Fuel Cell Surge: Bloom Energy Stock Soars on AI Data Center Demand

Bloom Energy shares are experiencing remarkable momentum, propelled by twin analyst endorsements from prominent financial institutions. Both JPMorgan and Evercore ISI have issued bullish buy ratings on the clean energy company’s stock, with dramatically increased price targets. JPMorgan has doubled its projection to $90 by December 2026, while Evercore ISI sets an even more ambitious target of $100 per share.

The company’s stock currently trades at $90.19, reflecting an extraordinary 300 percent surge since the beginning of 2025. This performance dramatically outpaces the broader oil and energy sector, which has managed average gains of just 5.9 percent over the same period.

The primary catalyst behind this investor enthusiasm stems from Bloom Energy’s strategic positioning within the exploding artificial intelligence infrastructure market. According to... Read more...