Bloom Energy

BE

Market cap $37.9B

In the closing of the recent trading day, Bloom Energy (BE) stood at $159.99, denoting a -2.91% move from the preceding trading day.

Bloom Energy manufactures an energy solution that can supply data centers with on-site power. The company has partnered with data center developers.

Bloom Energy is one of the few names in the hydrogen fuel cell space that's profitable. Constellation Energy's restart of a nuclear power plant at Pennsylvania's Three Mile Island is part of a much bigger trend.

Bloom Energy sits at the crossroads of clean energy and data center power. It's already making sales and has partnered with key players in the data center space.

Bloom Energy (NYSE: BE) and Plug Power (NASDAQ: PLUG) have both reported Q4 2025 earnings, and the contrast is stark.

Coherent is expected to continue to benefit from a transition to products that enable faster throughput speeds, while prior constraints on manufacturing capacity appear to be alleviating. BrightSpring Health Services reported another strong quarter with both revenues and EBITDA up significantly, far outpacing its historical growth rate prior to going public in 2024. Varonis Systems, which provides data protection security software, delivered disappointing earnings results and an outlook below expectations.

BE edges out FCEL with stronger earnings growth, ROIC and stock gains, but trades at a steep premium valuation amid surging hydrogen demand.

Investor attention turned more intensely to the scale, timing, and funding of AI-related capital commitments, prompting renewed debate about whether expectations were running ahead of eventual monetization. The Russell 1000 Value Index returned 3.81% during the quarter, outperforming the Russell 1000 Growth Index's return of 1.12% by nearly 270 basis points. Under its 'pivot to growth' strategy, Teva has expanded its biosimilars portfolio and strengthened its generics business, returning that segment to positive growth.

Bloom Energy specializes in solid oxide fuel cells for on-site power generation. The company is positioned to grow immensely in the AI boom.

BE stock has surged 103.9% YTD, crushing peers as rising clean power demand and AI-driven data centers fuel growth.