Why Bloom Energy Stock Popped Today

By Rich Smith – Dec 18, 2025 at 12:14PM ESTKey PointsFuelCell Energy beat on its earnings report this morning.FuelCell highlighted opportunities in powering data centers -- and Bloom Energy does that, too.These 10 Stocks Could Mint the Next Wave of Millionaires ›NYSE: BEBloom EnergyMarket Cap$18BToday's Changeangle-down(5.33%) $4.10Current Price$81.07Price as of December 18, 2025 at 1:01 PM ETGood news for unprofitable FuelCell Energy could be great news for profitable Bloom Energy stock.Bloom Energy (BE +5.33%) stock jumped 7.3% higher through 11:55 a.m. ET Thursday, and it's not hard to guess why. This morning, fellow fuel cell industry company FuelCell Energy (FCEL +33.92%) reported a big earnings beat, sending its shares up more than 36%. Bloom Energy stock, it seems, is simply riding that tailwind created by FuelCell's good news. Image source: Bloom Energy. FuelCell 2025 earnings report FuelCell ended 2025 on a high note, with revenue growth of 12% in Q4, and a net loss of only $0.85 per share -- barely a third of what it was losing 12 months ago. Full-year tallies were even more impressive, with sales growing 41% in 2025, and losses also down year over year ($7.42) -- albeit not down as much as in Q4 alone. Good news for FuelCell, of course. But what does it mean for Bloom -- and is it reason for Bloom Energy stock to be rising today? ExpandNYSE: BEBloom EnergyToday's Change(5.33%) $4.10Current Price$81.07Key Data PointsMarket Cap$18BDay's Range$80.01 - $85.3052wk Range$15.15 - $147.86Volume8.6MAvg Vol15MGross Margin33.24% Is Bloom Energy stock a buy? Well, according to FuelCell management, it's seeing "accelerating demand for electricity and data center projects in the U.S. and internationally," and that's not a FuelCell-specific trend, but one that should benefit the entire fuel cell industry, Bloom Energy stock included.Advertisement FuelCell notes that it is "deeply focused on the data center market," and Bloom Energy is powering data centers, too -- so that's a point in the latter's favor. Really, just about every positive macro trend that FuelCell highlighted in its report applies equally optimistically to Bloom Energy stock, giving Bloom investors good reason to be optimistic. Add in the fact that, unlike FuelCell Energy, Bloom Energy stock is already profitable and generating positive free cash flow, and investors appear correct today: What's good news for FuelCell stock could be great news for Bloom.About the AuthorRich Smith is a contributing Motley Fool defense and stock market analyst covering publicly traded and emerging companies in defense, space, aerospace, and other sectors. Prior to The Motley Fool, Rich practiced international corporate law for Clifford Chance in Russia, and for the Russian-Ukrainian Legal Group in Moscow, Kyiv, and Washington, D.C. He holds a bachelor’s degree in international relations from the College of William & Mary, a law degree from the University of Baltimore, and a language certification from the International Institute of Russian Language & Culture in Tver, Russian Federation. The Globe and Mail once featured him as “one of the best stock pickers since 2009.”TMFDittyX@RichSmithFoolRead NextDec 17, 2025 •By Howard SmithWhy Did Bloom Energy Stock Tank Today?Dec 15, 2025 •By Catie HoganWhy Shares of BE Got Crushed Last WeekDec 12, 2025 •By Rich SmithWhy Bloom Energy Stock Dropped TodayDec 12, 2025 •By Neha ChamariaWhy Is Bloom Energy Stock Crashing This Week?Dec 6, 2025 •By Brett SchaferWhy Bloom Energy Stock Sank 17.3% In NovemberDec 2, 2025 •By Howard SmithWhy Did Bloom Energy Stock Pop Today?