
BE · NYSE
Bloom Energy sells on-site fuel-cell power systems, aimed particularly at data centers that need reliable electricity while utility power capacity expands. It makes money from those systems, although the supplied evidence does not break out product, service, or geographic segments or their contributions. Its customer base includes major technology companies building AI data centers, and Bloom has secured partnerships with global firms, though names and contract values were not provided. FY2025 revenue was $2.0 billion, up from $1.4 billion in FY2024. Net income was negative $0.1 billion in FY2025 versus approximately breakeven in FY2024.
BE rose $61.27, or 36.72%, from $166.84 to $228.11. The move began with a 1.9% decline on July 29, followed by a 26.5% jump on July 30 after a robust earnings release highlighted by Zacks and The Motley Fool. The stock held nearly flat on July 31, then added 6.1% on August 3 and 4.5% on August 4 as momentum continued around Bloom’s earnings performance and its exposure to AI data-center power demand. No additional company-specific announcement, contract value, or guidance change was supplied, so the evidence attributes the week primarily to post-earnings momentum and the data-center power narrative.