Bloom Energy Expands Partnership with Oracle Amidst Record Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 47 minutes ago
0mins
Should l Buy BE?
Source: NASDAQ.COM
- Strong Financial Performance: Bloom Energy reported $751.1 million in revenue for Q1, marking a 130.4% year-over-year increase, with product revenue soaring by 208.4% to $653.3 million, highlighting robust demand and growth potential in the hydrogen market.
- Strategic Partnership Expansion: The partnership with Oracle deepens as Oracle plans to acquire up to 2.8 gigawatts of fuel cell systems to support rapid AI and cloud infrastructure development, indicating the reliability and quick deployment capabilities of Bloom's systems in high-load environments.
- Optimistic Market Outlook: Bloom Energy raised its full-year revenue guidance to between $3.4 billion and $3.8 billion, an 80% year-over-year increase, reflecting significant market opportunities with over 100 gigawatts of data center developments expected in the U.S. by 2035.
- Surging Stock Price: Bloom Energy's stock has skyrocketed over 1,600% in the past year, and while its market cap has reached $80 billion with a P/E ratio exceeding 20, investors may want to wait for a pullback before buying, demonstrating high market expectations for future growth.
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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: 285.470
Low
71.00
Averages
142.89
High
184.00
Current: 285.470
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.
Bloom Energy Reports Record Q1 2026 Revenue Growth
- Significant Revenue Growth: Bloom Energy reported total revenue of $751.1 million in Q1 2026, marking a 130.4% year-over-year increase, indicating a strong performance amid robust market demand.
- Surge in Product Revenue: Product revenue soared by 208.4% to $653.3 million, reflecting the company's strong market performance in solid oxide fuel cell systems, further solidifying its leadership in the power generation sector.
- Improved Profitability: The company achieved a GAAP operating income of $72.2 million, representing a significant turnaround from the operating loss recorded in Q1 2025, demonstrating the effectiveness and sustainability of its profitability model.
- Upgraded Financial Guidance: Bloom Energy raised its full-year 2026 revenue guidance to between $3.4 billion and $3.8 billion, with an anticipated revenue growth midpoint of approximately 80%, reflecting the company's confidence in future market prospects and proactive growth strategies.
See More
Bloom Energy Shares Surge 109.1% Driven by Strategic Partnerships and Strong Earnings
- Strategic Partnership Expansion: Bloom Energy expanded its strategic partnership with Oracle last month, with Oracle planning to acquire up to 2.8 GW of fuel cell systems, starting with a 1.2 GW contract expected to deploy within a year, significantly enhancing Bloom's market position in AI and cloud computing infrastructure.
- Rapid Delivery Capability: The company delivered a fully operational fuel cell system to Oracle in just 55 days last year, more than a month ahead of schedule, ensuring Oracle's power needs for high-load AI data centers and addressing traditional grid bottlenecks.
- Robust Financial Performance: Bloom Energy reported first-quarter revenue of $751.1 million, a 130.4% year-over-year increase, with product revenue soaring 208.4% to $653.3 million, showcasing strong market demand for its advanced fuel cells and solidifying its industry leadership.
- Upgraded Full-Year Outlook: The company raised its 2023 revenue guidance to between $3.4 billion and $3.8 billion, reflecting an 80% year-over-year growth expectation, up from a prior 60% forecast, indicating optimism about future market demand and Bloom Energy's potential in the rapidly growing power solutions market.
See More
Bloom Energy Expands Partnership with Oracle Amidst Record Growth
- Strong Financial Performance: Bloom Energy reported $751.1 million in revenue for Q1, marking a 130.4% year-over-year increase, with product revenue soaring by 208.4% to $653.3 million, highlighting robust demand and growth potential in the hydrogen market.
- Strategic Partnership Expansion: The partnership with Oracle deepens as Oracle plans to acquire up to 2.8 gigawatts of fuel cell systems to support rapid AI and cloud infrastructure development, indicating the reliability and quick deployment capabilities of Bloom's systems in high-load environments.
- Optimistic Market Outlook: Bloom Energy raised its full-year revenue guidance to between $3.4 billion and $3.8 billion, an 80% year-over-year increase, reflecting significant market opportunities with over 100 gigawatts of data center developments expected in the U.S. by 2035.
- Surging Stock Price: Bloom Energy's stock has skyrocketed over 1,600% in the past year, and while its market cap has reached $80 billion with a P/E ratio exceeding 20, investors may want to wait for a pullback before buying, demonstrating high market expectations for future growth.
See More
Small-Cap Stocks Decline Amid Middle East Tensions
- Market Reaction: Stocks gave up early gains as negotiations between the U.S. and Iran showed signs of stagnation, with the S&P 500 closing down 0.4%, the Dow Jones down 0.6%, and the Nasdaq down 0.1% after morning gains.
- Small-Cap Struggles: The Russell 2000 index fell 1.6% due to renewed Middle East tensions, with small-cap stocks being particularly sensitive to interest rates and inflation, exemplified by Bloom Energy's nearly 10% drop.
- Inflation Expectations Rise: The escalation in the Middle East has led to rising oil prices and interest rates, signaling that inflation may continue to increase, which places additional pressure on small-cap stocks that react strongly to macroeconomic changes.
- Investment Opportunity Analysis: Despite small-caps lagging behind large-caps during the AI boom, the valuation gap may prompt a rotation from large to small stocks, with the iShares Russell 2000 ETF trading at a P/E of 19.4 compared to 27.5 for the S&P 500 ETF, indicating potential for growth.
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Bloom Energy (BE.US) Director Plans to Sell $7.14 Million in Common Stock, According to Form 144
- Stock Sale Announcement: Bloom Energy's Director, Mary K. Bush, plans to sell 25,000 shares of its common stock on May 7.
