Update shared on 30 Nov 2025
Fair value Increased 0.58%Bloom Energy's analyst price target was modestly increased from $111.85 to $112.50 as analysts cited incremental improvements in growth assumptions and a slightly reduced discount rate in their valuation models.
What's in the News
- Bloom Energy and Brookfield have announced a $5 billion strategic partnership to develop AI factories powered by Bloom's fuel cell technology. The initiative aims to meet rising energy demands from artificial intelligence.
- The partnership is set to deliver advanced infrastructure for AI by integrating compute, power, data center architecture, and capital to provide rapidly deployable, clean onsite energy solutions.
- Brookfield will make its first major investment in dedicated AI infrastructure. This move builds on Brookfield's track record of over $100 billion invested in digital infrastructure worldwide.
- Bloom Energy has already provided hundreds of megawatts to major data centers, working with partners such as American Electric Power, Equinix, and Oracle.
- Brookfield's recent activities include investments in U.S. energy and digital infrastructure companies along with a significant agreement to supply Google with up to 3GW of hydro power in the United States. (Key Developments)
Valuation Changes
- The consensus analyst price target has risen slightly from $111.85 to $112.50.
- The discount rate has fallen marginally from 9.24% to approximately 9.23%.
- Revenue growth assumptions increased slightly from 44.87% to 44.87%.
- Net profit margin decreased very slightly from 17.64% to 17.64%.
- The future P/E ratio has fallen from 39.16x to 38.33x.
Disclaimer
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