Bloom Energy Corp Rises 5.28% on Strong Institutional Interest
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 24 2025
0mins
Bloom Energy Corp shares increased by 5.28% during regular trading, reaching a 5-day high. The stock's performance is attributed to a significant rise in institutional ownership and favorable options activity.
B of A Securities maintained an 'Underperform' rating but noted a projected price target of $107.83, indicating potential upside. Institutional interest has surged, with a 33.78% increase in ownership over the last quarter, highlighting growing confidence in the company's future.
The options market also reflects investor sentiment, with attractive put and call contracts available. This combination of factors suggests a bullish outlook for Bloom Energy, despite the mixed analyst ratings.
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Analyst Views on BE
Wall Street analysts forecast BE stock price to fall
19 Analyst Rating
8 Buy
9 Hold
2 Sell
Moderate Buy
Current: 252.020
Low
71.00
Averages
142.89
High
184.00
Current: 252.020
Low
71.00
Averages
142.89
High
184.00
About BE
Bloom Energy Corporation is engaged in stationary fuel cell power generation by market share. The Company provides distributed energy technology solutions to customers. The Company manufactures advanced and versatile fuel cell energy platforms, supporting the commercial availability of two products: the Bloom Energy Server for generating electricity and the Bloom Electrolyzer for producing hydrogen. With approximately 1.4 gigawatts (GW) of Energy Server systems deployed in more than 1,000 locations and nine countries. Its solid oxide fuel cell technology platform is the foundation for its Energy Server system and Bloom Electrolyzer. The Bloom Energy Server system is designed to deliver reliable, resilient, clean and affordable energy for utilities and organizations alike. Its Energy Server system is designed to deliver reliable electricity. The Bloom Electrolyzer is designed to provide hydrogen solutions based on the same solid oxide platform as its Energy Server systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Sentiment Shift: Retail sentiment on Stocktwits has jumped from 'neutral' to 'bullish' in the past 24 hours, reflecting optimism about Bloom Energy's future prospects, especially with its upcoming inclusion in the Russell 1000 index.
- Partnership Expansion: Bloom Energy has expanded its partnership with Oracle in 2026, set to supply up to 2.8 gigawatts of fuel cell capacity for Oracle's U.S. data centers, highlighting its critical role in the rapidly growing AI data center market.
- Index Reconstitution Impact: Bloom Energy's addition to the Russell 2000 megacap index signifies its elevated market position, while the Russell Indexes will shift to a semi-annual reconstitution schedule to better reflect market dynamics.
See More
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- AI Infrastructure Demand: The International Energy Agency projects that global data center electricity usage will reach around 945 terawatt-hours by 2030, and Bloom's on-site fuel cell systems can provide reliable power more quickly than waiting for grid infrastructure, addressing this growing need.
- Customer Contracts: Oracle has signed an initial agreement for 1.2 gigawatts of Bloom's fuel cell capacity, with potential expansion to 2.8 gigawatts, indicating strong market demand for Bloom's technology in AI infrastructure.
- Improving Financials: In Q1, Bloom's revenue rose 130.4% year-over-year to $751.1 million, with a gross margin of 30% and operating cash flow of $73.6 million, reflecting the company's strong growth and improving financial health.
See More
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- Rising Customer Demand: The International Energy Agency projects that global data center electricity demand will reach 945 terawatt-hours by 2030, and Bloom's on-site fuel cell systems are increasingly relevant as they can help customers add power faster than waiting for new grid infrastructure.
- Key Partnership Agreements: Oracle has signed an initial agreement for 1.2 gigawatts of Bloom's fuel cell capacity, with potential to increase to 2.8 gigawatts, highlighting Bloom's strong customer base and market demand in the AI infrastructure sector.
- Improving Financials: Bloom's revenue rose 130.4% year-over-year to $751.1 million in Q1, with a gross margin of 30% and operating cash flow of $73.6 million, demonstrating strong performance in the rapidly growing AI power market.
