Bloom Energy's stock witnessed a remarkable surge of nearly 59% following the announcement of a major agreement with American Electric Power (AEP) to provide up to 1 gigawatt of solid oxide fuel cells. The deal, which includes an initial order of 100 megawatts with the potential for more in 2025, has spurred positive reactions from analysts who have revised their price targets upward. Bloom's fuel cells, currently powered by natural gas and adaptable to hydrogen in the future, are lauded for their rapid deployment, high availability, and power density. The partnership aims to cater to the growing power needs of AI data centers, offering a sustainable alternative to traditional grid upgrades. The profitability prospects for Bloom Energy have significantly improved with the AEP agreement, showcasing the company's path to financial success. Analysts have raised their outlook on Bloom Energy, citing the transformative potential of the AEP deal for powering data centers and large energy users. With the company already achieving gross profitability and progressing towards profitability at the operating and net margin levels, the outlook remains favorable. Historical revenue trends hint at the potential of the deal to generate over $7 billion in revenue, highlighting the significant financial impact of the partnership.