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Bloom Energy (BE) is no longer a quiet stock. Bloom has been one of 2026’s biggest market surprises, thanks to a powerful mix of AI data-center demand, clean-energy enthusiasm, and a steady stream of company-specific catalysts. Shares of BE stock are already up roughly 167% in 2026, and the rally picked up more speed after Bloom landed a major win related to Oracle (ORCL) in April.
Now, there is another reason investors are paying attention. President Donald Trump's administration said it will keep federal funding in place for hydrogen hub projects that include Bloom Energy’s work. That matters because it removes a major overhang tied to Biden-era grants and gives the company's hydrogen business another stamp of approval.