foreseeable future. Utility companies just aren't ready to deliver the electricity that the artificial intelligence infrastructure industry increasingly needs.
Fortunately, there's a smart solution that's moving away from the fringes and into the mainstream. That's hydrogen fuel cell technology, like that offered by Bloom Energy (BE +4.48%).
Image source: The Motley Fool.
What's a fuel cell? Simply put, fuel cells turn hydrogen into electricity by passing it through an electrolyte membrane that separates negatively charged electrons and positively charged protons. No moving parts are needed, and the only output is heat and water. Although initially used for smaller equipment, larger-scale systems can now be used to power buildings, and yes, artificial intelligence data centers.
Today's Change
(
4.48
%) $
9.79
Current Price
$
228.11
Bloom Energy's fuel cells are different, or more to the point, superior in most regards. Its solid oxide fuel cell technology works with hydrogen, but can also be powered by readily available natural gas, or even biogas.
And almost needless to say, power-hungry data centers are embracing the option. Last quarter's top line of just over $1.0 billion was up 165% from Q2 2025, driven by customers like Honda, AT&T, and Walmart.
It's still only scratched the surface of its opportunity, though, now that the AI data center industry recognizes this once-unlikely source of electricity is up to the task. Indeed, earlier this year, the company expanded its initial agreement to provide artificial intelligence powerhouse Oracle (ORCL +2.74%) with 1.2 gigawatts of power to a 2.8 gigawatt deal. For perspective, that's enough electricity to power between 2 million and nearly 3 million homes, or several data centers, depending on their computing capacity.
Right place, right time, right business Great. Of all the options beyond ordinary institutional utility service, why Bloom Energy's solid oxide fuel cells? For a handful of reasons.
Chief among these reasons is that it's available, and soon. Whereas it can take months if not years to connect a new data center to the grid, Bloom can install its hardware in a matter of weeks.
Image source: Getty Images.
It's also more marketable. In an environment where communities are understandably concerned that data centers are straining water and power supplies, fuel cells sidestep both problems. They don't require any water or outside electricity. They're also quiet, unlike the natural gas turbines or diesel generators powering some AI data centers these days.
Whatever the reason(s), Bloom Energy promises to feature prominently in the future of artificial intelligence data centers, and even beyond data centers. A long-term projection from Precedence Research predicts the worldwide hydrogen fuel cell market is poised to grow at an average annual pace of more than 20% through 2034, when it will be worth more than $27 billion per year.
That's still only part of Bloom's opportunity, though. The company also sells electrolyzers that create usable hydrogen, and even offers managed electricity production services.
Bloom Energy ve 2. čtvrtletí zvýšila tržby na něco přes 1 miliardu USD, meziročně o 166 %, a zvýšila celoroční výhled tržeb na 3,9 až 4,2 miliardy USD.
Bloom Energy (BE +6.08%) has been one of the hottest energy stocks to own over the past 12 months, rising around 500% during that stretch. Many growth investors see tremendous potential for the business given the mammoth energy needs of data centers, making it a compelling option for artificial intelligence (AI) investors seeking to profit from the tech build-out.
Shares of Bloom, however, have been coming under pressure in recent months, giving back some gains as broader market conditions are impacting many tech-related investments. On Monday, the energy stock closed at around $218 -- down 38% from its 52-week high of more than $351. Is now a good time to buy it?
Image source: Getty Images.
Bloom Energy's business is booming Last week, Bloom Energy reported its second-quarter earnings for the three-month period ending June 30. It was a tremendous performance for the energy company, whose revenue totaled just over $1 billion, representing a 166% year-over-year increase. On top of that, it raised its full-year guidance, now expecting revenue to be in the range of $3.9 billion to $4.2 billion, which, at the midpoint, translates to a 100% growth rate.
Bloom's CEO, KR Sridhar, says that demand "keeps accelerating every quarter" and that "Bloom is now a standard for AI onsite power." The company's solid oxide fuel cell systems can be relied on to deliver continuous electricity, making them extremely valuable for data centers. Bloom has been capitalizing on those needs as its business has taken off.
Today's Change
(
6.08
%) $
12.51
Current Price
$
218.32
Does the pullback in Bloom's price present a great buying opportunity for investors? Bloom's business is experiencing significant growth and is profitable, reporting $196 million in net income this past quarter, representing a solid margin of around 18%, and a big improvement from a year ago when it incurred a loss of $43 million. Its top and bottom lines have been progressing well, and if its earnings continue to improve, its valuation should look much more attractive in the future, as the big concern with Bloom is that, given its significant run-up in value, it isn't a cheap stock to own -- it trades at around 80 times its projected future earnings (based on analyst expectations).
At that kind of valuation, there's virtually no margin of safety for investors if things go awry and tech companies pull back on data center spending and investment. However, for investors willing to take on the risk and uncertainty associated with AI-related stocks, Bloom could be a compelling long-term option to consider right now.
Na Bloom Energy byla podána hromadná žaloba kvůli údajným klamavým tvrzením o původu skandia z Číny. Žaloba tvrdí, že firma podhodnotila svou závislost na tomto kovu.
NEW YORK, Aug. 03, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Bloom Energy Corporation (NYSE: BE) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Bloom Energy securities between February 27, 2026 and July 8, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/BE.
Bloom Energy Case Details
The complaint alleges that throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that:
that Bloom Energy obtained scandium through intermediaries who sourced the metal from China;that, as a result, the Company understated the extent to which it relied on scandium from China; andthat, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
What's Next for Bloom Energy Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/BE. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Bloom Energy you have until September 28, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Bloom Energy Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Bloom Energy Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
Bloom Energy v pondělí klesla o 3,45 % na 198,71 USD po hospodářských výsledcích, které překonaly odhady: tržby činily 1,07 mld. USD a upravený EPS 78 centů. Firma zároveň zvýšila celoroční výhled tržeb na 3,90–4,20 mld. USD a upravený EPS na 2,55–2,85.
Bloom Energy stock is taking a breather. Where is BE stock headed? What Is Bloom Energy’s Latest Quarterly Update?The latest quarterly update featured second-quarter revenue of $1.07 billion and adjusted EPS of 78 cents, both ahead of consensus expectations of $822.77 million and 40 cents. Management also lifted full-year 2026 revenue guidance to $3.90 billion to $4.20 billion and raised its adjusted EPS outlook to $2.55 to $2.85.
