Bloom Energy Corporation Class A (BE)

Bloom Energy's stock has experienced significant positive movement, increasing 482.15% over the past year as of January 9, 2026. The stock price surged approximately 263% from its April 9, 2025 low to September 9, 2025. A $2.65 billion deal with American Electric Power (AEP) and increasing demand for electricity to power AI data centers have positively impacted the stock. Bloom Energy reported strong financial results, including its fourth consecutive quarter of record revenue in Q3 2025, with sales jumping 57% year-over-year. The company plans to double manufacturing capacity by the end of 2026. Some analyst reports adjusted ratings to "hold," and insider selling activity has been noted.

Analysis of Bloom Energy Corp. stock's seasonal charts suggests a period of seasonal strength from October 8 to January 1, which has historically resulted in above-benchmark returns over the past six years. This seasonal timeframe aligns with the broader Industrials sector's period of seasonal strength. Only six years of data are available for Bloom Energy, which may be insufficient to create a fully reliable seasonal profile.

Bloom Energy Corp. specializes in clean and reliable energy solutions, operating within the Industrials sector. The company designs, manufactures, sells, and installs solid-oxide fuel cell systems, known as "Energy Servers," for on-site power generation, utilizing natural gas, biogas, or hydrogen. Bloom Energy also produces Bloom Electrolyzers for hydrogen production and holds over 1000 patents globally.

Bloom Energy primarily serves markets in the United States and internationally. By 2025, the company had installed approximately 1.4 gigawatts of Bloom Energy Server systems at over 1,000 locations across nine countries. The company is expanding its global presence, with a new office in Dubai and focuses on expansion into Australia, Europe, and Southeast Asia.

Bloom Energy's brand reputation has been bolstered by its role in addressing the surging demand for electricity, particularly from AI data centers. The company's fuel cell technology is recognized for providing reliable, clean, and on-site power solutions. Strategic partnerships, such as the deal with American Electric Power (AEP) and a strategic AI infrastructure partnership with Brookfield Asset Management, have enhanced its standing. Bloom Energy's ability to deploy power solutions quickly has contributed positively to its reputation. The company's focus on developing low-emission green energy and carbon capture technologies aligns with growing environmental concerns.

Bloom Energy's ownership structure includes institutional, insider, and public/individual investors. Approximately 53.14% of the company's stock is owned by Institutional Investors, 8.39% by Insiders, and 38.47% by Public Companies and Individual Investors. Major institutional owners include Ameriprise Financial Inc, Columbia Seligman Communications and Information Fund Class A, Vanguard Group Inc, BlackRock, Inc., D. E. Shaw & Co., Inc., Morgan Stanley, UBS Group AG, and Susquehanna International Group, Llp. SK Ecoplant Co., Ltd. is also a significant institutional and insider shareholder. The company's CEO, K.R. Sridhar, holds a direct stake in the company.