BE Stock Soars More Than 14% After-Hours: Expanded Oracle Deal Drives Boost

• As per the deal, Oracle intends to tap into up to 2.8 gigawatts (GW) of fuel cell systems from Bloom Energy.
• Bloom Energy’s fuel cells will power Oracle’s projects across the U.S., helping meet rising demand for advanced cloud and AI infrastructure, the company said. 
• Shares of Bloom Energy surged more than 14% in Monday’s post-market hours, soaring past the $200 for the first time ever.

Shares of Bloom Energy Corp. (BE) surged more than 14% in Monday’s post-market hours, soaring past the $200 for the first time ever, after the company announced an expanded partnership with Oracle Corp. (ORCL) to aid with building out its artificial intelligence and cloud computing infrastructure.

The company said that it will supply clean power to Oracle’s AI data centers, via its on-site fuel cell systems.

As per the deal, Oracle intends to tap into up to 2.8 gigawatts (GW) of fuel cell systems from Bloom Energy. An initial 1.2 GW of capacity has been contracted, with deployment underway and continuing into next year, the company said.

Meanwhile, ORCL shares were up about 1% after-hours at the time of writing.

Deal Contours

Bloom Energy’s fuel cells will power Oracle’s projects across the U.S., helping meet rising demand for advanced cloud and AI infrastructure, the company said. The deal expands the existing partnership between the two companies and highlights a growing shift toward onsite, distributed energy solutions.

Bloom’s modular systems can be deployed much faster than traditional power setups, reducing risk and speeding up project timelines, demonstrated by a fully operational system delivered to Oracle in just 55 days last year, well ahead of schedule, the company said.

As part of the collaboration, announced in October 2025, Bloom agreed to grant Oracle a warrant to purchase over 3.5 million Class A shares to support broader adoption of its fuel cell technology. Bloom officially issued the warrant on April 9, 2026 under the previously disclosed terms.

“We are delighted to expand our relationship with Oracle following an initial successful deployment,” said Aman Joshi, Chief Commercial Officer at Bloom Energy. “Together, we are defining a shared vision for the future of energy and AI infrastructure, with Bloom advancing its position as the standard for onsite power,” he added.

How Did Stocktwits Users React?

On Stocktwits, retail sentiment around BE shares jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours, even as message volumes climbed from ‘normal’ to ‘high’ levels.

BE stock has rallied more than 886% in the past year, while ORCL shares have gained more than 15% in the same time.

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