Bloom Energy (BE) Surges 18.4% on Nutrabolt Investment and Analyst Upgrades: Is This the Start of a Green Energy Rally?

Summary
• Bloom Energy (BE) surges 18.4% to $65.14, hitting its 52-week high of $65.488
• Nutrabolt’s $210M investment in Bloom Nutrition and analyst upgrades drive momentum
• Options chain shows explosive call volume, with BE20250919C61 up 304%
• Renewable energy sector gains traction as global clean hydrogen investments hit $110B

Bloom Energy’s (BE) 18.4% intraday surge has electrified the renewable energy sector, driven by Nutrabolt’s $210M investment in Bloom Nutrition and a wave of analyst upgrades. The stock’s breakout above its 52-week high of $65.488, coupled with a 5.5% turnover rate, signals strong institutional and retail participation. With the renewable energy sector seeing $110B in clean hydrogen commitments and NextEra Energy (NEE) rising 1.28%, BE’s rally reflects broader green energy optimism.

Nutrabolt’s Strategic Bet and Analyst Optimism Ignite BE’s Surge
Bloom Energy’s (BE) 18.4% rally stems from two pivotal catalysts: Nutrabolt’s $210M investment in Bloom Nutrition, expanding its wellness portfolio, and a flurry of analyst upgrades. Nutrabolt’s stake deepens ties with Keurig Dr Pepper, a major backer, while the energy drink collaboration (Bloom Sparkling Energy) has already proven successful. Meanwhile, Mizuho, JPMorgan, and UBS raised price targets to $31–$41, citing BE’s Q2 earnings beat (19.5% revenue growth) and manufacturing capacity expansion. The stock’s breakout above its 52-week high of $65.488 and 58.6% move from its 200-day MA of $26.07 underscores renewed conviction in its green energy leadership.

Renewable Energy Sector Gains Momentum as Clean Hydrogen Investments Hit $110B
Bloom Energy’s (BE) 18.4% surge outpaces the renewable energy sector’s average 16.2% Q2 gain. Sector leader NextEra Energy (NEE) rose 1.28% as global clean hydrogen commitments reached $110B, with projects like H2Brazil’s 800-MW green hydrogen complex advancing. While BE’s rally is driven by Nutrabolt’s investment and analyst upgrades, peers like Plug Power (PLUG) face headwinds after missing EBITDA estimates. The sector’s momentum is further fueled by Apollo Global’s $3.2B Amprion JV and Hitachi’s $1B US grid expansion, signaling sustained demand for decentralized energy solutions.

Options and ETFs to Capitalize on BE’s Breakout: High-Leverage Calls and Sector ETFs
• 200-day MA: $26.07 (far below) | RSI: 72.83 (overbought) | MACD: 5.07 (bullish) | Bollinger Bands: $39.89–$58.64 (breakout confirmed)
• 50-day MA: $37.04 | 100-day MA: $28.58 | Upper Band: $58.64 (broken) | Lower Band: $39.89

Bloom Energy’s (BE) 18.4% surge has created a high-conviction breakout trade. Key levels to watch include the 52-week high of $65.488 and the 200-day MA of $26.07. While the RSI at 72.83 suggests overbought conditions, the MACD’s 5.07 and bullish Kline pattern indicate momentum. For leveraged exposure, consider the BE20250919C61 and BE20250919C64 options:

• BE20250919C61 (Call, $61 strike, 9/19 expiry):
- IV: 110.54% (high volatility)
- Delta: 0.6826 (moderate sensitivity)
- Theta: -0.3659 (rapid time decay)
- Gamma: 0.0298 (moderate price sensitivity)
- Turnover: $373,400 (high liquidity)
- Leverage: 9.14% (moderate)
- Payoff at 5% upside ($68.39): $7.39/share
- Ideal for short-term bullish bets with high liquidity and volatility.

• BE20250919C64 (Call, $64 strike, 9/19 expiry):
- IV: 99.58% (reasonable)
- Delta: 0.5858 (moderate)
- Theta: -0.3457 (high time decay)
- Gamma: 0.0362 (strong price sensitivity)
- Turnover: $92,549 (solid liquidity)
- Leverage: 13.07% (attractive)
- Payoff at 5% upside ($68.39): $4.39/share
- Balances leverage and liquidity for a 5–7-day holding period.

Aggressive bulls should target the BE20250919C61 for a 304% price gain potential, while the BE20250919C64 offers a safer, high-gamma play. Watch for a pullback to the 50-day MA of $37.04 before initiating long-term positions.

Backtest Bloom Energy Stock Performance
Key findings on Bloom Energy (BE) after an intraday surge of ≥ 18 % (Jan-2022 – Sep-2025):• Only 10 such surges occurred. • Average excess return versus the benchmark stayed positive for ~15 trading days; the strongest out-performance appeared on day 10 (+20.6 %). • Statistical significance was most pronounced between days 4-15; beyond day 17 the edge faded. • Win-rate stayed above 70 % for most of the first two weeks after the event, reinforcing the positive drift.A detailed interactive report is available below.Please scroll to view the interactive event-study dashboard.

Bloom Energy’s Green Energy Breakout: Time to Ride the Momentum or Wait for a Pullback?
Bloom Energy’s (BE) 18.4% surge is a watershed moment for the renewable energy sector, driven by Nutrabolt’s $210M investment and analyst upgrades. While the RSI at 72.83 suggests overbought conditions, the MACD and Kline pattern confirm bullish momentum. Investors should monitor the 52-week high of $65.488 and the 200-day MA of $26.07 for trend confirmation. For sector exposure, NextEra Energy (NEE)’s 1.28% rise highlights the broader green energy rally. Aggressive traders may target the BE20250919C61 for a 304% gain, while conservative investors should wait for a pullback to the 50-day MA of $37.04 before entering long-term positions.