Bloom Energy Corporation (BE)

US — Industrials Sector
Peers: FIX  HUBB  UAL  EME  WAB  OTIS  IR  RKLB  XYL  HEI 

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News

The Bull Case is Strengthening and Most Investors are Underexposed
AMZN, BE, COHR, GOOGL, META, NBIS
Published: April 15, 2026 by: Zacks Investment Research
Sentiment: Positive

The stock market has staged an exceptionally sharp rebound and it seems most investors are still underinvested.

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image for news The Bull Case is Strengthening and Most Investors are Underexposed
Bloom Energy stock's Oracle-driven surge is an 'overreaction': find out more
BE
Published: April 14, 2026 by: Invezz
Sentiment: Neutral

Bloom Energy (NYSE: BE) ripped higher on Apr 14 after the AI infrastructure titan Oracle (NYSE: ORCL) expanded its master agreement to procure up to 2.8 GW of the firm's fuel cell capacity. This is a significant jump from the previous 1.2 GW agreement, highlighting the insatiable power demand of the artificial intelligence-energy nexus.

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image for news Bloom Energy stock's Oracle-driven surge is an 'overreaction': find out more
Oracle expands Bloom Energy deal
BE, ORCL
Published: April 14, 2026 by: CNBC Television
Sentiment: Positive

CNBC's Seema Mody reports the latest news surrounding Oracle.

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image for news Oracle expands Bloom Energy deal
BE Rallies Over 20% on ORCL Deal: Jeff McClean Sees Strong Energy Growth in AI Trade
ORCL, BE
Published: April 14, 2026 by: Schwab Network
Sentiment: Positive

"There's a lot of potential" for Bloom Energy (BE) and related energy companies to become much bigger due to growth potential in the AI trade, says Jeff McClean. He points out the company's massive backlog as a key indicator for future growth.

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image for news BE Rallies Over 20% on ORCL Deal: Jeff McClean Sees Strong Energy Growth in AI Trade
Bloom Energy Rockets 23% as Fuel Cell Tech Becomes the AI Data Center Power Play of 2026
BE
Published: April 14, 2026 by: 24/7 Wall Street
Sentiment: Positive

Bloom Energy (NYSE:BE) stock surged 23% in Tuesday trading, extending a powerful run that has made it one of the most talked-about names in the energy sector.

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image for news Bloom Energy Rockets 23% as Fuel Cell Tech Becomes the AI Data Center Power Play of 2026
Oracle jumps for a second day, Bloom Energy soars 20% on AI data center power deal
BE, ORCL
Published: April 14, 2026 by: CNBC
Sentiment: Positive

Shares of Oracle and Bloom Energy popped after the companies reached a deal for more AI data center capacity. The software giant gained for a second day, as other names in the sector also bounced, continuing to recover from a recent rout.

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image for news Oracle jumps for a second day, Bloom Energy soars 20% on AI data center power deal
Oracle Stock Explodes 25% On AI Build‑Out, Bloom Energy Deal
BE, ORCL
Published: April 14, 2026 by: Benzinga
Sentiment: Positive

After months of skepticism around heavy data‑center capex and a stretched balance sheet, a mix of fresh C‑suite leadership, Oracle's massive contractual backlog and green power infrastructure has flipped the narrative almost overnight.

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image for news Oracle Stock Explodes 25% On AI Build‑Out, Bloom Energy Deal
Bloom Energy Stock Is Skyrocketing: What's Going On?
BE
Published: April 09, 2026 by: Benzinga
Sentiment: Positive

The backdrop was supportive in the way momentum traders like it: breadth positive with 7 sectors advancing vs. 4 declining, and Industrials — Bloom's neighborhood — up 1.04% and ranking third out of 11 sectors.

