Clear Street Raises Bloom Energy (BE) Estimates on Data Center Growth but Maintains Hold

Bloom Energy Corporation (NYSE:BE) is 1 of the hottest large-cap stocks of 2025. On December 29, Clear Street raised the firm’s terms people connected Bloom Energy to $58 from $50 with a Hold standing connected the shares. This sentiment was posted arsenic the steadfast raised its 2026 gross projections by 2% and its 2027 estimates by 9%, reaching $3.33 billion. These adjustments stem from expectations that Bloom Energy volition grow its interior accumulation capableness for information halfway products. Despite appreciating Bloom’s ascendant marketplace stock and the reliability of its onsite powerfulness procreation for manufacturing and information centers, the steadfast has kept a Hold standing owed to existent valuation levels.

Furthermore, connected December 3, Daiwa initiated sum of Bloom Energy Corporation (NYSE:BE) with a Hold standing and $98 terms target.

In Q3 2025, Bloom Energy reported gross of $519 million, which was a 57.1% summation implicit the aforesaid play successful 2024. The institution besides posted a affirmative non-GAAP EPS of $0.15, successfully reversing a $0.01 nonaccomplishment from the erstwhile year.

The company’s AI-first strategy was cemented by a $5 cardinal concern with Brookfield Asset Management. This collaboration establishes Bloom Energy arsenic the preferred on-site powerfulness supplier for Brookfield’s planetary AI infrastructure portfolio. Under the deal, Brookfield volition usage its equilibrium expanse to concern Bloom-sourced AI opportunities, with the archetypal European task expected to beryllium announced by the extremity of 2025.

To support gait with the once-in-a-generation request from information centers and the AI sector, Bloom Energy is aggressively scaling its manufacturing. The institution is connected way to treble its accumulation capableness to 2 GW by December 2026.

Bloom Energy Corporation (NYSE:BE) designs, manufactures, sells, and installs solid-oxide substance compartment systems for on-site powerfulness procreation successful the US and internationally.

While we admit the imaginable of BE arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.