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NASDAQ:BE 18 January 2026 - 3 July 2026

Bloom Energy Drops After Crusoe Data-Center Pause Raises AI Power Worries

Bloom Energy Drops After Crusoe Data-Center Pause Raises AI Power Worries

Bloom Energy shares fell Wednesday after a data-center project linked to the AI power ramp was put on hold. That pushed investors to ask how fast the fuel-cell pipeline, often in the news, will actually turn into revenue. The stock last changed hands at $235.92, off $23.69 from Tuesday’s finish. It moved between $230.72 and $258.66 earlier in the session.
Bloom Energy Stock Jumps as AI Power Demand Drives Q1 Beat and 2026 Guidance Raise

Bloom Energy Stock Jumps as AI Power Demand Drives Q1 Beat and 2026 Guidance Raise

Bloom Energy lifted its full-year 2026 outlook on Tuesday after reporting that first-quarter revenue more than doubled and the fuel-cell maker flipped to a profit. Quarterly revenue hit $751.1 million for the period ended March 31, up 130.4% year-over-year, while net profit attributable to common shareholders landed at $70.7 million—erasing a $23.8 million loss from a year ago. The results are another signal that AI data center demand is translating into real sales.
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