Stock of Bloom Energy Experiencing Rapid Ascension This Week
In a significant development, Bloom Energy's stock has been on a steady rise, increasing by 9.2% from the end of last Friday's session to 2:05 p.m. ET today. This upward trend can be attributed to investor enthusiasm following the announcement of a partnership with tech giant Oracle.
The collaboration between the two companies aims to deploy Bloom's fuel cell technology at select Oracle Cloud Infrastructure (OCI) data centers in the U.S. The objective is to deliver onsite power capable of supporting entire data centers within 90 days, addressing the surging power demands of AI workloads at Oracle’s facilities.
Oracle stands to benefit from this partnership, gaining ultra-reliable, clean, and cost-efficient power. Bloom’s fuel cells produce power with minimal environmental impact, aligning with Oracle’s goal for fully renewable-powered cloud infrastructure. The deployment is expected to reduce emissions by up to 30% depending on implementation.
Bloom Energy has already made a significant impact, having deployed over 400 MW globally, powering data centers for companies such as Equinix, American Electric Power, and Quanta Computing.
Financially, Oracle's stock has surged by over 40% year-to-date in 2025, reaching all-time highs near $245. The partnership with Bloom Energy supports Oracle's strategic focus on AI, aided by a $30 billion cloud deal linked to OpenAI. Analysts from Piper Sandler and Jefferies have recently upgraded Oracle’s stock to “Overweight,” citing leadership in AI cloud infrastructure and enterprise momentum, with price targets around $270.
The growth in revenue and EBITDA sets Bloom Energy apart from its peers, making it a potential investment for those seeking fuel cell exposure. The deal with Oracle suggests that Bloom Energy might have a new opportunity due to the massive amounts of capital that artificial intelligence companies are investing in data centers.
The specific details of the fuel cell deployment deal between Bloom Energy and Oracle were not reported. However, the market's appetite for Bloom Energy remains strong, with UBS analyst Manav Gupta increasing the price target on Bloom Energy to $51 from $29 due to the company's deal with Oracle. The trend of the stock of Bloom Energy (BE) rising seems to be continuing through the remainder of the month.
As the demand for AI infrastructure continues to grow, Bloom Energy's scalable, clean fuel cell technology positions it as a critical energy partner supporting this expansion. The positive analyst sentiment toward Oracle, bolstered by deals leveraging Bloom’s technology for green and reliable power, highlights strong future revenue growth prospects for Oracle and opens avenues for Bloom’s expansion in the data center energy market.
- The partnership between Bloom Energy and Oracle is an investment in technology, as they aim to deploy Bloom's fuel cell technology at Oracle Cloud Infrastructure data centers, targeting AI workloads.
- The collaboration between these companies could potentially create new investment opportunities for those interested in fuel cell exposure, as the demand for AI infrastructure continues to grow.
- The rising stock of Bloom Energy (BE) can be linked to this partnership, also indicating strong future revenue growth prospects due to Oracle's focus on AI cloud infrastructure and enterprise momentum.