Bloom Energy’s tape is also being shaped by a debate over durability and performance claims after Hunterbrook pointed to 15 years of U.S. and South Korea generation data and alleged systems degrade faster than advertised.
In New York, the report calculated 37 metered systems fell below an efficiency benchmark at a median of 20 months, and said Bloom’s 95% output benchmark was missed almost universally across evaluated regions.
BE Stock: Key Technical Levels To WatchFrom a trend perspective, BE is still in a "pullback within a bigger uptrend" posture: it’s trading 10% below the 20-day SMA ($221.70), 23.5% below the 50-day SMA ($260.71), and 14.2% below the 100-day SMA ($232.50), but 11.6% above the 200-day SMA ($178.72). That mix often keeps shorter-term rallies choppy until price can reclaim at least the 20-day/100-day area.
RSI is the cleaner momentum read right now at 45.01, which points to neutral-to-soft momentum rather than an oversold "snapback" condition. In plain terms, RSI helps gauge whether recent buying or selling has become stretched; here it suggests sellers have cooled, but buyers haven’t fully taken control yet.
June marked the recent swing high (and the 52-week high at $351.28), while July set the recent swing low, so traders are watching whether the post-earnings narrative can rebuild a higher-low structure. With the stock up 470.11% over the past 12 months, the 200-day line remains the key longer-term "trend test" if volatility returns.
Key Resistance: $221.70 — the 20-day SMA is the nearest overhead trend line the stock would need to reclaim to improve the short-term tape Key Support: $178.72 — the 200-day SMA area is the main longer-term trend reference after the recent pullback Bloom Energy Benzinga Edge Rankings ExplainedBelow is the Benzinga Edge scorecard for Bloom Energy, highlighting its strengths and weaknesses compared to the broader market:
The Verdict: Bloom Energy’s Benzinga Edge signal reveals a classic High-Flyer setup—very strong Growth and Momentum paired with a weak Value score. For longer-term holders, the key question is whether fundamentals keep compounding fast enough to justify the premium while the chart works through its post-run consolidation.
Bloom Energy Stock Price Activity TodayBE Stock Price Activity: Bloom Energy shares were trading lower by 3.45% to $198.71 Monday morning, according to Benzinga Pro data.
Image: Shutterstock
Market News and Data brought to you by Benzinga APIs
Akcie Bloom Energy během dne vyskočily o 26,5 % poté, co Mizuho zvýšila rating z neutral na outperform. Firma zároveň oznámila výnosy 1,07 miliardy USD a EPS 0,78, obojí nad odhady.
Bloom Energy Corporation (NYSE:BE – Get Free Report) rose 26.5% during mid-day trading on Thursday after Mizuho upgraded the stock from a neutral rating to an outperform rating. Mizuho now has a $242.00 price target on the stock, down from their previous price target of $285.00. Bloom Energy traded as high as $215.74 and last traded at $207.1940. Approximately 34,196,676 shares were traded during mid-day trading, an increase of 177% from the average session volume of 12,366,294 shares. The stock had previously closed at $163.75.
A number of other brokerages have also recently weighed in on BE. Sanford C. Bernstein raised their price objective on shares of Bloom Energy from $276.00 to $282.00 and gave the stock a “market perform” rating in a research note on Wednesday. BTIG Research reiterated a “buy” rating and set a $295.00 target price on shares of Bloom Energy in a report on Wednesday. Susquehanna increased their target price on Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a report on Friday, July 10th. Morgan Stanley reissued an “overweight” rating and set a $310.00 price target on shares of Bloom Energy in a research report on Wednesday, April 29th. Finally, TD Cowen reissued a “hold” rating and issued a $235.00 price target on shares of Bloom Energy in a report on Monday, July 20th. Three investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $246.18.
Read Our Latest Stock Analysis on Bloom Energy
Insider Activity In other Bloom Energy news, Director John T. Chambers sold 55,000 shares of the business’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $297.69, for a total value of $16,372,950.00. Following the completion of the transaction, the director directly owned 238,333 shares in the company, valued at approximately $70,949,350.77. The trade was a 18.75% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Aman Joshi sold 8,343 shares of the stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $300.37, for a total value of $2,505,986.91. Following the transaction, the insider directly owned 163,807 shares in the company, valued at approximately $49,202,708.59. This represents a 4.85% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 118,617 shares of company stock valued at $34,238,909 in the last 90 days. Insiders own 3.00% of the company’s stock.
Bloom Energy News Roundup Here are the key news stories impacting Bloom Energy this week:
Positive Sentiment: Record Q2 performance: Bloom reported approximately $1.07 billion in quarterly revenue, up 165.5% year over year and well above expectations. EPS of $0.78 also exceeded the consensus estimate of $0.39. Bloom Energy Q2 Earnings Beat Estimates on Product Growth, View Up Positive Sentiment: Higher 2026 guidance: Management raised its full-year revenue outlook to $3.9 billion–$4.2 billion from $3.4 billion–$3.8 billion, citing product growth, onsite power demand and rising orders from AI data centers. Positive Sentiment: AI infrastructure opportunity: Bloom’s fuel-cell systems are increasingly viewed as a solution for data centers facing power shortages. An expanded Brookfield financing backstop, reportedly reaching $25 billion, could support large-scale customer deployments and future growth. Why Bloom Energy May Be the Most Important AI Infrastructure Stock Positive Sentiment: More bullish analyst coverage: Mizuho upgraded BE to Outperform and set a $242 price target, while Clear Street and Zacks Research upgraded the stock to Strong Buy. JPMorgan maintained Overweight with a $314 target, and BTIG reaffirmed Buy with a $295 target. Mizuho Upgrades Bloom Energy Neutral Sentiment: Mixed Wall Street view: Wells Fargo lowered its target to $176 and kept an Equal Weight rating, while BMO cut its target to $227 and maintained Market Perform. These reductions reflect concerns that the stock’s valuation already prices in substantial AI-related growth. Negative Sentiment: High volatility and valuation risk: Despite the earnings beat, Bloom remains richly valued, with a high P/E ratio and significant leverage. The stock’s recent sell-off and sharp reversals also indicate that sentiment is highly speculative, particularly among retail investors. Hedge Funds Weigh In On Bloom Energy Several institutional investors have recently added to or reduced their stakes in the business. Geode Capital Management LLC boosted its stake in Bloom Energy by 5.4% in the 4th quarter. Geode Capital Management LLC now owns 5,277,461 shares of the company’s stock worth $461,272,000 after buying an additional 269,662 shares during the last quarter. Brooklands Fund Management Ltd acquired a new position in shares of Bloom Energy during the 4th quarter valued at about $347,560,000. Amundi increased its stake in shares of Bloom Energy by 390.7% during the 4th quarter. Amundi now owns 3,154,197 shares of the company’s stock valued at $274,068,000 after acquiring an additional 2,511,426 shares during the last quarter. Norges Bank purchased a new position in shares of Bloom Energy during the 4th quarter worth about $239,683,000. Finally, Jennison Associates LLC lifted its holdings in shares of Bloom Energy by 20,074.4% during the 1st quarter. Jennison Associates LLC now owns 2,687,029 shares of the company’s stock worth $364,066,000 after acquiring an additional 2,673,710 shares during the period. 77.04% of the stock is currently owned by institutional investors and hedge funds.
