Stack L1
Bloom Energy
Solid-oxide fuel-cell on-site power for AI data centers; FY2025 revenue ~$1.9B
HQ US
Recent Business Signals
Oct 3, 2026
news_mention
Bloom Energy Trades at a 380x P/E Ratio. Here's What Has to Go Right to Justify That. - AOL.com Bloom Energy Trades at a 380x P/E Ratio. Here's What Has to Go Right to Justify That. AOL.com
source: gnews-bloom
Oct 3, 2026
news_mention
Bloom Energy Stock Price Forecast: AI Data Center Power Shortages Boost Fuel Cell Demand, Stock Could Rise to $309 - TradingKey Bloom Energy Stock Price Forecast: AI Data Center Power Shortages Boost Fuel Cell Demand, Stock Could Rise to $3…
source: gnews-bloom
Oct 2, 2026
news_mention
FuelCell Jumps 7%, Bloom Energy Climbs 3% as Hydrogen Stocks Rally; Plug Power Sits Out - Yahoo Finance FuelCell Jumps 7%, Bloom Energy Climbs 3% as Hydrogen Stocks Rally; Plug Power Sits Out Yahoo Finance
source: gnews-bloom
Oct 2, 2026
news_mention
Nebius Backs Bloom Energy Fuel Cells for 300MW New Jersey AI Data Center - News and Statistics - IndexBox Nebius Backs Bloom Energy Fuel Cells for 300MW New Jersey AI Data Center - News and Statistics IndexBox
source: gnews-bloom
Oct 2, 2026
news_mention
How Investors Are Reacting To Bloom Energy (BE) AI Data Center Demand - Simply Wall Street <a href="
source: gnews-bloom
Oct 2, 2026
news_mention
FuelCell Jumps 7%, Bloom Energy Climbs 3% as Hydrogen Stocks Rally; Plug Power Sits Out - 24/7 Wall St. FuelCell Jumps 7%, Bloom Energy Climbs 3% as Hydrogen Stocks Rally; Plug Power Sits Out 24/7 Wall St.
source: gnews-bloom
Oct 2, 2026
news_mention
Fuel Cell for Data Centers – Nebius Just Gave Bloom Energy a Boost - Hydrogen Central Fuel Cell for Data Centers – Nebius Just Gave Bloom Energy a Boost Hydrogen Central
source: gnews-bloom
Oct 1, 2026
news_mention
Bloom Energy's 219% Surge Tests Even Its Biggest Backers - finance.biggo.com Bloom Energy's 219% Surge Tests Even Its Biggest Backers finance.biggo.com
source: gnews-bloom
Oct 1, 2026
news_mention
Oppenheimer backs FuelCell's AI power bet, but orders are the test - AOL.com Oppenheimer backs FuelCell's AI power bet, but orders are the test AOL.com
source: gnews-bloom
Oct 1, 2026
news_mention
Bloom Energy Stock: 3 Catalysts For AI Data-Center Fuel-Cell Play - Investor's Business Daily Bloom Energy Stock: 3 Catalysts For AI Data-Center Fuel-Cell Play Investor's Business Daily
source: gnews-bloom
Sep 30, 2026
news_mention
Plug Power Advances 4% on Electrolyzer Supply Agreement; Bloom Energy Sinks 3%, FuelCell Energy Treads Water - 24/7 Wall St. Plug Power Advances 4% on Electrolyzer Supply Agreement; Bloom Energy Sinks 3%, FuelCell Energy Treads Water 24/7 W…
source: gnews-bloom
Sep 30, 2026
news_mention
POWER Honors Bloom Energy’s KR Sridhar with 2026 Executive Leadership Award - POWER Magazine POWER Honors Bloom Energy’s KR Sridhar with 2026 Executive Leadership Award POWER Magazine
source: gnews-bloom
Sep 30, 2026
news_mention
Bloom Energy CEO delivers stark warning on America's power demand - Yahoo Finance Bloom Energy CEO delivers stark warning on America's power demand Yahoo Finance
source: gnews-bloom
Sep 30, 2026
news_mention
Bloom Energy boosts AI data center power with f... - Pluang Bloom Energy boosts AI data center power with f... Pluang
source: gnews-bloom
Sep 30, 2026
news_mention
Bloom Energy: Why I'm Letting My Winner Ride (NYSE:BE) - Seeking Alpha Bloom Energy: Why I'm Letting My Winner Ride (NYSE:BE) Seeking Alpha
source: gnews-bloom
Sep 30, 2026
news_mention
Bloom Energy Stock Rose 16-Fold in 5 Years. All of the Gain Came in the Last 2. - The Motley Fool Bloom Energy Stock Rose 16-Fold in 5 Years. All of the Gain Came in the Last 2. The Motley Fool
source: gnews-bloom
Sep 29, 2026
news_mention
Bloom CEO Says Growth Goals Intact Despite AI Slowdown Concerns - Bloomberg.com Bloom CEO Says Growth Goals Intact Despite AI Slowdown Concerns Bloomberg.com
source: gnews-bloom
Sep 29, 2026
news_mention
Bloom Energy Stock Surges On S&P 500 And AI Data-Center Boom - StocksToTrade Bloom Energy Stock Surges On S&P 500 And AI Data-Center Boom StocksToTrade
source: gnews-bloom
Sep 29, 2026
news_mention
Bloom Energy Rallies 11% as Fuel Cell Selloff Reverses; FuelCell Surges 7%, Plug Power Rises 3% - 24/7 Wall St. Bloom Energy Rallies 11% as Fuel Cell Selloff Reverses; FuelCell Surges 7%, Plug Power Rises 3% 24/7 Wall St.
source: gnews-bloom
Sep 29, 2026
news_mention
Bloom Energy stock gains on factory expansion, fuel-cell demand outlook (BE:NYSE) - Seeking Alpha Bloom Energy stock gains on factory expansion, fuel-cell demand outlook (BE:NYSE) Seeking Alpha
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.