Mar. 4 at 5:49 PM
$BE "As of March 4, 2026, Bloom Energy (BE) stock is up 6.4% to
$162.82 following a series of bullish analyst upgrades and a surge in demand for AI-driven power infrastructure. Bloom's solid-oxide fuel cells are increasingly used as on-site power solutions for AI data centers, which consume nearly 100 times more power than traditional racks. The company reported a
$6 billion backlog that doubled recently due to "bring-your-own-power" demand from AI hyperscalers. Major firms, including Morgan Stanley (
$184) and JPMorgan (
$166), raised their price targets in early 2026, citing strong execution and a robust growth outlook."
