Bloom Energy Surges on Analyst Upgrades and AI Demand, Ranks in Top 500 by Trading Volume

Bloom Energy (BE) surged 4.18% on August 5, 2025, with a trading volume of $0.48 billion, a 69.92% increase from the prior day. The stock’s performance followed analyst upgrades and strong quarterly results. BMO Capital raised its price target to $33 from $18, while Mizuho lifted its forecast to $48, the highest among analysts, citing robust demand from AI data centers. The company reported Q2 revenue of $401.2 million, surpassing estimates, and transitioned to operating profitability after a year-ago loss.

Bloom Energy’s growth is tied to its fuel cell technology addressing energy demands for AI infrastructure. Recent collaborations, including a partnership with Oracle to power AI data centers, have bolstered investor confidence. The deal aims to deploy Bloom’s systems at Oracle Cloud Infrastructure sites, aligning with the surging power needs of AI and cloud computing. Analysts highlight the company’s strategic positioning in the energy transition, though cash burn risks remain a concern.

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