JPMorgan resets Bloom Energy stock price target [Yahoo! Finance]
JP Morgan Chase & Co. (JPM)
Last jp morgan chase & co. earnings: 4/14 06:43 am
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Source: Yahoo! Finance
a massive AI data center power deal with Oracle, delivered triple-digit revenue growth, and raised its full-year outlook. That combination is starting to change how Wall Street views the business. JPMorgan Chase and Susquehanna International Group both raised their price targets sharply after the quarter, signaling growing confidence that Bloom is becoming a real player in powering AI infrastructure at scale. The key question now is whether Bloom can turn this explosive demand into consistent, large-scale execution. Oracle deal raises Bloom Energy's 2026 outlook Bloom's outlook changed materially in Q1 2026 when it paired a dramatically expanded Oracle deployment agreement with a much higher full-year revenue target. Oracle plans to deploy up to 2.8 gigawatts of Bloom's fuel-cell systems to power AI data centers, MarketWatch and InsiderMonkey reported. This will give investors a clear, large-scale customer tied directly to AI demand. As a result, two big Wall Street firms
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