Bloom Energy Shows Big Growth but Limited Upside Signals
Bloom Energy shares are up 223.18% year to date on AI data center demand, with revenue reaching $1.07 billion and 165.52% year-over-year growth. Brookfield expanded its financing commitment to $25 billion, while backlog climbed to $176 billion and 2026 guidance was set at $45.5 to $46.5 billion. Despite strong orders, a hold view with a $213.16 price target implies about 24% downside.