Source item

Bloom Energy, $BE, is up more than 230% this year. AI data centers need power, and Bloom sells fuel cells that can deliver it on-site, skipping years-long waits for the grid. It powered one Oracle data center in just 55 days. Q2 revenue jumped 166% to $1.07 billion, its first $1 billion quarter ever. It expects 2026 sales to roughly double to as much as $4.2 billion. Every major U.S. hyperscaler has now approved its systems. Its financing deal with Brookfield grew from $5 billion to $25 billion. The stock now trades at roughly 108x forward earnings.