Can Bloom Energy Stock Beat the Market in 2026?

• Bloom Energy banal has outpaced the broader marketplace successful 2025.

• Success successful 2026 for Bloom depends connected continued AI infrastructure build-out.

• The institution is profitable and has reported grounds quarterly gross for 4 consecutive quarters.

• 10 stocks we similar amended than Bloom Energy ›

Bloom Energy (NYSE: BE) is having a moment.

After respective years spent successful the red, Bloom Energy has skyrocketed successful 2025. The banal is up astir 250% twelvemonth to day (at the clip of writing). In that aforesaid stretch, the S&P 500 has climbed astir 16%.

In different words, Bloom has delivered astir 16 times the S&P 500's instrumentality successful 2025.

With an awesome tally similar that, the question people becomes: Can Bloom bash it again? Can it bushed the marketplace successful 2026?

Bloom Energy is an vigor institution that makes coagulated oxide substance compartment systems for on-site powerfulness generation.

In a nutshell, these substance cells person substance (like earthy gas) into energy done an electrochemical process alternatively than combustion. This makes them cleaner than accepted fossil substance powerfulness generation.

The institution sells its powerfulness systems to ample commercialized and concern customers who privation reliable 24/7 powerfulness without the precocious emissions of, say, diesel generators. A batch of companies privation this benignant of powerfulness generation, which is wherefore its lawsuit database includes bluish spot names similar Walmart, Target, Home Depot, Equinix, and Oracle.

Those past 2 names (Equinix and Oracle) are important for knowing Bloom stock's unthinkable 2025 run. Indeed, the company's on-site powerfulness systems are a bully acceptable for artificial quality (AI) information centers that request the benignant of 24/7 powerfulness that substance cells tin provide.

On that front, Bloom inked a woody with Brookfield Asset Management (NYSE: BAM) nether which the plus manager plans to put up to $5 cardinal to deploy Bloom's substance compartment exertion for AI infrastructure. Bloom has besides signed a woody with Oracle successful July 2025 to proviso substance cells successful its information centers.

Short answer: Yes. Bloom could repetition a marketplace bushed successful 2026. But for that to happen, 2 things request to enactment consistent.

The archetypal is tied to energy demand. As agelong arsenic utilities conflict to link caller customers, including information halfway operators, to the grid, Bloom's vigor solutions look similar a applicable workaround.

At the aforesaid time, Bloom's substance cells aren't the only alternative powerfulness solutions. The institution besides faces unit from competitors successful its ain industry, similar FuelCell Energy, arsenic good arsenic atomic developers, similar Oklo and NuScale Power, that purpose to presumption precocious reactors arsenic a cleanable vigor solution.