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image for news Bloom Energy Stock Is Skyrocketing: What's Going On?
Bloom Energy Named to Newsweek's 2026 List of America's Most Trustworthy Companies
BE
Published: April 06, 2026 by: Business Wire
Sentiment: Neutral

SAN JOSE, Calif.--(BUSINESS WIRE)--Bloom Energy (NYSE: BE), a global leader in power solutions, today announced it has been named to Newsweek's 2026 list of America's Most Trustworthy Companies, ranking no. 2 in the Energy & Utilities category. The recognition underscores the trust that Bloom has built over more than two decades by consistently delivering clean, reliable onsite power for customers. “Trust is built over time—and at Bloom, we've spent 25 years earning it,” said KR Sridhar, Fo.

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image for news Bloom Energy Named to Newsweek's 2026 List of America's Most Trustworthy Companies
BE vs BLDP: Which Clean Energy Stock Has More Growth Potential?
BE, BLDP
Published: March 30, 2026 by: Zacks Investment Research
Sentiment: Positive

Hydrogen fuel cell technology is emerging as a compelling long-term investment opportunity as governments and industries intensify efforts to decarbonize the energy and transportation sectors. With zero-emission operation, high efficiency and rapid refueling capability, fuel cells are particularly well-suited for heavy transportation, shipping, aviation and industrial power applications.

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image for news BE vs BLDP: Which Clean Energy Stock Has More Growth Potential?
BYOP (Bring Your Own Power) Is Getting Bigger: Bloom Energy Makes That Happen, Quickly
BE
Published: March 24, 2026 by: Seeking Alpha
Sentiment: Positive

Bloom Energy serves the emerging BYOP (Bring Your Own Power) trend, addressing surging demand for reliable on-site power, and the aging grid's difficulty in supplying that. BE's modular fuel cell technology natively delivers 800 volts DC, positioning BE as a future-proof solution for AI data centers and diverse commercial/industrial customers. Backlog surged 140% in 2025, with expanding customer verticals and geographic reach beyond high-cost power states, reflecting accelerating adoption and robust demand.

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image for news BYOP (Bring Your Own Power) Is Getting Bigger: Bloom Energy Makes That Happen, Quickly
Bloom Energy Outpaces Industry in a Year: How to Play the Stock?
BE
Published: March 20, 2026 by: Zacks Investment Research
Sentiment: Positive

Bloom Energy surges nearly 596% in a year, fueled by AI data center demand and distributed power solutions, with rising estimates and strong ROIC.

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image for news Bloom Energy Outpaces Industry in a Year: How to Play the Stock?
Carillon Eagle Small Cap Growth Fund Q4 2025 Portfolio Review
BE, BTSG, COHR, ESTA, GH, HIMS, ITRI, PRKS, VRNS, WWD
Published: March 02, 2026 by: Seeking Alpha
Sentiment: Positive

Coherent is expected to continue to benefit from a transition to products that enable faster throughput speeds, while prior constraints on manufacturing capacity appear to be alleviating. BrightSpring Health Services reported another strong quarter with both revenues and EBITDA up significantly, far outpacing its historical growth rate prior to going public in 2024. Varonis Systems, which provides data protection security software, delivered disappointing earnings results and an outlook below expectations.

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image for news Carillon Eagle Small Cap Growth Fund Q4 2025 Portfolio Review
Bloom Energy vs. FuelCell Energy: Which Hydrogen Fuel Stock Leads?
BE, FCEL
Published: February 27, 2026 by: Zacks Investment Research
Sentiment: Positive

BE edges out FCEL with stronger earnings growth, ROIC and stock gains, but trades at a steep premium valuation amid surging hydrogen demand.

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image for news Bloom Energy vs. FuelCell Energy: Which Hydrogen Fuel Stock Leads?
Bloom Energy Outpaces Industry in YTD: How to Play the Stock?
BE
Published: February 26, 2026 by: Zacks Investment Research
Sentiment: Positive

BE stock has surged 103.9% YTD, crushing peers as rising clean power demand and AI-driven data centers fuel growth.

