Bloom Energy Corporation BE

Be- undervalued gem!

Be- 120.00 by close of market today!

Be- Ben, you will never see 90 again, get over it!

Oracle's revenue boom is poised to lift an under-the-radar energy firm.
Bloom Energy is set to be a big winner of Oracle's future sales surge, Morgan Stanley said.
The bank doubled its price target on Bloom Energy stock, citing high data center demand.
Investors were floored by Oracle's surging revenue forecasts when it reported earnings last week, and now analysts are growing bullish on other names that could be lifted by its sales boom.

After a wildly upbeat cloud-computing forecast cemented Oracle as a prominent player in the AI race, the stock surged, and its momentum hasn't subsided as demand continues to persist.

Oracle's lifted a number of tech stocks last week, but a little known clean energy company might end up being one of the biggest winners. Bloom Energy announced an agreement to use its fuel cell technology to power Oracle's data centers in late July, and now one of Wall Street's top banks is feeling bullish on the stock.

Morgan Stanley on Tuesday doubled its price target for Bloom Energy shares, even after the stock has spiked more than 220% year-to-date.

The bank now sees the stock rising to $88 a share, representing another 16% from Tuesday's intraday high.

Morgan Stanley thinks Bloom Energy offers a new type of exposure to the tech sector's data-center boom.

In a September 16 note, analyst David Arcaro laid out his bullish case for the stock, highlighting the Oracle partnership as a key indicator of future growth.

"Bloom has an attractive partner in ORCL, and the company is among the only players able to increase its manufacturing quickly (<6mo to double capacity) and ship product on a short turnaround," he said.

Arcaro and his team also noted that the demand for power sparked by new data centers is showing no signs of slowing. While both grid power and alternative energy sources face delays, the analysts see Bloom Energy's partnership with Oracle as a clear edge over competitors.

"Management indicated that it would be shipping product to the first Oracle data center in 90 days and there are 'many' additional Oracle data centers that the company will be delivering to in the future," Arcaro wrote.

Energy stocks are emerging as an alternative way into the AI boom. Nuclear power companies, in particular, have been the center of Wall Street's energy trade in 2025, with companies like Oklo and Nucor seeing shares rally and nuclear-focused ETFs soaring on optimism for a renaissance in the sector spurred by power-hungry data centers.

Oracle's revenue boom is poised to lift an under-the-radar energy firm.
Bloom Energy is set to be a big winner of Oracle's future sales surge, Morgan Stanley said.
The bank doubled its price target on Bloom Energy stock, citing high data center demand.
Investors were floored by Oracle's surging revenue forecasts when it reported earnings last week, and now analysts are growing bullish on other names that could be lifted by its sales boom.

After a wildly upbeat cloud-computing forecast cemented Oracle as a prominent player in the AI race, the stock surged, and its momentum hasn't subsided as demand continues to persist.

Oracle's lifted a number of tech stocks last week, but a little known clean energy company might end up being one of the biggest winners. Bloom Energy announced an agreement to use its fuel cell technology to power Oracle's data centers in late July, and now one of Wall Street's top banks is feeling bullish on the stock.

Morgan Stanley on Tuesday doubled its price target for Bloom Energy shares, even after the stock has spiked more than 220% year-to-date.

The bank now sees the stock rising to $88 a share, representing another 16% from Tuesday's intraday high.

Morgan Stanley thinks Bloom Energy offers a new type of exposure to the tech sector's data-center boom.

In a September 16 note, analyst David Arcaro laid out his bullish case for the stock, highlighting the Oracle partnership as a key indicator of future growth.

"Bloom has an attractive partner in ORCL, and the company is among the only players able to increase its manufacturing quickly (<6mo to double capacity) and ship product on a short turnaround," he said.

Arcaro and his team also noted that the demand for power sparked by new data centers is showing no signs of slowing. While both grid power and alternative energy sources face delays, the analysts see Bloom Energy's partnership with Oracle as a clear edge over competitors.

