Oracle Expands Partnership with Bloom Energy for 2.8 GW Fuel Cell Systems
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 13 2026
0mins
Should l Buy ORCL?
Source: seekingalpha
- Partnership Expansion: Oracle has expanded its partnership with Bloom Energy to procure up to 2.8 GW of fuel cell systems, demonstrating Oracle's ambition in the AI infrastructure sector.
- Initial Contract: An initial capacity of 1.2 GW has been contracted, with deployment underway and expected to continue into 2027, significantly enhancing Oracle's energy supply capabilities in the U.S. market.
- Market Reaction: Bloom Energy's shares surged 10% in post-market trading on Monday, reflecting positive market expectations for this collaboration, which could drive future growth for the company.
- Technological Advantage: Bloom's modular fuel cell systems can be deployed faster than traditional power solutions, enabling customers to accelerate time-to-power and reduce project risk, thereby enhancing Oracle's service efficiency and market competitiveness.
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Analyst Views on ORCL
Wall Street analysts forecast ORCL stock price to rise
34 Analyst Rating
25 Buy
9 Hold
0 Sell
Moderate Buy
Current: 177.580
Low
180.00
Averages
309.59
High
400.00
Current: 177.580
Low
180.00
Averages
309.59
High
400.00
About ORCL
Oracle Corporation offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. The Company operates through three businesses: cloud and license, hardware and service. Its cloud and license business is engaged in the sale, marketing and delivery of its enterprise applications and infrastructure technologies through cloud and on-premise deployment models including its cloud services and license support offerings, and its cloud license and on-premise license offerings. Its hardware business provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management and other hardware-related software to support diverse IT environments. Its services business provides services to customers and partners to help maximize the performance of their investments in Oracle applications and infrastructure technologies.
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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- Overall Holdings Decline: The total share count held by hedge funds decreased from 17,729,725 shares to 15,351,622 shares, representing a decline of approximately 13.41%, reflecting weakened market confidence in the stock.
- Investor Behavior Analysis: While some funds have increased their holdings, the overall decline may indicate a cautious outlook on future market trends, prompting investors to closely monitor subsequent 13F filings for further insights.
See More