Bloom Energy Price Performance The company’s 50-day moving average is $262.92 and its 200-day moving average is $209.16. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 4.10. The firm has a market capitalization of $58.94 billion, a price-to-earnings ratio of 276.26 and a beta of 3.73.
Bloom Energy (NYSE:BE – Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, topping the consensus estimate of $0.39 by $0.39. The firm had revenue of $1.07 billion during the quarter, compared to analyst estimates of $826.13 million. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. Bloom Energy’s revenue for the quarter was up 165.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.10 earnings per share. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. On average, research analysts expect that Bloom Energy Corporation will post 1.43 earnings per share for the current year.
About Bloom Energy (Get Free Report)
Bloom Energy is a clean energy technology company that designs, manufactures and deploys solid oxide fuel cell systems for on-site power generation. Its flagship product, the Bloom Energy Server, converts natural gas, biogas or hydrogen into electricity through an electrochemical reaction, offering customers a reliable, low-carbon alternative to grid power. The company also provides a suite of services that includes system installation, remote monitoring and preventative maintenance to ensure long-term performance and uptime.
Founded in 2001 by Dr.
See Also Five stocks we like better than Bloom Energy Microsoft Just Flipped the AI Spending Narrative Overnight Qualcomm’s Turnaround Is Working, So Why Is Wall Street Selling? Meta’s Earnings Show Why Wall Street Is Losing Patience With AI Spending Can Starbucks Keep This Turnaround Going? The Latest Results Say Yes Receive News & Ratings for Bloom Energy Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Bloom Energy and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEV.F. Corporation (NYSE:VFC) Given Average Recommendation of “Hold” by Brokerages
NEXT HEADLINE »BankChampaign National Association Takes $898,000 Position in Williams Companies, Inc. (The) $WMB
Bloom Energy těží z poptávky datových center po rychlém napájení: ve 2. čtvrtletí výnosy vyskočily o 166 % na 1,065 miliardy USD a firma zvýšila celoroční výhled výnosů na 3,9 až 4,2 miliardy USD.
Artificial intelligence is driving unprecedented electricity demand for data centers. According to Gartner, a global research and advisory company, data center electricity consumption is projected to reach 565 terawatt-hours (TWh) in 2026, a staggering 26% year-over-year increase.
Power is becoming a huge hurdle for technology companies, and "time-to-power" has become the critical new bottleneck, as data center developers face agonizing multi-year waits for traditional utility grid upgrades and interconnection build-outs.
To bypass these extensive delays, operators are increasingly turning to plug-and-play power solutions like Bloom Energy's (BE +26.48%) solid-oxide fuel cells. These on-site power generators can be rapidly deployed in less than two months, and more hyperscalers are turning to Bloom's solutions to address these challenges.
Image source: The Motley Fool.
Why hyperscalers are turning to Bloom Energy's fuel cells Data centers are facing severe capacity deficits, and Goldman Sachs reports that U.S. data center demand will outpace available capacity through 2028. As a result, 30% to 50% of the large-scale data center capacity originally expected to come online in 2026 faces major delays, according to a July 2026 analysis by energy intelligence firm Currence.
The power grid is struggling to keep up. Upgrading the aging grid and adding more capacity involves costly transmission improvements and multi-year interconnection queues. In contrast, solid oxide fuel cells offer a quick-to-deploy alternative. These fuel cells run on natural gas, biogas, or hydrogen, provide reliable baseload energy, and operate independent of the electric grid.
Bloom Energy has emerged as a winner amid the data center energy crunch. The company has secured several megadeals worth billions of dollars with companies such as Oracle, Brookfield Asset Management, and American Electric Power.
The company demonstrated its time-to-power advantage in 2025 when it deployed its fuel cells for Oracle Cloud Infrastructure facilities in 55 days, well ahead of its 90-day target. This proof of concept convinced Oracle to scale up its deal to a 2.8 gigawatt (GW) master agreement. The company also recently expanded its infrastructure agreement with Brookfield Asset Management to $25 billion, a staggering increase from its $5 billion agreement from one year ago.
Today's Change
(
26.48
%) $
43.37
Current Price
$
207.12
In the second quarter, Bloom Energy's revenue surged 166% to $1.065 billion, marking the company's first billion-dollar quarter. Meanwhile, its blended gross margin was 34%, up by over 6% year over year, while diluted earnings per share came in at $0.62. The company raised its full-year revenue guidance of $3.9 billion to $4.2 billion, driven by booming demand from hyperscalers, neoclouds, and colocation operators.
Is Bloom Energy a buy right now? Bloom Energy's solid-oxide fuel cells address a key pain point for many data center operators, and the stock has surged 583% since the start of 2025. However, it has experienced significant volatility as investors weigh the sustainability of the hyperscaler build-out, and its stock is down 54% from its recent high of $351.
Bloom Energy is a key partner that will help data center operators meet their power demands right now. However, if broad macroeconomic stress or low returns on AI software investments cause hyperscalers to slow or pause infrastructure spending, Bloom's growth trajectory could slow significantly. That said, the ongoing AI build-out has a long runway for growth, making Bloom Energy an appealing stock for investors looking to capitalize on the explosive growth in AI infrastructure.
Courtney Carlsen has positions in Bloom Energy, Goldman Sachs Group, and Oracle. The Motley Fool has positions in and recommends Bloom Energy, Brookfield Asset Management, Goldman Sachs Group, and Oracle. The Motley Fool recommends Gartner. The Motley Fool has a disclosure policy.
Bloom Energy NYSE: BE occupies a strategic position in the AI ecosystem because of its singular ability to relieve AI's existential bottleneck: power.
