Update shared on18 Oct 2025
Fair value Increased 33%Analysts have raised their price target for Bloom Energy from $57.63 to $76.83. They cite expectations for stronger revenue growth and a higher projected future price-to-earnings multiple as key factors behind the upward revision.
What's in the News
- Bloom Energy and Brookfield have formed a $5 billion strategic partnership to build AI factories with advanced fuel cell technology. The partnership targets the growing power demands of artificial intelligence.
- Brookfield's investment represents its first move in a new AI Infrastructure strategy. The company aims to invest in large-scale AI factories, power solutions, and compute infrastructure.
- Bloom Energy reaffirmed its full-year 2025 revenue guidance, expecting between $1.65 billion and $1.85 billion.
- Bloom Energy will deploy its fuel cell technology at Oracle Cloud Infrastructure data centers in the U.S., delivering clean and reliable onsite power within 90 days to support AI and cloud computing growth.
Valuation Changes
- Consensus Analyst Price Target has increased from $57.63 to $76.83.
- Discount Rate has risen slightly from 9.05% to 9.12%.
- Revenue Growth expectations have climbed from 28.2% to 32.0%.
- Net Profit Margin projections have decreased marginally from 14.83% to 14.54%.
- Future P/E ratio has increased from 36.8x to 45.9x.
Disclaimer
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