Bloom Energy Corp (NYSE:BE) shares are trading higher during Tuesday’s pre-market session as traders continue to lean into AI data center demand themes tied to Bloom's fuel-cell deployments.
- Bloom Energy stock is surging to new heights today. What’s fueling BE momentum?
Bloom Energy Lands Massive AI Power Deal
Nebius Group NV (NASDAQ:NBIS) has partnered with Bloom Energy to use Bloom's on-site fuel cell technology to power its new AI infrastructure. The 10-year, multi-phase agreement is built around “behind-the-meter” power generation and could bring Bloom up to $2.6 billion in total service fees. Nebius expects the first project to be operational this year, featuring a massive 328 megawatts of installed power capacity.
Why This Matters For The AI Industry
Right now, the biggest bottleneck for building new AI data centers is not securing GPUs, it is getting the electricity to run them. Traditional grid connections, building new substations, and navigating lengthy permitting processes are heavily delaying major AI campuses. In fact, some massive 1-gigawatt builds are seeing their launch dates pushed out as far as 2030.
Because Bloom provides on-site power generation that can be deployed immediately, it completely bypasses these major grid delays. This “deployable now” pitch is gaining serious traction, making Bloom’s technology highly attractive to an AI industry desperate for fast, reliable energy solutions.
Bloom Energy Stock: Key Levels To Watch
Bloom is still in a powerful long-term uptrend, with the stock up 1430.82% over the past 12 months and trading above every major moving average. At $314.30, shares are trading 12.8% above the 20-day SMA ($277.92), 47.4% above the 50-day SMA ($212.74), and 135.6% above the 200-day SMA ($133.12), which is classic "extended" positioning where pullbacks can get sharp if momentum cools.
MACD is the cleaner momentum lens here, and the recent signal has been "cooling" because MACD is below its signal line, which often means upside pressure is fading versus the prior upswing. The bigger-picture trend structure remains constructive with the 20-day SMA above the 50-day SMA, plus a golden cross (50-day above 200-day) that occurred in June 2025.
The stock is also pressing toward its 52-week high ($322.83), after a prior 52-week high was set in May, which can turn into a profit-taking zone even on good headlines. A recent swing high formed in May and a swing low formed in March, so the current move is happening from an already-elevated base rather than a washed-out level.
- Key Resistance: $322.83 — the current 52-week high area, which often acts like a breakout/failed-breakout pivot
- Key Support: $277.92 — near the 20-day SMA, a first spot bulls often try to defend on a pullback
How Bloom Energy Powers AI Infrastructure
Bloom Energy designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation. Its Bloom Energy Servers are fuel-flexible and can use natural gas, biogas, and hydrogen to create 24/7 electricity for stationary applications.
That matters for AI infrastructure because data centers need steady power, and "behind-the-meter" setups can help customers add capacity without waiting on congested local grids. Bloom sells its systems in the United States and internationally, so large deployments like a 328 MW first project can act as reference wins that pull in follow-on projects.
Bloom Energy Benzinga Edge Scorecard Breakdown
Below is the Benzinga Edge scorecard for Bloom Energy, highlighting its strengths and weaknesses compared to the broader market:
- Momentum: Bullish (Score: 99.75) — The stock is showing outsized relative strength, consistent with its steep run above key moving averages.
- Value: Weak (Score: 0.6) — The market is pricing in a lot of future upsides, leaving less room for error if growth expectations cool.
- Growth: Bullish (Score: 98.57) — The setup reflects strong growth expectations, which fits the AI data-center power narrative driving interest.
The Verdict: Bloom Energy’s Benzinga Edge signal reveals a classic High-Flyer setup, with momentum and growth doing the heavy lifting while value screens as very stretched. For longer-term investors, that usually means the trend can stay strong, but entries tend to matter more because pullbacks can be fast when sentiment shifts.
Bloom Energy Stock Price Movement Today
BE Stock Price Activity: Bloom Energy shares were up 4.39% at $315.78 during pre-market trading on Tuesday, according to Benzinga Pro data.
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