Why Bloom Energy Stock Popped Today
Key Points
FuelCell Energy beat on its earnings report this morning.
FuelCell highlighted opportunities in powering data centers -- and Bloom Energy does that, too.
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Bloom Energy (NYSE: BE) stock jumped 7.3% higher through 11:55 a.m. ET Thursday, and it's not hard to guess why.
This morning, fellow fuel cell industry company FuelCell Energy (NASDAQ: FCEL) reported a big earnings beat, sending its shares up more than 36%. Bloom Energy stock, it seems, is simply riding that tailwind created by FuelCell's good news.
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Image source: Bloom Energy.
FuelCell 2025 earnings report
FuelCell ended 2025 on a high note, with revenue growth of 12% in Q4, and a net loss of only $0.85 per share -- barely a third of what it was losing 12 months ago. Full-year tallies were even more impressive, with sales growing 41% in 2025, and losses also down year over year ($7.42) -- albeit not down as much as in Q4 alone.
Good news for FuelCell, of course. But what does it mean for Bloom -- and is it reason for Bloom Energy stock to be rising today?
Is Bloom Energy stock a buy?
Well, according to FuelCell management, it's seeing "accelerating demand for electricity and data center projects in the U.S. and internationally," and that's not a FuelCell-specific trend, but one that should benefit the entire fuel cell industry, Bloom Energy stock included.
FuelCell notes that it is "deeply focused on the data center market," and Bloom Energy is powering data centers, too -- so that's a point in the latter's favor. Really, just about every positive macro trend that FuelCell highlighted in its report applies equally optimistically to Bloom Energy stock, giving Bloom investors good reason to be optimistic.
Add in the fact that, unlike FuelCell Energy, Bloom Energy stock is already profitable and generating positive free cash flow, and investors appear correct today: What's good news for FuelCell stock could be great news for Bloom.
Should you buy stock in Bloom Energy right now?
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Rich Smith has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
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