Bloom Energy Corporation designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally. It offers Bloom Energy Server, an energy server platform to convert fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels, into electricity through a non-combustion electrochemical process. The company also provides Bloom Electrolyzer for producing hydrogen. It sells its products through direct and indirect sales channels to utilities, data centers, retail, healthcare, education, telecom, manufacturing, and other industries. The company was formerly known as Ion America Corp. and changed its name to Bloom Energy Corporation in 2006. Bloom Energy Corporation was incorporated in 2001 and is headquartered in San Jose, California.
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Evercore Sees 71% Upside for Bloom Energy Despite 42% Pullback
Evercore ISI analyst Nicholas Amicucci maintains a Street-high $350 price target on Bloom Energy, implying roughly 71.5% upside from the stock's current $204.02 level. Bloom's Q2 FY2026 revenue surged 165.52% year over year to $1.065 billion, beating estimates by 28.82%, while non-GAAP EPS of $0.78 topped the $0.4066 consensus. Management raised full-year revenue guidance to $3.9 billion to $4.2 billion, about 100% growth at the midpoint. The stock has fallen about 42% from its 52-week high of $351.28, including a 12.12% drop in the past week, despite the strong results. Evercore's bull case rests on Bloom's speed-to-power advantage for data centers, expansion into rack manufacturing and semiconductor testing, and capital validation from Brookfield's expanded $25 billion financing shelf plus a separate $2.6 billion facility anchored by Oaktree, MUFG, and Morgan Stanley.
Navitas Semiconductor agreed to acquire power management solutions provider Claros in a deal valued at up to approximately $232.8 million, sending its shares up 6% on Tuesday. The transaction includes about $216 million payable at closing in cash and Navitas Class A shares, with the remainder tied to business milestones over the following two years. Claros specializes in vertical power delivery and integrated voltage regulator technology for next-generation AI data centers, and the acquisition is expected to more than double Navitas’ identified 2030 serviceable addressable market to over $8 billion. Elsewhere, Bloom Energy and Intel rose after a congressional disclosure showed Nancy Pelosi bought positions in both companies, including shares and long-dated call options. Grand Canyon Education fell 5% after placing CFO Daniel Bachus on paid administrative leave in connection with a government investigation into a non-employee third party’s trading in the company’s stock.
Bloom Energy Stock Up 136% This Year on AI Power Demand
Bloom Energy shares have surged 136% so far in 2026 and over 344% in the past year as its on-site fuel cell systems gain traction with data centers that cannot wait for grid connections. The company generated about $2 billion in total revenue in 2025 and projects $3.9 billion to $4.2 billion for 2026, roughly doubling last year's figure. Bloom entered 2026 with a roughly $20 billion backlog, and CEO KR Sridhar said the backlog is growing faster than revenue. Analysts expect revenue to more than triple over the next two years, though manufacturing capacity could be a constraint.
Marathon, Valero, Phillips 66 Lead Refiners Cashing In on Fuel Crunch
U.S. refiners are posting record profits as global fuel shortages deepen, with Marathon Petroleum, Valero Energy, and Phillips 66 among the biggest winners of the second-quarter earnings season. Marathon Petroleum, America's largest refiner, earned $5.14 billion in the second quarter, more than quadruple the $1.2 billion it made a year earlier, while diluted EPS jumped to $17.73 and revenue reached $52.34 billion. Valero Energy posted a record second-quarter profit of $3.7 billion, with adjusted earnings surging from $2.28 to $12.54 per share, and Phillips 66 saw second-quarter adjusted earnings jump nearly 300% year-over-year to $9.41 per share. Shares of Marathon Petroleum have gained 122.2% year-to-date, Valero Energy 113.3%, and Phillips 66 85.3%, far outpacing the S&P 500 Energy sector's 36% gain. Chevron also delivered its best quarter in six years with adjusted earnings of $12 billion, or $6.06 per share, while Bloom Energy's second-quarter revenue surged 167% year-over-year to a record $1.07 billion on demand from AI data centers.
