Bloom Energy: Buy the AI-Data-Center Momentum, Manage the Execution Risk
Bloom Energy (BE) remains my top pick in the fuel-cell / data-center power niche. Recent results, a factory-driven installation system and robust guidance have prompted sell-side upgrades and renewed investor interest. I reiterate Buy with a defined mid-term trade: enter near $215, stop at $175, target $300 over ~45 trading days. The setup offers a…