Bloom Energy's Revenue Surge Amid Rising Power Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 14 2026
0mins
Source: Fool
Bloom Energy Corp's stock is up 6.36% in pre-market trading, crossing above its 20-day SMA, reflecting strong investor interest.
The surge in Bloom Energy's stock is attributed to its impressive financial performance, with revenue increasing 130.4% year-over-year to $751.1 million. The company is well-positioned to meet the growing power demand in the U.S. data center market, which is projected to rise significantly due to the expansion of AI infrastructure. Management expects fiscal 2026 revenue to be between $3.4 billion and $3.8 billion, indicating robust growth potential.
As demand for on-site power solutions increases, Bloom Energy's solid oxide fuel cells are becoming essential for data center developers, positioning the company as a key player in the energy infrastructure sector.
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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: 284.990
Low
71.00
Averages
142.89
High
184.00
Current: 284.990
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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See More
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- Retail Sentiment Turns Bearish: Data from Stocktwits reveals that retail sentiment for Bloom Energy has plummeted from 'neutral' to 'extremely bearish' in just a month, reflecting growing concerns among retail investors about the company's future, which could lead to increased stock volatility.
- Surge in Data Center Demand: The 2026 Data Center Power Report released by Bloom Energy highlights a continuous surge in demand for data center capacity driven by AI adoption, yet emphasizes that access to reliable power remains the industry's biggest bottleneck, potentially affecting the company's market opportunities.
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