UBS raised its price target on Bloom Energy (BE) shares to $350 while maintaining a “Buy” rating on Wednesday, a move driven by the firm’s expanding financing partnership with Brookfield Asset Management. Brookfield has raised its committed funding framework to $25 billion, representing a five-fold increase since the original partnership was established in October 2025.
This expansion signals growing institutional confidence in BE’s position as a critical infrastructure provider for the AI data center buildout. Bloom Energy stock is currently trading at nearly 3x its price at the start of 2026.
