Overview
- The stock rose about 12% this week through Friday midday and is up roughly 80% year to date, according to S&P Global Market Intelligence data reported by Yahoo Finance.
- Investors are betting Bloom's solid oxide fuel cells can supply on-site power for the rapid buildout of AI-focused data centers.
- CEO K. R. Sridhar said bring-your-own-power has become a business necessity for AI hyperscalers and manufacturing facilities.
- Bloom is expanding capacity to address expected demand, with Jefferies pointing to an estimated $6 billion backlog that provides near-term visibility.
- Analyst views diverge: Jefferies kept an Underperform rating with a $102 target, UBS raised its target to $170 with a Buy, BofA kept Underperform at $71, and Mizuho held Neutral at $110.