Bloom Energy's 0.72 Gain Driven by AI and Clean Energy Deals, Traders 195th in $430M Volume Rank

On August 21, 2025, Bloom Energy (BE) closed with a 0.72% gain, trading at a volume of $0.43 billion—a 32.5% drop from the previous day, ranking it 195th in market activity. The stock’s recent performance has been driven by strategic developments in the clean energy and AI infrastructure sectors.

Bloom Energy’s CEO, KR Sridhar, highlighted ongoing negotiations with hyperscalers during a Bloomberg interview, signaling potential expansion beyond its July milestone deal with Oracle. The Oracle agreement, which leverages Bloom’s fuel cell technology to power AI data centers, has set a precedent for direct partnerships with cloud providers. Sridhar’s comments suggested further collaborations are imminent, capitalizing on the growing demand for clean energy solutions in AI-driven infrastructure.

Macroeconomic factors also contributed to the stock’s momentum. A lower-than-expected CPI report raised expectations for a September Federal Reserve rate cut, typically benefiting high-growth stocks. Analysts noted that reduced borrowing costs could enhance the appeal of companies like Bloom, which operate in capital-intensive, long-term projects. However, the stock trades at 6.5x sales and 82x earnings estimates, reflecting elevated valuations amid its positioning in the AI energy market.

The strategy of buying the top 500 stocks by daily trading volume and holding them for one day from 2022 to present yielded a compound annual growth rate (CAGR) of 6.98%. The approach experienced a maximum drawdown of 15.59% during the backtest period, with a notable decline in mid-2023 underscoring the risks of high-volume trading strategies.