Bloom Energy stock gains on S&P 500 inclusion and strong growth figures

Published on 09/20/2026 at 14:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Bloom Energy stock is reacting to its upcoming S&P 500 inclusion after Bloom Energy reported second-quarter 2026 revenue above USD 1.0 billion on September 20, 2026. The company now guides full-year 2026 revenue between USD 3.9 billion and USD 4.2 billion, highlighting rapid expansion in AI-related power infrastructure.

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Bloom Energy Corporation stock (ISIN US0937121079) is drawing attention as investors position ahead of its inclusion in the S&P 500 and digest sharply higher 2026 guidance following a strong second quarter, with key figures highlighted in recent coverage dated September 20, 2026.

Growth accelerates on data center demand

Bloom Energy reported second-quarter 2026 revenue above USD 1.0 billion, marking the first time the company crossed this threshold and representing an increase of 166% compared with the same quarter a year earlier, as noted by Yahoo Finance on September 20, 2026.

In the same second quarter of 2026, Bloom Energy achieved a non-GAAP gross margin of 34.3% and reported GAAP net income of USD 198.9 million, underscoring that the business is scaling profitably alongside its revenue growth, according to Yahoo Finance.

Bloom Energy also raised its outlook for fiscal year 2026, projecting revenue in a range between USD 3.9 billion and USD 4.2 billion, a target that implies continued strong growth from the current run rate, as highlighted by Yahoo Finance.

Financing and backlog support long-term expansion

To underpin its expansion in power solutions for data centers, Bloom Energy has arranged USD 25 billion in financing with Brookfield, a deal aimed at building artificial-intelligence-related power infrastructure for hyperscaler data centers, as reported by The Motley Fool on September 19, 2026.

That financing package is tied to a multi-year pipeline that has been described as a USD 25 billion backlog related to data center demand, giving Bloom Energy visibility into future orders and supporting the raised 2026 revenue guidance referenced by Yahoo Finance.

Analysts have taken note of this positioning: a consensus of 26 analysts rates Bloom Energy stock as a Moderate Buy, with upside potential based on a high price target of USD 354 compared with current levels, according to The Motley Fool.

S&P 500 inclusion adds a new catalyst

Another key driver for Bloom Energy stock around September 20, 2026 is its forthcoming inclusion in the S&P 500 index, which typically leads to higher demand from index funds and benchmarked investors. S&P Dow Jones Indices said that Bloom Energy will join the S&P 500 before the open on September 21, 2026 as part of a quarterly rebalance, alongside two other stocks, as reported by Stocktwits News on September 19, 2026.

In reaction to the inclusion announcement, Bloom Energy shares closed at USD 252.87, up 7.4% on the day, and then climbed a further 6% in after-hours trading on that same session as investors priced in the upcoming index entry, according to Stocktwits News.

For longer-term investors, entry into the S&P 500 can help support liquidity and reduce volatility over time, but it also sets a higher bar for execution, particularly in delivering on the aggressive 2026 revenue guidance that Bloom Energy has now communicated through coverage summarized by Yahoo Finance.

Valuation and earnings outlook

Bloom Energy’s guidance midpoint of USD 4.05 billion in fiscal-year 2026 revenue, the center of the USD 3.9 billion to USD 4.2 billion range, represents a substantial increase relative to the second-quarter 2026 annualized pace and implies continued strong double-digit growth through the remainder of the year, based on the figures discussed by Yahoo Finance.

Coverage of Bloom Energy’s forecasts suggests that earnings in 2026 are poised to more than triple compared with the prior year, which would make the current valuation sensitive to whether the company can continue delivering margin expansion alongside revenue growth, as indicated by Yahoo Finance on September 16, 2026.

A separate valuation snapshot shows a current average one-year price target of USD 264.53 from 25 analysts, with a dispersion between a high target of USD 335.00 and a low of USD 55.00, underscoring differing views on execution risk and upside potential, according to data compiled by Simply Wall St.

Legal risks and insider selling

Alongside the positive catalysts, investors are also weighing legal and governance risks. A securities class action lawsuit has been filed on behalf of investors who purchased Bloom Energy stock between February 27, 2025 and July 8, 2026, alleging that the company understated its reliance on scandium sourced from China and thereby made misleading statements about its supply chain, according to PR-Inside.com on September 20, 2026.

The complaint seeks to recover losses for shareholders who were adversely affected during that period, and the filing highlights the risk that any findings related to supply-chain disclosures or sourcing practices could lead to financial or reputational consequences, based on the details provided by PR-Inside.com.

Recent insider transactions also appear in the data. For example, multiple officers sold shares on September 16, 2026, including transactions at average prices around USD 270 per share, which may be interpreted by some market participants as profit-taking around recent strength, according to transaction summaries published by Sina Finance on September 19, 2026.

Stock performance and current price level

Bloom Energy stock has recently been volatile around its new catalysts. On September 18, 2026, the shares on the New York Stock Exchange closed at USD 265.64, down 6.57% from the previous close of USD 284.32 after trading between a high of USD 285.10 and a low of USD 265.00 in heavy volume of 175,563,73 shares, according to price data from Dhan as of September 19, 2026.