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Bloom Energy Soars 32.5% After $5B AI Fuel Cell Deal

10/19/2025

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Story summary
  • Bloom Energy and Brookfield Asset Management will invest up to $5 billion in fuel cell technology for AI infrastructure.
  • After the announcement, analysts raised Bloom Energy targets, with UBS Group AG at $115 and Bank of Montreal at $97.
  • Bloom Energy shares surged 32.5%, trading at about 131 times forward earnings.
  • A separate AI energy solutions company is debt-free with substantial cash reserves.