ATLAS News · Companies

Bloom Energy in focus after NTT DATA deal and raised 2026 outlook

Published November 13, 2026 · 5 sources

Outlets report Bloom Energy landed an NTT DATA deal, with revenue up 165% year over year and a higher 2026 outlook, as AI data center demand draws attention.

What happened

Bloom Energy (BE) is drawing fresh coverage after Simply Wall St reported that the company landed a deal with NTT DATA, putting its valuation back in focus.

Scanx.trade reports that Bloom Energy's Q2 revenue rose 165% year over year and that the company raised its 2026 outlook. Kalkine Media describes the company as powering AI data centers and asks what comes next.

Yahoo Finance also published an analysis from Trefis asking whether the stock could jump 50%, along with a transcript of an earnings call for Q1 FY2026.

Context

Bloom Energy makes on-site power generation systems, which have drawn interest from operators of data centers seeking dedicated electricity supply.

Why it matters

The reports suggest investor attention on Bloom Energy is tied to AI data center demand and its updated outlook, though the sources do not say how the shares may react.

Stocks in this story

Price changes are shown for the trading day of the story and are a coincidence in time, not proof that the news caused them. Figures are ATLAS data from our database.

Bloom EnergyBE

−4.92%

Industrials · NYSE

Live price

$191.99▼ -4.92%

live price · USD

Close on November 13: $191.99−4.92% vs. previous close ($201.93)
Chance of a rise in 1 month: 43%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $151.52 and $222.10; 9 in 10, between $107.96 and $311.73.

See the full ATLAS analysis of Bloom Energy →

Closing prices, fair value and probabilities: ATLAS own data. How we calculate fair value.

Sources

ATLAS writes its own summaries from the reporting of these outlets. Each link opens the original publisher.

Can Bloom Energy Stock Jump 50%? · Yahoo Finance · November 13, 2026
Bloom Energy Q2 revenue up 165% YoY, raises 2026 outlook · scanx.trade · November 13, 2026
Bloom Energy (BE) Lands NTT DATA Deal With Valuation Back In Focus · Simply Wall St · November 14, 2026
Bloom Energy (NYSE:BE) Powers AI Data Centers: What’s Next? · Kalkine Media · November 14, 2026
BLOOM ENERGY CORP (BE.NE) Q1 FY2026 earnings call transcript · Yahoo Finance · November 14, 2026

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