Deciding where to allocate capital in the energy transition requires weighing established scale against high-growth potential.
You might consider Bloom Energy (NYSE:BE) or Eos Energy Enterprises (NASDAQ:EOSE) as you build your 2026 portfolio
Bloom Energy provides solid oxide fuel cells for onsite power, while Eos Energy Enterprises specializes in long-duration zinc batteries. Both companies aim to solve reliability and storage challenges for utilities and industrial customers, yet they operate at vastly different stages of commercial maturity. The case for Bloom Energy Bloom Energy sells solid oxide fuel cells that generate electricity onsite without combustion, targeting high-demand users like data centers and utilities.
It currently maintains high-profile partnerships with American Electric Power (NASDAQ:AEP) and Oracle (NYSE:ORCL) to provide clean power for artificial intelligence infrastructure. A significant $25 billion financing framework with Brookfield Asset Management (NYSE:BAM) further supports the deployment of its onsite power systems at scale. In FY 2025, revenue reached $2.0 billion, which represented growth of 37.3% over the previous fiscal year.