Fuel Cell Stocks Surge 9% Driven by AI Data Centers: How Far Will They Go?
By ATTN Desk · Editorial oversight: Sean Han
Bloom Energy Corporation (NYSE: BE), a U.S. fuel cell company, closed at $152.31 on the New York Stock Exchange, up 9.12% from the previous session. Trading volume topped 7.15 million shares, and its market capitalization swelled by about $3.6 billion (roughly ₩4.8 trillion) to approximately $36 billion (₩47 trillion) in a single day.
Recently, an AEP subsidiary finalized a $2.65 billion contract to purchase 900 megawatts of solid oxide fuel cells for a Wyoming data center, and a 1.8-gigawatt data center project won regulatory approval—highlighting Bloom Energy as a key beneficiary of surging AI data center power demand.
On January 21, the company announced that it will release its fourth-quarter 2025 financial results on February 5, after market close.
Bloom Energy, a clean-energy provider supplying on-site power to enterprises and data centers via solid oxide fuel cells, plans to double its production capacity to 2 gigawatts by the end of 2026 to capitalize on the rapid growth in AI data center power requirements.