Professional
Added to YB: 2025-09-18
Pitch date: 2025-09-16
BE [bullish]
Bloom Energy Corporation
+220.41%
current return
Author Info
No bio for this author
Company Info
Bloom Energy Corporation designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally.
Market Cap
$81.1B
Pitch Price
$73.75
Price Target
185.00 (-22%)
Dividend
N/A
EV/EBITDA
203.41
P/E
310.14
EV/Sales
26.08
Sector
Electrical Equipment
Category
growth
Morgan Stanley Doubles Bloom Energy Price Target to $85 (Bull Case $185)
BE: Morgan Stanley raises PT to $85 from $44 (bull case $185) on Oracle's $317B backlog beat after Bloom fuel cell data center deal. AI power demand creating 40GW shortfall vs BE's 1GW capacity. Every 50MW adds $5/share value. Fast manufacturing scale (<6mo to double) positions BE for transformative growth in tightening power market.
Read full article (1 min)