Brookfield CEO Says AI Bottleneck Is Infrastructure, Not Capital
Brookfield Asset Management CEO Bruce Flatt said the main constraint on AI growth is construction capacity, not investor money, during a CNBC panel discussion about the $500 billion AI financing plan. Flatt argued that the industry cannot build enough power or compute, and pointed to Brookfield's history in solar, wind, gas, data centers, and now compute alongside NVIDIA as evidence of its infrastructure expertise. He also noted Brookfield raised a record $77 billion last quarter, including its first AI-focused infrastructure fund, and has partnerships with OpenAI, Anthropic, and Bloom Energy, plus a US Energy Department-backed data center project in Kentucky expected to draw more than $100 billion in private investment. However, Brookfield's global head of AI infrastructure, Sikander Rashid, warned on the earnings call that some capital will inevitably be poorly allocated, citing the early-2000s fiber-optic boom, and Flatt acknowledged there is not yet a proven investment structure for such deals.
Nebius Endorses Bloom Energy Fuel Cells for New Jersey AI Data Center
Nebius Group N.V. said it will use Bloom Energy Corporation's fuel-cell technology at its planned 300-megawatt AI data center in Vineland, New Jersey, sending Bloom Energy shares up 12.3% on Wednesday, Aug. 12. During Nebius's Q2 earnings call, Chief Communications Officer Tom Blackwell said the switch would significantly enhance the project from a community perspective, while Chief Product and Infrastructure Officer Andrey Korolenko said Bloom's fuel cells should be deployed quickly with no significant impact on the project timeline. The endorsement comes as the project faces permitting, zoning and community opposition over earlier plans for onsite gas generation, and Nebius now sees Bloom as a quieter, reliable, ultra-low-emission power solution while it seeks final approval for an amended site plan. Bloom Energy's market capitalization is $69.9 billion, and its shares remain up 457% over the past 52 weeks despite a 31% decline in July.
Oracle Stock Falls on Six-Month Delay to New Mexico Gas Pipeline
Oracle shares dropped nearly 4% on Friday after Transwestern Pipeline, a subsidiary of Energy Transfer, said the Green Chile natural gas project in New Mexico would be delayed by six months. The pipeline is crucial to powering Oracle's massive Project Jupiter data center complex, which plans to use Bloom Energy fuel cells to supply up to 2.5 gigawatts of electricity. Transwestern revised the in-service date to February 1, 2027, from the original August 15, 2026, citing repeated denials by the state over routing on public land. An Oracle spokesman told Bloomberg that Project Jupiter remains on schedule and the company continues to work closely with partners.
Bloom Energy CEO Calls Company the Standard for AI Onsite Power
Bloom Energy CEO KR Sridhar said in the company's recent second-quarter report that all major U.S. hyperscalers and over a dozen U.S. neoclouds, AI labs, and colocation data center operators have validated and approved its power solutions for their AI factories, concluding that Bloom is now a standard for AI onsite power. Revenue grew 165.5% year over year to $1.06 billion during the quarter. The company's solid oxide fuel cell technology converts hydrogen, natural gas, or biogas into electricity, and Oracle more than doubled its requested electricity from Bloom Energy from 1.2 gigawatts to 2.8 gigawatts in April. However, the International Energy Administration reports coal and conventional natural gas remain the top two power sources for the world's AI data centers, and analysts' consensus 12-month target of $279.07 is 30% above the stock's present price.
Bloom Energy Stock Plunges 32% in July After Short-Seller Report
Bloom Energy shares fell 32% in July after short-seller Hunterbrook Media published a report accusing the fuel cell maker of relying on China for scandium, contradicting management's claims of no dependency. The stock had soared 248% in the first half of 2026 to a 52-week high of $351.28 on AI data center demand and strong earnings. Hunterbrook's report cited Chinese corporate filings, trade data, and supplier conversations, and several securities law firms subsequently filed class action suits. Bloom Energy rejected the claims as false and reiterated it has clear visibility into supply sources supporting 25 gigawatts of fuel cells annually. The company later reported second-quarter revenue surging 166% to over $1 billion and raised full-year guidance to $3.9 billion to $4.2 billion, but the stock remains 40% below its peak.
