CMB Stock News Of The Day 📰🗞️🗞️📈📉

“Bloom Energy Shines with Strong Q4, Analysts Bullish on 2026 Outlook” 🚨🚨🚨

Bloom Energy (BE) received a warm reception from analysts after posting better-than-expected Q4 earnings and sales, sending shares higher in after-hours and early Friday trading.

Key highlights from analysts:

• Barclays: 2026 guidance well above Street expectations; product backlog hits $6B, services backlog at $14B with 100% attach rate on new bookings.

• Morgan Stanley: Noted an inflection in growth; Q4 earnings beat, backlog up 2.5x, 2026 revenue guidance >50% YoY. Price target raised to $184.

• JP Morgan: Adjusting estimates and introducing FY28 outlook; YE26 price target raised to $166, maintaining Overweight rating.

• Evercore ISI: Total backlog reaches $20B, supporting confidence in meeting 2026 revenue target of $3.1B and doubling operating income.

The strong backlog and bullish guidance signal growing demand for fuel cell-based power solutions, highlighting Bloom Energy’s position in the clean energy market. Analysts remain optimistic about additional contract announcements providing further catalysts for growth.