NEW YORK, Jan 4, 2026, 8:00 PM ET — Market closed
- Bloom Energy shares jumped 13.6% on Friday, closing at $98.69
- A Taiwanese disclosure showed Quanta’s U.S. unit plans a roughly $502 million purchase from Bloom
- Focus turns to U.S. jobs data on Jan. 9 and Bloom’s next earnings update expected in late February
Bloom Energy Corp shares surged 13.6% on Friday to close at $98.69, putting the fuel-cell maker in focus heading into Monday’s U.S. session.
The rally matters because it underscores how quickly traders are chasing signs that demand for on-site power is turning into large, disclosed spending commitments. It also comes as investors test whether project announcements translate into revenue and cash collections, not just headlines.
A late-December disclosure from Taiwan helped sharpen that debate. Quanta Computer said its U.S. unit would buy fuel-cell microgrid systems from Bloom for about $502 million, a purchase that traders circulated into the first full trading week of 2026. MoneyDJ
In the filing, Quanta’s subsidiary QMN (Quanta Manufacturing Nashville LLC) said it would acquire three “fuel cell microgrid systems” located in California, including installation and technical services, for about $502.154 million. The disclosure broke out the amounts across three facilities labeled B18, B16 and B19. MoneyDJ
A microgrid is a local power network that can operate independently from the wider utility grid. For companies facing long waits to secure new grid connections, it can be a way to add capacity faster — a key selling point for fuel-cell systems that run on natural gas today and can be adapted to lower-carbon fuels over time.
Bloom has also moved to bolster liquidity. A U.S. regulatory filing showed the company entered a $600 million senior secured multicurrency revolving credit facility with Wells Fargo that matures in December 2030, with proceeds earmarked for working capital, capital spending and permitted acquisitions. A revolving credit facility is a bank line that can be borrowed, repaid and borrowed again. SEC
The move spilled into the broader fuel-cell group on Friday. Plug Power rose 12.7%, FuelCell Energy gained 11.7% and Ballard Power added 5.5%, suggesting investors were also positioning for a sector-wide bounce rather than a single-stock trade.
Bloom ended Friday just under the $100 mark after trading between $88.84 and $100.35, leaving that round-number level in play as a near-term technical pivot when markets reopen.
But the upside case still hinges on execution and timing. Quanta’s disclosure did not lay out a delivery schedule for the systems, and large projects can shift revenue and cash receipts across quarters; Bloom’s bank facility also carries leverage and interest-coverage tests that could tighten flexibility if operating results soften. MoneyDJ
Macro data is the near-term backdrop. Investors will be watching the U.S. employment report for December 2025 due on Friday, Jan. 9, and the Consumer Price Index report for December 2025 due on Tuesday, Jan. 13 — releases that can move rate expectations and risk appetite across high-beta industrial and clean-energy names. Bureau of Labor Statistics
Company-side, the next clear catalyst is Bloom’s quarterly report. MarketBeat and Zacks estimate the company will report after the close on Feb. 26, based on past scheduling, with traders looking for guidance and any update on large-customer deployments and project conversion into revenue. Marketbeat
