Matt DiLallo of The Motley Fool says he has begun buying Bloom Energy after its shares fell more than 20% from their peak amid concerns AI spending may slow. After rising over 700% since mid-2025, Bloom forecasts 100% revenue growth to about $4 billion this year.
Bloom’s solid-oxide fuel cells generate electricity on-site without combustion. After a July 2025 collaboration, Oracle received its first fully operational system in 55 days and later expanded the relationship to deploy up to 2.8 gigawatts. Bloom’s AI-infrastructure partnership with Brookfield Asset Management grew from $5 billion to $25 billion.
Bloom reported 37% revenue growth and positive free cash flow for a second consecutive year, after initially forecasting 19% growth. BloombergNEF estimates data centers will use one-fifth of U.S. power generation by 2035, four times current usage. DiLallo disclosed positions in Bloom and Brookfield and short October 2026 $150 Bloom puts; The Motley Fool disclosed positions in and recommendations for Bloom, Brookfield and Oracle.
