Bloom Energy surged on a major expanded deal with Oracle, securing up to 2.8 GW of fuel cell systems. BE guided to 2026 revenues of ~$3.2B (50%+ growth), with Oracle's order supporting potential upside to 2027 revenue of $5.1B. The fuel-cell company already has solid gross margins standing at 32%, with strong operating income and cash flows, unlike other alternative power solutions.