Bloom Energy and 7 More Stocks That Could Join the S&P 500 This Month

Live updates

1. 28d ago

   Bloom Energy Reaches S&P 500 Following Strong Gains

   Bloom Energy shares closed at $276.53, capping a 218 percent increase for 2026 as the company officially joins the S&P 500 index. The stock trades near the Wall Street target price of approximately $280, while mid-target estimates reach roughly $1,425. Investors weigh whether the major index inclusion leaves room for additional returns following the massive surge in share value. Rival clean energy holdings and broader sector funds continue to navigate shifting market dynamics as index funds complete their required positioning.

   Why it matters

   Index inclusions often force passive funds to purchase newly added equities, which historically creates a temporary price bump ahead of the official transition date. Bloom Energy enters the S&P 500 alongside changes that swap traditional industrial and consumer segments for emerging fuel-cell and genomics players. Wall Street currently maintains a hold rating on the stock as analysts assess whether the triple-digit gains have fully priced in future growth.

   What is confirmed

   • Bloom Energy closed at $276.53 with a 218 percent gain for the year 2026.

   Still unconfirmed

   • The Wall Street target price for Bloom Energy is approximately $280 with a mid-target of roughly $1,425.

   What to watch next

   • Execution of initial orders by index funds following the S&P 500 debut
   • Subsequent Wall Street rating revisions and analyst price target adjustments
   Sources used for this update (4)

   1. jen.jiji.com — M 4.7 quake jolts Tajikistan
   2. jen.jiji.com — Kazakhstani duo secures silver in women’s canoe sprint at 2026 Asian Games
   3. finance.yahoo.com — Bloom Energy Stock Is Up 218% in 2026 and Just Joined the S&P 500. Is It Too Late to Buy?
   4. finance.yahoo.com — Better Energy Sector ETF: Vanguard's VDE Focused on Oil and Gas vs. the iShares ICLN Targeting Clean Energy
   confidence 80%
2. 35d ago

   Bloom Energy Gains Ground Ahead of S&P 500 Debut

   Bloom Energy shares gained 4 percent as the company approaches its scheduled S&P 500 debut. The upcoming index entry swaps out brewers and homebuilders for fuel-cell technology and genomics, prompting questions about whether the move will improve returns for VOO holders. Meanwhile, Wall Street maintains a hold rating on the stock despite triple-digit gains, and research suggests the primary trading opportunity may have passed before index funds execute their initial orders. Rival fuel cell stocks experienced mixed movement, with FuelCell Energy ticking up and Plug Power slipping.

   Why it matters

   Index rebalancing events routinely trigger significant buying pressure as passive funds adjust holdings to match benchmarks like the S&P 500. However, historical market research indicates that speculative momentum often peaks before the actual inclusion date. Investors are currently weighing these mechanical tailwinds against high valuation multiples and broader sector volatility tied to artificial intelligence power demand.

   What is confirmed

   • Bloom Energy shares gained 4 percent as its S&P 500 entry nears.
   • FuelCell Energy ticked up while Plug Power slipped.
   • Three new names are entering the S&P 500, replacing brewers and homebuilders with fuel-cell technology and genomics.

   Still unconfirmed

   • Bloom Energy has a credible path to $400 a share if three specific dominoes fall in the right order.

   What to watch next

   • Execution of initial orders by S&P 500 index funds
   • Subsequent performance of VOO holdings following the index additions
   Sources used for this update (3)

   1. finance.yahoo.com — Prediction: Bloom Energy Could Be the Power Stock Nobody Saw Coming
   2. 247wallst.com — Bloom Energy Gains 4% as S&P 500 Entry Nears; FuelCell Energy Ticks Up, Plug Power Slips
   3. 247wallst.com — Three Stocks Are Joining the S&P 500. Will They Actually Improve VOO’s Returns?
   confidence 90%
3. 36d ago

   Bloom Energy Stock Swings Amid Volatile Fuel Cell Sector

   Bloom Energy stock experienced severe volatility, climbing 7 percent before dropping 8 percent days before its scheduled S&P 500 debut. The wild swings highlight how the company relies on dual market catalysts, combining mechanical index buying pressure with speculative momentum around artificial intelligence data center power needs. Rival fuel cell stocks like FuelCell Energy and Plug Power mirrored these sharp upward and downward movements, indicating that sector-wide sentiment remains fragile. Analysts note that Bloom Energy trades at a high 335 times earnings multiple, leaving little margin for error if the artificial intelligence power trade continues to unwind.

   Why it matters

   Fuel cell manufacturers face intense scrutiny as investors weigh their potential to supply electricity to energy-hungry artificial intelligence data centers. Bloom Energy is set to enter the S&P 500 on September 21, 2026, which normally forces index funds to purchase shares automatically. However, broader market pressures and shifting enthusiasm for clean energy technology create unpredictable trading environments for clean energy equities.

   What is confirmed

   • Bloom Energy shares climbed 7 percent during a trading session before dropping 8 percent days before its scheduled S&P 500 index addition.
   • Rival fuel cell stocks including FuelCell Energy and Plug Power moved in tandem with Bloom Energy's gains and losses.

