Bloom Energy’s stock soared over 240% in just six months, rocketing from $90 to over $300, fueled by massive AI contracts and stellar earnings. The real catalyst? Oracle’s April deal for up to 2.8 gigawatts of Bloom’s fuel cells—delivered in just 55 days—to power its AI infrastructure, proving fuel cells can meet next-gen demand faster than traditional grids. With revenue up 130% YoY, a stunning $72M profit, and a record $653M in product sales, Bloom’s momentum is unstoppable. Their partnership with Brookfield expanded from $5B to $25B, and with a massive backlog and strong contract flow, all eyes are on their Q2 earnings on July 28 to see if the climb continues.
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