BE — Bloom Energy Corporation

Industrials · Electrical Equipment & Parts

About Bloom Energy Corporation

Bloom Energy Corporation designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally. It offers Bloom Energy Server, an energy server platform to convert fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels, into electricity through a non-combustion electrochemical process. The company also provides Bloom Electrolyzer for producing hydrogen. It sells its products through direct and indirect sales channels to utilities, data centers, retail, healthcare, education, telecom, manufacturing, and other industries. The company was formerly known as Ion America Corp. and changed its name to Bloom Energy Corporation in 2006. Bloom Energy Corporation was incorporated in 2001 and is headquartered in San Jose, California.

The data-center power & energy industry

This basket covers the power, energy and physical infrastructure that AI data centers depend on — electricity generation, grid and cooling, and the operators that host high-density compute. AI's soaring power demand has made this an unexpectedly central part of the trade. The businesses are capital-intensive and turn on access to cheap, reliable power, long-term contracts and financing costs. Bloom Energy's fuel cells provide on-site power for data centers — one way the grid bottleneck around AI buildout gets solved.

Key data · delayed ~15 min, as of 15 July 2026

Valuation read

What the price implies: the market is pricing in roughly ~18%/yr earnings growth (moderate), on a reverse-DCF of forward earnings ($4.45). Run your own assumptions in the fair-value calculator.

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Market data is delayed ~15 minutes and provided for education, not as financial advice. "Hot" means attention, not direction.