JPMorgan and Susquehanna Raise Bloom Energy Price Targets Following Strong Q1 Results
Bloom Energy (BE) reported Q1 2026 revenue of $751M, up 130% YoY, and non-GAAP EPS of $0.44, exceeding expectations. JPMorgan and Susquehanna raised their price targets to $267 and $293, respectively, signaling institutional confidence in Bloom Energy's role in AI infrastructure. The company's on-site fuel cells are becoming a strategic asset for hyperscalers.
Topics: AI Infrastructure Analyst Upgrade Bloom Energy Fuel Cells Stock Price Target