Among the numerous bottlenecks plaguing the AI industry, power is the single factor that can undermine the entire ecosystem. Build all the datacenters you want; if there is no power to run them, they are just expensive warehouses filled with unusable gear.
Get Bloom Energy alerts:
Bloom Energy Today
BE
Bloom Energy
$173.99 +7.15 (+4.28%)
As of 02:12 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$32.52▼
$351.28Price Target$257.55
What Bloom Energy does is solve the problem: its catalytic fuel cells are easy to deploy, available at scale, and in production, enabling hyperscalers and neoclouds across the system to bypass traditional power grids (which are insufficient to run AI) and front-run nuclear (which is still years away) as they aggressively expand AI infrastructure globally.
And there is proof in the Q2 results and accompanying commentary, which highlight Bloom Energy’s importance to AI at scale.
"They [hyperscalers and neoclouds] want to understand, as they share confidentially with us what their capacity expansion plans are, and ask us if we can meet that … that's when we get validated,” CEO KR Sridhar said in response to a question on the earnings call.
Bloom Energy’s Strength Isn’t Just About OracleBloom Energy’s stock price strength is underpinned by Oracle NYSE: ORCL, which was the first to lean heavily into Bloom's on-site fuel cell power systems, but it is driven by broad-based demand.
Bloom's Q2 revenue grew more than 165%, accelerating sequentially and year over year, outpacing the consensus figure by 3,000 basis points, driven by demand for products and services. The company doesn't provide specific client details, but it reported product sales of $935 million, up more than 200% and accounting for approximately 88% of revenue, with margin strength across products and services.
Margin news was a catalyst, as the company was already profitable and improved its profitability in Q2 due to its unexpected scale. The critical takeaways are that gross margin came in at a solid 34.3%, operating income at approximately 24%, and free cash flow of $175 million reverses losses in the prior year.
Guidance is another catalyzing factor, validating the Q2 strength and revenue-generating opportunity. The company aggressively raised its full-year revenue and earnings targets, prompting an immediate response from analysts, and may be cautious in its forecast.
Another pertinent detail from the conference call is that guidance isn’t linked to any one contract, deal, or deployment, but rather to executing on what’s becoming a robust backlog. Execution doesn’t appear to be an issue, as management is indicating ample capacity and resources, including critical precious metals independent of China.
Bloom Energy Growth Outlook Derisked by BrookfieldBloom Energy’s growth outlook is derisked by Brookfield NYSE: BN, which is backing the company with a $25 billion backstop. The funds, initially set at $5 billion, are intended to assist in the rapid deployment of energy assets, an industry in which Brookfield has ample experience. It is the largest and longest-running real asset manager, owning and operating a global network of utility and infrastructure assets. The benefits to Bloom Energy are multifaceted, extending well beyond funding to include business validation and market exposure. Brookfield intends to use Bloom Energy fuel cells for its own data center assets.
Analysts' and institutional activity are other factors highlighting Bloom Energy’s importance and the opportunity presented. While the consensus rating remains a Hold, the 25 analysts covering the stock and a 45% Buy-side bias suggest stronger market sentiment. Additionally, the initial analyst responses indicate upgrades and price target increases are coming down the pipe.
The consensus ahead of the release was for 50% upside, with high-end targets adding double-digit upside. Institutions, meanwhile, own more than 75% of the stock, revealing high conviction, and have been accumulating in 2026.
Post-release price action is favorable. The stock jumped by more than 5% in premarket trading the day after the release, confirming the late-July lows as a bottom. The likely outcome is that Bloom Energy shares continue to rebound, but there is some risk for investors. Resistance targets in the $200 to $220 region may cap gains in the near term.
In this scenario, Bloom Energy’s stock price could become range-bound, but that is not expected, given the Q2 strength and guidance update. The more likely scenario is that subsequent reports strengthen the outlook, leading analysts into a more bullish posture and pushing the stock price back to existing highs, representing approximately 100% upside from the late-July low.
Bloom Energy’s biggest risk is regulatory. Regulatory hurdles may delay data center projects and, by extension, the demand for Bloom Energy products. The caveat is that hyperscale demand is real, and these projects are unlikely to be scrapped, only relocated, which is a compelling factor for Bloom’s product; Bloom Energy fuel cells are incredibly versatile and can be colocated with virtually any project.
Should You Invest $1,000 in Bloom Energy Right Now?Before you consider Bloom Energy, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Bloom Energy wasn't on the list.
While Bloom Energy currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Nuclear energy is entering a new growth cycle as rising power demand, expanding data centers, and renewed policy support bring the sector back into focus. After strong gains in recent years, the most impactful phase of nuclear investment may still be ahead. This report highlights seven nuclear energy stocks positioned across the value chain—combining near-term revenue with long-term upside as next-generation technologies scale. Click the link below to unlock the full list.
Bloom Energy tvrdí, že čtyřletý backlog není trofej, ale důkaz omezené nabídky. V AI infrastruktuře podle firmy vyhrává rychlost dodání elektřiny, ne nejdelší objednávková kniha.
Speaking on the company’s second-quarter earnings call, Sridhar dismissed the industry’s tendency to celebrate years-long order books.
“Legacy suppliers celebrate backlog stretching to 2029 and beyond,” he said. “We think a four-year backlog is not a trophy; it’s a confession of constrained supply.”
The remark summed up Bloom’s broader message: in the AI economy, customers aren’t rewarding suppliers that can deliver eventually—they’re rewarding those that can deliver now.
AI Is Turning Speed Into A Competitive AdvantageBloom believes every delay in bringing power online comes at a cost for AI developers.
“Time to power is really time to token revenue,” Sridhar said, arguing that data centers cannot generate returns until electricity is available. “Chips without power are inventory, not intelligence.”
That urgency, he said, is reshaping customer behavior. Companies that once planned to rely on traditional grid connections or combustion-based alternatives are increasingly looking for on-site power that can be deployed in months rather than years.
Bloom said it has become an approved power provider for all major U.S. hyperscalers, along with more than a dozen AI labs, neocloud providers and colocation data-center operators. Sridhar also said some customers have canceled competing power solutions and switched to Bloom after concluding its systems could be deployed faster.
Scaling Before The Orders ArriveBloom says its ability to move quickly isn’t accidental. The company has been expanding its U.S. manufacturing footprint in what Sridhar described as “copy-exact” increments, allowing production capacity to scale ahead of committed orders instead of after demand materializes.
