BE (Bloom Energy) is gapping higher.
Bloom Energy is surging on a combination of:
- Multiple analyst price target hikes (Jefferies raised to $92, Clear Street to $130, Wells Fargo also hiked after strong Q4 results and FY2026 guidance).
- Strong backlog growth (up 140% year-over-year to $6 billion), driven by surging demand from AI data centers.
- Expanding partnerships, including a major new deal with Oracle to deploy up to 2.8 GW of Bloom’s solid oxide fuel cells for AI infrastructure power.
BE is one of the clearest pure-play beneficiaries of the AI power crunch.
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