Palantir, General Motors, and Bloom Energy raise guidance in Q2 earnings season
Palantir, General Motors, and Bloom Energy have raised their guidance during the Q2 earnings season. General Motors posted adjusted EPS of $3.57 on sales of $48.0 billion, beating consensus estimates, and raised its full-year 2026 EBIT adjusted guidance for the second time this year along with its adjusted EPS guidance. Palantir's revenue surged 93% year-over-year to $1.94 billion, with total contract value closing at $3.4 billion, up 49% year-over-year, and it lifted its full-year 2026 revenue guidance to a range of $8.150 billion to $8.158 billion, reflecting 82% year-over-year growth. Bloom Energy reported record quarterly revenue of $1.07 billion, growing 166% year-over-year, driven by demand for its solid-oxide fuel cell systems from U.S. hyperscalers and AI data center operators, and raised its full-year 2026 revenue outlook to a range of $3.9 billion to $4.2 billion.
Bloom Energy Expands AI Infrastructure Power Deal with MiTAC
Bloom Energy is expanding its partnership with MiTAC Computing Technology to deploy fuel cell microgrids at MiTEC's AI server manufacturing campus in Fremont, California, adding to an existing installation in San Jose. The deal highlights growing demand for onsite power beyond data centers, as AI hardware manufacturers face the same grid constraints. Bloom now has nearly two dozen AI infrastructure customers, representing about 250 megawatts of contracted capacity, up from zero two years ago. This is in addition to hundreds of megawatts already deployed at data centers, with recent strategic expansions including up to 2.8 gigawatts with Oracle and a fivefold increase to $25 billion with Brookfield Asset Management. The company is positioning its rapidly deployable fuel cells as a standard for AI onsite power across the broader infrastructure build-out.
Bloom Energy Earns Buy Rating and $243 Target After 165% Revenue Surge
Bloom Energy has received a Buy recommendation and a $243 price target from 24/7 Wall St., implying 11% upside from its current price of $218.32. The call follows a fourth consecutive earnings beat, with second-quarter revenue soaring 165% year over year to $1.065 billion and non-GAAP earnings per share of $0.78 nearly doubling estimates. CEO KR Sridhar highlighted validation from all major US hyperscalers and a $5 billion partnership with Brookfield, underpinning a $20 billion total backlog. The stock has rallied 151% year to date but pulled back 19% over the past month, while risks include a trailing price-to-earnings ratio of 271 and pending litigation over scandium sourcing.
Bloom Energy's Backlog Reaches $20 Billion, Driven by AI Data Center Demand
Bloom Energy's total backlog reached $20 billion at the start of 2026, with the company noting that new customers are not yet included and the backlog is growing faster than revenues. The product backlog rose 140% year over year to $6 billion, while the remaining $14 billion came from service contracts that generate annuity-like revenue. The services business has been profitable since 2024, and AI-driven electricity demand helped the company achieve profitability in the first two quarters of 2026. Despite the stock's nearly 500% gain over the past year, only aggressive growth investors with strong conviction in the AI story should consider buying after such a rapid price move.
Big Tech turns to Bloom Energy fuel cells to power AI data centers
Artificial intelligence data centers are increasingly adopting Bloom Energy's solid oxide fuel cells to overcome electricity supply bottlenecks. Real estate firm JLL forecasts AI data centers will need 200 gigawatts of power by 2030, double the current level, while utilities struggle to expand capacity fast enough. Bloom Energy's fuel cells can run on hydrogen, natural gas, or biogas, and can be installed in weeks rather than the months or years required for grid connections. The company reported quarterly revenue of just over $1.0 billion, up 165% from the second quarter of 2025, and earlier this year expanded its power supply deal with Oracle from 1.2 gigawatts to 2.8 gigawatts. The global hydrogen fuel cell market is projected to grow more than 20% annually through 2034, reaching over $27 billion per year.
Robbins LLP Reminds Bloom Energy Investors of Class Action Over Chinese Scandium Reliance
Robbins LLP reminds investors that a securities class action has been filed against Bloom Energy Corporation on behalf of purchasers of its securities between February 27, 2025 and July 8, 2026. The lawsuit alleges that Bloom Energy misled investors by claiming its supply chain was not dependent on China, while in fact the company obtained scandium through intermediaries who sourced the metal from China. The complaint details multiple statements from 2025 and 2026 in which Bloom Energy and its executives denied reliance on Chinese supply chains. On July 8, 2026, following a Hunterbook Media report alleging that Chinese scandium was still part of Bloom's supply chain, the company's stock fell $15.28, or 5.7%, to close at $254.29 per share. Investors who suffered losses during the class period have until September 28, 2026 to seek appointment as lead plaintiff.
