Bloom Energy Corp (BE) stock surged 5.04% on Tuesday, reflecting investors' optimism about the company's potential role in powering the future of AI data centers with its solid oxide fuel cells.
According to a recent news report, Morgan Stanley has maintained an "Overweight" rating on BE stock with a $20 price target. The positive sentiment stems from Bloom Energy's agreement with American Electric Power (AEP) to supply up to 1 GW of its fuel cell systems, with an initial order of 100MW to meet the immediate power needs of AI data centers.
Analysts believe that Bloom Energy's fuel cells could play a critical role in solving time-to-power constraints faced by AI data centers, and the incremental volumes from this agreement are expected to contribute strong earnings margins for the company. The growing demand for energy-efficient and sustainable power solutions for AI infrastructure is seen as a significant opportunity for Bloom Energy's fuel cell technology.
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