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Price · 1Y
$275.19
Thesis
Bloom Energy makes solid-oxide fuel cells for on-site power generation. As a pure-play, its demand is tied to customers seeking distributed, on-site electricity.
Catalysts
- On-site power deployments at data centers
- New fuel cell installation orders
- Adoption of distributed generation
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.