Management also pointed to financing as another competitive edge. Last month, Brookfield increased its commitment to finance Bloom deployments from $5 billion to $25 billion, while additional funding support has come from Industrial Development Funding, Oaktree, MUFG Bank and Morgan Stanley.
For investors, Bloom’s message extends beyond one earnings quarter. The company is betting that as AI infrastructure spending accelerates, the winners won’t necessarily be the suppliers with the fullest order books—they’ll be the ones capable of turning power into a deployable product before customers start looking elsewhere.
Image via Shutterstock
Market News and Data brought to you by Benzinga APIs
Bloom Energy Corporation (BE) Q2 2026 Earnings Call July 28, 2026 5:00 PM EDT
Company Participants
Michael Tierney - Vice President of Investor Relations
K. Sridhar - Co-Founder, CEO & Chairman
Simon Edwards - Chief Financial Officer
Conference Call Participants
Mark W. Strouse - JPMorgan Chase & Co, Research Division
Christopher Dendrinos - RBC Capital Markets, Research Division
David Arcaro - Morgan Stanley, Research Division
Nicholas Amicucci - Evercore ISI Institutional Equities, Research Division
Ben Kallo - Robert W. Baird & Co. Incorporated, Research Division
Manav Gupta - UBS Investment Bank, Research Division
Maheep Mandloi - Mizuho Securities USA LLC, Research Division
Sunaina Ocalan - Bernstein Institutional Services LLC, Research Division
Colin Rusch - Oppenheimer & Co. Inc., Research Division
Presentation
Operator
Good day, everyone, and welcome to the Bloom Energy Second Quarter 2026 Earnings Call. Just a reminder that today's call is being recorded. At this time, I would like to hand things over to Mr. Michael Tierney. Please go ahead.
Michael Tierney
Vice President of Investor Relations
Thank you, and good afternoon, everybody. Thank you for joining us for Bloom Energy's Second Quarter 2026 Earnings Call. To supplement this conference call, we furnished our second quarter 2026 earnings press release and supplemental financial information with the SEC on Form 8-K and have posted these materials, which we will reference throughout this call to our Investor Relations website.
During this conference call, both in our prepared remarks and in answers to your questions, we may make forward-looking statements that represent our expectations regarding future events and our future financial performance. These include statements about the company's business results, products, markets, customers, strategy, financial position, liquidity and full year outlook for 2026. These statements are predictions based upon our expectations, estimates and assumptions. However, as these statements deal with future events, they are subject to numerous known and unknown risks and uncertainties as discussed in detail in our documents filed with the
Bloom Energy (BE - Free Report) came out with quarterly earnings of $0.78 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.1 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +100.00%. A quarter ago, it was expected that this developer of fuel cell systems would post earnings of $0.09 per share when it actually produced earnings of $0.44, delivering a surprise of +388.89%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Bloom Energy, which belongs to the Zacks Alternative Energy - Other industry, posted revenues of $1.07 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 30.88%. This compares to year-ago revenues of $401.24 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Bloom Energy shares have added about 116.6% since the beginning of the year versus the S&P 500's gain of 8.3%.
What's Next for Bloom Energy?While Bloom Energy has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Bloom Energy was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.52 on $926.58 million in revenues for the coming quarter and $2.10 on $3.72 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Alternative Energy - Other is currently in the top 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Energy Vault Holdings, Inc. (NRGV - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 11.
This company is expected to post quarterly loss of $0.20 per share in its upcoming report, which represents a year-over-year change of +9.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Energy Vault Holdings, Inc.'s revenues are expected to be $17.3 million, up 103.3% from the year-ago quarter.
Bloom Energy zvýšila celoroční výhled tržeb na 3,9 až 4,2 miliardy USD z předchozích 3,4 až 3,8 miliardy USD. Akcie po zveřejnění výsledků rostou o 10 %.
Live Coverage Updates appear automatically as they are published.
Live Updates Pinned 1 hour ago
Live
This live blog is being updated by Thomas Richmond, a 24/7 Wall St. contributor. You’ll get expert analysis of Bloom Energy’s earnings.
Simply stay on this page, and new updates will appear below automatically. We expect Bloom to release earnings shortly after 4:05 p.m. ET.
1 minute ago
Live
CEO KR Sridhar said all major U.S. hyperscalers and more than a dozen neoclouds, AI laboratories, and colocation data-center operators have now validated and approved Bloom’s power solutions for their AI factories.
That is a meaningful escalation of the company’s AI narrative. Bloom is positioning its fuel-cell systems as a proven alternative to traditional combustion technologies at a time when data-center developers need power faster than the electrical grid can provide it.
Q2 offered financial evidence of this claim, with revenue rising 166%, non-GAAP gross margin expanding 604 basis points to 34.3%, and operating cash flow improving by $439.5 million to a positive $226.4 million.
2 minutes ago
Live
Bloom Energy generated a record $1.065 billion in Q2 revenue, marking its first quarter above $1 billion and representing 166% year-over-year growth.
Product revenue drove the growth, climbing 215% to $935.4 million. The growth also came with significant operating leverage, as non-GAAP operating income jumped to $239.6 million from $28.6 million one year earlier.
Adjusted EBITDA reached $253.4 million, more than six times the prior-year result. Bloom is beginning to show that its AI data-center opportunity can produce expanding profitability alongside explosive revenue growth.
3 minutes ago
Live
Bloom Energy raised its full-year 2026 revenue guidance to $3.9 billion to $4.2 billion, up from its previous range of $3.4 billion to $3.8 billion.
The new midpoint of $4.05 billion implies roughly 100% year-over-year growth, supported by accelerating demand for on-site power systems. Management also guided for approximately 34% non-GAAP gross margin, $800 million to $900 million in non-GAAP operating income, and adjusted EPS of $2.55 to $2.85.
This is the clearest reason Bloom shares are up 10% after reporting Q2 earnings. The company materially raised the earnings and revenue trajectory for the rest of 2026.
26 minutes ago
Live
Bloom Energy just reported earnings, with shares initially up 7% following the report. Here are the key numbers:
Revenue: $1.065 billion vs. $827.02 million expected EPS: $0.78 vs. $0.41 expected Quick Read:
Bloom crushed expectations, beating revenue estimates by 29% and EPS estimates by 90%.
Revenue surged 165% year over year, while EPS jumped 680%, reinforcing the company’s AI data-center power growth narrative.
38 minutes ago
Live
Guidance Is Everything: What Would Move BE Tonight Wall Street cares much more about FY26 guidance than tonight’s Q2 results. Bloom Energy (NYSE:BE) management raised the bar in April to $3.40 billion to $3.80 billion in revenue, and $1.85 to $2.25 in non-GAAP EPS, and CEO KR Sridhar has historically guided conservatively.