Rosen Law Firm announces securities class action against Bloom Energy
Rosen Law Firm has filed a securities class action lawsuit on behalf of purchasers of Bloom Energy Corporation securities between February 27, 2025 and July 8, 2026. The lawsuit alleges that Bloom Energy made materially false and misleading statements by failing to disclose that it obtained scandium through intermediaries who sourced the metal from China, understating its reliance on Chinese scandium. Investors who purchased Bloom Energy securities during the Class Period may be entitled to compensation through a contingency fee arrangement, and the deadline to move the Court to serve as lead plaintiff is September 28, 2026. Rosen Law Firm, which has recovered billions of dollars for investors and was ranked number one by ISS Securities Class Action Services for settlements in 2017, encourages affected investors to secure counsel before the deadline.
GE Vernova Set to Be Biggest Winner From AI Data Center Power Shortfall
Morgan Stanley projects a 38-gigawatt electricity gap for U.S. data centers, leaving up to an 11-gigawatt deficit through 2028 even after all practical solutions are deployed. The investment bank estimates that natural gas turbines could provide 15 to 20 gigawatts of that capacity, making GE Vernova the clearest beneficiary given its dominance in large-frame gas turbines and a multiyear data center order backlog. Other potential solutions include fuel cells, co-located nuclear plants, and repurposed Bitcoin mining sites, but Morgan Stanley's base case still shows a supply shortfall. Companies such as Bloom Energy, Constellation Energy, Vistra, Talen Energy, Core Scientific, IREN, and Cipher Mining also stand to benefit from the power crunch. The analysis suggests the AI industry's biggest obstacle has shifted from semiconductor supply to electricity supply, with owners of existing power assets poised to capture significant value.
Bloom Energy vs. Oklo: Which Power Stock Is a Better Buy in 2026?
Bloom Energy and Oklo present contrasting investment cases for 2026 as AI-driven energy demand surges. Bloom Energy, founded in 2001, reported fiscal 2025 revenue of nearly $2.0 billion, a 37.3% increase, but posted a net loss of roughly $88.4 million, while Oklo, a pre-revenue developer of small modular reactors, reported no revenue and a net loss of approximately $105.7 million. Bloom Energy has secured major partnerships, including a $1.7 billion project with Nebius and a financing framework with Brookfield Asset Management, whereas Oklo has signed a 12-gigawatt agreement with Switch and a 1.2-gigawatt prepayment agreement with Meta Platforms. The article concludes that Bloom Energy is the better buy now, citing its proven fuel cell technology, a 40% stock price retreat from its all-time high, and the prospect of year-over-year revenue doubling in 2026.
Bloom Energy Faces Class Action Over Chinese Scandium Supply Claims
Bloom Energy is facing a new class action lawsuit alleging it misstated its reliance on Chinese-sourced scandium. The complaint, filed in the Northern District of California, claims the company did not fully disclose supply chain exposure tied to scandium routed through intermediaries in Thailand, Japan, and South Korea. The legal action follows media reports tracing key scandium inputs in Bloom Energy's fuel cell systems back to Chinese suppliers. The lawsuit raises questions about potential financial penalties, higher compliance costs, and whether any finding of inadequate disclosure could affect relationships with large AI and cloud data center partners. Bloom Energy's stock, which trades under the ticker BE, is up 108.5% year to date but down 28.9% over the past month.
Bloom Energy's Market Cap Drops to $60 Billion After Peaking Near $100 Billion
Bloom Energy's market capitalization has fallen to about $60 billion after peaking at nearly $100 billion earlier this year, even as the company expects revenue to double to roughly $4 billion in 2026 with operating income approaching $1 billion. The stock surged 291% in 2025 amid AI data center demand, but the author sold shares after deeming the valuation excessive. A partnership with Brookfield Asset Management, initially worth $5 billion and now boosted to $25 billion, will fund AI infrastructure that purchases Bloom's fuel cell technology. The author now views the stock as a reasonable but risky buy given continued growth expectations through 2027 and beyond.
