Kaizen Coordinator

Can the AI power boom justify Bloom Energy's (BE) $85 billion valuation? Bloom Energy has gone from a fuel-cell company to a closely watched power play, as investors bet its technology can help data centers overcome one of the biggest constraints facing AI infrastructure: getting electricity online fast enough. Published September 28, 2026 at 4:45 pm EDT Bloom Energy Corporation (NYSE:BE) has become one of the market's hottest AI infrastructure stocks, increasing in value by an astronomical 9 times since July 2025. However, the story is no longer simply about fuel cells. Investors are betting that the company's technology can solve one of the biggest shortages in the AI industry: getting enough power to data centers quickly. Bloom Energy generated a record $1.06 billion in revenue during the second quarter, up 166% year over year, while non-GAAP gross margin reached 34.3%. Management seems gung-ho as it doubled down on its outlook, raising full-year revenue guidance to $3.9 billion-$4.2 billion and non-GAAP EPS guidance to $2.55-$2.85. The bull case. Bloom's biggest advantage may be that it is solving a problem customers cannot afford to wait on. According to a Lawrence Berkeley National Laboratory study in December 2025, grid interconnection currently takes an average of 55 months, compared with less than two years back in 2008. Bloom's islanded microgrid systems can potentially provide power in months instead of years. That difference can be worth a lot to an AI company. On the Q 2026 earnings call, CEO K.R. Sridhar argued that a 1 GigaWatt AI data center could generate $12 billion-$24 billion of annual revenue, meaning getting power online even a month earlier could potentially unlock $1 billion-$2 billion of revenue for the AI data center operator. The management is also seeing signs that customers are willing to switch. Management said several customers abandoned alternative power solutions and moved to Bloom. The customer traction is becoming harder to ignore. Bloom's backlog is now growing faster than revenue as customers move from individual projects to longer-term orders. All major U.S. hyperscalers and more than a dozen neoclouds and AI labs have also validated and approved Bloom's technology for AI data centers. The bear case. The problem, however, is that Bloom's stock has already priced in an enormous amount of success. Wall Street expects revenue to rise from roughly $4.09 billion in 2026 to $6.83 billion in 2027, while EPS is expected to jump from $2.70 to $4.95. The stock is trading at 57.14x forward earnings. That is lofty considering that those earnings are expected to gallop. That means simply delivering the current forecast may not be enough. Investors need to see continued upside to estimates. There are also execution risks. Bloom is expanding its major manufacturing facility at Fremont from an annual production capacity of 1 GW to 2 GW, with additional expansion possible, but large deployments remain complicated, and project delays can affect revenue timing. Management said its contracts provide flexibility to redeploy equipment when projects are delayed, but recent headlines around Oracle's Project Jupiter show why investors are watching this closely. Oracle invoked force majeure on the $165 billion project, sending Bloom shares lower before they rebounded. Competition is another consideration. Bloom Energy acknowledges that turbines, engines, utilities, renewables, storage and other fuel-cell technologies compete for the same customers. Conclusion. Bloom Energy Corporation's investment story has clearly changed. It is no longer just a speculative fuel-cell company waiting for the energy transition to arrive. Its technology is being pulled into the AI infrastructure buildout because customers increasingly value time to power. The numbers are starting to support the story, with explosive revenue growth, expanding margins, strong cash generation, and a rapidly growing customer base. But at roughly 54x 2027 consensus earnings, the stock needs more than strong growth. It needs Bloom to keep beating expectations and turn today's AI power shortage into a much larger, highly profitable business. That's the real test for the $85 billion valuation. Market sentiment. Market sentiment toward Bloom appears to be strengthening. The number of hedge funds holding the stock in Insider Monkey's database increased from 91 at the end of Q1 to 116 at the end of Q2 2026. Meanwhile, the total value of their positions more than doubled from $4.5 billion to $10.8 billion.