Bearish Scenario: Guidance simply reaffirmed, margin pressure from tariffs, or softer non-Brookfield product bookings. With shares at $168.60 and analyst consensus target $286.20, the FY26 outlook, not the quarter, decides tonight’s tape.
1 hour ago
Live
Bull Case Management raised FY26 revenue guidance to $3.4 billion to $3.8 billion, with gross margin approaching 34%. Oracle’s Project Jupiter names Bloom sole power provider for a 2.45 gigawatt islanded microgrid. Product backlog reached ~$6.00B, total backlog $20.00B, backed by four straight beats. Bear Case Brookfield JV sales hit $373.30M in Q1, versus $2.80M a year earlier, flagging concentration risk. Shares fell 25.33% over the past month as insiders including Chambers unloaded 55,000 shares @ $297.69. July 31 put open interest of 151,488 dwarfs call OI of 63,430. Reddit sentiment sits at 18, deep in very-bearish territory. A guidance raise likely revives the bull thesis; anything less could deepen the drawdown.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Bloom Energy didn't make the cut. Grab the names FREE today.
1 hour ago
Live
Beyond the headline guidance debate, several wildcards could swing the reaction to tonight’s Bloom Energy (NYSE:BE) report.
Wildcards Not in Consensus Brookfield lumpiness: Q1 included $373.30 million in related-party sales versus $2.80 million a year earlier. A quieter Q2 shipment cadence to the JV could mask underlying demand. Options skew: July 31 put open interest sits at 151,488 versus 63,430 calls, flagging defensive positioning. Tariff and tax-credit exposure: Management cites trade policies including tariffs and Inflation Reduction Act credit availability as risks. Capacity ramp: Doubling factory output to 2GW by year-end introduces execution risk on manufacturing defect and supply constraints. Shares last traded at $158.65, well below the average analyst price target of $286.20.
1 hour ago
Live
With shares trading at $158.65, here are some top questions analysts might ask on tonight’s call.
Top 5 Analyst Questions Can Bloom Energy (NYSE:BE) diversify beyond the $373.3 million Brookfield related-party revenue stream? Will FY26 guidance rise again above $3.4B-$3.8B? Progress on the 2GW capacity expansion by year-end? Response to the July 8 short seller report on supply chain? Path to ~34% non-GAAP gross margin? Buzzwords to Track “Bring-your-own-power,” “800V DC,” “hyperscaler,” “digital power” and new customer names beyond Oracle.
Red Flags Any guidance trim, backlog stagnation below $20 billion, or deeper related-party concentration. Commentary defending the 55,000-share Chambers sale at $297.69 as routine. 2 hours ago
Live
Bloom Energy reports Q2 earnings after today’s close, with shares down 16.03% today and 37.43% in the past month.
The central question is whether Bloom remains on track to deliver the $3.4-$3.8 billion full-year revenue path outlined by management. Investors will also be watching execution on Oracle’s Project Jupiter and whether Bloom can diversify its roughly $20 billion backlog beyond Brookfield-related business.
At 82 times forward earnings and 22 times sales, Bloom is priced as the default on-site power provider for AI data centers. A guidance raise and broader customer mix could revive the bull case. Merely maintaining guidance after this sharp selloff could keep the AI power trade on defense.
Bloom Energy (NYSE:BE) reports Q2 2026 results at 4:05 PM ET today. After a parabolic run and a sharp July pullback, the earnings report lands as the market’s cleanest read on whether AI hyperscaler power demand is converting to shipped megawatts and cash. Bloom Energy is down 16% in today’s intraday trading, which suggests investors might be concerned about tonight’s upcoming results.
Momentum Meets a Sudden Reality Check Shares are still up 116.57% year to date and 447.99% over one year, but the last month has been brutal. The stock trades at $162.82, well below the 50-day moving average of $269.86.
Q1 was a genuine inflection. Bloom posted $751.1 million in revenue, its first quarter of greater than 100% YoY growth as a public company, alongside $143 million of adjusted EBITDA and $2.49B in cash. Management then lifted FY revenue guidance from $3.1B to $3.3B to $3.4B to $3.8B, with a non-GAAP gross margin near 34%.
Consensus Estimates Metric Q2 2026 Estimate FY 2026 Guidance Revenue $827.0M $3.4B to $3.8B EPS (Non-GAAP) $0.4066 $1.85 to $2.25 The Q2 revenue bar sits roughly at the FY guide’s implied quarterly run rate. Bloom has beaten estimates in four consecutive quarters, so a small top-line beat may not be enough to drive the stock higher after earnings. Margin trajectory toward 34% non-GAAP gross margin is what investors are looking for.
What I’m Watching: Backlog Quality and Customer Mix Tonight, I’ll be watching Bloom’s Brookfield concentration. Q1 product revenue included $373.30M of related-party sales to Brookfield JVs, versus $2.80M a year earlier. Any softening in that pipeline reshapes the growth story.
Investors will also focus on the Oracle Project Jupiter cadence. CEO KR Sridhar called it an “up to 2.45 gigawatt power block” that will be 100% Bloom. Timelines, milestone payments, and follow-on hyperscaler wins will define the multi-year revenue curve.
I’ll also be watching capacity commentary. CEO Sridhar said the current footprint “will allow us to deliver five gigawatts of product annually” and that Bloom is “not order constrained and not capacity constrained.” Service margin follow-through matters too, after Q1 service margins hit 18%.
Finally, insider selling has been steady, with executives disposing of shares in the $288 to $300 range across May and June.
Earnings History Quarter EPS Surprise Day-of Move 1-Week Move 30-Day Move Q1 2026 +242.41% +27.21% -0.87% -5.02% Q4 2025 +50.35% +4.71% -2.3% +11.31% Q3 2025 +50.15% +18.03% +5.76% -26.01% Q2 2025 +455.56% -1.79% +0.22% +42.84% On average, shares moved +0.7% seven days after earnings over the past year.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Bloom Energy didn't make the cut. Grab the names FREE today.
Akcie Bloom Energy dnes klesly o 13,8 % před zveřejněním výsledků za 2. čtvrtletí. Investoři se obávají, že růst kolem datových center byl do ceny nadhodnocen.
Bloom Energy (BE -11.81%) stock went parabolic, with investors anticipating billions in revenue coming from data center operators using its fuel cells. As with most moves like that, reality is setting in after too much growth was priced into the stock.
