{"id":104958,"date":"2026-07-18T07:19:00","date_gmt":"2026-07-18T07:19:00","guid":{"rendered":"https:\/\/www.europesays.com\/ch\/104958\/"},"modified":"2026-07-18T07:19:00","modified_gmt":"2026-07-18T07:19:00","slug":"ubs-says-buy-the-dip-in-bloom-energy-stock","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ch\/104958\/","title":{"rendered":"UBS says ‘buy the dip’ in Bloom Energy stock"},"content":{"rendered":"\n

Bloom Energy has been one of the hottest stocks on Wall Street<\/a> this year. The stock is up over 800% in the last 12 months and 1,300% in the past three years.\u00a0 <\/p>\n

The remarkable run has turned the fuel cell maker into one of the biggest AI<\/a> infrastructure stories in the market. <\/p>\n

Despite its outsized gains, the clean energy stock is down 30% from its all-time highs, making it a buy-the-dip opportunity, according to a leading investment bank<\/a>.\u00a0 <\/p>\n

Let’s see why. <\/p>\n

The bull case for Bloom Energy stock <\/p>\n

Bloom Energy (BE<\/a>) makes solid oxide fuel cell systems that generate power on-site without requiring a connection to the local electric grid.\u00a0 <\/p>\n

Its “Energy Servers” power AI data centers, which need massive, reliable electricity supplies quickly. <\/p>\n

During the company’s first-quarter 2026 earnings call<\/a>, CEO K.R. Sridhar<\/a> said Bloom is becoming the “standard and go to choice for on site power” for AI data centers.\u00a0 <\/p>\n

More Bank Stock Resets: <\/p>\n

He pointed<\/a> to a new partnership with Oracle for the Project Jupiter AI data center campus in New Mexico, a deal that could reach up to 2.45 gigawatts and will rely entirely on Bloom equipment instead of gas turbines or diesel backup generators. <\/p>\n

Sridhar<\/a> also said more than half of Bloom’s current data center backlog comes from other hyperscalers, neoclouds, and colocation providers beyond Oracle. <\/p>\n

The numbers back up that momentum. <\/p>\n

Bloom<\/a> posted first-quarter revenue of $751.1 million, up 130.4% from a year earlier, its first-ever quarter of triple-digit percentage growth as a public company<\/a>.\u00a0 <\/p>\n

The company<\/a> also raised its full-year 2026 revenue guidance to $3.4 billion-$3.8 billion, up from a prior forecast of $3.1 billion-$3.3 billion. <\/p>\n

<\/a> Bloom Energy CEO KR Sridhar is bullish on AI growth.Bloomberg&sol;Getty Images UBS raises its price target <\/p>\n

UBS<\/a> raised its price target for Bloom Energy to $350 from $322 while maintaining its buy rating on the stock.\u00a0 <\/p>\n

The move followed news that Bloom and investment giant Brookfield expanded their partnership from $5 billion to $25 billion, a fivefold jump from the deal first announced in October 2025. <\/p>\n

UBS analyst Manav Gupta said the two companies “continue to advance a new model for AI factories that integrates power, compute, data center infrastructure, and capital from the outset.”
Source: Investing.com <\/p>\n

The expanded funding<\/a> is tied to Brookfield’s AI Infrastructure Fund, which launched in November 2025 with a goal of deploying $100 billion.\u00a0 <\/p>\n

Story Continues <\/p>\n

Related: JPMorgan resets Bloom Energy stock price target<\/a> <\/p>\n

“Today’s commitment reflects the momentum we are seeing in the market, as evidenced by recently announced large-scale deals,” Bloom’s Chief Commercial Officer Aman Joshi<\/a> said. “Bloom is uniquely positioned to address the urgent need for clean, reliable power to support the rapid growth of AI.” <\/p>\n

Brookfield Head of AI Infrastructure Sikander Rashid<\/a> said scaling the partnership strengthens the firm’s ability to deliver “end to end solutions, from electrons to tokens” for major customers, the statement confirmed. <\/p>\n

Wells Fargo kept an equal weight rating on Bloom Energy.\u00a0 <\/p>\n

Oppenheimer maintained a perform rating. <\/p>\n

BMO<\/a> Capital reiterated a market perform rating.\u00a0
Source: Investing.com <\/p>\n

Is Bloom Energy stock undervalued? <\/p>\n

According to Tikr.com data<\/a>, analysts tracking Bloom Energy stock forecast revenue to increase from $2 billion in 2025 to $14 billion in 2030.\u00a0 <\/p>\n

In this period, free cash flow<\/a> is projected to improve from $57 million to $4.77 billion. If Bloom Energy stock is priced at 40x forward FCF, which is reasonable given its growth estimates, it could almost triple within the next four years.\u00a0 <\/p>\n

Of the 19 analysts covering Bloom Energy stock<\/a>, 9 recommend “buy,” and 10 recommend “hold.” The average BE stock price target<\/a> is $287, 17% above the current price of $245.\u00a0 <\/p>\n

Bloom has real contracts, record revenue growth, and a fast-growing backlog of AI data center customers.\u00a0 <\/p>\n

Bloom’s own research points to a bigger trend fueling the story. <\/p>\n

The company’s mid-year Data Center Power Report<\/a> found 61% of developers plan to bring their own power if the grid can’t keep up with demand, and inference now makes up more than half of all AI compute.\u00a0 <\/p>\n

That suggests the need for fast, on-site power isn’t going away anytime soon, no matter what the stock does in the short term. <\/p>\n

Related: Bloom Energy’s $25B partnership targets AI’s next bottleneck<\/a> <\/p>\n

This story was originally published by TheStreet<\/a> on Jul 13, 2026, where it first appeared in the Investing<\/a> section. Add TheStreet as a Preferred Source by clicking here.<\/a> <\/p>\n","protected":false},"excerpt":{"rendered":"Bloom Energy has been one of the hottest stocks on Wall Street this year. The stock is up…\n","protected":false},"author":2,"featured_media":104959,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[129],"tags":[29917,910,51519,223],"class_list":["post-104958","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ubs","tag-bloom-energy","tag-data-centers","tag-energy-stock","tag-ubs"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ch\/116939768668041603","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/104958","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=104958"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/104958\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/104959"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=104958"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=104958"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=104958"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}