Bloom Energy Corporation (NYSE:BE) is one of the best growth stocks to invest in according to billionaires.
As of March 13, 2026, Bloom Energy Corporation (NYSE:BE) had a mixed Wall Street setup, with 26 analysts assigning 11 Buy ratings, 12 Hold ratings, and 3 Sell ratings. The average 12-month price target stood at $131.87, with published targets ranging from $10 to $207.
The stock’s recent coverage came against a broader backdrop of rising interest in power suppliers tied to AI infrastructure. On March 3, 2026, Melius Research said Bloom was seeing a surge in fuel-cell demand from AI datacenters, noting a 2.5x increase in product backlog and a 1.5x increase in service backlog over the past year. Melius also argued Bloom has an advantage because fuel-cell systems can be delivered in months rather than years, which matters as large datacenter operators look for faster ways to secure power.
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That theme remained in focus on March 10, 2026, when Morgan Stanley said AI infrastructure demand continued to grow despite rising concerns around the sector, and listed Bloom among stocks positioned to benefit as power remains one of the main bottlenecks in the AI buildout.
Against that backdrop, Citigroup initiated coverage on February 24, 2026, with a Neutral rating and a $162 price target. The call followed Bloom Energy’s February 5, 2026, fourth-quarter release, when the company reported revenue of $777.7 million, up 35.9% year over year, and non-GAAP diluted EPS of $0.45. For the full year 2025, revenue rose 37.3% to $2.02 billion. Bloom also guided for 2026 revenue of $3.1 billion to $3.3 billion and non-GAAP EPS of $1.33 to $1.48.
Bloom Energy Corporation (NYSE:BE) makes solid oxide fuel cell systems for on-site power generation and serves customers across data centers, utilities, and commercial and industrial markets.
While we acknowledge the potential of BE as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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