NEW YORK, January 3, 2026, 10:58 ET — Market closed.
- Bloom Energy closed up 13.58% on Friday at $98.69; shares last traded at $99.60 in after-hours.
- Fuel-cell peers Plug Power and FuelCell Energy also posted double-digit gains in the first session of 2026.
- Traders now focus on next week’s U.S. data releases and the timeline for Bloom’s next quarterly results.
Bloom Energy Corporation shares surged 13.58% to end Friday’s session at $98.69, and last traded at $99.60 in after-hours dealings. The stock finished the first trading day of 2026 up $11.80 from Thursday’s close.
The move put the fuel-cell maker back near the $100 mark after a choppy year-end for high-volatility clean-energy and “AI power” trades. U.S. stocks started 2026 with a rebound in parts of the market outside mega-cap tech, while Treasury yields rose.
Energy and infrastructure names tied to data-center buildouts have remained in focus as investors weigh the cost and speed of adding power, especially for large AI workloads. “AI infrastructure is up,” said Jed Ellerbroek, a portfolio manager at Argent Capital, describing Friday’s market tone.
Bloom’s jump tracked a broader rally in fuel-cell names. Plug Power climbed 13.20% to $2.23, and Ballard Power Systems rose 5.51%, MarketWatch data showed.
FuelCell Energy gained 11.76% to close at $8.17, also outperforming the broader market on the day, according to MarketWatch.
The rebound fit a “buy the dip, sell the rip” mindset, said Joe Mazzola, head of trading & derivatives strategist at Charles Schwab, adding that investors have become more sensitive to what they “pay for some of the AI plays.”
Recent company disclosures have centered on financing. A Bloom Energy filing showed the company entered into a credit agreement providing a $600 million senior secured multicurrency revolving credit facility — a bank line that can be drawn and repaid — to support operations. SEC
Bloom has also pitched its fuel-cell systems as a way to supply onsite electricity for large customers without waiting for grid upgrades. Brookfield Asset Management said in October it would invest up to $5 billion in Bloom’s fuel-cell technology to help power data centers, a deal that helped put the company on many traders’ “AI infrastructure” screens.
Fuel cells generate electricity through an electrochemical process rather than combustion, which can make them attractive for customers seeking reliable onsite power with lower local emissions than traditional generators. Bloom also sells electrolyzers used to produce hydrogen, according to company materials.
Investors are now watching whether Friday’s move marks a durable turn or another swing in a stock known for sharp, fast rotations. Order flow tied to data centers, capacity expansion and margins will likely dominate the next round of debate on Wall Street.
Before the next session, the macro calendar may matter as much as company news. Reuters’ “Week Ahead” preview flagged employment data as the headline economic release in the coming days, alongside the ramp into fourth-quarter earnings season and inflation reports later in January.
For Bloom, the next major catalyst is its quarterly update. Nasdaq lists Feb. 26, 2026 as an estimated earnings date, noting it is derived from an algorithm rather than a company announcement.
