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Bloom Energy Fuel Cell Demand Driven by Time to Power, Grid Constraints, Water Scarcity, RBC Says

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-- Bloom Energy (BE) is seeing strong demand for its fuel cell solutions given the time to power, grid constraints, water scarcity, and community air-quality concerns linked to alternative solutions, RBC Capital Markets said Wednesday.

Amid accelerating demand, Bloom Energy is scaling capacity to 5 gigawatts from 2 gigawatts, with a recent air permit indicating it has the regulatory approval to start scaling its California facility, according to the note.

RBC estimates equipment backlog at over $15 billion. If orders remain consistent with previous commentary, then demand could exceed 2 GW in 2027 and double to more than 4 GW in 2028, the brokerage said.

RBC maintained an outperform rating on Bloom Energy and raised the price target to $335 from $143.

Shares of the company rose 21% in Wednesday trading.

Price: $278.74, Change: $+52.37, Percent Change: +23.13%

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