Bloom Energy Partners with Oracle for Major AI Data Center Project
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy BE?
Source: seekingalpha
- Project Collaboration: Bloom Energy partners with Oracle and BorderPlex Digital Assets to develop the multi-billion dollar Project Jupiter AI data center in New Mexico, with Bloom's fuel cells providing up to 2.45 GW of power, replacing the previously planned gas turbines and diesel generators, thereby enhancing energy efficiency.
- Environmental Benefits: The new microgrid system will reduce nitrogen oxide emissions by 92% and significantly lower water usage for Project Jupiter, showcasing Bloom Energy's commitment to sustainability and aligning with the global shift towards green energy.
- Cost Assurance: Oracle will continue to bear all energy costs for Project Jupiter, ensuring that the initiative does not impact residents' electricity rates or grid stability, which will enhance community support and trust in the project.
- Market Reaction: Bloom Energy's stock rose 2.3% in after-hours trading on Monday, reflecting positive market expectations regarding the partnership with Oracle, indicating investor confidence in the company's future growth potential, particularly in the rapidly expanding AI data center 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: 283.360
Low
71.00
Averages
142.89
High
184.00
Current: 283.360
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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- Revenue Growth: The company achieved revenue of $751 million, exceeding market expectations of $539 million, while raising its 2026 revenue targets to a range of $3.4 billion to $3.8 billion, reflecting robust market demand and business expansion potential.
- Expanding Client Base: Bloom Energy's partnership with Oracle is deepening, and management emphasized that over half of its data center backlog comes from other major clients, showcasing its competitive strength and diversified customer base.
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See More
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- Strong Performance: Bloom Energy reported adjusted earnings per share of $0.44 for Q1 2026, significantly surpassing analysts' expectations of $0.12, indicating a notable improvement in profitability that is likely to attract more investor interest.
- Revenue Growth: The company achieved revenue of $751 million, exceeding market expectations of $539 million, while raising its 2026 revenue targets to a range of $3.4 billion to $3.8 billion, reflecting robust market demand and business expansion potential.
- Expanding Client Base: Bloom Energy's partnership with Oracle is deepening, and management emphasized that over half of its data center backlog comes from other major clients, showcasing its competitive strength and diversified customer base.
- Investment Strategy Advice: Given Bloom's forward P/E ratio of 158.7, investors are advised to consider a dollar-cost averaging strategy to mitigate potential stock price volatility and achieve more stable long-term returns.
See More
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- Data Infrastructure Boost: The data infrastructure segment saw a 46% increase in FFO to $149 million, driven by the acquisition of a U.S. bulk fiber network and the commissioning of new data centers, highlighting the company's leadership in digital transformation.
- Strategic Partnership Expansion: The company formed a strategic capital partnership with a leading OEM, planning to deploy $375 million for long-term leasing of data center equipment, further enhancing its competitive position in the AI infrastructure market.
- Capital Recycling Strategy: Brookfield supports ongoing growth through nearly $1 billion in asset sales while planning to acquire Clarus in New Zealand, showcasing its flexible capital management and confidence in future growth.
See More
Analysis of Green Energy Investment Opportunities
- Bloom Energy Growth Potential: Bloom Energy's hydrogen fuel cells are in high demand, with a product backlog of $6 billion expected by 2025, and an additional $14 billion backlog from long-term service contracts, highlighting its strong competitive position in the rapidly growing AI data center market.
- Brookfield Renewable Advantage: Brookfield Renewable Partners boasts a globally diversified portfolio of clean energy assets, including hydro, solar, and wind, with a consistent annual dividend growth rate of 5% over the past decade, providing investors with stable returns and long-term growth potential.
- NextEra Energy's Steady Growth: As one of the largest utility companies in the U.S., NextEra Energy combines traditional and green energy operations, projecting a 10% dividend increase in 2026 and maintaining a 6% growth rate in the following years, showcasing a robust earnings growth outlook.
- Diverse Investment Options: There is no single
See More
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- Outstanding Market Performance: Bloom Energy's fuel cells have been deployed in over 1,200 facilities, including major names like Equinix, Walmart, and Comcast, showcasing its strong influence in the clean energy market.
- Significant Revenue Growth: In the first quarter, Bloom Energy reported approximately $751 million in revenue, a 130% year-over-year increase, while free cash flow improved from negative $125 million to positive $47 million, indicating a substantial financial turnaround.
- Stock Price Surge: Over the past year, Bloom Energy's stock has soared by more than 1,460%, meaning a $10,000 investment made at the beginning of May last year would now be worth an astonishing $156,670, reflecting strong investor confidence in its future.
- Valuation Considerations: Despite Bloom Energy's impressive performance, its current price-to-earnings ratio stands at about 139 times, significantly higher than the clean energy sector average of 14.5 times, with analysts targeting a price of around $220, suggesting a potential downside of about 23% from current levels.
See More
Bloom Energy's Stock Surges Over 1,460% Amid AI Boom
- Outstanding Stock Performance: Bloom Energy's stock has surged over 1,460% since last May, meaning a $10,000 investment at that time would now be worth approximately $156,670, showcasing its dominant market performance.
- Significant Revenue Growth: In the first quarter, Bloom reported revenue of about $751 million, a 130% increase year-over-year, while free cash flow improved from negative $125 million to positive $47 million, indicating a substantial enhancement in financial health.
- High Market Valuation: Despite Bloom Energy's impressive performance, its current price-to-earnings ratio stands at around 139 times and sales multiple at 30 times, significantly higher than the clean energy sector averages, prompting caution among potential investors.
- AI Demand Boost: With the rising electricity needs driven by artificial intelligence, Bloom Energy, as one of the few clean energy firms capable of delivering on-site power generation systems, may continue to benefit from this trend, although analysts indicate a potential downside of about 23% from current price levels.
See More
Long-Term Potential of Clean Energy Stocks
- NextEra Energy Advantage: NextEra Energy, one of the world's largest solar and wind producers, boasts a market cap of $202 billion and a 33 gigawatt project backlog, with a projected 6% dividend growth by 2028, making it attractive for conservative investors seeking stable cash flows and growth potential.
- Brookfield Renewable Diversification: Brookfield Renewable owns a global portfolio of clean energy assets, offering a 4.7% yield, and collaborates with tech giants like Microsoft and Google to enhance AI infrastructure, highlighting its significance in current market trends.
- Bloom Energy's Growth Potential: As a startup focused on fuel cell production, Bloom Energy ended 2025 with a $20 billion backlog, of which only $6 billion is product-related, indicating strong future growth potential driven by its substantial service contract backlog.
- Energy Transition Trend: While oil will remain a crucial energy source, the ongoing growth in the clean energy sector suggests that investors should consider companies like NextEra Energy, Brookfield Renewable, and Bloom Energy to capitalize on future growth opportunities.
See More