Now, Bloom shares have been more than cut in half since they reached an all-time high last month. That includes the 13.8% tumble the stock had today as of 10:15 a.m. ET.
Image source: Getty Images.
What will earnings bring? Bloom will report second-quarter financial results after the market closes today. Even after the stock has crashed from the June high, Bloom shares are still up by over 80% this year. Some investors who are getting nervous that the growth story might not pan out as anticipated are locking in the large 2026 gains, it seems.
The Bloom Energy story relies on big tech continuing to increase capital spending to build out data center compute capacity. Much of the stock's gains came after announcements of plans to build and finance power for data centers, with billions of dollars being allocated. In late June, Bloom and Brookfield Asset Management announced an expansion of their strategic data center partnership. The original $5 billion in planned financing was quintupled to $25 billion.
Today's Change
(
-11.81
%) $
-22.22
Current Price
$
165.96
Yet there are still concerns among investors that those plans will fizzle out, leaving Bloom without billions in orders that were already priced into the stock. Don't expect Bloom management to sound pessimistic in its report later today, though. Hyperscalers and AI infrastructure developers are still announcing spending increases. And while Bloom stock got ahead of itself, the recent correction is exactly what investors should want to see.
If Bloom's capacity expansion plans remain intact with order backlogs filling its production lines, now may be a good time to own Bloom stock at a much more reasonable valuation.
Howard Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bloom Energy and Brookfield Asset Management. The Motley Fool has a disclosure policy.
Bloom Energy ve 1. čtvrtletí zvýšila tržby o 130 % na 751,1 milionu USD a obrátila se do provozního zisku 72,2 milionu USD. Firma čeká celoroční tržby 3,4 až 3,8 miliardy USD.
For Bloom Energy (BE +2.09%) stock to stabilize, Tuesday's report arguably needs to show revenue tracking toward the full-year guidance of $3.4 billion to $3.8 billion that management raised in April, with margins holding near its targets.
Bloom builds fuel cell systems that generate electricity on-site, which lets data centers plug in power without waiting years for a grid connection. On Friday, the stock fell alongside its whole sector as investors backed away from the crowded artificial intelligence (AI) power trade. Even after the drop, shares remain up more than 100% in 2026. They also sit about 47% below their 52-week high of $351.28 after a hard month.
Image source: Getty Images.
The business behind all that volatility has been performing. First-quarter revenue rose 130% year over year to $751.1 million, driven by product revenue that roughly tripled. The company swung to operating income of $72.2 million from a loss a year earlier. And non-GAAP (adjusted) earnings per share came in at $0.44, up from $0.03.
That report is what prompted the April guidance raise: $3.4 billion to $3.8 billion of revenue, an adjusted gross margin of about 34%, and adjusted earnings per share of $1.85 to $2.25 for the year.
Notably, Bloom booked $751 million of revenue in the first quarter. Reaching even the low end of the full-year range means averaging about $880 million per quarter the rest of the way. A second quarter near that pace, with gross margin moving toward the 34% target, would show the plan on schedule.
Today's Change
(
2.09
%) $
3.87
Current Price
$
188.76
The timing commentary may matter as much as the totals. Investors should listen for updates on the large data-center deployments behind Bloom's growth, because the market has grown impatient this year about when announced projects turn into revenue. A delayed project doesn't shrink the opportunity, but it moves the money further away -- and this valuation has little patience built in.
That valuation is why the bar sits so high. At about 90 times the midpoint of management's own adjusted earnings guidance for the year, the stock prices in years of growth like this. A multiple like that can survive almost anything except doubt, which is how a no-news Friday last week erased 15% of the company's value.
So, in my view, the report has a clear job: Confirm the guidance and the deployment timing, and then the underlying business might start to look like it can live up to the stock price. Miss on either, and the market has already shown what it does with doubt. Either way, investors should expect this stock to keep moving in big steps -- in both directions.
Bloom Energy stock rose by over 5% in the premarket session as investors bought the dip ahead of the upcoming financial results on July 28. It rose to $194.5, up modestly from Friday’s low of $184. Even so, the stock remains nearly 50% below the highest point this year. So, will it rebound or continue falling further?
Bloom Energy is one of the fastest-growing companies in the energy industry, where it is used by firms across various industries like power and data centers. It generates electricity using solid oxide fuel cells (SOFCs), an electrochemical process rather than combustion.
The company has benefited substantially from the ongoing data center boom as electricity demand has surged. It has inked major deals with companies like Oracle, Nebius, and Brookfield.
READ MORE: Bloom Energy stock has slumped: buy the dip or sell the rip ahead of earnings?
As a result, analysts expect its business to continue growing as the number of data centers in the US rise. The average estimate among analysts is that its revenue jumped by 106% in the second quarter to $827 million.
For the third quarter, analysts expect the results will show that revenues jumped by 80% to $933 million. These are strong numbers for a company that has been in the industry for over two decades.
The annual revenue is expected to move from $2.02 billion last year to $3.74 billion this year. This growth is expected to accelerate next year, reaching $6.46 billion as it starts making money from its recently announced deals.
The most recently announced results revealed that Bloom Energy’s revenue jumped by 130% YoY to $750 million. Its gross margin also continued rising, reaching 30%, while the operating income hit $72.2 million.
Analysts are largely optimistic about Bloom Energy stock as the AI boom gains momentum. For example, JPMorgan boosted its target from $267 to $346, while Susquehanna boosted the target from $293 to $298. Baird sees the stock rising to $310, with the consensus target among analysts being $254.
The options market, however, expects heightened volatility after its earnings release this week. It has an implied volatility of 264%, with its open interest rising to 160,000. It has a put/call ratio of 2.65, a sign that there are more puts than calls, which is usually highly bearish sign.
Bloom Energy stock chart | Source: TradingView
The daily chart shows that the BE stock has plunged from the year-to-date high of $350 to a low of $184.90. It is hovering around the strong, pivot, reverse level of the Murrey Math Lines tool.
The stock has plunged below the crucial support level of $231, its lowest level on June 10 this year. It remains below the 100-day moving average, while the Average Directional Index (ADX) has jumped to 25, its highest level since June 3.
Therefore, the stock will likely continue falling after its earnings this week. If this happens, the stock may fall to the ultimate support of $125. However, a rebound, potentially to the Major S/R pivot point is possible after earnings.