"Management indicated that it would be shipping product to the first Oracle data center in 90 days and there are 'many' additional Oracle data centers that the company will be delivering to in the future," Arcaro wrote.

Energy stocks are emerging as an alternative way into the AI boom. Nuclear power companies, in particular, have been the center of Wall Street's energy trade in 2025, with companies like Oklo and Nucor seeing shares rally and nuclear-focused ETFs soaring on optimism for a renaissance in the sector spurred by power-hungry data centers.

Be- better grab this small dip while you can!

Be- Uncle Ben, maybe selling rice would be more profitable for you!

Be- uncle Ben should stick to selling rice!

BE- imagine shorting a stock that up more than 400% ytd?!

Brookfield and Bloom Energy Announce $5 Billion Strategic AI Infrastructure Partnership
October 13, 2025
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Aman Joshi
Chief Commercial Officer

Ravi Prasher
Chief Technology Officer

Sonja Wilkerson
Chief People Officer
$5 billion partnership launches first phase of joint AI infrastructure vision
Bloom Energy to become preferred onsite power provider for Brookfield’s global AI factories
The partnership marks Brookfield’s first investment through its dedicated AI Infrastructure strategy
SAN JOSE, Calif. – October 13, 2025 – Bloom Energy (NYSE: BE), a global leader in power solutions, and Brookfield today announced a $5 billion strategic partnership to implement a reimagined future for AI infrastructure. This partnership marks the first phase of a joint vision to build AI factories capable of meeting the growing compute and power demands of artificial intelligence.
AI factories require infrastructure that tightly integrates compute, power, data center architecture, and capital. Bloom Energy’s fuel cells deliver reliable, scalable and clean onsite power that can be rapidly deployed without legacy grids. Brookfield brings world-class expertise in infrastructure development and financing. Together, the two companies are redefining how AI factories are built and powered.
At the center of the new partnership, Brookfield will invest up to $5 billion to deploy Bloom’s advanced fuel cell technology. The two companies are actively collaborating on the design and delivery of AI factories globally, including a site in Europe that will be announced before the end of the year.
“AI infrastructure must be built like a factory—with purpose, speed, and scale,” said KR Sridhar, Founder, Chairman and CEO of Bloom Energy. “Unlike traditional factories, AI factories demand massive power, rapid deployment and real-time load responsiveness that legacy grids cannot support. The lean AI factory is achieved with power, infrastructure, and compute designed in sync from day one. That principle guides our collaboration with Brookfield to reimagine the data center of the future. Together, we are creating a new blueprint for powering AI at scale.”
“Behind-the-meter power solutions are essential to closing the grid gap for AI factories,” said Sikander Rashid, Global Head of AI Infrastructure at Brookfield. “Bloom’s advanced fuel cell technology gives us the unique capability to design and construct modern AI factories with a holistic and innovative approach to power needs. As the world’s largest AI infrastructure investor, this partnership adds a powerful new tool to our global growth strategy, especially in a grid-constrained market environment.”
Over the next decade, foundational models and generative AI are expected to drive ongoing demand for power. According to experts, power demand from AI data centers in the United States is expected to grow exponentially and surpass 100 gigawatts by 2035. Fuel cells have become a key solution for this issue and the partnership between Bloom Energy and Brookfield is designed to address this supply gap.
Bloom Energy has already deployed hundreds of megawatts of its fuel cell technology to data centers, powering some of the world’s most critical digital infrastructure through partnerships with American Electric Power (AEP), Equinix, and Oracle.
This partnership will form Brookfield’s first investment in its dedicated AI Infrastructure strategy focused on investing in large AI factories, power solutions, compute infrastructure, and strategic capital partnerships. The strategy builds on Brookfield’s track record of over $100 billion invested in digital infrastructure globally.
Brookfield has over $550 billion of critical assets and services operating across the U.S. Today’s announcement follows recent investments in leading U.S. energy, utility and digital infrastructure businesses including Compass Datacenters, Duke Energy Florida, Colonial Enterprises and Hotwire Communications, as well as a landmark agreement to supply Google with up to 3GW of hydro power in the U.S.