Bloom Energy Corporation Class A Stock News

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Bloom Energy stock has outpaced the broader market in 2025. Success in 2026 for Bloom depends on continued AI infrastructure build-out.

Bloom Energy stock has had a stellar run in 2025, driven by revenue growth and AI data center hype. The stock is trading below $100, but continued growth will likely depend on the data center build-out.

Bloom Energy stock has rocketed due to surging demand for its fuel cells. The company is becoming a partner of choice for data center operators.

Bloom Energy has a huge opportunity ahead in supplying power to data centers, including a $5 billion deal with Brookfield. The fuel cell company plans to increase manufacturing capacity to 2 GW, supporting revenue approximately four times its projected 2025 level. 2025 revenues are on pace for $1.9 billion, implying a long-term target of ~$8 billion.

Data center and AI buildouts are creating opportunities for companies like Vistra, Oklo, and Bloom Energy. With nuclear energy undergoing a resurgence, Cameco's uranium business looks well positioned.

Bloom Energy's on-site generation is solving the grid bottleneck for data centers. A $5 billion partnership and a 2 GW capacity goal by 2026 provide a clear path for scaling. Q3 2025 results surpassed consensus, leading to a wave of positive revisions by Wall Street analysts.