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The themes Bloom Energy is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
- 큐레이션
AI power & data-centre infrastructure
InspectStocks 제공 · 19 companies
Power generation, electrical gear and cooling that data centres need to run.
- 주가, 1년
- +3.0%
- 매출, 1년
- +22.9%
+13A 11B 5C 1F 2
- 큐레이션
Solar & clean energy
InspectStocks 제공 · 15 companies
Solar panels and trackers, inverters, fuel cells and battery storage.
- 주가, 1년
- -37.2%
- 매출, 1년
- +4.9%
+9A 2C 5D 3F 5
Highest-graded in Electrical Equipment and Parts
Graded A or B and worth $2B or more: A first, then the largest.
- VRTVertiv Holdings CoUS$79.5BA+
HUBBHubbell Inc.US$23.4BA+
NVTnVent Electric plcUS$18.9BA+
AYIAcuity Inc.US$9.9BB+
FPSForgent Power Solutions, Inc.US$7.5BB
Grade rose recently in Industrials
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
UPSUnited Parcel Service, Inc.2026년 10월 27일CBGraded C, now B
CSXCSX Corporation2026년 10월 21일CAGraded C, now A
CPCanadian Pacific Kansas City Ltd.2026년 10월 29일BAGraded B, now A
URIUnited Rentals, Inc.2026년 10월 21일CAGraded C, now A
WCNWaste Connections, Inc.2026년 10월 22일BAGraded B, now A
어떻게 돈을 버는가
- Energy Server product sales87%
- Installation5%
- Operations and maintenance services7%
- Electricity sales1%
매출 비중은 nine months ended September 30, 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가2
Bloom Energy Server
An onsite power system that uses solid-oxide fuel cells to turn natural gas, biogas or hydrogen into electricity. It can be connected to the grid or configured to provide power independently.
Bloom Electrolyzer
Equipment that uses electricity and water to produce hydrogen and oxygen, for industrial, transport or power-sector users.
누가 사는가6
- Data-center operators, including hyperscalers, cloud and artificial-intelligence companies, and colocation providers, that buy systems or arrange to pay for power or capacity over time.
- Commercial and industrial users, including manufacturers, hospitals, retailers, schools and telecommunications companies, that use onsite systems for electricity.
- Utilities that buy systems or arrange deployments at a utility distribution point or at a customer's site.
3개 더 보기
- Financiers that buy and own systems for end users who pay for power or capacity over time; financing partners include Brookfield and Industrial Development Funding.
- South Korean distributors SK ecoplant and SK eternix, which help sell Bloom systems in that market.
- American Electric Power, which works with Bloom as a sales channel and financing partner for customer deployments.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 1Most Energy Server deployments use natural gas, so access to gas and its price affect customers' operating costs and the appeal of the systems.
- 2Many end users pay over time rather than buying equipment, making project sales dependent on financiers and their ability to fund systems and use available tax incentives.
- 3Manufacturing requires specialty metals, rare-earth materials, electronic components and specialized production equipment; some supplies or equipment have limited sources.
- 4Installations depend on local permits, utility agreements and approvals for electric and gas connections.
잘못될 수 있는 일
- 1Bloom's sales to data centers depend on projects moving ahead. Community opposition, restrictions on data-center development, permit delays and harder-to-obtain project financing can delay or cancel deployments.
- 2A small number of channel buyers accounted for a substantial portion of sales: three customers or distributors represented 43% (2025, high), 13% (2025, high) and 12% (2025, high) of revenue. Because financiers and distributors can be counted as customers, the reported concentration can reflect who buys the equipment as well as which end users need the power.
- 3Tariffs, freight costs, labor costs and changing prices or availability for specialty materials and components can increase manufacturing and delivery costs or delay projects.
Bloom Energy Corp 소개
Bloom makes Energy Server systems that generate electricity onsite from fuels such as natural gas, biogas or hydrogen, without burning them. Customers use the systems for power at data centers, factories, hospitals and other facilities; utilities also buy or arrange deployments. Bloom also sells electrolyzers, which use electricity to make hydrogen from water, and maintains and services installed Energy Servers.
- 본사
- San Jose, California, United States
- 설립
- 2001
- 임직원 수
- 2,214 (December 31, 2025, high)
- 상장 시장
- NYSE
- 회계연도 종료
- December 31
Bloom Energy Corp이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.