Bloom Energy: Behind-the-Meter Solutions Poised for Explosive Growth

Bloom Energy is capitalizing on the AI data center power crunch with its behind-the-meter electricity solutions, generating $1.065 billion in Q2 2026 alone after posting $1.2 billion in 2022 revenue. The Zacks Rank #1 stock has delivered extraordinary 164.10% average earnings surprises over the past four quarters and benefits from high-profile backing including Nancy Pelosi's $10 million+ BE position.

Why it matters: With grid-connection wait times exceeding five years and growing anti-AI backlash, Bloom's combustion-free Bloom Boxes offer a critical solution as the projected 15GW power shortfall looms in 2027.