   Still unconfirmed

   • Bloom Energy's stock valuation at a 335x earnings multiple leaves almost no cushion if the remaining market bid collapses.

   What to watch next

   • Bloom Energy's official S&P 500 inclusion scheduled for September 21, 2026.
   • Further price movement and sector demand for fuel cell stocks tied to artificial intelligence data center power needs.
   Sources used for this update (3)

   1. 247wallst.com — Bloom Energy Climbs 7% as Fuel Cell Bid Spreads Beyond Its S&P 500 Add, FuelCell Energy Rises 4%, Plug Power Inches Higher
   2. 247wallst.com — Bloom Energy Falls 8% as AI Power Bid Unwinds Days Before Bloom’s S&P 500 Add; FuelCell Energy Drops 5%, Plug Power Dips
   3. finance.yahoo.com — Better Clean Energy ETF: Broad Exposure Through iShares' ICLN vs. Invesco's Solar-Focused TAN
   confidence 90%
4. 41d ago

   Bloom Energy to enter S&P 500 amid new system launch

   Bloom Energy will join the S&P 500 on September 21, 2026, replacing Builders FirstSource, The Trade Desk, and Molson Coors Beverage. The company recently introduced a Power Connect system designed to reduce installation time by more than 40%. This move comes as the broader market faces volatility, with the Dow falling 511 points due to inflation fears and tensions between the US and Iran. Bloom Energy and other newcomers enter the index as investors focus on AI data center power needs and fuel cell technology.

   Why it matters

   The S&P 500 reshuffle includes the addition of Everpure and Illumina. Bloom Energy has seen previous growth linked to AI power demands and a July purchase associated with Nancy Pelosi's household. MTAR Technologies, a client of Bloom, previously hit a 5% upper circuit following the announcement.

   What is confirmed

   • Bloom Energy, Everpure, and Illumina will enter the S&P 500 on September 21, 2026.
   • The Dow fell 511 points as oil prices approached $100.

   Still unconfirmed

   • Bloom Energy's Power Connect system could cut installation time by over 40%.
   • US-Iran war tensions are fueling inflation fears.

   What to watch next

   • S&P 500 index entry on September 21, 2026
   • Deployment rates of the Power Connect system
   Sources used for this update (4)

   1. www.cnbc.com — Dow futures fall 300 points to start shortened week as oil prices climb: Live updates
   2. seekingalpha.com — Nvidia And Broadcom: Why The AI Mania Will Continue
   3. www.hindustantimes.com — Stock market today: Dow falls 511 points as oil nears $100, US-Iran war fuels inflation fears
   4. www.fool.com — Bloom Energy's New Power Connect System Could Cut Installation Time by Over 40%. Here's Why That Matters More Than the Backlog.
   confidence 90%
5. 45d ago

   Bloom Energy and Two Others Join S&P 500 on September 21

   Bloom Energy, Everpure, and Illumina will enter the S&P 500 on September 21, 2026. These companies replace Molson Coors Beverage, The Trade Desk, and Builders FirstSource. The news triggered a 5% upper circuit for MTAR Technologies, a key client of Bloom Energy, as investors seek exposure to fuel cells and AI data centers. This reshuffle occurs alongside the addition of four tech firms to the S&P 100. Bloom Energy shares have previously risen due to AI power demands and a July purchase linked to Nancy Pelosi's household.

   Why it matters

   S&P 500 inclusions often drive stock prices higher as index funds must purchase shares to match the benchmark. Bloom Energy's growth is tied to the energy requirements of artificial intelligence infrastructure. The timing follows a market closure for Labor Day on September 7.

   What is confirmed

   • Bloom Energy, Everpure, and Illumina will join the S&P 500 on September 21, 2026.
   • Molson Coors Beverage, The Trade Desk, and Builders FirstSource are being replaced in the index.
   • US stock markets were closed for Labor Day on September 7, 2026.

   Still unconfirmed

   • MTAR Technologies hit a 5% upper circuit because of Bloom Energy's S&P 500 inclusion.
   • The S&P 100 is adding four tech firms.

   What to watch next

   • Market reaction during the September 21 index rebalance
   • Further price movement for MTAR Technologies
   • Official confirmation of the four tech firms joining the S&P 100
   Sources used for this update (5)

   1. www.outlookbusiness.com — MTAR Technologies Hits 5% Upper Circuit As Key Client Bloom Energy Set To Join S&P 500
   2. blockonomi.com — S&P 500 Index Reshuffle: Bloom Energy (BE), Everpure, and Illumina (ILMN) Replace Three Major Companies
   3. coincentral.com — Stock Market Hours for Labor Day 2026: What’s Closed and What’s Open
   4. coincentral.com — Ethereum (ETH) Price: Bulls Are Watching One Number Very Closely Right Now
   5. www.outlookbusiness.com — Sensex, Nifty Slip As Crude Nears $97; Key Reasons Behind Market Fall
   confidence 90%
6. 45d ago

   Bloom Energy Stock Surges Following S&P 500 Inclusion and Pelosi Buy

   Bloom Energy shares jumped following its scheduled September inclusion in the S&P 500 alongside Illumina and Everpure. The rebalance replaces Molson Coors Beverage, The Trade Desk, and Builders FirstSource before the September 21 market open. Bloom Energy stock previously climbed after a multi-month low purchase in July linked to former House Speaker Nancy Pelosi's household. The company also benefits from a year-to-date rally driven by soaring power demand from artificial intelligence data centers.

