Leading broker Mizuho upgraded the stock of energy infrastructure services provider Bloom Energy (BE) to an “Outperform” rating following its solid Q2 2026 results. Highlighting the company's revenue and shipments that were above its expectations, Mizuho reckons Bloom to be "a differentiated onsite power solution, supported by its time-to-power advantage, greater than $27B financing capacity, validation from all major U.S. hyperscalers, and a backlog that continues to outgrow revenue."
The price target was, however, reduced to $242 from $285 as service revenues were not up to the mark. Still, the price reflects an upside potential of about 11% from current levels.
