Wells Fargo analyst Michael Blum maintains $Bloom Energy (BE.US)$ with a hold rating, and adjusts the target price from $14 to $22.
According to TipRanks data, the analyst has a success rate of 64.4% and a total average return of 10.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Bloom Energy (BE.US)$'s main analysts recently are as follows:
The revised financial model now incorporates the expectations from the 1 GW supply agreement anticipated to be fulfilled within the next four years, resulting in an increase of the 2025 and 2026 EBITDA forecasts by 35% and 62%, respectively. This adjustment is to accommodate the higher order volumes stemming from this recent agreement.
The company's agreement with American Electric is positive for sentiment and enhances visibility.
The recent agreement with American Electric is considered a positive development for Bloom Energy, but there remains uncertainty around the pacing and extent of future order growth. This is because American Electric is under no obligation to place further orders. It is deemed that a reasonable amount of potential future orders is already factored into Bloom Energy's current valuation.
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富国集团分析师Michael Blum维持$Bloom Energy (BE.US)$持有评级，并将目标价从14美元上调至22美元。
根据TipRanks数据显示，该分析师近一年总胜率为64.4%，总平均回报率为10.9%。
此外，综合报道，$Bloom Energy (BE.US)$近期主要分析师观点如下：
修订后的财务模型现在结合了预计将在未来四年内履行的1 GW供应协议的预期，因此2025年和2026年的EBITDA预测分别增加了35%和62%。此调整是为了适应由于这一最新协议产生的更高订单量。
与美国电力公司的协议对市场情绪是正面的，并增强了可见性。
与美国电力公司的最新协议被视为对bloom energy的积极发展，但未来订单增长的速度和范围仍然存在不确定性。这是因为美国电力公司并没有义务下进一步的订单。可以认为，合理数量的潜在未来订单已经计入了bloom energy目前的估值。
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