{"id":5639,"date":"2026-09-08T15:15:30","date_gmt":"2026-09-08T15:15:30","guid":{"rendered":"https:\/\/tradertideinsights.com\/?p=5639"},"modified":"2026-09-08T15:15:30","modified_gmt":"2026-09-08T15:15:30","slug":"bloom-energy-stock-surges-8-as-sp-500-inclusion-boosts-investor-interest","status":"publish","type":"post","link":"https:\/\/tradertideinsights.com\/?p=5639","title":{"rendered":"Bloom Energy stock surges 8% as S&P 500 inclusion boosts investor interest"},"content":{"rendered":"
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Bloom Energy stock BE rose 8% on Tuesday after the company was selected for inclusion in the S&P 500, adding another potential catalyst for the energy company as demand for power solutions from artificial intelligence data centers continues to grow.<\/p>\n

S&P Dow Jones Indices announced after Friday\u2019s market close that Bloom Energy would join the benchmark index. <\/p>\n

The stock will begin trading as part of the S&P 500 on September 21.<\/p>\n

UBS analyst Manav Gupta also raised his price target for Bloom Energy to $325 from $300 while maintaining a Buy rating. <\/p>\n

Based on the stock\u2019s previous close, the new target implied more than 28% upside.<\/p>\n

S&P 500 inclusion could increase passive demand<\/h2>\n

Gupta said that S&P 500 additions have historically resulted in a meaningful increase in passive ownership as index funds purchase shares of newly included companies. <\/p>\n

He described Bloom Energy\u2019s inclusion as a significant positive catalyst for the stock.<\/p>\n

Bloom Energy also stands out as the first energy company to be added to the S&P 500 since 2022. <\/p>\n

Cheniere Energy had previously been considered a potential addition but was not selected.<\/p>\n

The inclusion comes as Bloom benefits from growing demand for power infrastructure linked to the expansion of AI data centers.<\/p>\n

Bloom targets data center power bottlenecks<\/h2>\n

The rapid expansion of AI infrastructure has created significant challenges around electricity supply. <\/p>\n

Securing a transmission connection to a regional power grid can take four to seven years, while transmission operators face backlogs and shortages of high-voltage transformers and other equipment.<\/p>\n

Bloom Energy offers an alternative through its solid-oxide fuel cells, which can operate using natural gas, biogas or hydrogen. <\/p>\n

The systems are factory-fabricated and can be installed on-site within three to four months, potentially allowing data center operators to secure power without waiting for a traditional grid connection.<\/p>\n

The company’s technology has gained validation among hyperscalers and neocloud operators. <\/p>\n

In 2024, Bloom delivered a fuel cell power system for an Oracle cloud infrastructure AI data center in 55 days.<\/p>\n

During Bloom\u2019s second-quarter earnings call, CEO K.R. Sridhar said that \u201cover a dozen US neoclouds, AI labs and colocation data center operators have validated and approved our power solutions.\u201d<\/p>\n

Revenue outlook strengthens as AI demand grows<\/h2>\n

Bloom reported more than $1 billion in quarterly revenue for the first time in the second quarter. <\/p>\n

Management subsequently raised its full-year revenue forecast to $3.9 billion to $4.2 billion, with the midpoint representing a 100% increase from the previous year.<\/p>\n

The company also expects full-year non-GAAP operating income of $800 million to $900 million.<\/p>\n

Bloom has expanded its financing and strategic partnerships as demand increases. <\/p>\n

Brookfield Asset Management increased its project financing framework with Bloom from $5 billion to $25 billion. <\/p>\n

Separately, Industrial Development Funding partnered with Oaktree, MUFG and Morgan Stanley on a $1.7 billion project investment supporting Bloom fuel cell deployments for Nebius\u2019 AI infrastructure.<\/p>\n

Bloom has also introduced Power Connect, which it says reduces on-site power installation time by more than 40%.<\/p>\n

Analysts expect Bloom\u2019s earnings per share to reach $2.67 this year, up 251% from $0.76 in 2025. The stock trades at about 94 times projected earnings, while analysts forecast annual EPS growth of 84% in 2027 and 60% in 2028.<\/p>\n

With index funds set to add Bloom Energy ahead of its September 21 S&P 500 inclusion, retail investors looking to gain exposure to the AI power infrastructure theme are likely to do so through investment platforms<\/a>.<\/p>\n

The post Bloom Energy stock surges 8% as S&P 500 inclusion boosts investor interest<\/a> appeared first on Invezz<\/a><\/p>\n

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Bloom Energy stock BE rose 8% on Tuesday after the company was selected for inclusion in the S&P 500, adding another potential catalyst for the energy company as demand for power solutions from artificial intelligence data centers continues to grow.S&P Dow Jones Indices announced after Friday\u2019s market close that Bloom Energy would join the benchmark…<\/p>\n","protected":false},"author":1,"featured_media":5640,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-5639","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-stock"],"_links":{"self":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts\/5639","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5639"}],"version-history":[{"count":0,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts\/5639\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/media\/5640"}],"wp:attachment":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5639"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=5639"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=5639"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}