Stack L1
Bloom Energy
Solid-oxide fuel-cell on-site power for AI data centers; FY2025 revenue ~$1.9B
HQ US
Recent Business Signals
Sep 25, 2026
news_mention
Bloom Energy Stock Surges As S&P 500, AI Data Center Deals Align - StocksToTrade Bloom Energy Stock Surges As S&P 500, AI Data Center Deals Align StocksToTrade
source: gnews-bloom
Sep 25, 2026
news_mention
Bloom Energy (BE) Is Up 8.7% After Oracle Reaffirms 2.4 GW AI Fuel Cell Deal Commitment – Has The Bull Case Changed? - finance.yahoo.com Bloom Energy (BE) Is Up 8.7% After Oracle Reaffirms 2.4 GW AI Fuel Cell Deal Commitment – Has The Bull …
source: gnews-bloom
Sep 25, 2026
news_mention
Bloom Energy Jumps 8% as Oracle Reaffirms 2.4 GW Fuel Cell Contract After Force Majeure Notice - 24/7 Wall St. Bloom Energy Jumps 8% as Oracle Reaffirms 2.4 GW Fuel Cell Contract After Force Majeure Notice 24/7 Wall St.
source: gnews-bloom
Sep 25, 2026
news_mention
Bloom Energy Stock Surges On S&P 500, AI Data Center Demand - timothysykes.com Bloom Energy Stock Surges On S&P 500, AI Data Center Demand timothysykes.com
source: gnews-bloom
Sep 25, 2026
news_mention
Bloom Energy Stock Surges As S&P 500, AI Data Center Deals Fuel Momentum - timothysykes.com Bloom Energy Stock Surges As S&P 500, AI Data Center Deals Fuel Momentum timothysykes.com
source: gnews-bloom
Sep 25, 2026
news_mention
How Investors Are Reacting To Bloom Energy (BE) FTSE All World Inclusion - simplywall.st <a href="
source: gnews-bloom
Sep 25, 2026
news_mention
Why Is Bloom Energy (NYSE:BE) Gaining Index Attention? - Kalkine Media Why Is Bloom Energy (NYSE:BE) Gaining Index Attention? Kalkine Media
source: gnews-bloom
Sep 24, 2026
news_mention
Data Centers’ New 800 VDC Power Architecture Demands New Power Generation Solutions - Bloom Energy Data Centers’ New 800 VDC Power Architecture Demands New Power Generation Solutions Bloom Energy
source: gnews-bloom
Sep 24, 2026
news_mention
Meeting Data Center Power Demand: Solar, Nuclear, and Beyond - IDTechEx Meeting Data Center Power Demand: Solar, Nuclear, and Beyond IDTechEx
source: gnews-bloom
Sep 24, 2026
news_mention
A Delayed Pipeline Just Put Bloom Energy's Role in a $165 Billion AI Project in Question - The Globe and Mail A Delayed Pipeline Just Put Bloom Energy's Role in a $165 Billion AI Project in Question The Globe and Mail
source: gnews-bloom
Sep 24, 2026
news_mention
Bloom Energy’s Single Largest Fuel Cell Deployment Is In Trouble - 24/7 Wall St. Bloom Energy’s Single Largest Fuel Cell Deployment Is In Trouble 24/7 Wall St.
source: gnews-bloom
Sep 24, 2026
news_mention
Bloom Energy’s Single Largest Fuel Cell Deployment Is In Trouble - Yahoo Finance Bloom Energy’s Single Largest Fuel Cell Deployment Is In Trouble Yahoo Finance
source: gnews-bloom
Sep 24, 2026
news_mention
Stationary Fuel Cell Generators Market Forecast to Double by 2035, Driven by Data-Center Resilience Demand - IndexBox Stationary Fuel Cell Generators Market Forecast to Double by 2035, Driven by Data-Center Resilience Demand IndexBox
source: gnews-bloom
Sep 24, 2026
news_mention
Bloom Energy's Fuel Cells Win the AI Power Race, but Wall Street's Targets Tell a More Complicated S - AD HOC NEWS Bloom Energy's Fuel Cells Win the AI Power Race, but Wall Street's Targets Tell a More Complicated S AD HOC NEWS
source: gnews-bloom
Sep 24, 2026
news_mention
A Delayed Pipeline Just Put Bloom Energy's Role in a $165 Billion AI Project in Question - The Motley Fool A Delayed Pipeline Just Put Bloom Energy's Role in a $165 Billion AI Project in Question The Motley Fool
source: gnews-bloom
Sep 23, 2026
news_mention
Why 800V DC Is Reshaping AI Data Center Power - Environment+Energy Leader Why 800V DC Is Reshaping AI Data Center Power Environment+Energy Leader
source: gnews-bloom
Sep 23, 2026
news_mention
NJ Fines Data Center $1M Over 123 MW of Unpermitted Generation - Engineering News-Record NJ Fines Data Center $1M Over 123 MW of Unpermitted Generation Engineering News-Record
source: gnews-bloom
Sep 23, 2026
news_mention
Plug Power vs. Bloom Energy: Which Clean Energy Stock Has More Upside? - TradingView Plug Power vs. Bloom Energy: Which Clean Energy Stock Has More Upside? TradingView
source: gnews-bloom
Sep 22, 2026
news_mention
Bloom Energy vs. Plug Power: Which Fuel Cell Stock Is a Better Buy in 2026? - The Globe and Mail Bloom Energy vs. Plug Power: Which Fuel Cell Stock Is a Better Buy in 2026? The Globe and Mail
source: gnews-bloom
Sep 22, 2026
news_mention
Bloom Energy vs. NextEra Energy: Which Renewable Energy Stock Is a Better Buy in 2026? - The Globe and Mail Bloom Energy vs. NextEra Energy: Which Renewable Energy Stock Is a Better Buy in 2026? The Globe and Mail
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)
No specialty signals in the last 60 days.