Bloom Energy: Unlocking Massive Growth Behind the Meter

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Bloom Energy: Unlocking Massive Growth Behind the Meter Andrew Rocco Thu, September 3, 2026 at 2:52 PM EDT 2 min read TSLA BE Bloom Energy Company Overview Zacks Rank #1 (Strong Buy) company Bloom Energy ( BE ) designs, manufactures, and installs on-site power generators that convert natural gas, biogas, or hydrogen into electricity through an electrochemical process without combustion. Through its combustion-free "Bloom Boxes," Bloom Energy is uniquely able to generate electricity without burning fuel, creating power through chemistry, and delivering far higher power efficiency and far lower emissions than traditional power sources. Having founded ChatGPT, xAI, and Tesla ( TSLA ) Energy, there is probably not another human on Earth who is more knowledgeable about the intersection of artificial intelligence and energy needs than Elon Musk. In a recent G20 speech, Elon Musk described how there is a crisis of power, saying: "There is a crisis of power. There will be a significant power shortfall next year, so not like the distant future." The consensus estimate is there will be a 15GW power shortfall in 2027 for AI chips. Obviously, if you make the AI companies compete for power, electricity, with local residents, and just plug into the grid, that could cause electricity prices to go up. But if you allow them to generate their own power, then they will not only generate what they need – and they can do that so-called 'behind the meter' – but they can actually contribute the excess back to the grid." With grid-connection wait times in excess of 5 years and growing anti-AI backlash, Bloom Energy is one of the few games in town with a real solution. Bloom Energy is one of the fastest-growing companies on Wall Street. In 2022, the company generated $1.2 billion in revenue. In Q2 2026, Bloom did $1.065 billion alone. Meanwhile, Bloom is still being dramatically underrated by Wall Street analysts. In fact, over the past four quarters, Bloom has delivered an average earnings surprise of 164.10%! Politicians enjoy information that the general public does not. Although it's impossible to find that information, investors can track disclosures and piggyback trades. In August, Nancy Pelosi disclosed that she owns 15,000 shares of BE, valued at more than $10 million. Thursday, Bloom shares broke a multi-month downtrend and recaptured the 50-day moving average on heavy volume, signaling strong demand. As long-term grid bottlenecks clash with the relentless power requirements of AI, off-grid energy generation has become a necessity. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Tesla, Inc. (TSLA) : Free Stock Analysis Report Bloom Energy Corporation (BE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com).

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