Target upside +31%
Bloom Energy ($BE) has declined 39% from highs and is partnering with Oaktree and Industrial Development Funding on a $1.7B fuel cell deployment for AI cloud infrastructure, with Morgan Stanley financing support.
- Target upside +31%Average analyst target $271 vs current price $207
- Wall Street rating · BuyAnalyst rating consensus
- Lagged market 20d -25%
- Authors active recently · 13Curated authors discussed it within the last 3 days.
Main discussion
- $BE declined 39% from recent highs, positioning it among significant drawdowns in growth/tech stocks.
- $BE partnering with Oaktree and Industrial Development Funding on $1.7B investment to deploy fuel cells for AI compute infrastructure, with Morgan Stanley financing.
Different voices
- Analyst notes $BE valuation becoming more attractive after drawdown but signals not yet at buy levels.
View 4 high-relevance sources
@stocksavvyshay· 429.7K followersTHE FUTURE IS ON SALE RIGHT NOW Drawdown from highs: • $OKLO −76% • $NVTS −63% • $CRWV −60% • $ASTS −58% • $IONQ −57% • $PL −57% • $AAOI −56% • $RKLB −55% • $IREN −54% • $ONDS −53% • $TE −51% • $OUST −42% • $ARM −42% • $BE −39% • $NBIS −38%
- @stocksavvyshay· 429.7K followers
$BE is partnering with Industrial Development Funding and Oaktree on a $1.7B investment to deploy fuel cells for $NBIS AI cloud infrastructure. The project will provide dedicated behind-the-meter power for AI compute with Morgan Stanley supporting the financing. https://t.co/B34k
@mitchmartan98· 12.1K followers$BE coming down nicely, not a buy quite yet but starting to get more attractive.
@thebigberbowski· 17.0K followers👀 $NBIS $BE