See More
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- Power Gap Warning: HPE CEO Antonio Neri highlighted at the 2026 Discover Summit that the U.S. is projected to face a 19 GW power gap by 2028, enough to power approximately 16 million homes, emphasizing the urgency of electricity supply, particularly as data centers could account for nearly half of U.S. electricity demand.
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- Strong Financial Performance: Bloom Energy's Q1 revenue surged 130% year-over-year to $751 million, with product revenue soaring 208%, while the company raised its full-year 2026 guidance to $3.4 billion to $3.8 billion, showcasing its market potential amid the power shortage backdrop.
- Strategic Partnership Agreements: Bloom Energy expanded its service agreement with Oracle to support up to 2.8 GW of capacity, with 1.2 GW already contracted, and signed a 20-year, $2.65 billion agreement with American Electric Power, further solidifying its market position in AI infrastructure.
See More
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- Robust Revenue Growth: The company achieved around 130% year-over-year growth last quarter, driven by major deals related to AI infrastructure, including a $5 billion agreement with Brookfield Asset Management, showcasing its competitiveness in a rapidly evolving market.
- Large Order Backlog: Bloom currently has a backlog of approximately $20 billion, including partnerships with Nebius and Oracle, indicating substantial growth potential in the coming years to meet increasing electricity demands.
- Optimistic Market Outlook: According to Bloom's projections, electricity requirements for data centers could double to about 150 gigawatts over the next three years, significantly exceeding previous forecasts from two years ago, underscoring the strategic importance and market opportunities for the company in the clean energy sector.
See More
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- Stock Surge: Bloom Energy's stock has surged since last summer, with an investment of $1,000 last year now worth approximately $13,310, reflecting its strong performance in the clean energy market.
- Significant Revenue Growth: The company achieved a 130% year-over-year growth last quarter and secured a monumental $5 billion deal with Brookfield Asset Management, indicating robust demand in the AI infrastructure sector.
- Large Order Backlog: Bloom currently has a backlog of $20 billion in orders, including its partnership with Oracle on Project Jupiter, showcasing its strong potential in future markets.
- Optimistic Market Outlook: According to Bloom's 2026 Power Report, electricity demand for data centers is expected to double to 150 gigawatts over the next three years, further solidifying its position in the rapidly growing clean energy market.
See More
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- Stock Surge: Bloom Energy's shares have surged approximately 1,000% over the past year, with a current market capitalization of $71.69 billion, indicating strong market performance and significant investor confidence.
- Sentiment Shift: Retail sentiment on Stocktwits has jumped from 'neutral' to 'bullish' in the past 24 hours, reflecting optimism about Bloom Energy's future prospects, especially with its upcoming inclusion in the Russell 1000 index.
- Partnership Expansion: Bloom Energy has expanded its partnership with Oracle in 2026, set to supply up to 2.8 gigawatts of fuel cell capacity for Oracle's U.S. data centers, highlighting its critical role in the rapidly growing AI data center market.
- Index Reconstitution Impact: Bloom Energy's addition to the Russell 2000 megacap index signifies its elevated market position, while the Russell Indexes will shift to a semi-annual reconstitution schedule to better reflect market dynamics.
See More
Bloom Energy's Stock Soars 275%, Attracting Attention
- Stock Surge: Bloom Energy's shares have surged nearly 275% in 2026, pushing its market capitalization to approximately $93 billion, despite the company guiding for only $3.4 to $3.8 billion in fiscal 2026 revenue, raising questions about its valuation.
- AI Infrastructure Demand: The International Energy Agency projects that global data center electricity usage will reach around 945 terawatt-hours by 2030, and Bloom's on-site fuel cell systems can provide reliable power more quickly than waiting for grid infrastructure, addressing this growing need.
- Customer Contracts: Oracle has signed an initial agreement for 1.2 gigawatts of Bloom's fuel cell capacity, with potential expansion to 2.8 gigawatts, indicating strong market demand for Bloom's technology in AI infrastructure.
- Improving Financials: In Q1, Bloom's revenue rose 130.4% year-over-year to $751.1 million, with a gross margin of 30% and operating cash flow of $73.6 million, reflecting the company's strong growth and improving financial health.
