Key Stats for Bloom Energy Stock
- Price Change for Bloom Energy stock: 12.81%
- $BE Share Price as of Jan. 8: $122
- 52-Week High: $148
- $BE Share Price Target: $111
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What Happened?
Bloom Energy (BE) stock rocketed higher this week as Wall Street analysts lined up to raise price targets following the company’s blockbuster $2.65 billion deal with American Electric Power.
Shares climbed roughly 13% in Thursday’s session and have now surged over 24% in just the past week alone.
The rally accelerated after Evercore ISI reiterated its Outperform rating and $152 price target, representing 27% upside from current levels.
The firm named Bloom Energy a top pick, citing the company’s unique ability to deploy reliable, clean power solutions faster than competitors. With AI data centers scrambling for electricity, Bloom’s fuel cell technology is emerging as a go-to solution.
The excitement stems from AEP’s announcement that it would purchase 900 megawatts of solid oxide fuel cells from Bloom Energy, connected to a previous agreement for up to 1 gigawatt of capacity. The project near Cheyenne, Wyoming, carries a price tag of about $2,950 per kilowatt, which came in below Mizuho’s estimated average selling price of $3,100 per kilowatt for 2026-2028.
This marks the first large-scale, multi-hundred megawatt confirmed order for Bloom’s fuel cell technology. Analysts expect more similar deals to follow, potentially supporting the company’s aggressive capacity expansion from 1 gigawatt per year to 5 gigawatts per year.
Bloom Energy stock has returned 400% in the past year. Despite these outsized returns, BE stock might deliver 27.4% over the next two years, according to our valuation model.
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What the Market Is Telling Us About Bloom Energy Stock
The explosive move in Bloom Energy stock reflects Wall Street’s growing conviction that the company is positioned at the center of a massive AI-driven power buildout.
Evercore ISI highlighted that while the immediate value comes from quick deployment capabilities, the real opportunity will emerge when AI latency becomes critical in inference and reasoning stages, requiring smaller 150-400MW data centers positioned closer to end users.
Bloom’s competitive advantages are becoming increasingly clear. The company’s fuel cells don’t require air permits in most cases, operate quietly, and deploy more easily than traditional power generation.
As CEO, K.R. Sridhar emphasized on the recent earnings call, Bloom delivered power to Oracle in just 55 days against a 90-day promise, demonstrating execution capabilities that competitors can’t match.
Bloom just posted its fourth consecutive quarter of record revenue, with Q3 sales jumping 57% year-over-year to $519 million. Gross margins expanded 510 basis points to 30.4%, and the company generated positive operating cash flow. Management also raised full-year guidance and expects 2026 to deliver even stronger results.
Mizuho maintained its Neutral rating with a $108 target, well below current levels, suggesting some caution is warranted despite the momentum.
That said, with power shortages becoming a critical bottleneck for AI infrastructure and Bloom demonstrating the ability to deliver solutions at speed, the bull case remains compelling for investors willing to look past near-term valuation concerns.
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How Much Upside Does Bloom Energy Stock Have From Here?
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
