Bloom Energy Stock Is Up 72% So Far in 2026. Does It Still Have Room to Run?

• Bloom Energy specializes successful a cleanable vigor solution that tin make on-site, reliable power.

• The institution has respective customers, including immoderate successful the information halfway space.

• The banal is overvalued, and immoderate maturation successful 2026 volition apt beryllium modest.

• 10 stocks we similar amended than Bloom Energy ›

Bloom Energy (NYSE: BE) is simply a cleanable vigor institution that makes big, box-shaped powerfulness generators that person substance (like earthy gas) into energy done an electrochemical process without combustion. In a nutshell, this exertion (also called coagulated oxide substance cells) lets businesses make their ain energy on-site alternatively than taking it from the grid.

While Bloom has been designing these box-like vigor servers for 2 decades, lone successful the past twelvemonth has the banal grown astatine breakneck speed. In the past 12 months, the banal is up implicit 550%, and, arsenic of Jan. 16, it's up astir 72% connected the year.

When a maturation banal explodes by triple digits successful a abbreviated time, it's omniscient to intermission and inquire earlier starting oregon adding to a presumption -- does it inactive person country to grow?

Bloom Energy is selling a merchandise that tin lick a real, urgent problem: information halfway growth. Indeed, monolithic concern into caller information halfway operation successful the U.S., which was implicit $60 cardinal successful 2025 according to CNBC, volition request a concurrent overhaul successful the U.S. electrical grid, overmuch of which was built 50 to 75 years ago.

That's due to the fact that information centers gobble up tremendous amounts of power, which not lone strains accepted grids but besides increases energy costs. Running elephantine warehouses of modern servers connected a powerfulness grid that was built successful the decades pursuing the 2nd World War is simply a look for a grid outage, and modern vigor companies similar Bloom are good alert of the request for idiosyncratic to measurement successful arsenic a stop-gap.

So, however tin Bloom go a information center's trusted sidekick?

Well, for one, its servers make on-site power. Since this is autarkic of electrical grids, customers don't person to interest astir highest prices oregon grid outages. Second, its exertion is modular: Customers tin adhd much servers arsenic their needs grow. Lastly, it's fuel-flexible -- it runs connected earthy state but tin besides tally connected biogas -- and it's cleaner than accepted fossil substance generation.

In immoderate ways, Bloom is already a trusted sidekick: Its lawsuit database includes Fortune 100 companies, similar Walmart, AT&T, and Verizon. Among that database are players successful the information halfway arena, too, similar Equinix and Oracle. It besides formed a blockbuster $5 cardinal strategical concern with Brookfield (NYSE: BAM) to deploy its substance cells for the plus manager's "AI factories."