See More
Bloom Energy Emerges as a Star in AI Power Market
- Stock Surge: Bloom Energy's stock has surged nearly 275% in 2026, pushing its market capitalization to approximately $93 billion, raising concerns about valuation and customer concentration risk as the company guides for $3.4 to $3.8 billion in fiscal 2026 revenue.
- Rising Customer Demand: The International Energy Agency projects that global data center electricity demand will reach 945 terawatt-hours by 2030, and Bloom's on-site fuel cell systems are increasingly relevant as they can help customers add power faster than waiting for new grid infrastructure.
- Key Partnership Agreements: Oracle has signed an initial agreement for 1.2 gigawatts of Bloom's fuel cell capacity, with potential to increase to 2.8 gigawatts, highlighting Bloom's strong customer base and market demand in the AI infrastructure sector.
- Improving Financials: Bloom's revenue rose 130.4% year-over-year to $751.1 million in Q1, with a gross margin of 30% and operating cash flow of $73.6 million, demonstrating strong performance in the rapidly growing AI power market.
See More
U.S. Power Gap Projected to Reach 19 GW by 2028
- Power Gap Warning: HPE CEO Antonio Neri highlighted at the 2026 Discover Summit that the U.S. is projected to face a 19 GW power gap by 2028, enough to power approximately 16 million homes, emphasizing the urgency of electricity supply, particularly as data centers could account for nearly half of U.S. electricity demand.
- Bloom Energy Contract Growth: Bloom Energy has secured approximately $7.65 billion in data center contracts in a short period, demonstrating strong demand in the rapidly growing power market, especially as its modular fuel cell systems can be deployed in about 90 days, significantly reducing power supply timelines.
- Strong Financial Performance: Bloom Energy's Q1 revenue surged 130% year-over-year to $751 million, with product revenue soaring 208%, while the company raised its full-year 2026 guidance to $3.4 billion to $3.8 billion, showcasing its market potential amid the power shortage backdrop.
- Strategic Partnership Agreements: Bloom Energy expanded its service agreement with Oracle to support up to 2.8 GW of capacity, with 1.2 GW already contracted, and signed a 20-year, $2.65 billion agreement with American Electric Power, further solidifying its market position in AI infrastructure.
See More
Bloom Energy Stock Soars to New Heights
- Significant Investment Returns: Bloom Energy's stock has surged approximately 1230% over the past year, turning a $1,000 investment into about $13,310 today, highlighting its strong performance and appeal in the data center power market.
- Robust Revenue Growth: The company achieved around 130% year-over-year growth last quarter, driven by major deals related to AI infrastructure, including a $5 billion agreement with Brookfield Asset Management, showcasing its competitiveness in a rapidly evolving market.
- Large Order Backlog: Bloom currently has a backlog of approximately $20 billion, including partnerships with Nebius and Oracle, indicating substantial growth potential in the coming years to meet increasing electricity demands.
- Optimistic Market Outlook: According to Bloom's projections, electricity requirements for data centers could double to about 150 gigawatts over the next three years, significantly exceeding previous forecasts from two years ago, underscoring the strategic importance and market opportunities for the company in the clean energy sector.
See More
Bloom Energy's Stock Surge and Growth Opportunities
- Stock Surge: Bloom Energy's stock has surged since last summer, with an investment of $1,000 last year now worth approximately $13,310, reflecting its strong performance in the clean energy market.
- Significant Revenue Growth: The company achieved a 130% year-over-year growth last quarter and secured a monumental $5 billion deal with Brookfield Asset Management, indicating robust demand in the AI infrastructure sector.
- Large Order Backlog: Bloom currently has a backlog of $20 billion in orders, including its partnership with Oracle on Project Jupiter, showcasing its strong potential in future markets.
- Optimistic Market Outlook: According to Bloom's 2026 Power Report, electricity demand for data centers is expected to double to 150 gigawatts over the next three years, further solidifying its position in the rapidly growing clean energy market.
See More
