Analysts reset Bloom Energy rating as stock explodes higher [Yahoo! Finance]
Bloom Energy Corporation Class A (BE)
Last bloom energy corporation class a earnings: 11/7 04:26 pm
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Source: Yahoo! Finance
The partnership could mark a turning point for Bloom, shifting the company from a speculative AI-adjacent play into a serious power supplier for hyperscale data center growth. Here's why investors suddenly see Bloom as one of the more interesting infrastructure names in the AI buildout. Oracle deal resets Bloom's AI narrative On April 13 , 2026, Bloom Energy's AI story changed when Oracle moved from thematic partner to named hyperscale customer with a gigawatt-scale commitment. Shares rose roughly 21% on the following day on the news. Oracle expanded its partnership with Bloom to procure up to 2.8 gigawatts of Bloom fuel cell systems for U.S. AI data center growth, with an initial 1.2 gigawatts already contracted and deployment underway through 2027. This is not a pilot program or memorandum of understanding. It is a concrete demand signal tied to a specific customer, timeline, and use case. Jefferies upgraded the stock from a Sell to a Hold following the Oracle announcem
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BE
News
- QQQ Vs. STK: Why This Tech Income Fund Offers A More Balanced Path Forward [Seeking Alpha]Seeking Alpha
- Bloom Energy (BE) had its price target raised by Citigroup Inc. from $162.00 to $229.00. They now have a "neutral" rating on the stock.MarketBeat
- Jim Cramer Says “I Think Honeywell's Very, Very Good” [Yahoo! Finance]Yahoo! Finance
- Jim Cramer Calls Bloom Energy “The Real Deal” But Addresses the “Parabolic Move” [Yahoo! Finance]Yahoo! Finance
- UBS Hikes Bloom Energy's Price Target From $170 to $251 on the 800 VDC Data Center Revolution [Yahoo! Finance]Yahoo! Finance
BE
Earnings
- 2/5/26 - Beat
BE
Sec Filings
- 4/16/26 - Form 4
- 4/16/26 - Form 4
- 4/15/26 - Form 144
- BE's page on the SEC website