Bloom Energy čeká 28. července výsledky za 2. čtvrtletí, které mohou být dalším katalyzátorem po silném 1. čtvrtletí. Tehdy tržby vyskočily o 130,4 % na 751,1 milionu USD.
Bloom Energy (BE -14.54%) expects to release its second-quarter financial results on July 28 after the market closes. That report could be a major catalyst for the hydrogen stock.
Here’s why the advanced fuel cell maker’s next earnings report could send its stock soaring.
Image source: The Motley Fool.
A look back at what happened last quarterBloom Energy reported its first-quarter results on April 28. The company delivered exceptional results. Its revenue rocketed 130.4% to $751.1 million, led by a 208.4% surge in product revenue to $653.3 million. That powered a significant increase in its earnings and cash flow. Bloom reported $72.2 million in operating income and $73.6 million in cash flow from operating activities, increases of $91.3 million and $184.3 million, respectively.
Founder and CEO KR Sridhar called out the catalyst driving its robust results in the earnings press release. He stated: “We at Bloom are ushering in the era of digital power for the digital age. Bloom is rapidly becoming the standard and 'go-to choice' for on-site power.”
Today's Change
(
-14.54
%) $
-31.59
Current Price
$
185.71
The company has secured two significant strategic AI power partnerships in the past year. Last July, it collaborated with Oracle to rapidly deliver power to data centers to support AI deployment. That partnership has been so successful that the cloud computing giant recently expanded it to deploy up to 2.8 gigawatts to accelerate its AI infrastructure build-out. Brookfield Asset Management also formed a $5 billion AI infrastructure partnership with Bloom last fall. The global alternative investments manager recently expanded that partnership fivefold to $25 billion.
What to expect in the second quarterBloom Energy’s strong first-quarter results and robust outlook led the fuel cell maker to significantly boost its full-year guidance:
Metric Initial guidance ranges Growth at the mid-point Updated guidance ranges Growth at the mid-point Revenue $3.1-$3.3 billion 60% $3.4-$3.8 billion 80% Non-GAAP Operating Income $425-$475 million 104% $600-$750 million 207% Non-GAAP EPS $1.33-$1.48 85% $1.85-$2.25 170% Data source: Bloom Energy.
As that table shows, Bloom now expects to deliver 80% revenue growth this year and a more than 200% increase in profitability. However, it wouldn’t be surprising to see another guidance boost when it reports its second-quarter financial results. One catalyst is the five-fold expansion of its strategic AI partnership with Brookfield. In commenting on the expansion in a press release, Bloom’s Chief Commercial Officer Aman Joshi stated that, “Today’s commitment reflects the momentum we are seeing in the market, as evidenced by recently announced large-scale deals.” More data center developers are turning to on-site power solutions to meet their energy needs amid challenges securing power from the grid. Bloom’s recently updated its annual Data Center Power Report, which confirms this, finding that 61% of developers plan to bring their own power if the grid can’t support their needs. Bloom’s advanced fuel cells are ideally suited to solve this constraint.
Shares of Bloom Energy initially surged more than 20% after it reported its first-quarter financial results in April, and were up as much as 50% by mid-June. However, the stock has cooled off considerably since peaking, and is now down nearly 20% from its trading price right before its first-quarter earnings report. That’s due to the recent sell-off in AI-related stocks amid concerns about capex costs, valuation, and project delays.
While Bloom Energy has gotten caught in the downdraft, its second-quarter results will likely show continued acceleration in its business. That should reinvigorate the stock, which could soar after the earnings report. The sell-off in Bloom’s stock has it trading at a more reasonable valuation of 14x forward sales (down from 26x at the peak). Given this pending catalyst, buying Bloom shares before it reports could be a very timely investment.
Matt DiLallo has positions in Brookfield Asset Management and has the following options: short August 2026 $150 puts on Bloom Energy. The Motley Fool has positions in and recommends Bloom Energy, Brookfield Asset Management, and Oracle. The Motley Fool has a disclosure policy.
SummaryBloom Energy is positioned as a critical AI infrastructure enabler, addressing hyperscaler power constraints with modular, on-site fuel cell solutions.Q1 2026 results proved BE’s scalable model, with 130% YoY revenue growth, expanding margins, and credible upward guidance for 2026.Strategic partnerships—especially Brookfield’s $25B commitment and Oracle’s multi-GW deployments—underscore BE’s moat in rapid, financed power delivery.Despite valuation volatility and customer concentration risks, BE’s operational leverage and AI-driven demand support a long-term Buy rating. da-kuk/E+ via Getty Images
Elevator Thesis The conversation around AI infrastructure has changed, to say the least.
Semiconductors remain important as Nvidia (NVDA) continues to scale supply, and Taiwan Semiconductor (TSM) continues to add
629 Followers
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
The upcoming report from Bloom Energy (BE - Free Report) is expected to reveal quarterly earnings of $0.39 per share, indicating an increase of 290% compared to the year-ago period. Analysts forecast revenues of $766.88 million, representing an increase of 91.1% year over year.
Over the last 30 days, there has been a downward revision of 1.4% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.
Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock.
While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective.
Bearing this in mind, let's now explore the average estimates of specific Bloom Energy metrics that are commonly monitored and projected by Wall Street analysts.
According to the collective judgment of analysts, 'Revenue- Installation' should come in at $85.92 million. The estimate indicates a year-over-year change of +129.9%.
Analysts' assessment points toward 'Revenue- Service' reaching $71.81 million. The estimate indicates a year-over-year change of +31.9%.
The consensus among analysts is that 'Revenue- Electricity' will reach $14.33 million. The estimate points to a change of +11.8% from the year-ago quarter.
Analysts predict that the 'Revenue- Product' will reach $641.95 million. The estimate points to a change of +116.4% from the year-ago quarter.
The consensus estimate for 'Gross profit (loss)- Product' stands at $242.62 million. The estimate compares to the year-ago value of $97.87 million.
The collective assessment of analysts points to an estimated 'Gross profit (loss)- Electricity' of $3.99 million. The estimate compares to the year-ago value of $5.07 million.
Analysts expect 'Gross profit (loss)- Service' to come in at $9.91 million. Compared to the present estimate, the company reported $5.04 million in the same quarter last year.
View all Key Company Metrics for Bloom Energy here>>>
Over the past month, shares of Bloom Energy have returned -29.7% versus the Zacks S&P 500 composite's +0.6% change. Currently, BE carries a Zacks Rank #1 (Strong Buy), suggesting that it may outperform. the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
