Core Viewpoint - Bloom Energy Corporation (NYSE:BE) is gaining attention as an AI stock, with JPMorgan maintaining an "Overweight" rating and raising the price target to $90 per share, citing strong demand for its onsite power generation systems in data centers [1][2]. Group 1: Company Performance and Outlook - Analysts highlight a lack of visibility into Bloom's backlog due to data center customers not allowing order detail disclosures, but they remain optimistic about future bookings with existing clients like AEP and Oracle [2]. - Bloom's factory utilization has been estimated at 35% to 40% of its one gigawatt capacity over the past year, with expectations for higher utilization levels as order activity increases [3]. - The company develops solid-oxide fuel cell systems aimed at meeting the growing energy demands of AI data centers, indicating a strategic alignment with industry trends [3]. Group 2: Market Position and Investment Sentiment - While Bloom Energy shows potential as an investment, some analysts suggest that other AI stocks may offer greater upside potential with less downside risk [4].

Company Performance - Bloom Energy's stock closed at $90.29, reflecting a +2.6% change from the previous day's closing price, outperforming the S&P 500 which gained 0.01% [1] - The stock has increased by 60.26% over the past month, significantly surpassing the Oils-Energy sector's slight loss of 0.05% and the S&P 500's gain of 4.83% [1] Upcoming Earnings - Analysts expect Bloom Energy to report earnings of $0.07 per share, indicating a year-over-year growth of 800% [2] - The consensus estimate for revenue is $411.09 million, representing a 24.42% increase from the same quarter last year [2] Annual Forecast - Zacks Consensus Estimates project earnings of $0.48 per share and revenue of $1.77 billion for the year, reflecting increases of +71.43% and +20.37% respectively compared to the previous year [3] Analyst Estimates - Recent changes to analyst estimates for Bloom Energy suggest a positive outlook, with the Zacks Consensus EPS estimate rising by 10% over the last 30 days [5] - Bloom Energy currently holds a Zacks Rank of 3 (Hold) [5] Valuation Metrics - Bloom Energy has a Forward P/E ratio of 183.97, which is significantly higher than the industry average Forward P/E of 20.58 [6] - The company also has a PEG ratio of 6.57, compared to the Alternative Energy - Other industry's average PEG ratio of 2.33 [7] Industry Context - The Alternative Energy - Other industry, part of the Oils-Energy sector, holds a Zacks Industry Rank of 162, placing it in the bottom 35% of over 250 industries [8] - Research indicates that top-rated industries outperform lower-rated ones by a factor of 2 to 1 [8]

Key Points Bloom Energy could win a big data center project in Wyoming. The company is already doubling capacity to meet surging demand for its fuel-cell servers. 10 stocks we like better than Bloom Energy › Bloom Energy (NYSE: BE) stock is on a tear, with shares rallying 33.4% this week through 2 p.m. ET Thursday and hitting a 52-week high of $93.80 per share, according to data provided by S&P Global Market Intelligence. In September, RBC Capital analyst Christopher Dendrinos more than doubled Blo ...

Key Points Bloom Energy's shares were driven higher by growing demand for its clean energy solutions for data centers. BFC Power filed with Wyoming regulators to build a 900 MW fuel cell facility using Bloom Energy's solid oxide fuel cells Several analysts covering the stock also raised their price targets during the month. 10 stocks we like better than Bloom Energy › Shares of Bloom Energy (NYSE: BE), a provider of solid oxide fuel cell systems for clean on-site power, soared 59.7% higher in Sep ...

Company Performance - Bloom Energy's stock decreased by 2.43% to $88.00, underperforming the S&P 500's daily gain of 0.06% [1] - Over the past month, Bloom Energy's shares increased by 71.95%, significantly outperforming the Oils-Energy sector's gain of 0.54% and the S&P 500's gain of 3.94% [1] Upcoming Earnings - The upcoming earnings release is anticipated, with an expected EPS of $0.07, reflecting an 800% increase compared to the same quarter last year [2] - Revenue is projected at $411.09 million, indicating a 24.42% increase from the same quarter last year [2] Full Year Projections - For the full year, earnings are estimated at $0.48 per share and revenue at $1.77 billion, representing increases of 71.43% and 20.37% respectively from the prior year [3] - Recent analyst estimate revisions suggest confidence in Bloom Energy's business performance and profit potential [3] Analyst Ratings and Valuation - The Zacks Rank system currently rates Bloom Energy as 3 (Hold), with a Forward P/E ratio of 188.55, significantly higher than the industry average of 20.49 [5] - The PEG ratio for Bloom Energy is 6.73, compared to the industry average PEG ratio of 2.5 [6] Industry Context - The Alternative Energy - Other industry, part of the Oils-Energy sector, holds a Zacks Industry Rank of 164, placing it in the bottom 34% of over 250 industries [7] - Research indicates that top-rated industries outperform lower-rated ones by a factor of 2 to 1 [7]

