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Bloom Energy
Solid-oxide fuel-cell on-site power for AI data centers; FY2025 revenue ~$1.9B
HQ US
Recent Business Signals
Jun 27, 2026
news_mention
The AI Power Crisis Is Creating a Massive New Market for Fuel Cells - Crude Oil Prices Today | OilPrice.com The AI Power Crisis Is Crea
source: gnews-bloom
Jun 27, 2026
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Vertiv Stock And 2 AI Power Infrastructure Picks For Data Center Demand - simplywall.st <a href="
source: gnews-bloom
Jun 27, 2026
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The Insane Number HPE’s CEO Just Threw Out Shows Why Bloom Energy Is a Buy Today - 24/7 Wall St. The Insane Number HPE’s CEO Just Threw Out Shows Why Bloom Energy Is a Buy Today 24/7 Wall St.
source: gnews-bloom
Jun 26, 2026
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Bloom Energy (BE) Faces New AI Power Competition From Chevron Microsoft And Nuclear - simplywall.st <a href="
source: gnews-bloom
Jun 26, 2026
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Could This Hydrogen Stock Follow Bloom Energy's Path to Success? - The Globe and Mail Could This Hydrogen Stock Follow Bloom Energy's Path to Success? The Globe and Mail
source: gnews-bloom
Jun 26, 2026
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Bloom Energy Stock Could Be Worth $920 After the Oracle Deal Expansion - TIKR.com Bloom Energy Stock Could Be Worth $920 After the Oracle Deal Expansion TIKR.com
source: gnews-bloom
Jun 26, 2026
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FuelCell Energy surges as Jefferies upgrades to Buy on data center power upside (FCEL:NASDAQ) - Seeking Alpha FuelCell Energy surges as Jefferies upgrades to Buy on data center power upside (FCEL:NASDAQ) Seeking Alpha
source: gnews-bloom
Jun 26, 2026
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Why Bloom Energy (BE) Is Down 6.0% After AI Power Hype Cools Amid New Competition - Yahoo Finance Why Bloom Energy (BE) Is Down 6.0% After AI Power Hype Cools Amid New Competition Yahoo Finance
source: gnews-bloom
Jun 26, 2026
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Is Bloom Energy a Buy Now? - The Motley Fool Is Bloom Energy a Buy Now? The Motley Fool
source: gnews-bloom
Jun 26, 2026
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FuelCell Energy Rockets 24%, Bloom Energy Tumbles 14% in a Stunning Fuel Cell Divergence - 24/7 Wall St. FuelCell Energy Rockets 24%, Bloom Energy Tumbles 14% in a Stunning Fuel Cell Divergence 24/7 Wall St.
source: gnews-bloom
Jun 25, 2026
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Fuel cell investment by data centres to reach $30bn by 2030 - gasworld Fuel cell investment by data centres to reach $30bn by 2030 gasworld
source: gnews-bloom
Jun 25, 2026
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FuelCell Energy Drops 10%, Bloom Energy Falls 7% in a Profit-Taking Reversal as Plug Power Edges Up - 24/7 Wall St. FuelCell Energy Drops 10%, Bloom Energy Falls 7% in a Profit-Taking Reversal as Plug Power Edges Up 24/7 Wall St.
source: gnews-bloom
Jun 25, 2026
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Rystad Energy projects fuel cell market to hit $30B by 2030 as AI data centers drive demand - Crypto Briefing Rystad Energy projects fuel cell market to hit $30B by 2030 as AI data centers drive demand Crypto Briefing
source: gnews-bloom
Jun 25, 2026
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AI Data Center Boom Could Drive Fuel Cell Market to $30 Billion by 2030 - Yahoo Finance AI Data Center Boom Could Drive Fuel Cell Market to $30 Billion by 2030 Yahoo Finance
source: gnews-bloom
Jun 25, 2026
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FuelCell Energy signs up to 380MW fuel cell supply deal with Fit Energy to power data center operations - Data Center Dynamics FuelCell Energy signs up to 380MW fuel cell supply deal with Fit Energy to power data center operations Data Cent…
source: gnews-bloom
Jun 25, 2026
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Bloom Energy Soared After a New AI Power Report. Is the Fuel Cell Stock a Buy? - aol.com Bloom Energy Soared After a New AI Power Report. Is the Fuel Cell Stock a Buy? aol.com
source: gnews-bloom
Jun 25, 2026
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Forget Micron and Sandisk: This Fuel Cell Stock Has Surged 14-Fold on AI’s Data Center Power Boom - NAI500 Forget Micron and Sandisk: This Fuel Cell Stock Has Surged 14-Fold on AI’s Data Center Power Boom NAI500
source: gnews-bloom
Jun 25, 2026
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FCEL Stock Rides AI Data Center Demand, But Risks Remain - TradingView FCEL Stock Rides AI Data Center Demand, But Risks Remain TradingView
source: gnews-bloom
Jun 25, 2026
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AI Data Center Boom Could Drive Fuel Cell Market to $30 Billion by 2030 - Crude Oil Prices Today | OilPrice.com AI Data Center B
source: gnews-bloom
Jun 24, 2026
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FuelCell Energy Is Up 14% Today: Is It Outperforming Other Fuel Cell Stocks Like Plug Power and Bloom Energy? - 24/7 Wall St. FuelCell Energy Is Up 14% Today: Is It Outperforming Other Fuel Cell Stocks Like Plug Power and Bloom Energy? 24/7…
source: gnews-bloom
Funding & valuation history
Dec 24, 2025 · funding-research
Bloom Energy raised $600M in debt financing led by Wells Fargo.
Dec 24, 2025 · funding-research
Bloom Energy completed a $600 million debt financing round led by Wells Fargo.
Jun 1, 2024 · funding-research
Bloom Energy raised a $150 million venture capital round at a $2.7 billion pre-money valuation, led by Advanced Equities, Apex Venture Partners, DAG Ventures, NEA, and Goldman Sachs.
Strategic Position
What they do best
Delivering fast on-site primary power: the Oracle deal (17af21a6) cites fuel cells deployable within ~90 days versus multi-year grid interconnect queues.
Their bet
Behind-the-meter fuel cells become the default fast power for AI clusters, underwritten by Brookfield's up-to-$5B financing vehicle (2b1a430b) scaling deployment beyond Bloom's own balance sheet.
Top risk
Revenue is concentrated in the Oracle relationship; if no second named hyperscaler/data-center PPA is announced by Q3 2026 earnings, the Brookfield $5B pipeline thesis looks unconverted.
Compared to peers
Direct competitor
GE Vernova
GE Vernova sells dispatchable gas turbines for the same 'bypass-the-interconnect' hyperscaler power need; Bloom counters with modular fuel cells deployable in ~90 days (17af21a6).
Substitute
Generac
Generac gas/diesel gensets are the cheaper standby substitute; Bloom positions as cleaner continuous primary power, not 99.999% backup.
Why someone would join
- 1.Revenue scaled from $326M in Q1 2025 (a571fda2) to ~$1.9B FY2025 (41044b02), beating the $1.65-1.85B guidance—genuine demand inflection, not a pitch.
- 2.Brookfield's up-to-$5B October 2025 commitment (2b1a430b) plus 2026 hiring on grid interconnect (2 reqs) and data center power signals a multi-year deployment build-out.
Recent Hiring (60 days)
- grid interconnect1
- microgrid controls1