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image for news Bloom Energy Outpaces Industry in YTD: How to Play the Stock?
AI Power Play Bloom Energy Stock Breaking Out Now
BE
Published: February 24, 2026 by: Zacks Investment Research
Sentiment: Positive

Bloom Energy ( BE ), one of the most innovative companies in the energy space and a key enabler of the accelerating AI and data center buildout, is breaking out today from a well-defined bullish technical pattern. As demand for high-performance computing and always-on power infrastructure continues to surge, companies positioned to supply reliable, scalable energy solutions are increasingly moving into focus for investors.

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image for news AI Power Play Bloom Energy Stock Breaking Out Now
I/O Fund Proves Leadership in AI Stocks with 326% Cumulative Return and 29.2% Annualized Return
BE
Published: February 19, 2026 by: Business Wire
Sentiment: Neutral

BOULDER, Colo.--(BUSINESS WIRE)---- $BE #Bitcoin--The I/O Fund has achieved a 326% cumulative return since its May 2020 debut, representing a 4.26x multiple. The team's 29.2% annualized return has outpaced both broad market indexes and institutional tech-focused funds. In another year of strong relative outperformance, the I/O Fund achieved a 37% portfolio return in 2025. When excluding cryptocurrency, the team's equity strategy delivered a staggering 56% return, a result that ranks the I/O Fund team among the.

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image for news I/O Fund Proves Leadership in AI Stocks with 326% Cumulative Return and 29.2% Annualized Return
13F: What Druckenmiller, Dalio, Tepper, & NVIDIA are Buying
BE, GOOG, GOOGL, INTC, MU
Published: February 18, 2026 by: Zacks Investment Research
Sentiment: Positive

The latest round of 13F filings is in, offering a rare look behind the curtain of the world's most successful investors. From massive bets on AI infrastructure to the next wave of energy demand, see how legendary investors are handling the market.

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image for news 13F: What Druckenmiller, Dalio, Tepper, & NVIDIA are Buying
AI Power Crunch: Why Bloom Energy Is the Hidden Winner
BE
Published: February 11, 2026 by: MarketBeat
Sentiment: Positive

For the past two years, the stock market has been obsessed with the brains of the artificial intelligence (AI) revolution. Investors poured billions into companies designing advanced chips and building large language models, driving valuations to historic highs.

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image for news AI Power Crunch: Why Bloom Energy Is the Hidden Winner
Bloom Energy Stock Pops After Upbeat Q4 Results
BE
Published: February 06, 2026 by: Schaeffers Research
Sentiment: Positive

The shares of Bloom Energy Corp (NYSE:BE) are up 2.7% to trade at $140.40 at last glance, after the company's fourth-quarter profits of 45 cents per share and revenue of $777.68 both beat estimates.

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image for news Bloom Energy Stock Pops After Upbeat Q4 Results
Bloom Energy Stock Tumbles 18% Ahead Of Thursday Earnings Report
BE
Published: February 04, 2026 by: Benzinga
Sentiment: Negative

Bloom Energy Corp (NYSE: BE) shares plunged on Wednesday, reversing course from its all-time high reached just a day earlier as investors brace for the company's critical earnings report scheduled for Thursday.

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image for news Bloom Energy Stock Tumbles 18% Ahead Of Thursday Earnings Report
Ahead of Bloom Energy (BE) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
BE
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive

Besides Wall Street's top-and-bottom-line estimates for Bloom Energy (BE), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

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image for news Ahead of Bloom Energy (BE) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Bloom Energy to Report Q4 Earnings: Buy, Hold or Sell the Stock?
BE
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Neutral

BE is set to report Q4 earnings Feb. 5, with revenues expected up 13% year over year while EPS is projected to fall sharply.

