New York, Jan 25, 2026, 04:56 EST — Market closed
Shares of Bloom Energy Corporation ended Friday at $144.89, slipping 0.5% after a strong January surge. During the session, the stock fluctuated between $137.76 and $148.35, with around 7.8 million shares changing hands. Since the close of 2025, Bloom Energy has climbed about 67%, hitting a high of $155.87 earlier this week. (Investing)
The next test is straightforward: when trading resumes Monday, will the data-center power story continue attracting buyers, or will investors start cashing out? Bloom has become a stand-in for onsite generation — power produced directly at the site — a solution builders use when utility connections drag on longer than expected.
Power is the bottleneck for AI-heavy data centers today, making it the critical factor. Operators want equipment they can manage directly, not systems tied to unpredictable grid schedules. This changes where money goes—and puts more pressure on flawless execution.
A survey backed by Bloom and reported by Data Center Knowledge found that one-third of hyperscalers—major cloud providers—and colocation companies leasing server space plan to have fully onsite power by 2030. Chief marketing officer Natalie Sunderland noted onsite power “is going to be a much more permanent part of their strategy,” while chief commercial officer Aman Joshi warned demand “will not be available on the grid over time.” (DataCenterKnowledge)
U.S. stocks closed out a choppy week with the S&P 500 holding steady on Friday, while the Dow slipped and the Nasdaq gained ground, according to the Associated Press. This uneven action has traders quick to sell into strength in sectors that have surged. (AP News)
Fuel-cell stocks showed a split finish: Plug Power dropped 3.7%, but FuelCell Energy gained 2.1%. This divergence underscores how fast investor focus can shift from “AI power” hype back to fundamental balance-sheet issues.
The downside is clear. With expectations running high, even a hint that data-center clients are postponing builds, slowing orders, or pressing on prices could shake a stock that’s already seen a steep rerate. Fuel-cell projects add another layer of unpredictability — shipments depend heavily on timing and financing decisions.
Investors will get a key update on Feb. 5, when Bloom plans to report its fourth-quarter 2025 results after the market closes, followed by a conference call at 5 p.m. ET. Beyond the headline earnings, all eyes will be on management’s commentary regarding data center bookings, production capacity, and margins — critical factors that could send BE shares sharply up or down. (Bloomenergy)
