-- 加拿大皇家銀行資本市場（RBC Capital Markets）週三表示，鑑於電力供應時間、電網限制、水資源短缺以及與替代能源相關的社區空氣品質問題，Bloom Energy (BE) 的燃料電池解決方案需求強勁。 報告指出，隨著需求加速成長，Bloom Energy 正在將產能從 2 吉瓦擴大到 5 吉瓦。該公司最近獲得的空氣排放許可證表明，其已獲得監管部門批准，可以開始擴大其位於加州的工廠規模。 RBC 估計，Bloom Energy 的設備積壓訂單超過 150 億美元。該券商表示，如果訂單量與先前的預測保持一致，那麼到 2027 年，需求量可能超過 2 吉瓦，並在 2028 年翻一番，超過 4 吉瓦。 RBC 維持對 Bloom Energy 的「跑贏大盤」評級，並將目標價從 143 美元上調至 335 美元。 該公司股價在周三的交易中上漲了 21%。
Price: $278.74, Change: $+52.37, Percent Change: +23.13%
General Motors (GM) could beat its 2026 outlook if the economy steadies, with further earnings growth likely into 2027 from cost control, electric vehicle profitability, stronger vehicle mix, and share buybacks, UBS said in a note emailed Wednesday.Investor concerns over commodity costs and demand risk misses General Motors' stronger execution, flexibility and spending control, according to the note.General Motors' outlook has some elements of conservatism because the company has not included a possible restocking of high-profit pickups and SUVs in its guidance, UBS said.The firm noted that possible USMCA trade talks are more likely to help the company than hurt it, though not included in its outlook.UBS kept its buy rating on General Motors and lowered its price target to $102 from $105.Price: $76.08, Change: $-2.87, Percent Change: -3.63%
Price: $90.23, Change: $-10.41, Percent Change: -10.34%