--- title: "BE Bloom Energy" canonical: "https://supercyclehq.com/stock/bloom-energy" type: "stock" dataAsOf: "2026-11-06" ticker: "BE" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Bloom Energy (BE) Bloom Energy makes solid-oxide fuel cells, systems that generate electricity onsite from fuel without combustion. ## AI Exposure Score **70/100, Core.** Bloom sells solid-oxide fuel cells that give data centers fast onsite power without waiting for grid interconnection, with large commitments including Oracle. Data center orders have become the dominant growth engine, so the thesis now rests on AI power scarcity persisting. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $173.24 | | Change 1d | +3.41% | | Change 7d | -14.73% | | Change 30d | -36.50% | | Change 1y | +28.13% | | 52-week high | $345.85 | | 52-week low | $76.97 | | Market cap | $51.2B | | P/E | 104.99 | | EPS | $1.65 | | Next earnings | 2026-10-22 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NYSE | | Sector | Industrials | | Headquarters | San Jose, California | | CEO | K. R. Sridhar | | Employees | 2,214 | | Website | https://www.bloomenergy.com | | Buildout layers | [Power & Energy](https://supercyclehq.com/category/power-energy) | ## What the company does Bloom Energy makes solid-oxide fuel cells, systems that generate electricity onsite from fuel without combustion. It makes money selling these energy servers and long-term service, increasingly to data center customers who cannot wait for grid connections. Its core products are fuel cell energy servers and onsite power installations for data centers. The pitch is speed: a data center can get power from Bloom systems far faster than from a new grid interconnection, and its commitments include a multi-gigawatt agreement with Oracle. Founded in 2001 and headquartered in San Jose, California, Bloom trades on the NYSE and employs about 2,214 people. ## Role in the AI buildout Bloom sits in the Power & Energy layer of the buildout, answering its most binding constraint: electricity. AI data centers need power faster than grids can connect them, and Bloom's fuel cells deliver onsite generation without the interconnection queue, with large commitments including Oracle. Data center orders have become the dominant growth engine, so the thesis now rests on AI power scarcity persisting, which earns it an AI Exposure Score of 70 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Whale Rock Capital](https://supercyclehq.com/investors/whale-rock) | Whale Rock Capital Management | $486.8M | 3.91% | trimmed | 2026-06-30 | | [Light Street Capital](https://supercyclehq.com/investors/light-street) | Light Street Capital Management | $25.5M | 2.99% | increased | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $8.5M | 0.03% | trimmed | 2026-06-30 | ## Recent news - [Bloom Energy Supports Oxford Firefighters and Local Families Ahead of Georgia-Ole Miss Matchup](https://finance.yahoo.com/energy/articles/bloom-energy-supports-oxford-firefighters-212400592.html?.tsrc=rss) (source, 2026-11-06) - [Bloom Energy Rises 2%, AMD Up 8% as AI Stocks Rebound From Midterm Rout](https://www.tikr.com/blog/bloom-energy-rises-2-amd-up-8-as-ai-stocks-rebound-from-midterm-rout?ref=yahoofinance&tlnk=yf-261106-qv7xx7qr&.tsrc=rss) (source, 2026-11-06) - [Is Bloom Energy (BE) A Bargain Following Election Driven AI Data Center Fears?](https://finance.yahoo.com/markets/stocks/articles/bloom-energy-bargain-following-election-051346362.html?.tsrc=rss) (source, 2026-11-06) - [Should You Wait Before Buying Bloom Energy Stock?](https://www.trefis.com/stock/be/articles/622621/should-you-wait-before-buying-bloom-energy-stock/2026-11-05?.tsrc=rss) (source, 2026-11-06) - [Can Bloom Energy Stock Jump 50%?](https://www.trefis.com/stock/be/articles/622888/can-bloom-energy-stock-jump-50/2026-11-05?.tsrc=rss) (source, 2026-11-06) ## FAQ ### What does Bloom Energy do? Bloom makes solid-oxide fuel cells that generate electricity onsite from fuel without combustion. It sells these energy servers and service contracts, increasingly to data centers that need power faster than grids can deliver. ### How is Bloom Energy exposed to AI? Through data center power. Orders from data centers, including a multi-gigawatt Oracle agreement, are now its dominant growth engine, so the thesis rests on AI power scarcity persisting. Supercycle scores its exposure at 70 out of 100. ### What are Bloom's main products? Fuel cell energy servers that generate electricity onsite, and turnkey onsite power installations for data centers that bypass the wait for grid interconnection. ### Where is Bloom headquartered and who leads it? Bloom is headquartered in San Jose, California, and led by CEO KR Sridhar. The company was founded in 2001, employs about 2,214 people, and its shares trade on the NYSE. ### Is BE a pure play AI stock? No, but its growth now leans on AI. Bloom sells onsite power broadly, with data center demand the dominant driver. An AI Exposure Score of 70 out of 100 places it high on the leaderboard. --- Source: https://supercyclehq.com/stock/bloom-energy. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.