Bloom Energy shares surged following a June 18, 2026, ruling by the Federal Energy Regulatory Commission (FERC). The new guidelines expedite grid connections for large energy consumers to address soaring electricity demand from the artificial intelligence boom.
Bloom’s solid oxide fuel cells provide on-site power that allows data centers to bypass traditional grid delays. UBS analysts reiterated a Buy rating following the regulatory announcement. The firm noted the development encourages data centers to adopt independent power generation.