Clear Street Raised the PT on Bloom Energy (BE), Maintains a Hold Rating

Core Insights - Bloom Energy Corporation (NYSE:BE) is identified as a top large-cap stock to consider for investment, with a price target increase from $37 to $43 by Clear Street analyst Tim Moore, who maintains a Hold rating on the stock [1][2]. Group 1: Strategic Developments - The price target increase is linked to Bloom Energy's announcement of a strategic partnership with Brookfield, valued at $5 billion, aimed at building AI factories to address the rising demand for artificial intelligence [2][3]. - This partnership represents Brookfield's first investment strategy dedicated solely to AI, which is expected to serve as a significant catalyst for Bloom Energy, positioning it as a preferred onsite power provider [3]. Group 2: Company Overview - Bloom Energy specializes in stationary fuel cell generation, providing clean and reliable electricity [4].