Bloom Energy Surges 1,066% as Data Center Power Crunch Lifts Demand
Updated
Updated · Trefis · Jun 29
Bloom Energy Surges 1,066% as Data Center Power Crunch Lifts Demand
3 articles · Updated · Trefis · Jun 29
Summary
Bloom Energy shares climbed 1,066% from June 25, 2025, to June 26, 2026, as investors embraced its role in easing power shortages for AI-heavy data centers and large factories.
Management had flagged that shift for months, saying customers were no longer debating on-site power and that “time to power” had become the key buying criterion.
Fiscal Q1 2025 results showed the thesis starting to appear in the numbers before the rally: trailing 12-month revenue growth accelerated to 20.9% from a 3-year average of 17.5%.
Profitability also improved, with net margin reaching 0.3% versus a 3-year average of negative 18.8%, suggesting the data-center opportunity was translating into stronger economics.
The run highlights how AI demand extended beyond chipmakers to infrastructure providers supplying the electricity needed to deploy new computing capacity.