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Bloom Energy: Not Pricing In Capacity Upside

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Update - Nov. 5, 2026

Wild to see BE down 15% today after the good news from CA and the analyst upgrade. If anything, Bloom Energy will be in more demand going forward. Note, the potential 1 GW deal in CA alone is nearly equal to 2026 sales.

-Bloom Energy popped 8.9% in Tuesday's trading after Barclays upgraded the stock and the company unveiled a potential large-scale power partnership with California Resources Corp. to evaluate the potential development of at least 1 GW of fuel cell power generation paired with carbon capture and storage in the state.
-Barclays upgraded Bloom (BE) to Overweight from Equal Weight with a $289 price target, saying demand appears to be inflecting more sharply than previously expected, as customer deposits increased from $78M in year-end 2025 to $661M in Q3 2026, including a ~$300M sequential increase in Q3 alone.

Finviz Chart


Original article posted on Oct. 24 

  • Bloom Energy delivered blockbuster Q3 '26 results, guiding up for Q4 and projecting robust long-term growth in data center power solutions.
  • BE is rapidly expanding capacity, targeting over 5 GW and potentially $20 billion in annual revenue, with major customers like Oracle and Nebius driving demand.
  • Despite recent negative cash flow from inventory and equipment build, the fuel-cell power company maintains a strong $2.5 billion cash balance and positive YTD free cash flow.
  • The stock valuation isn't high based on '28 EPS targets, while current forecasts underestimate earnings power as capacity and operating leverage scale.
While AI stocks continue to crumble, Bloom Energy Corporation (BE) reported blockbuster results and set up a strong future. The stock has traded weak due to fears over premier data centers struggling to gain access to the natural gas to feed their fuel cell units. My investment thesis is now ultra-bullish on the stock with this dip offering a more compelling entry point, with the business only expanding into new catalysts.


Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 

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