Bloom Energy Corporation Class A (BE)

Bloom Energy Corp. stock has experienced significant upward momentum in the past six months, surging approximately 483.10%. A strategic partnership with Brookfield Asset Management, aimed at powering AI data centers, led to a more than 25% jump in shares. Analysts raised their price targets, and the company's stock reached an all-time high. Bloom Energy also reported its third consecutive quarter of record revenue and profitability in Q2 2025.

Bloom Energy's business exhibits seasonality, with revenue, profits, and operating cash flows typically stronger in the second half of the year, particularly in the fourth quarter. The company has also introduced a flexible load-following solution for its Energy Server platform to rapidly handle fluctuations in supply and demand.

Bloom Energy Corp. specializes in clean energy solutions, designing and manufacturing solid oxide fuel cells (SOFCs) for on-site power generation. The company operates within the Industrials sector and is a key player in the Renewable Energy sector. Its major products include the Bloom Energy Server, which converts fuels into electricity, and the Bloom Electrolyzer, designed for hydrogen production.

Bloom Energy has a global presence, with systems deployed in over 1,000 locations across nine countries, including the United States, Japan, China, India, and the Republic of Korea. It has also targeted key markets in Europe, Asia, and the Americas, with an office in Dubai serving as a strategic global anchor. The United States is its largest market, followed by South Korea.

Bloom Energy's brand reputation in the past year appears to be largely positive, driven by strategic partnerships and strong market performance. Key events include partnerships with AI data centers, analyst optimism, positive media coverage, capacity expansion, and an historic supply agreement with American Electric Power (AEP). No significant negative events impacting Bloom Energy's brand reputation in the past year were found in the provided search results.

Bloom Energy is primarily owned by institutional shareholders (89.20%), with insiders holding 14.53% and retail investors 0.00%. Major institutional owners include Ameriprise Financial Inc., BlackRock, Inc., and The Vanguard Group, Inc. The largest individual shareholder is SK Ecoplant Co Ltd, owning 5.77% of the company.