- Market Value: The total market value of the shares being sold is approximately $7.14 million.
See More
IWM ETF 52-Week Price Range Analysis
- Price Range Analysis: The IWM ETF's 52-week low is $198.26 per share, with a high of $287.58, and the latest trade at $284.65 indicates stability near its high, potentially attracting investor interest in future movements.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average provides valuable insights for investors, helping them assess market trends and identify potential buy or sell opportunities.
- ETF Unit Trading Mechanism: ETFs trade like stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding helps identify ETFs experiencing notable inflows (new units created) or outflows (old units destroyed), assessing their impact on underlying assets and market sentiment.
See More
Bloom Energy Reports Record Q1 2026 Revenue Growth
- Significant Revenue Growth: Bloom Energy reported total revenue of $751.1 million in Q1 2026, marking a 130.4% year-over-year increase, indicating a strong performance amid robust market demand.
- Surge in Product Revenue: Product revenue soared by 208.4% to $653.3 million, reflecting the company's strong market performance in solid oxide fuel cell systems, further solidifying its leadership in the power generation sector.
- Improved Profitability: The company achieved a GAAP operating income of $72.2 million, representing a significant turnaround from the operating loss recorded in Q1 2025, demonstrating the effectiveness and sustainability of its profitability model.
- Upgraded Financial Guidance: Bloom Energy raised its full-year 2026 revenue guidance to between $3.4 billion and $3.8 billion, with an anticipated revenue growth midpoint of approximately 80%, reflecting the company's confidence in future market prospects and proactive growth strategies.
See More
Bloom Energy Shares Surge 109.1% Driven by Strategic Partnerships and Strong Earnings
- Strategic Partnership Expansion: Bloom Energy expanded its strategic partnership with Oracle last month, with Oracle planning to acquire up to 2.8 GW of fuel cell systems, starting with a 1.2 GW contract expected to deploy within a year, significantly enhancing Bloom's market position in AI and cloud computing infrastructure.
- Rapid Delivery Capability: The company delivered a fully operational fuel cell system to Oracle in just 55 days last year, more than a month ahead of schedule, ensuring Oracle's power needs for high-load AI data centers and addressing traditional grid bottlenecks.
- Robust Financial Performance: Bloom Energy reported first-quarter revenue of $751.1 million, a 130.4% year-over-year increase, with product revenue soaring 208.4% to $653.3 million, showcasing strong market demand for its advanced fuel cells and solidifying its industry leadership.
- Upgraded Full-Year Outlook: The company raised its 2023 revenue guidance to between $3.4 billion and $3.8 billion, reflecting an 80% year-over-year growth expectation, up from a prior 60% forecast, indicating optimism about future market demand and Bloom Energy's potential in the rapidly growing power solutions market.
See More
Bloom Energy Expands Partnership with Oracle Amidst Record Growth
- Strong Financial Performance: Bloom Energy reported $751.1 million in revenue for Q1, marking a 130.4% year-over-year increase, with product revenue soaring by 208.4% to $653.3 million, highlighting robust demand and growth potential in the hydrogen market.
- Strategic Partnership Expansion: The partnership with Oracle deepens as Oracle plans to acquire up to 2.8 gigawatts of fuel cell systems to support rapid AI and cloud infrastructure development, indicating the reliability and quick deployment capabilities of Bloom's systems in high-load environments.
- Optimistic Market Outlook: Bloom Energy raised its full-year revenue guidance to between $3.4 billion and $3.8 billion, an 80% year-over-year increase, reflecting significant market opportunities with over 100 gigawatts of data center developments expected in the U.S. by 2035.
- Surging Stock Price: Bloom Energy's stock has skyrocketed over 1,600% in the past year, and while its market cap has reached $80 billion with a P/E ratio exceeding 20, investors may want to wait for a pullback before buying, demonstrating high market expectations for future growth.
See More
Small-Cap Stocks Decline Amid Middle East Tensions
- Market Reaction: Stocks gave up early gains as negotiations between the U.S. and Iran showed signs of stagnation, with the S&P 500 closing down 0.4%, the Dow Jones down 0.6%, and the Nasdaq down 0.1% after morning gains.
- Small-Cap Struggles: The Russell 2000 index fell 1.6% due to renewed Middle East tensions, with small-cap stocks being particularly sensitive to interest rates and inflation, exemplified by Bloom Energy's nearly 10% drop.
- Inflation Expectations Rise: The escalation in the Middle East has led to rising oil prices and interest rates, signaling that inflation may continue to increase, which places additional pressure on small-cap stocks that react strongly to macroeconomic changes.
- Investment Opportunity Analysis: Despite small-caps lagging behind large-caps during the AI boom, the valuation gap may prompt a rotation from large to small stocks, with the iShares Russell 2000 ETF trading at a P/E of 19.4 compared to 27.5 for the S&P 500 ETF, indicating potential for growth.
See More
Bloom Energy (BE.US) Director Plans to Sell $7.14 Million in Common Stock, According to Form 144
- Stock Sale Announcement: Bloom Energy's Director, Mary K. Bush, plans to sell 25,000 shares of its common stock on May 7.
- Market Value: The total market value of the shares being sold is approximately $7.14 million.
See More
IWM ETF 52-Week Price Range Analysis
- Price Range Analysis: The IWM ETF's 52-week low is $198.26 per share, with a high of $287.58, and the latest trade at $284.65 indicates stability near its high, potentially attracting investor interest in future movements.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average provides valuable insights for investors, helping them assess market trends and identify potential buy or sell opportunities.
- ETF Unit Trading Mechanism: ETFs trade like stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding helps identify ETFs experiencing notable inflows (new units created) or outflows (old units destroyed), assessing their impact on underlying assets and market sentiment.
See More
