Bloom Energy Has More Room to Run Amid the AI Supercycle, and Its S&P 500 Inclusion Could Add to the Momentum

Bloom Energy (BE -2.86%) got an additional boost Tuesday after it was announced it will be added to the S&P 500 on Sept. 21. The stock’s rally has already tripled its year-to-date price, and the article argues there’s room to run given the “AI supercycle.” It highlights that electricity availability is a key constraint for AI data centers, and positions Bloom’s solid oxide fuel cells as a solution for on-site power. In Bloom’s Q2 earnings report, CEO KR Sridhar said major US hyperscalers and more than a dozen neoclouds and data center operators have validated its power solutions. Q2 revenue rose 165.5% year over year, with guidance raised to $3.9–$4.2 billion.