贝塔投资智库·2025-09-17 04:00Core Viewpoint - Morgan Stanley has significantly upgraded Bloom Energy's outlook, raising the target stock price from $44 to $85, driven by the accelerating power demand for AI data centers [1] Group 1: Company Growth Potential - Bloom Energy's potential for rapid growth has notably increased due to the rising power demand from AI data centers [1] - The company has established a key partnership with Oracle to supply fuel cells for its AI data centers, marking a critical turning point [1] - Bloom Energy is one of the few companies capable of quickly scaling manufacturing and delivering fuel cells in a short timeframe, which is particularly advantageous given the delays faced by utilities and data centers in connecting to the traditional grid [1] Group 2: Financial Projections - Morgan Stanley forecasts a compound annual growth rate (CAGR) of 37.5% for Bloom Energy's revenue by 2030, up from a previous estimate of 26.9% [2] - In a bullish scenario, the target stock price could rise to $185, indicating Bloom's potential to play a more significant role in the global energy market [2] - Conversely, in a bearish scenario, if growth and profit margins underperform, the stock price could drop to $37 [2] Group 3: Future Catalysts - Future catalysts for Bloom Energy include announcements of contracts with hyperscale computing companies, further collaborations with utility companies, and increasing evidence of grid constraints [2]