$BE · Schwab Network · 2026-11-03
巴克莱将 Bloom Energy 的评级从等权上调至增持，相当于买入；其下调后的目标价 289 仍意味着超过 40% 的上涨空间；股价上涨 8%。尽管存在现金需求和利润率压力，巴克莱仍认为增长前景更强，并看好客户存款上升、需求走势以及本季度的资本投资。
逐段跳播
最后但同样重要的是，Bloom Energy 获得了评级上调。我们来谈谈这个。是的，Barkley 现在对 Bloom Energy 更加看涨，在华尔街将其评级从等权重上调至增持。增持基本上相当于买入评级。
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.
他们实际上下调了目标价，但这仍意味着较当前水平有上涨空间。受此影响，股价上涨了8%。Barkley 的新目标价是289，基于昨天的收盘水平。这意味着较当前水平有超过40%的上涨空间。
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.
他们看到了更强劲的增长前景，尽管存在一些现金需求和部分人一直担忧的利润率压力。
They see a stronger growth outlook even though there's some cash needs and some margin pressure that some have been worried about.
但客户，我是说客户投入了更多资金。他们喜欢这一点。客户存款，而且他们认为，从需求角度来看，未来的发展轨迹看起来很强劲。
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.
然后还有 Bloom Energy 本季度的资本投资。他们对此也很满意。所以，Bark 在这次电话会议后更加看涨。
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.
观察点
这个频道对 $BE 的历次判断
Schwab Network 在这只股票上共 8 条判断，这里只列相邻的几条。