Key Highlights UBS analyst Manav Gupta increased the Bloom Energy price target to $350 from $322, maintaining a Buy recommendation The company’s collaboration with Brookfield for AI power inf
Bloom Energy (BE) secured a fresh street-leading price objective on Tuesday when UBS analyst Manav Gupta elevated his forecast to $350 from the previous $322, maintaining his Buy recommendation.
Shares were changing hands around $308.84 during the analyst call, hovering close to the 52-week peak of $351.28 while experiencing roughly a 7.2% pullback during the preceding week.
The catalyst behind the enhanced outlook was a substantial enlargement of Bloom’s current alliance with Brookfield Asset Management. The arrangement ballooned from $5 billion to $25 billion.
Bloom and Brookfield initially unveiled their collaboration in October 2025, designed to deliver on-site electricity for Brookfield’s upcoming AI manufacturing facilities. That original $5 billion structure has now expanded by a factor of five.
The enlarged collaboration operates within Brookfield’s specialized AI Infrastructure Fund, which debuted in November 2025 with an announced objective of investing $100 billion.
Gupta’s primary thesis centers on the notion that the market is evaluating Bloom using an inappropriate standard. Most Wall Street professionals concentrate on LCOE — the levelized cost of electricity generation — however Gupta maintains that hyperscale operators prioritize total delivered power expenditure.
When incorporating storage solutions, redundancy systems, and infrastructure enhancement expenses, affordable renewable sources can become prohibitively costly. Bloom’s on-site fuel cell technology eliminates numerous supplementary costs while delivering superior reliability, which Gupta argues positions them more favorably on a comprehensive cost evaluation.
He additionally characterized the Brookfield arrangement as transcending a simple financing commitment. The partners are constructing a blueprint for AI production facilities that integrates power generation, computational resources, facility architecture, and investment capital into a unified package from inception.
Gupta presently holds the 343rd position among over 12,300 analysts monitored by TipRanks. His performance record specifically on BE is noteworthy — achieving an 82% accuracy rate and delivering an average return of 266.87% per recommendation across a one-year timeframe.
Bloom has multiple agreements advancing. AI cloud provider Nebius committed to implementing Bloom’s fuel cell technology, and Gupta anticipates collaborations with Oracle and utility provider AEP will accelerate too.
Regarding policy developments, FERC recently acted to expedite grid interconnections for substantial data center requirements. This modification is encouraging additional operators to secure independent power sources instead of depending on grid availability — a dynamic that directly benefits Bloom’s offerings.
Bloom’s revenue expanded 56.5% during the previous twelve months, based on InvestingPro data. Notwithstanding this expansion, the platform indicates the stock may be trading above its Fair Value calculation.
The Street’s collective outlook on BE registers as a Moderate Buy, derived from nine Buy recommendations and 10 Hold ratings. The consensus price objective stands at $283.95, which would technically indicate modest downside from present trading levels.
UBS’s $350 forecast now represents the most bullish target on Wall Street, exceeding the consensus by a considerable margin.
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