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.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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富國集團分析師Michael Blum維持$Bloom Energy (BE.US)$持有評級，並將目標價從14美元上調至22美元。
根據TipRanks數據顯示，該分析師近一年總勝率為64.4%，總平均回報率為10.9%。
此外，綜合報道，$Bloom Energy (BE.US)$近期主要分析師觀點如下：
修訂後的財務模型現在已納入預期，即在未來四年內完成的1 GW供應協議，導致2025年和2026年EBITDA預測分別增加35%和62%。此調整旨在適應該最近協議帶來的更高訂單量。
公司與美國電力的協議對情緒和可見度具有積極影響。
與美國電力的最近協議被視爲對bloom energy的積極發展，但未來訂單增長的速度和幅度仍存在不確定性。這是因爲美國電力不受任何進一步下訂單的義務約束。人們認爲，Bloom Energy當前的估值已經合理地考慮了一定數量的潛在未來訂單。
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