Bloom Energy Watchlist

tz-plus logo Tracking the Pivotal Point of Bloom Energy: Why the Stock is Exploding Due to the AI Boom and Oracle Partnership!

W. Zussner
Reading Time: 1 minute

On September 16, 2025, Bloom Energy's stock saw a significant jump. The trigger was a positive analyst assessment from Morgan Stanley, which views the company as a primary beneficiary of the growing demand for power for AI data centers, particularly due to its partnership with Oracle. Morgan Stanley raised the price target from $44 to $85, driving the stock to new highs. Bloom Energy demonstrated strong performance in Q2 2025, surpassing expectations with revenue of $401.2 million, a 19.5% increase compared to the previous year. Earnings per share...

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