Key Points

  • Bloom Energy has posted enormous revenue growth due to high demands for its energy systems.

  • Its most recent product will reduce installation time by 40%, potentially speeding up deployments.

  • Bloom is poised for tremendous growth, although much future growth has been priced into the stock.

  • 10 stocks we like better than Bloom Energy ›

Bloom Energy (NYSE: BE) has been crushing the market for well over a year. The stock almost quadrupled in 2025 (about 291% overall), and it has so far doubled in 2026. The S&P 500, meanwhile, gained about 16% last year, and it has risen about 12% on the year.

Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »

The question is, Can Bloom keep outperforming? I think it can, although future gains will likely be harder won.

First, the bull case. That starts, undoubtedly, with Bloom's extraordinary growth. Second-quarter revenue soared over the $1 billion mark for the first time in company history. Demand for Bloom's energy servers is so high that management raised its full-year outlook to between $3.9 billion and $4.2 billion, which would represent 100% revenue growth at the midpoint.

There are plenty of reasons to assume the momentum will continue. Artificial intelligence data centers need gargantuan amounts of electricity, and few companies can match Bloom's speedy ability to deploy on-site power. Indeed, Bloom's 90-day timeline just got better: Its now "Power Connect" deployment reduces installation time by 40%.

The problem is price. Even though Bloom trades at about 42% lower than its 52-week high, the stock carries a hefty $60 billion valuation. At roughly $202 a share, Bloom trades around 270 times trailing earnings.

Still, Bloom doesn't have to post triple-digit gains to beat the market, and with Bloom's outlook, mature growth could outpace the S&P. Earnings will likely have to catch up with expectations -- there's likely volatility ahead -- but if you've got a long time horizon, Bloom is a compelling energy stock to add to your portfolio.

Should you buy stock in Bloom Energy right now?

Before you buy stock in Bloom Energy, 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 Bloom Energy 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 our recommendation, you’d have $429,223!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,318,055!*

Now, it’s worth noting Stock Advisor’s total average return is 965% — a market-crushing outperformance compared to 212% 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 August 22, 2026.

Steven Porrello has positions in Bloom Energy. The Motley Fool has positions in and recommends Bloom Energy. The Motley Fool has a disclosure policy.