Why Did Bloom Energy Stock Pop Again This Week?
Key Points
Bloom Energy stock kept the momentum going after earnings.
The AI data center power demand trade still has legs.
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Bloom Energy (NYSE: BE) shares have rocketed 80% higher this year. This week was more of the same, with shares up about 12% as of Friday midday, according to data provided by S&P Global Market Intelligence.
The feeling among investors is that the manufacturer of solid oxide fuel cells has an available solution to the growing power needs for data centers. This week's trading reflects the belief that power demand will only accelerate this year as artificial intelligence (AI) compute power continues to increase.
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A good problem to have
Bloom's biggest problem is that demand is too high. That's a good problem to have, though, and is why investors have bid the stock price up so high. Bloom Energy CEO K.R. Sridhar explained the situation this way two weeks ago in the company's fourth-quarter 2025 update:
Bring-your-own-power has shifted from a slogan to a business necessity for AI hyperscalers and manufacturing facilities. This shift is secular and growing. We have built a solid-state digital power platform for the digital age that is superior to any legacy solution.
The stock's surge this year comes as the leading technology companies have revealed plans to boost their collective AI-related capital expenditures to almost $600 billion in 2026. This substantial investment mainly focuses on building data centers, expanding infrastructure, and adding hardware to meet the growing demand for generative AI.
Bloom is expanding capacity to help meet that demand. While the stock is now pricing in significant future success, more and more investors want to own a piece of it.
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Howard Smith has positions in Bloom Energy and has the following options: short March 2026 $60 calls on Bloom Energy. The Motley Fool has positions in and recommends Bloom Energy. The Motley Fool has a disclosure policy.
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