Core Viewpoint - Mizuho downgraded Bloom Energy Corp. from Outperform to Neutral while raising its price target to $79.00 from $48.00, citing improved demand visibility but also production capacity constraints [1] Group 1: Company Performance and Projections - Bloom Energy is on track to expand its Fremont facility to 2 GW per year by the end of 2026, with potential increases to 3 GW annually by 2027 and 5 GW by 2029, depending on capital expenditure levels [2] - Mizuho estimates that equipment sales volume could grow at a 53% CAGR between 2025 and 2030, indicating strong future demand [2] - Additional growth opportunities may arise from new facilities or contract manufacturers, but Mizuho advises waiting for a multi-year backlog before committing to new capacity [2] Group 2: Market Dynamics - The company's ~900-MW project in Wyoming is highlighted as an early-stage signal for capacity expansion needs, reflecting the growing demand from utility-scale data center orders [1]

Upgrades - Barclays upgraded Charles River (CRL) to Overweight from Equal Weight with a price target of $195, up from $165, citing stabilized drug discovery demand and valuation [2] - Barclays upgraded C.H. Robinson (CHRW) to Equal Weight from Underweight with a price target of $130, up from $95, reflecting the company's AI-enabled efficiency gains in a soft market [2] - HSBC upgraded Ferrari (RACE) to Buy from Hold with a price target of $470, up from $413, anticipating double-digit earnings growth out to 2030 due to the upcoming capital markets day plan [3] - JPMorgan upgraded Corteva (CTVA) to Overweight from Neutral with an unchanged price target of $70, noting that the planned split into two companies in 2026 does not diminish its value [4] - KeyBanc upgraded Nike (NKE) to Overweight from Sector Weight with a price target of $90, following solid fiscal Q1 results driven by progress on its "Win Now" actions [4] Downgrades - Roth Capital downgraded Electronic Arts (EA) to Neutral from Buy with a price target of $210, up from $185, after the announcement of a $55 billion take-private deal [5] - Berenberg downgraded Mondelez (MDLZ) to Hold from Buy with a price target of $70, down from $81, expecting cocoa prices to decline in 2026 relative to 2025 [5] - William Blair downgraded RH (RH) to Market Perform from Outperform due to new tariffs on imported kitchen cabinets and furniture, starting at 25% and potentially rising to 50% [5] - Mizuho downgraded Bloom Energy (BE) to Neutral from Outperform with a price target of $79, up from $48, citing improved demand visibility but concerns over valuation after a recent rally [5] - Barclays downgraded Medpace (MEDP) to Underweight from Equal Weight with a price target of $425, down from $450, due to growth deceleration and margin pressure expected in the second half of 2026 [5]

We recently published 11 Stocks Crushing Wall Street With Whopping Gains. Bloom Energy Corporation (NYSE:BE) is one of the top performers on Tuesday. Shares of Bloom Energy jumped by 14.90 percent on Tuesday to finish at $84.57 apiece as investors loaded portfolios following reports of a new giant power plant in Wyoming that would utilize its fuel cells. In a market note, RBC Capital reported that BFC Power LLC filed an application with the Wyoming Department of Environmental Quality for the construction ...

Core Insights - Bloom Energy is a key player in the clean energy sector, recognized for its innovative solid oxide fuel cells (SOFCs) that are efficient and produce fewer emissions, making them suitable for modern data centers [1][4] - The company is well-positioned to benefit from increasing capital expenditures in AI-driven data centers, indicating strong growth potential [1][4] Stock Performance - On September 29, 2025, a new price target of $80 was set for Bloom Energy by Gregory Lewis from BTIG, suggesting a potential increase of 13.77% from the stock's trading price of $70.32 [2][5] - The stock has shown significant volatility, with a 52-week range between $9.02 and $86.89, and on the announcement day, it fluctuated between a low of $66.62 and a high of $71.46 [3][5] - The company's market capitalization is approximately $16.45 billion, with a trading volume of 8,954,851 shares [3] Technology and Market Alignment - Bloom Energy's SOFC technology is compatible with the existing energy infrastructure in the United States, enhancing its potential in the data center sector [4] - The strategic alignment of the company's technology supports a Strong Buy rating, emphasizing its growth prospects in the AI-driven data center market [4]

Group 1 - The focus has shifted from primarily tech stocks to include offshore drilling, supply industry, and shipping sectors such as tankers, containers, and dry bulk [1] - There is an emerging interest in the fuel cell industry, which is still in its nascent stage [1] Group 2 - The individual has a background in auditing with PricewaterhouseCoopers and transitioned to day trading nearly 20 years ago [2] - The experience includes navigating significant market events such as the dotcom bubble, the aftermath of the World Trade Center attacks, and the subprime crisis [2]