Financial PerformanceAnalyst estimates for Bloom Energy's adjusted EBITDA have increased by 35% for 2025 and 62% for 2026 due to higher order volumes.
Growth PotentialThere is growing confidence in Bloom Energy's potential for future deals with utilities and hyperscalers.
Strategic PartnershipThe recently announced deal with AEP highlights the advantages of Bloom Energy's offering, including time-to-power, reliability, AI load-following, no combustion, and relatively easier ability to attach carbon capture versus other forms of power generation.