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Bloom Energy (BE) Is Up 11.6% After Securing US$600 Million Revolving Credit Facility - Has The Bull Case Changed?

Simply Wall St · 3d ago
  • In December 2025, Bloom Energy entered into a Credit Agreement with Wells Fargo and other lenders for a US$600 million senior secured multicurrency revolving credit facility maturing in 2030, secured against most of its tangible and intangible personal property and subject to quarterly leverage and interest coverage covenants.
  • This new facility gives Bloom Energy additional flexibility to fund working capital, capital spending, and permitted acquisitions while operating within tighter balance sheet discipline required by its lenders.
  • Next, we’ll examine how this US$600 million revolving credit facility shapes Bloom Energy’s investment narrative, especially its capital allocation flexibility.

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Bloom Energy Investment Narrative Recap

To own Bloom Energy, you need to believe its fuel cell platform can remain essential for data center and grid-adjacent power despite cleaner alternatives and intense competition. The new US$600,000,000 revolving credit facility modestly strengthens its liquidity and capital allocation options, but does not fundamentally change the key near term catalyst around AI and data center power demand, nor the main risk of potential overbuild and underutilization of its expanded manufacturing capacity.

The most relevant recent announcement alongside this facility is Bloom’s US$5,000,000,000 partnership with Brookfield to deploy fuel cell powered AI infrastructure. Together, the Brookfield pipeline and the extra balance sheet flexibility support Bloom’s ability to pursue large, capital intensive projects tied to AI and cloud data center power, while amplifying the execution risk if expected deployments or customer spending plans slow.

However, investors should also be aware that Bloom’s enlarged credit capacity increases the stakes if...

Read the full narrative on Bloom Energy (it's free!)

Bloom Energy's narrative projects $2.7 billion revenue and $395.4 million earnings by 2028.

Uncover how Bloom Energy's forecasts yield a $112.50 fair value, a 14% upside to its current price.

Exploring Other Perspectives

BE 1-Year Stock Price Chart
BE 1-Year Stock Price Chart

Seven fair value estimates from the Simply Wall St Community range from US$27.76 to US$157, underscoring how far apart views on Bloom’s potential really are. When you set those opinions against Bloom’s reliance on strong AI and data center power demand to absorb new capacity, it becomes even more important to compare several viewpoints before deciding how resilient the growth story looks.

Explore 7 other fair value estimates on Bloom Energy - why the stock might be worth as much as 59% more than the current price!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.