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image for news Bloom Energy to Report Q4 Earnings: Buy, Hold or Sell the Stock?
The Best Growth Stocks to Buy With $100 Right Now
BE, OKLO, SMR
Published: February 02, 2026 by: The Motley Fool
Sentiment: Positive

The tech sector is hot, but the next decade may be about power. Oklo and NuScale are designing small nuclear reactors.

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image for news The Best Growth Stocks to Buy With $100 Right Now
Bloom Energy vs. Plug Power: Which Fuel Cell Stock Leads in 2026?
BE, PLUG
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Positive

BE's surging ROE, earnings momentum and 316% rally put it ahead of PLUG in the clean fuel cell race for 2026.

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image for news Bloom Energy vs. Plug Power: Which Fuel Cell Stock Leads in 2026?
5 Stocks to Buy in February: Last Year's Winners Aren't Done Yet
AMD, AMPX, APLD, BE, CRDO
Published: January 29, 2026 by: MarketBeat
Sentiment: Positive

2026 is well underway and off to a bullish start. The S&P 500 and other major indices are ending January at record highs, and the Russell 2000 INDEXRUSSELL: RUT, which tracks small-cap stocks, is leading the charge.

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image for news 5 Stocks to Buy in February: Last Year's Winners Aren't Done Yet
Bloom Energy Outpaces Industry a Month: How to Play the Stock?
BE
Published: January 20, 2026 by: Zacks Investment Research
Sentiment: Positive

BE surges 62.1% in a month, outpacing its industry and sector, as demand for flexible clean power fuels growth.

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image for news Bloom Energy Outpaces Industry a Month: How to Play the Stock?
Top 10 Tech Stocks Of 2025: How The AI Trade Defied The Skeptics
APP, APPS, BE, GEV, HOOD, LITE, MU, PLTR
Published: January 12, 2026 by: Seeking Alpha
Sentiment: Positive

Below, we review the top 10 tech stocks of 2025, selected based on their price action, fundamentals, and presence within leading tech themes. Sandisk has claimed the crown as the S&P 500's top performer, delivering a stunning 559.4% return that outpaced the broader market by a wide margin. 2025 shifted the AI narrative. The focus rotated toward the "physical" layers of the stack, revealing that memory, storage, and energy are now the industry's critical bottlenecks.

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image for news Top 10 Tech Stocks Of 2025: How The AI Trade Defied The Skeptics
Bloom Energy CEO K.R. Sridhar: AI spend and infrastructure buildout will last for a long time
BE
Published: January 08, 2026 by: CNBC Television
Sentiment: Neutral

K.R. Sridhar, Bloom Energy co-founder and CEO, joins 'The Exchange' to discuss how to characterize the energy deployment around AI, how quickly Bloom Energy can service the demand and much more.

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image for news Bloom Energy CEO K.R. Sridhar: AI spend and infrastructure buildout will last for a long time
Why Smart Money Is Pouring Into Bloom Energy Stock?
BE
Published: January 05, 2026 by: Forbes
Sentiment: Positive

Bloom Energy (BE) surged +14% on seemingly outdated news regarding a new $600M credit facility. The uptick and volume increase indicate a delayed reaction, but also a possible liquidity grab above the range established the previous week.

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image for news Why Smart Money Is Pouring Into Bloom Energy Stock?

About Bloom Energy Corporation (BE)

  • IPO Date 2018-07-25
  • Website https://www.bloomenergy.com
  • Industry Electrical Equipment & Parts
  • CEO K. R. Sridhar
  • Employees 2127

Bloom Energy Corporation designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally. The company offers Bloom Energy Server, a power generation platform that converts fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels, into electricity through an electrochemical process without combustion. It serves data centers, hospitals, healthcare manufacturing facilities, biotechnology facilities, grocery stores, hardware stores, banks, telecom facilities and other critical infrastructure applications. The company was formerly known as Ion America Corp. and changed its name to Bloom Energy Corporation in September 2006. Bloom Energy Corporation was incorporated in 2001 and is headquartered in San Jose, California.