Why Bloom Energy Stock Surged to All-Time Highs This Week and Is Up 200% in 2025

Key Points

• One analyst more than doubled Bloom Energy stock's price target.

• Bloom Energy plans to double capacity by the end of 2026 to meet the torrid demand for fuel cells.

• 10 stocks we like better than Bloom Energy ›

Shares of Bloom Energy (NYSE: BE) shot to all-time highs of $68.74 this week, surging 17.4% at their highest point in trading in five days, according to data provided by S&P Global Market Intelligence.

A massive analyst upgrade amid evidence that Bloom Energy is witnessing higher demand for its hydrogen fuel cells sent the stock skyrocketing.

Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »

Image source: Getty Images.

Bloom energy stock goes boom

On Sept. 11, RBC Capital analyst Christopher Dendrinos more than doubled Bloom Energy stock's price target from $35 per share to $75 per share, noting promising demand and growth opportunities for the company.

In another piece of news, Bloom Energy placed an order worth nearly $44 million this week with India-based MTAR Technologies, a company specializing in precision engineering and components for sectors like nuclear energy, defense, aerospace, and clean energy.

Demand is so strong that Bloom Energy plans to double capacity to 2 gigawatts by the end of 2026 and expects to generate $1.65 billion to $1.85 billion in revenue in 2025 versus around $1.5 billion last year. Some weeks ago, it posted record revenue and profits for its second quarter. Importantly, its gross margin jumped from 20.4% to 26.7% and operating loss narrowed significantly from $23.1 million to only $3.5 million during the quarter.

What's next for Bloom Energy stock?

Investor sentiment got a huge lift this week for yet another reason: tech giant Oracle's (NYSE: ORCL) bumper guidance that calls for its cloud infrastructure revenue to grow a whopping 14 times to $144 billion by fiscal 2030. Just this past July, Bloom Energy signed a deal to deliver on-site power to one of Oracle's data centers within 90 days. Investors believe Oracle's growth could mean much bigger opportunities for Bloom Energy.

Shares of Bloom Energy have already rallied 200% so far in 2025 and a jaw-dropping 525% in just one year. It's hard to wrap one's mind around such meteoric stock performances, and as compelling as Bloom Energy's future may appear, investors may want to be cautious at this point.

Should you invest $1,000 in Bloom Energy right now?

Before you buy stock in Bloom Energy, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Bloom Energy wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $649,037!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,086,028!*

Now, it’s worth noting Stock Advisor’s total average return is 1,056% — a market-crushing outperformance compared to 188% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.

See the 10 stocks »

*Stock Advisor returns as of September 8, 2025

Neha Chamaria has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Oracle. The Motley Fool has a disclosure policy.