BE stock
The gist
Bloom Energy shares fell over 6% Thursday after Oracle triggered a Project Jupiter force majeure notice.
The dispute tests whether Bloom's 2.4 GW fuel cell contract with Oracle holds.
How it unfolded
- Jul 2025Bloom and Oracle first announced plans to deploy fuel cells at selected Oracle Cloud Infrastructure data centers in the U.S.
- Apr 2026Bloom and Oracle expanded their relationship under a master agreement through which Oracle said it intended to procure up to 2.8 GW of Bloom fuel cell systems.
- Sep 23, 2026Simply Wall St reported Bloom Energy's share price at $276.53 and latest twelve month free cash flow at about $619 million.