Bloom Energy Corporation (NYSE:BE) is one of the Hottest Large Cap Stocks of 2025. On Dec. 29, Clear Street raised the firm’s price target on Bloom Energy to $58 from $50 with a Hold rating on the stock. This sentiment was expressed when the company increased its 2026 revenue projections by 2% and its 2027 estimates by 9%, reaching $3.33 billion. These adjustments arise from expectations that Bloom Energy will expand its internal production capacity for data center products. Despite appreciating Bloom’s dominant market share and the reliability of its on-site power generation for data centers and manufacturing, the company has maintained a Hold rating due to current valuation levels.
Additionally, on December 3, Daiwa initiated coverage of Bloom Energy Corporation (NYSE:BE) with a Hold rating and a $98 price target.
In the third quarter of 2025, Bloom Energy reported revenue of $519 million, an increase of 57.1% over the same period in 2024. The company also reported positive non-GAAP earnings per share of $0.15, successfully reversing a loss of $0.01 from the prior year.
The company’s AI-first strategy was cemented through a $5 billion partnership with Brookfield Asset Management. This collaboration establishes Bloom Energy as the preferred on-site energy provider for Brookfield’s global AI infrastructure portfolio. Under the deal, Brookfield will use its balance sheet to fund AI opportunities obtained by Bloom, with the first European project expected to be announced in late 2025.
To keep pace with the once-in-a-generation demand from the data center and artificial intelligence sector, Bloom Energy is aggressively expanding its manufacturing. The company is on track to double its production capacity to 2 GW by December 2026.
Bloom Energy Corporation (NYSE:BE) designs, manufactures, sells and installs solid oxide fuel cell systems for on-site power generation in the U.S. and internationally.
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Disclosure: None. This article was originally published in Internal jumpsuit.