Bloom Energy reports first billion-dollar quarter with 165.5% revenue surge
Bloom Energy reported its first quarter with revenue exceeding $1 billion, a 165.5% increase, and swung to a GAAP net profit of $196.3 million from a loss of $42.6 million a year earlier. GAAP gross margin improved to 33.4% from 26.7%. Despite the strong results, the stock has been volatile, trading around $218 on July 31 after opening at $214.19 on July 24 and dipping to $175.30 on July 28. The company's shares have returned nearly 140% year-to-date, 453% over the past 12 months, and 850% over five years, raising the bar for future earnings surprises.
Bloom Energy Soars 450% but Faces 45% Drawdown as AI Power Boom Stokes Volatility
Bloom Energy has surged nearly 450% over the past year but is currently in a 45% drawdown, marking the second such decline in 52 weeks, as investors grapple with the company's role in powering AI data centers through hydrogen fuel cells. The Motley Fool suggests that most investors would be better off with a more stable income play like Brookfield Renewable Partners, which offers a 4.7% yield and has grown its distribution at an annualized 5% over the past decade. Brookfield Renewable Partners holds deals with Microsoft and Google to supply power for their AI data center build-outs, providing exposure to the same trend with less volatility. Unlike Bloom Energy, Brookfield Renewable Partners' business is backed by long-term power contracts and a diversified portfolio of clean energy assets, including hydroelectric, solar, wind, storage, and a half-stake in nuclear supplier Westinghouse.
Shareholder Files Securities Class Action Against Bloom Energy Corporation
A shareholder has filed a securities class action lawsuit against Bloom Energy Corporation on behalf of investors who purchased or acquired Bloom Energy securities between February 27, 2025 and July 8, 2026. The lawsuit alleges that the company made materially false and misleading statements about its business operations, growth prospects, and financial stability, causing its securities to trade at artificially inflated prices. Investors who suffered losses are encouraged to contact Bernstein Liebhard LLP before the September 28, 2026 lead plaintiff deadline. The law firm, which has recovered over $3.5 billion for clients since 1993, is handling the case on a contingency fee basis.
S&P 500 Futures Edge Higher Ahead of Key Inflation Data
US stock futures pointed higher Friday morning, with E-mini S&P 500 contracts up about 0.3% and Nasdaq-100 futures ahead roughly 0.5%, as investors awaited the June US PCE price index. The headline PCE is expected to dip 0.1% month on month, while the core reading is seen up 0.2%, suggesting inflation is easing slowly but remains above the Federal Reserve's 2% target. Second quarter US GDP is projected at 2.1% annualised, supported by consumer spending and AI-related investment. Among top movers, Nebius Group surged 27.13% ahead of its Q2 2026 earnings release, Bloom Energy jumped 26.49% after analyst updates and raised 2026 revenue guidance, and Sandisk gained 25.99%. On the losing side, Alnylam Pharmaceuticals fell 28.31% after narrowing quarterly guidance and reducing its full-year product revenue target, Fair Isaac declined 17.01% following Q3 results and a sharply lower price target from RBC, and Tradeweb Markets dropped 9.60% after its Q2 earnings update.
Brookfield Infrastructure Partners reported 10% funds from operations growth in the second quarter of 2026, meeting long-term targets. The data segment surged 36%, driven by a U.S. bulk fiber network acquisition and initial contributions from the Intel semiconductor foundry partnership. Management expects to complete a corporate simplification in the fourth quarter of 2026, converting BIP and BIPC into a single corporation to improve liquidity and index inclusion. The company is targeting $300 million to $500 million in annual equity deployment toward AI infrastructure, with a Bloom Energy framework expansion from $5 billion to $25 billion creating a significant pipeline for behind-the-meter power solutions. A $1.2 billion IPO for the U.S. colocation data center business retained a 64% interest, and asset sale proceeds of $1.2 billion year-to-date support the self-funding growth model.
Bloom Energy Raises 2026 Revenue Outlook Again on AI Data Center Demand
Bloom Energy raised its full-year 2026 revenue guidance for the second time this year, now projecting between $3.9 billion and $4.2 billion, after reporting record quarterly revenue of $1.07 billion in Q2 2026 that more than doubled year-over-year and beat analyst estimates. Adjusted earnings per share of $0.78 nearly doubled the consensus forecast, while gross margin expanded to 33.4% from 30% in the prior quarter. The company cited growing demand from hyperscalers, neocloud providers, colocation data-center operators, and AI laboratories, with its backlog expanding faster than revenue. Hedge fund holders increased to 91 in Q1 from 88, and short interest stood at 6.95% as of July 15, compared with 23.62% for rival FuelCell Energy.
