Bloom Energy has surged with a 163.2% gain year-to-date, driven by strong AI data center demand and a raised revenue forecast of up to $4.2 billion for FY26. It reported positive operating cash flow and major contracts with US hyperscalers. Meanwhile, Plug Power's growth is modest with a 2.5% revenue increase and ongoing losses, focusing on material handling rather than AI power. The widening market cap gap highlights Bloom's leadership in AI onsite power and Plug's challenging turnaround path.
As of Sep 24, 2026 22:51 WIB, Bloom Energy (BE) trades at USD 259.46 with a 1-day decline of 5.72% and a market cap of $81.05 billion on Pluang. In contrast, Plug Power (PLUG) is priced at USD 1.96, down 3.92% in one day, holding a market cap of $2.86 billion. The significant market cap difference between Bloom Energy and Plug Power is evident, with Bloom's value exceeding $81 billion, underscoring its dominant position in the AI onsite power sector.
Bloom Energy's biggest deployment, a 2.45 GW fuel cell project at Oracle's Project Jupiter data center in New Mexico, is delayed due to a natural gas pipeline setback pushed from August 2026 to February 2027. This delay threatens Bloom's revenue targ...
Fuel cell stocks including FuelCell Energy, Plug Power, and Bloom Energy dropped between 4% and 8% due to a sharp rise in 10-year U.S. Treasury yields, which hit 5.11%, the highest since 2007. Higher yields increase borrowing costs, making it harder ...
Bloom Energy's stock fell 6% following a remarkable 190% gain year-to-date, driven by high demand for its AI-powered onsite fuel cell systems. Despite the sharp drop, the company's strong Q2 FY2026 results and raised full-year guidance remain intact,...
Bloom Energy's stock jumped 38% in the past month, driven largely by its recent inclusion in the S&P 500 index, which forced index funds to buy shares. This mechanical buying contrasts with declines in its fuel cell peers, indicating the rise is spec...
