Ceres Power Shares Surge 4% as Bosch Stake Sold.

Ceres Power Holdings shares rose 4% after Bosch sold its remaining 14% stake, removing an overhang that had been a drag on the stock. Panmure Liberum calls it a "line in the sand" and keeps its buy rating with a 150p price target. Other partners remain committed, and the company's fuel cell technology could benefit from the growing demand for reliable, low-carbon power in data centers.

San Francisco, CA – September 12, 2025 – Shares of Bloom Energy (NYSE: BE) experienced a significant 4% increase today, closing at $84.68, following Bosch's sale of its remaining 14% stake in the company. The move removed a longstanding overhang that had been a drag on the stock, according to Panmure Liberum, which maintains a buy rating with a 150p price target Bloom Energy (BE) Soars 14.5% as Fuel Cells Set to Power Massive Wyoming Data Center, Igniting AI Power Revolution^[1].

The sale of Bosch's stake comes at a time when Bloom Energy is at the forefront of the AI and data center revolution. In September 2025, Bloom's advanced fuel cells were selected to power a massive 900-megawatt (MW) power facility in Wyoming, primarily serving a 1.8-gigawatt (GW) data center. This project, spearheaded by BFC Power LLC, is a critical milestone for Bloom, highlighting its technological prowess and positioning it as a leader in stationary fuel cells .

The Wyoming project underscores Bloom's ability to provide rapidly deployable and reliable power solutions, a crucial advantage for data centers. The company's fuel cells can run on natural gas, biogas, or hydrogen, offering a low-emission alternative to traditional power generation. This "behind-the-meter" solution is particularly appealing for hyperscale data center operators seeking high reliability and resiliency .

The market's positive reaction to the Wyoming project and Bosch's stake sale signals strong validation of Bloom's technology. Analysts from firms like RBC Capital, BTIG, Morgan Stanley, and UBS have raised their price targets, highlighting Bloom's "time to power advantage" and its potential in the AI and high-performance computing data center market .

The Wyoming project is poised to create significant ripple effects across the energy and technology sectors. Bloom Energy's success in securing this monumental project validates its solid oxide fuel cell technology for large-scale, continuous power generation. Data center developers and operators, such as Crusoe and Tallgrass, stand to gain from a reliable, efficient, and rapidly deployable power solution. Additionally, natural gas and biogas suppliers may benefit from increased demand, while traditional utilities face challenges due to reduced reliance on the central grid .

Looking ahead, Bloom Energy's trajectory is marked by both immense opportunity and strategic challenges. The company has projected total revenue between $1.65 billion and $1.85 billion for full-year 2025, representing significant year-over-year growth. Bloom plans to invest $100 million to double its manufacturing capacity from 1 GW to 2 GW by the end of 2026 .

The Wyoming project represents a critical inflection point in the broader energy transition, driven by the unprecedented demands of the AI era. It addresses the escalating power needs of AI, the acceleration of distributed energy models, and the urgent imperative for decarbonization. The project serves as a prime example of large-scale, "behind-the-meter" power generation, reinforcing the trend towards greater energy independence and resilience .