Core Insights - Bloom Energy Corporation (NYSE:BE) is gaining attention as an AI stock, with Morgan Stanley analyst David Arcaro raising the price target from $44 to $85 while maintaining an Overweight rating due to the growing potential in the AI data center power market [1] - The partnership with Oracle for supplying fuel cells to AI data centers positions Bloom favorably amid increasing demand for computing capacity and power supply [2][3] Company Positioning - Bloom Energy has the capability to double its manufacturing capacity within six months, allowing for quick product shipments [3] - The anticipated power shortfall is projected to exceed 40 GW in the coming years, significantly surpassing Bloom's current annual capacity of 1 GW, indicating substantial growth opportunities [3] Market Demand - The surge in demand for computing capacity is intensifying the need for power supply, with Bloom Energy being one of the few companies able to rapidly scale manufacturing [2] - The current landscape shows that Bloom is well-positioned to meet the strong demand for power in AI data centers, which is expected to grow significantly [2][3]
Bloom Energy Stock (BE) Backed by Analysts on Fuel Cell Role in AI Data Centers