   Why it matters

   S&P Dow Jones Indices announced the quarterly rebalance affecting the S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices on September 4, 2026. Bloom Energy shares rose 6% after hours following the index inclusion news and have climbed significantly since July purchases tied to Pelosi.

   What is confirmed

   • S&P Dow Jones Indices announced on September 4, 2026, that Bloom Energy, Illumina, and Everpure will join the S&P 500 before the September 21 open.
   • The incoming companies replace Molson Coors Beverage, The Trade Desk, and Builders FirstSource.

   Still unconfirmed

   • A multimillion-dollar Bloom Energy purchase linked to former House Speaker Nancy Pelosi's household drove a major bullish signal for the stock.

   What to watch next

   • The S&P 500 index rebalance before the market open on September 21, 2026.
   Sources used for this update (7)

   1. www.briefs.co — Emerging-Market Bonds Are Holding Up While Big Economies' Debt Slumps
   2. www.briefs.co — Ryazan Oil Refinery Hit as U.S. Envoys Arrive in Kyiv
   3. scanx.trade — Iran to declare Hormuz restricted zone, claims missile test over US ship
   4. www.briefs.co — UK employers tip back toward permanent hires as confidence flickers
   5. cryptorank.io — Bloom Energy Up 52% Since Pelosi's Bottom Buy: What Does She Know?
   6. finbold.com — Nancy Pelosi’s new suspicious stock trade just earned a major bullish signal
   7. www.briefs.co — Go Inc. Says Ride Volume Holding Up Despite Tokyo Fare Hikes
   confidence 90%
7. 47d ago

   S&P Dow Jones Adds Bloom Energy, Illumina and Everpure to S&P 500

   S&P Dow Jones Indices announced on September 4, 2026, that Bloom Energy, Illumina, and Everpure will join the S&P 500 before the September 21 open. These three companies replace Molson Coors Beverage, The Trade Desk, and Builders FirstSource. The move is part of a quarterly rebalance affecting the S&P 100, S&P MidCap 400, and S&P SmallCap 600. Bloom Energy shares rose 6% after hours following the announcement, continuing a 191% year-to-date rally fueled by power demand from AI data centers.

   Why it matters

   Index additions often trigger significant capital inflows as passive funds must purchase shares of the new members. This specific rebalancing puts $27 trillion in motion across the broader S&P indices. The inclusion of Bloom Energy highlights the growing market influence of AI-related energy infrastructure.

   What is confirmed

   • Bloom Energy, Illumina, and Everpure will join the S&P 500 before the September 21 open.
   • Molson Coors Beverage, The Trade Desk, and Builders FirstSource are being replaced in the index.
   • The quarterly rebalance also modifies membership for the S&P 100, S&P MidCap 400, and S&P SmallCap 600.
   • Bloom Energy stock rose 6% after hours on the news of its inclusion.

   Still unconfirmed

   • The S&P 500 rebalancing changes put $27 trillion in motion.
   • Bloom Energy has seen a 191% year-to-date rally driven by AI data center power demand.

   What to watch next

   • Market open on September 21 for official index inclusion
   • Price action of Illumina and Everpure following the announcement
   Sources used for this update (13)

   1. Barron's — Bloom Energy and 7 More Stocks That Could Join the S&P 500 This Month
   2. finance.yahoo.com — Watch These 2 Energy Stocks — S&P 500 Addition Could Come Before Quarter's End
   3. MarketWatch — S&P 500 changes are coming soon. These stocks could be named to the index today.
   4. Bloomberg.com — Watch People Trying Hard To 'Outfox' S&P 500: Cutright
   5. Crypto Briefing — S&P 500 set to announce rebalancing changes this Friday, putting $27 trillion in motion
   6. Investor's Business Daily — AI Energy Play Bloom Energy Jumps On S&P 500 News
   7. Bloomberg.com — Bloom Energy, Illumina, Everpure to Join S&P 500 This Month
   8. Yahoo Finance — Bloom Energy (BE) Set To Join The S&P 500 In Quarterly Rebalancing
   9. hdfcsky.com — Dow, S&P 500 Post Modest Weekly Gains as Hot Jobs Data Lifts Rate-Hike Odds to 60%; Nasdaq Gains 0.55% on AI Chip Rally
   10. blockonomi.com — Bloom Energy (BE) Stock Surges 6% After Hours on S&P 500 Index Inclusion News
   11. www.briefs.co — Bloom Energy, Illumina and Everpure set to join S&P 500 before Sept. 21 open
   12. www.securities.io — S&P Dow Jones Indices Adds Bloom Energy, Illumina, Everpure to S&P 500
   confidence 100%