Visa, KLA, Seagate Among Companies Reporting After-Hours Earnings on July 28, 2026
A slate of major companies including Visa, KLA Corporation, and Seagate Technology are scheduled to report quarterly earnings after the market closes on July 28, 2026. Visa is expected to post earnings per share of $3.23, an 8.39% increase from the same quarter last year, with a forward price-to-earnings ratio of 27.63 versus an industry average of 25.00. KLA Corporation has a consensus estimate of $1.00 per share, up 6.38% year-over-year, and trades at a P/E of 54.81 compared to its industry's 14.50. Seagate Technology's forecast stands at $4.89 per share, more than doubling the prior-year quarter, with a P/E of 57.78 against an industry ratio of 20.40. Other notable reports include Waste Management at $1.99 per share, Mondelez International at $0.67, NXP Semiconductors at $3.20, Ford Motor at $0.33, Bloom Energy at $0.23, Teradyne at $2.04, Arch Capital Group at $2.49, Extra Space Storage at $2.06, and FirstEnergy at $0.49.
Bloom Energy Corporation saw its shares rise on expectations that accelerating AI data-center construction will drive demand for its solid-oxide fuel cell systems. The stock closed at $188.18 per share on July 27, 2026, with a one-month return of -37.83% and a 52-week gain of 441.53%, giving the company a market capitalization of $53.53 billion. Columbia Seligman Global Technology Fund highlighted Bloom Energy as a leading contributor in its second-quarter 2026 investor letter, noting that data-center operators are increasingly turning to the company's fuel cells to bypass grid constraints and power energy-intensive AI workloads. The fund maintained an off-benchmark position in Bloom Energy, citing growing recognition of its technology as a potential bridge solution for AI infrastructure and expectations for stronger bookings and long-term revenue.
Bloom Energy's July 28 earnings report could send its stock soaring
Bloom Energy is set to report second-quarter financial results after the market closes on July 28, and the report could act as a major catalyst for the hydrogen stock. The fuel cell maker delivered exceptional first-quarter results, with revenue surging 130.4% to $751.1 million, driven by a 208.4% jump in product revenue, and it significantly raised its full-year guidance to 80% revenue growth and over 200% increase in profitability. A key driver is the five-fold expansion of its strategic AI partnership with Brookfield Asset Management to $25 billion, alongside a collaboration with Oracle to deploy up to 2.8 gigawatts for AI infrastructure. Despite the stock cooling off nearly 20% from its pre-earnings level due to a broader sell-off in AI-related stocks, the upcoming results are expected to show continued business acceleration, potentially reinvigorating shares now trading at a more reasonable 14 times forward sales.
An investor argues Bloom Energy offers better AI exposure than Nvidia, citing its fuel cells as crucial for powering data centers. Bloom's revenue surged 130% to $751.1 million in the first quarter, with operating income jumping to $72.2 million. The company has expanded partnerships with Oracle for up to 2.8 gigawatts of fuel cells and with Brookfield Asset Management, which increased its investment commitment fivefold to $25 billion. With U.S. AI data center power demand forecast to exceed 100 gigawatts by 2035, Bloom's on-site power solutions are seeing strong demand, and its stock, though up nearly 750% in the past year, has pulled back over 35% from its peak to a valuation of about 16 times forward sales.
Bloom Energy Stock Down 43% in a Month, Trading Below Analyst Target
Bloom Energy shares closed at $185.81 on Friday, July 24, marking a 43.32% decline over the past month and placing the stock below analysts' average price target of $286.20. The company holds a $20 billion total backlog, including a $14 billion service backlog locked into 10- to 15-year contracts, and reported first-quarter 2026 revenue of $751.054 million, a 130.37% year-over-year increase. Management raised full-year 2026 revenue guidance to a range of $3.40 billion to $3.80 billion, implying 80% growth at the midpoint, and the company had $2.491 billion in cash, up 213.49% year over year. Bloom Energy is compounding roughly four times faster than GE Vernova, which faces approximately $400 million in expected Wind segment EBITDA losses in 2026, while Plug Power does not expect to reach EBITDA profitability until the fourth quarter of 2026.
