NYSE:BE

Track all markets on TradingView - Prices are not updated in real time
Bloom Energy Stock Rises After Mizuho Upgrades Rating to Outperform

Bloom Energy (NYSE: BE) shares climbed approximately 25% on Thursday after Mizuho upgraded the fuel cell and distributed power company to **Outperform** from **Neutral**, while significantly raising its price target.

Mizuho analyst Maheep Mandloi increased the firm's price target to **$285** from **$242**, implying additional upside from current trading levels. The upgrade reflects growing confidence in Bloom Energy's long-term growth prospects as demand for on-site power generation continues to accelerate.

The positive outlook comes as electricity demand from artificial intelligence infrastructure and data centers continues to surge, increasing interest in alternative power solutions that can be deployed more quickly than traditional grid expansions. Bloom Energy's solid oxide fuel cell technology is increasingly viewed as a potential solution for hyperscale data centers seeking reliable, low-emission power.

The upgrade also follows improving investor sentiment toward companies benefiting from AI-driven infrastructure investment. Recent quarters have seen strong demand across the power, electrical equipment and industrial sectors as technology companies continue expanding AI computing capacity.

What to Watch

Following the strong rally, investors will look for continued commercial momentum, particularly new data center contracts and large-scale power deployments. Markets will also monitor upcoming earnings for updates on order growth, backlog, profitability and management's outlook as Bloom Energy seeks to capitalize on rapidly growing demand for distributed energy solutions.
💬
Author
WS Investor 07-30-26
Bloom Energy (BE) Surges 24% After Historic Earnings Beat

Bloom Energy shares rocketed 24% on Wednesday after a Q1 earnings report that shattered expectations. The fuel cell maker posted revenue of $751.1 million, up 130% year over year, while non-GAAP EPS of $0.44 came in nearly four times above analyst consensus (Investing com).

The driver is simple: soaring demand from AI data centers. Bloom's partnership with Oracle, covering up to 2.8 GW of fuel cell capacity, is seen as a defining multi-year contract (TIKR). Management raised its 2026 revenue forecast to $3.4 to $3.8 billion, well above the prior Street estimate of $3.2 billion (Motley Fool).

Morgan Stanley raised its price target to $310 from $184 and Loop Capital lifted its target to $290, both keeping bullish ratings (TipRanks).
💬
Author
Global Finance News 04-29-26

VantagePoint Vantagepoint A.I. Hot Stocks Outlook for January 16, 2026 Stocks $BA, $IPMLF, $SE, $MLKN, $AMC, $STNG

Register for a Free Live Training The Hot Stocks Outlook uses VantagePoint’s market forecasts that are up to 87.4% accurate, demonstrating how traders can improve their timing and direction. In this week’s video, VantagePoint Software reviews forecasts for Cameco ($CCJ), Bloom Energy($BE)

(vantagepointsoftware.com)
💬
Author
Global Finance News 01-17-26
Bloom Energy Announces Exchange of $112.8 Million in 2025 Notes for New 2029 Convertible Notes

On May 7, 2025, Bloom Energy Corporation entered into privately negotiated exchange agreements with certain holders of its 2.50% Green Convertible Senior Notes due 2025. The company exchanged approximately $112.8 million in principal of the 2025 Notes for approximately $115.7 million of new 3.00% Green Convertible Senior Notes due 2029.

The 2029 Notes are senior unsecured obligations maturing on June 1, 2029, and bear interest at 3.00% per annum, payable semi-annually. The notes are convertible into cash, shares of Bloom’s Class A common stock, or a combination thereof, at the company’s discretion. The initial conversion price is $20.84 per share, subject to adjustment, with early redemption possible beginning June 7, 2027, under certain conditions.

The notes were issued under Section 4(a)(2) of the Securities Act and are not registered securities. If fully converted, the 2029 Notes could result in the issuance of up to approximately 7.36 million shares of Class A common stock. Following this transaction, $2.2 million of the 2025 Notes remain outstanding alongside $518.2 million of the 2029 Notes.

Bloom Energy issued a press release on May 8, 2025, detailing the exchange transaction.
💬
Author
ME NEWS 05-13-25
Video Thumbnail
04-07-26The Investor