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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
Aug 18, 2026
news_mention
Bloom Energy Says It Has Visibility on 25 Gigawatts of Deployments. Here's What That Would Be Worth. - AOL.com Bloom Energy Says It Has Visibility on 25 Gigawatts of Deployments. Here's What That Would Be Worth. AOL.com
source: gnews-bloom
Aug 18, 2026
news_mention
Broadcom Stock And 2 Power Grid Technology Plays For AI Infrastructure - simplywall.st <a href="
source: gnews-bloom
Aug 18, 2026
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Plug Power Falls 5%, Bloom Energy Sinks 8% With the 10-Year Yield Near a 52-Week High - 24/7 Wall St. Plug Power Falls 5%, Bloom Energy Sinks 8% With the 10-Year Yield Near a 52-Week High 24/7 Wall St.
source: gnews-bloom
Aug 18, 2026
news_mention
If You Invested $2,000 in Bloom Energy at Its 52-Week Low Here's How Much You'd Have Now - fool.com If You Invested $2,000 in Bloom Energy at Its 52-Week Low Here's How Much You'd Have Now fool.com
source: gnews-bloom
Aug 17, 2026
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Nebius Switches to Bloom Fuel Cells for NJ AI Data Center - fuelcellsworks.com Nebius Switches to Bloom Fuel Cells for NJ AI Data Center fuelcellsworks.com
source: gnews-bloom
Aug 17, 2026
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Why Is Bloom Energy Stock Surging on Monday? - Benzinga Why Is Bloom Energy Stock Surging on Monday? Benzinga
source: gnews-bloom
Aug 17, 2026
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Fuel Cells Beat Gas Turbines at Permits: Bloom Energy Stock Jumps on Nebius Deal - Tech Times Fuel Cells Beat Gas Turbines at Permits: Bloom Energy Stock Jumps on Nebius Deal Tech Times
source: gnews-bloom
Aug 16, 2026
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Bloom Energy Stock Has Surged 150% in 2026. Is It Still a Buy? - The Globe and Mail Bloom Energy Stock Has Surged 150% in 2026. Is It Still a Buy? The Globe and Mail
source: gnews-bloom
Aug 16, 2026
news_mention
Nebius Group's New Jersey Data Center Deal Sends Bloom Energy (NYSE: BE) Stock Surging 12% - foreignpolicyjournal.com Nebius Group's New Jersey Data Center Deal Sends Bloom Energy (NYSE: BE) Stock Surging 12% foreignpolicyjournal.com
source: gnews-bloom
Aug 16, 2026
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New Breakthrough in Hydrogen Fuel Cells Could Power Data Centers - Intelligent Living New Breakthrough in Hydrogen Fuel Cells Could Power Data Centers Intelligent Living
source: gnews-bloom
Aug 15, 2026
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Bloom Energy (NYSE: BE) Rides AI Power Boom – What Could Push Shares Even Higher - foreignpolicyjournal.com Bloom Energy (NYSE: BE) Rides AI Power Boom – What Could Push Shares Even Higher foreignpolicyjournal.com
source: gnews-bloom
Aug 15, 2026
news_mention
Nebius Just Gave Bloom Energy a Big Boost. What It Means for BE Stock. - barchart.com Nebius Just Gave Bloom Energy a Big Boost. What It Means for BE Stock. barchart.com
source: gnews-bloom
Aug 14, 2026
news_mention
Bloom Energy Shares Jump Premarket as AI Power Crunch Drives Demand - Benzinga Bloom Energy Shares Jump Premarket as AI Power Crunch Drives Demand Benzinga
source: gnews-bloom
Aug 14, 2026
news_mention
Bloom Energy Jumps 13% as Nebius Picks Its Fuel Cells for AI Data Center, FuelCell Climbs 11% - AOL.com Bloom Energy Jumps 13% as Nebius Picks Its Fuel Cells for AI Data Center, FuelCell Climbs 11% AOL.com
source: gnews-bloom
Aug 14, 2026
news_mention
Bloom Energy vs. Oklo: Which AI-Power Stock Is the Smarter Buy Now? - finance.biggo.com Bloom Energy vs. Oklo: Which AI-Power Stock Is the Smarter Buy Now? finance.biggo.com
source: gnews-bloom
Aug 14, 2026
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Why is Bloom Energy stock climbing today? - Investing.com Why is Bloom Energy stock climbing today? Investing.com
source: gnews-bloom
Aug 13, 2026
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BE Stock Rises Overnight: Analyst Says Bloom’s Speed To Power Is ‘Cherry On Top Of The Icing On Top Of The Cake’ - TradingView BE Stock Rises Overnight: Analyst Says Bloom’s Speed To Power Is ‘Cherry On Top Of The Icing On Top Of The Cake’ …
source: gnews-bloom
Aug 13, 2026
news_mention
Nebius Said Vineland "On Track" Days After Stop-Work Orders - Hunterbrook Nebius Said Vineland "On Track" Days After Stop-Work Orders Hunterbrook
source: gnews-bloom
Aug 13, 2026
news_mention
Bloom Energy Says It's Now "The Standard for AI Onsite Power." Here's What That Means for the Stock. - webull.com Bloom Energy Says It's Now "The Standard for AI Onsite Power." Here's What That Means for the Stock. webull.com
source: gnews-bloom
Aug 13, 2026
news_mention
What Bloom Energy (BE)'s Expanded AI Microgrid Deal with MiTAC Means For Shareholders - simplywall.st <a href="
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.