Global Clean Energy Investment to Hit $2.2 Trillion in 2026, IEA Says
Global investment in clean energy is set to reach a milestone $2.2 trillion this year, nearly double the $1.2 trillion allocated to fossil fuels, according to the International Energy Agency's World Energy Investment 2026 report. Renewables are on track to become the world's largest source of electricity generation in 2026, overtaking coal, with their share of total global generation expected to rise from 33% in 2025 to 37% by 2027. The IEA estimates global investment in battery storage will surpass $100 billion this year, as falling battery costs make renewable-plus-storage setups economically superior to traditional fossil fuel peaker plants. Zacks Investment Research highlights Bloom Energy, GE Vernova, Vestas Wind Systems, and Ameren as stocks poised to benefit, noting Bloom Energy's expanded $25 billion partnership with Brookfield for AI power projects and GE Vernova's role in the newly operational SunZia project, the largest renewable energy infrastructure project in U.S. history.
Bloom Energy Rose on AI-Driven Power Demand, Says Polen Capital
Polen Capital highlighted Bloom Energy Corporation as a contributor in its second-quarter 2026 investor letter for the Polen 5Perspectives Small-Mid Growth Strategy, citing growing AI-related electricity demand. The strategy returned 28.4% gross and 28.2% net of fees for the quarter, compared to a 24.0% return for the Russell 2500 Growth Index. Bloom Energy, which manufactures solid oxide fuel cell systems for on-site power generation, closed at $226.26 per share on July 21, 2026, with a one-month return of negative 29.63% and a 52-week gain of 753.68%. The firm believes Bloom Energy is well positioned to address power constraints through its distributed energy solutions as electricity demand accelerates, particularly from AI infrastructure. Revenue for the quarter was $751.1 million, up 13.4% year-over-year, and 91 hedge fund portfolios held the stock at the end of the first quarter, up from 88 in the prior quarter.
S&P 500 Futures Rise as Investors Weigh Inflation and Earnings
US stock futures pointed higher with S&P 500 contracts up about 0.5% and Nasdaq 100 futures up roughly 1.3% as investors balanced fresh inflation worries against easing rate fears abroad. The 10-year Treasury yield sat near 4.6% and markets saw roughly a 50 to 60% chance of a Federal Reserve rate hike in September. Rising oil prices kept inflation risks alive, putting energy producers and consumer-facing companies in focus. Among top movers, Nebius Group jumped 18.78% after Nvidia disclosed a 9.3% passive stake, Cerebras Systems surged 17.92%, and Bloom Energy climbed 14.82% after JPMorgan raised its price target. On the losing side, Boxabl declined 18.43%, Danaher fell 10.99% after issuing third-quarter revenue guidance of 2% to 3% growth, and MSCI dropped 10.14% after Morgan Stanley cut its price target to US$700 from US$727. Earnings from Alphabet, Tesla, Texas Instruments, AT&T, Verizon Communications, and American Express were set to dominate the next three sessions.
Bloom Energy Soars 15% on $1.7 Billion AI Data Center Deal
Bloom Energy shares climbed about 15% on Tuesday after the company announced a $1.7 billion AI data center power project and received supportive analyst views. The project will supply fuel cell systems for a Nebius AI cloud data center development backed by Industrial Development Funding and Oaktree, providing dedicated behind-the-meter electricity directly at the site. Separately, Susquehanna raised its price target citing AI data center and electrification demand, while Morgan Stanley and UBS maintained bullish ratings following a recent short report on scandium supply that Bloom Energy called misleading, stating it has sufficient material for up to 25 gigawatts of annual fuel cell production. Some analysts noted valuation and execution risks including permitting challenges, but said expanding AI infrastructure spending could continue supporting demand for the company's power generation technology.
