Bloom Energy Surpasses SpaceX in Options Trading Activity Amid Strong Stock Performance
Energy stocks are performing strongly, with the sector approaching fresh 52-week highs and posting a year-to-date rally of over 40%. However, options traders appear more bullish on Bloom Energy (BE), an alternative energy company that provides fuel-cell systems for data centers and AI infrastructure. In July 2026, shares surged nearly 70% after earnings, with the stock up over 1,800% in three years. Options activity in Bloom has spiked dramatically—trading volume reached more than twice its 30-day average, exceeding $450 million by midday. This outpaces options trading for SpaceX and Valero Energy combined. The high implied volatility of over 90% reflects strong investor sentiment around the stock. Bloom is set to join the S&P 500 on September 21, marking its first energy addition since 2022. Its inclusion will make it stand out among traditional energy stocks in terms of options activity and volatility.
Topics: Bloom Energy energy sector implied volatility options volume S&P 500 inclusion