Why Bloom Energy Stock Popped Today

• FuelCell Energy bushed connected its net study this morning.

• FuelCell highlighted opportunities successful powering information centers -- and Bloom Energy does that, too.

• 10 stocks we similar amended than Bloom Energy ›

Bloom Energy (NYSE: BE) banal jumped 7.3% higher done 11:55 a.m. ET Thursday, and it's not hard to conjecture why.

This morning, chap substance compartment manufacture institution FuelCell Energy (NASDAQ: FCEL) reported a large net beat, sending its shares up much than 36%. Bloom Energy stock, it seems, is simply riding that tailwind created by FuelCell's bully news.

FuelCell ended 2025 connected a precocious note, with gross maturation of 12% successful Q4, and a nett nonaccomplishment of lone $0.85 per stock -- hardly a 3rd of what it was losing 12 months ago. Full-year tallies were adjacent much impressive, with income increasing 41% successful 2025, and losses besides down twelvemonth implicit twelvemonth ($7.42) -- albeit not down arsenic overmuch arsenic successful Q4 alone.

Good quality for FuelCell, of course. But what does it mean for Bloom -- and is it crushed for Bloom Energy banal to beryllium rising today?

Well, according to FuelCell management, it's seeing "accelerating request for energy and information halfway projects successful the U.S. and internationally," and that's not a FuelCell-specific trend, but 1 that should payment the full substance compartment industry, Bloom Energy banal included.

FuelCell notes that it is "deeply focused connected the information halfway market," and Bloom Energy is powering information centers, excessively -- truthful that's a constituent successful the latter's favor. Really, conscionable astir each affirmative macro inclination that FuelCell highlighted successful its study applies arsenic optimistically to Bloom Energy stock, giving Bloom investors bully crushed to beryllium optimistic.

Add successful the information that, dissimilar FuelCell Energy, Bloom Energy banal is already profitable and generating affirmative escaped currency flow, and investors look close today: What's bully quality for FuelCell banal could beryllium large quality for Bloom.

Before you bargain banal successful Bloom Energy, see this:

The Motley Fool Stock Advisor expert squad conscionable identified what they judge are the 10 champion stocks for investors to bargain now… and Bloom Energy wasn’t 1 of them. The 10 stocks that made the chopped could nutrient monster returns successful the coming years.

Consider erstwhile Netflix made this database connected December 17, 2004... if you invested $1,000 astatine the clip of our recommendation, you’d person $511,196!* Or erstwhile Nvidia made this database connected April 15, 2005... if you invested $1,000 astatine the clip of our recommendation, you’d person $1,047,897!*