Thanks LeBron: 76ers sign one of NBA's richest jersey patch deals. September 28, 2026 7:58am All eyes will be on the Philadelphia 76ers this season with the arrivals of LeBron James and Jaylen Brown. And fans will see a new logo on the team's jersey, as the club and Bloom Energy disclosed a multiyear partnership. The agreement is the second-biggest jersey patch deal in the NBA, according to two people familiar with the details. The 76ers and Bloom declined to comment on the financials. Crypto.com was the team's patch partner for the previous five years, and the team and firm mutually agreed to end it a year early. The Golden State Warriors have by far the biggest jersey deal. In June, they signed a deal with AI cloud provider Iren worth more than $50 million per year. That represented the richest sponsorship deal in the history of North American team sports. The Los Angeles Lakers (Albert) and New York Knicks (Experience Abu Dhabi) also have deals worth more than $20 million annually, Bloom, which makes oxide fuel cells, is headquartered in San Jose, Calif., but has roots in the region, including its second-largest manufacturing hub located a few miles from Philadelphia in Newark, Del. It employs nearly 1,200 people there, with many of them living in Philadelphia. "This is our second home," KR Sridhar, Bloom Energy founder and CEO, said in a video interview. "They are trying to power the team forward. We are trying to power the state and the country forward." Sridhar said the company's next phase of growth will be powering factories, college campuses, hospitals and more reliably. Bloom will partner with the NBA team on several of its community initiatives and the two will make a seven-figure community investment. Bloom will also be the jersey sponsor of the 76ers' G League team, the Delaware Blue Coats. The partnership will generate significant brand awareness for Bloom, with the 76ers set to have the maximum 34 national TV appearances during the 2026-27 regular season. Bloom generated $3.1 billion in revenue over the last 12 months and has an $81 billion market cap. Its stock has been on fire, up 320% in a year, as AI infrastructure needs fueled energy demand. Last week, Bloom was added to the S&P 500, replacing Molson Coors Beverage. The 76ers shocked the NBA world when they landed James two months ago on a two-year, $8 million free-agent contract, beating out the Miami Heat, Cleveland Cavaliers and other suitors for the NBA's all-time leading scorer. The signing spurred a surge in interest in the club for ticketing and sponsorships. The 76ers and Bloom started conversations on their partnership around the time James signed, said Tad Brown, CEO of the 76ers and Harris Blitzer Sports & Entertainment. The James signing "put wind in our sails" on the business side leading up to the season, according to Brown. "You have to be prepared for it," Brown said. "We've been building the same infrastructure and the same brand for the period that I've been here and before. So, what has happened most recently is it's really given us an opportunity to take advantage of some of the new excitement around the club." Sports consulting firm Elevate, which is part-owned by HBSE, facilitated the relationship between Bloom and the Sixers. The 76ers tip off their season Oct. 20 at Madison Square Garden, where the New York Knicks will raise their championship banner on the NBA's opening night.

GE Vernova vs. Bloom Energy: which AI power stock has the edge? AI's power bottleneck is creating two very different opportunities. See how GE Vernova and Bloom Energy compare in terms of growth, valuation, risk, and ability to power the data center boom. By Rick Orford - Sep 27, 2026 at 4:45PM EST GE Vernova (GEV +0.27%) and Bloom Energy (BE +8.27%) are addressing the AI data center power shortage from opposite directions. One brings generation and grid scale. The other brings fast onsite deployment. I break down the growth, valuation, risks, and the one trade-off that could determine which stock has the stronger long-term setup. Stock prices used were the market prices of Sept. 11, 2026. The video was published on Sept. 27, 2026. Is GE Vernova a smart long-term play? Before you buy stock in GE Vernova, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now... and GE Vernova wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of its recommendation, you'd have $383,680!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of its recommendation, you'd have $1,382,954!* Now, it's worth noting Stock Advisor's total average return is 937% - a market-crushing outperformance compared to 214% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. *Stock Advisor returns as of September 27, 2026.