Schwab Network on $BE (Nov 3, 2026)
Barclays upgraded Bloom Energy to overweight from equal weight, effectively a buy, and its cut price target of 289 still implies over 40% upside; shares rose 8%. Barclays sees a stronger growth outlook despite cash needs and margin pressure, and likes rising customer deposits, the demand trajectory and the quarter's capital investments.
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last but not least, Bloom Energy gets an upgrade. Let's talk about that. Yeah, Barkley's getting more bullish on Bloom Energy here, raising their view to overweight from equal weight here on Wall Street.
Overweight is essentially the equivalent of a buy rating here.
Uh they have uh reduced their price target actually, but it's would still signal upside from here. And you are seeing shares rally 8% off the back of this. Barkley's new price target is 289 from yesterday's closing levels. That implies more than 40% upside from here.
They see a stronger growth outlook even though there's some cash needs and some margin pressure that some have been worried about.
Um but consumers putting customers putting more I should customers excuse me not consumers putting more money down. They like that. Customer deposits um and they they think that the trajectory looks strong from here when you think about demand.
Um, and then the capital investments for the quarter for Bloom Energy. They like that as well. So, Bark is more bullish on this call.
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