S&P 500 Futures Edge Higher as US Inflation Pressure Eases
US stock futures are pointing slightly higher this morning as investors weigh softer US inflation against rising global interest rate worries. The US 10-year Treasury yield has eased to about 4.52% after cooler price data, helping reduce pressure on borrowing costs for households and companies. Import prices rose 0.3% in June instead of falling, a reminder that the cost of goods coming into the country is still pushing prices up. With the Federal Reserve expected to keep rates on hold today, the big question is whether rate-sensitive sectors such as housing, banks and real estate can handle both lingering inflation and higher long-term borrowing costs. Among top movers, Global Payments jumped 5.85% after a Morgan Stanley upgrade and higher price target, Alibaba Group Holding gained 4.67% as investors focused on its AI partnerships and new model preview, and Credo Technology Group Holding rose 4.63% following a Barclays price target increase ahead of Q2 earnings. On the losing side, Bloom Energy fell 8.33% as traders reacted to recent weakness and commentary on project delays, Guardant Health declined 5.00% after a recent price target raise failed to support the stock, and Carvana declined 4.75%. US trading is set to be earnings heavy, with major reports spanning tech, autos, housing, financials and transport, including Alphabet on Wednesday, Tesla on Wednesday, AT&T and T-Mobile US on Wednesday and Thursday, D.R. Horton and PulteGroup on Tuesday and Wednesday, and CSX, Norfolk Southern and Union Pacific through Thursday.
Constellation Energy Favored Over Bloom Energy for 2026 Amid AI-Driven Power Demand
Constellation Energy is the better buy over Bloom Energy for 2026, according to a Motley Fool analysis, due to its established nuclear fleet and long-term data center contracts. Constellation, now the largest private power producer after acquiring Calpine, reported fiscal 2025 revenue of roughly $25.5 billion and net income of nearly $2.3 billion, with a forward P/E of 21.5x. Bloom Energy, a fuel cell maker with a $25 billion financing framework from Brookfield Asset Management, posted revenue of about $2.0 billion but a net loss of nearly $88.4 million, trading at a forward P/E of 96.5x. While both companies stand to benefit from surging electricity needs for AI data centers, Constellation's predictable cash flow and lower valuation make it the preferred choice over Bloom's higher-risk, high-growth profile.
Three Energy Stocks Poised to Benefit from Surging AI Power Demand
A Motley Fool contributor plans to invest his next $1,000 equally across Bloom Energy, Brookfield Renewable, and Energy Transfer, citing unprecedented energy demand growth driven by artificial intelligence, electric vehicles, and advanced manufacturing. Bloom Energy, a fuel-cell developer, recently expanded its AI infrastructure partnership with Brookfield Asset Management to $25 billion and saw first-quarter revenue surge over 130% to more than $750 million, with full-year revenue growth guidance raised to 80%. Brookfield Renewable, a global renewable energy platform yielding over 4.5%, expects to deploy $9 billion to $10 billion over five years to drive more than 10% annual funds-from-operations-per-share growth and 5% to 9% annual dividend increases. Energy Transfer, a master limited partnership yielding nearly 7%, is building several large-scale gas pipelines including the $2.7 billion Hugh Brinson Pipeline and the $5.6 billion Desert Southwest Pipeline expansion to supply gas directly to data centers and power plants, aiming for 3% to 5% annual distribution growth.
Bloom Energy’s AI Data Center Growth Story Faces Regulatory Setbacks
Bloom Energy’s AI data center growth narrative is encountering regulatory headwinds as Oracle’s $165 billion Project Jupiter in New Mexico was rejected by regulators for a second time, and New York imposed a one-year statewide moratorium on new data center construction. The stock has surged 149% in 2026 but sits 39% below its June peak, reflecting mounting execution risk. Project Jupiter had planned to deploy up to 2.45 gigawatts of Bloom’s solid oxide fuel cells after abandoning a natural gas plant due to emissions and water concerns, but the required air permit remains pending with no hearing date scheduled. The New York moratorium signals that regulatory resistance is expanding from local disputes to state-level policy, potentially delaying orders and making quarterly growth less predictable for Bloom Energy.
Bloom Energy Stock Surges 912% Since July 2021, Outpacing S&P 500
Bloom Energy shares have returned 912% since July 2021, far exceeding the S&P 500's 77.6% gain over the same period. The stock currently trades at $205.07 and is up 35.1% over the past six months, driven by solid quarterly results. The company's revenue grew at a 24.1% compounded annual rate over the last five years, while its free cash flow margin expanded by 21.6 percentage points to 9.4% on a trailing 12-month basis. Bloom Energy's return on invested capital has also increased, though the report notes this partly reflects a lack of profitable growth during the COVID era. The stock trades at 97.1 times forward earnings.