Bloom Energy Corporation Class A (BE)

Bloom Energy Corp. stock has experienced significant fluctuations, with a 52-week range between $15.15 and $176.49. As of February 6, 2026, the closing price was $143.03. Recent events include the Q4 2025 earnings report showing record revenues but a stock decline in after-hours trading, analyst rating revisions with maintained or increased price targets, and influence from major deals like the AEP contract and Brookfield partnership.

Demand for Bloom Energy's products and services is driven by secular trends such as artificial intelligence, electrification, and reshoring, rather than traditional seasonality. The company has experienced surging demand from data center and commercial customers. Bloom Energy has introduced a flexible load following solution for its Energy Server platform and has expanding product and service backlogs, pointing to sustained demand.

Bloom Energy Corp. specializes in designing and manufacturing solid oxide fuel cells (SOFCs) and electrolyzers, providing clean, reliable, and scalable onsite power generation. Their primary product, the Bloom Energy Server, converts natural gas or biogas into electricity through an electrochemical process. They also develop Bloom Electrolyzers for hydrogen production, catering to industries like data centers, manufacturing, and healthcare.

Headquartered in San Jose, California, Bloom Energy serves a worldwide market. By 2025, they had installed approximately 1.4 gigawatts of Bloom Energy Server systems across over 1,000 locations in nine countries. The company is actively expanding its geographical presence within the U.S., with over 80% of its product backlog now originating from regions outside of California and the Northeast.

Bloom Energy's brand reputation has been positively influenced by its increasing relevance in addressing the power demands of the AI industry and data centers. Major partnerships with AEP and Brookfield have validated Bloom Energy's technology as critical infrastructure. The company announced a landmark project for the world's largest fuel cell installation in South Korea. Bloom Energy emphasizes its commitment to providing clean, reliable, and scalable onsite power.

Bloom Energy Corporation has a significant institutional ownership presence, with 92.50% of the company owned by institutional shareholders including Ameriprise Financial Inc., Vanguard Group Inc., and BlackRock, Inc. Individual and insider ownership accounts for 14.34% of the company, with SK Ecoplant Co Ltd holding 5.70% of the company's shares.