Can Bloom Energy Keep Beating the Market?
Key Points
Bloom Energy has posted enormous revenue growth due to high demands for its energy systems.
Its most recent product will reduce installation time by 40%, potentially speeding up deployments.
Bloom is poised for tremendous growth, although much future growth has been priced into the stock.
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Bloom Energy (NYSE: BE) has been crushing the market for well over a year. The stock almost quadrupled in 2025 (about 291% overall), and it has so far doubled in 2026. The S&P 500, meanwhile, gained about 16% last year, and it has risen about 12% on the year.
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Data by YCharts
The question is, Can Bloom keep outperforming? I think it can, although future gains will likely be harder won.
First, the bull case. That starts, undoubtedly, with Bloom's extraordinary growth. Second-quarter revenue soared over the $1 billion mark for the first time in company history. Demand for Bloom's energy servers is so high that management raised its full-year outlook to between $3.9 billion and $4.2 billion, which would represent 100% revenue growth at the midpoint.
There are plenty of reasons to assume the momentum will continue. Artificial intelligence data centers need gargantuan amounts of electricity, and few companies can match Bloom's speedy ability to deploy on-site power. Indeed, Bloom's 90-day timeline just got better: Its now "Power Connect" deployment reduces installation time by 40%.
Image source: Bloom Energy.
The problem is price. Even though Bloom trades at about 42% lower than its 52-week high, the stock carries a hefty $60 billion valuation. At roughly $202 a share, Bloom trades around 270 times trailing earnings.
Still, Bloom doesn't have to post triple-digit gains to beat the market, and with Bloom's outlook, mature growth could outpace the S&P. Earnings will likely have to catch up with expectations -- there's likely volatility ahead -- but if you've got a long time horizon, Bloom is a compelling energy stock to add to your portfolio.
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Steven Porrello has positions in Bloom Energy. The Motley Fool has positions in and recommends Bloom Energy. The Motley Fool has a disclosure policy.
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