Bloom Energy Rises 1.63% on Analyst Upgrades and Oracle Pact, $1.05B Volume Ranks 93rd

On September 18, 2025, , , ranking 93rd in market activity. Analyst activity and strategic partnerships have driven recent momentum, positioning the stock for potential long-term growth.

, citing the company’s role in addressing AI data center power demand. Bloom’s recent agreement to supply fuel cells for Oracle’s AI data centers highlights its ability to deliver rapid, reliable power amid grid constraints. Analysts note that the company’s flexible manufacturing allows it to double capacity within six months, .

Financial performance reinforced the bullish outlook. , , . The company reaffirmed its 2025 guidance, . .

Strategic leadership additions and legislative tailwinds bolster confidence. Bloom appointed Aaron Hoover, former Morgan Stanley energy banker, to lead corporate development, and Siemens’ joined its board. The One Big Beautiful Bill Act restored a 30% investment tax credit for fuel cell projects, enhancing customer incentives. , creating potential for a short squeeze if positive momentum continues.

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