Bloom Energy Gets Price Target Boost Post Solid Q2 Results
Bloom Energy Gets Price Target Boost Post Solid Q2 Results
Bloom Energy在第二季度業績穩健後獲得目標價格提振
- Raymond James analyst Pavel Molchanov raised the price target for Bloom Energy Corp (NYSE:BE) to $29 from $23 while maintaining the Strong Buy ratings on the shares.
- The analyst mentions that Bloom is a high-beta, aggressive growth idea in a popular but polarizing vertical. He states that Bloom's positioning vis-à-vis energy resilience represents a play on climate adaptation, specifically the growing prevalence of grid outages.
- KeyBanc analyst Sangita Jain raised the price target for Bloom Energy to $33 (an upside of 12%) from $24 while maintaining the Overweight rating on the shares.
- The analyst states that BE remains well positioned to gain from the many benefits offered to it by the Inflation Reduction Act.
- Jain believes that higher power prices make BE's servers competitive in additional markets, and the Hydrogen PTC in the IRA should help to jumpstart hydrogen electrolyzer sales.
- Susquehanna analyst Biju Perincheril raised the price target on Bloom Energy to $30 (an upside of 2%) from $28 while maintaining the Positive rating on the shares.
- The analyst stated that Bloom Energy reported solid Q2 results, with higher than expected fuel cell acceptances pushing the top-line beat.
- The analyst notes that margin pressures have begun to wane, and the company reaffirmed its gross margin guidance.
- Price Action: BE shares are trading higher by 18.54% at $29.35 on the last check Wednesday.
- 雷蒙德·詹姆斯分析師Pavel Molchanov上調了布魯姆能源公司(紐約證券交易所股票代碼：BE)從23美元升至29美元，同時保持對股票的強勁買入評級。
- 這位分析師提到，Bloom是一個高貝塔、激進的增長理念，在一個流行但兩極分化的垂直領域。他説，Bloom在能源彈性方面的定位代表了對氣候適應的影響，特別是在電網故障日益普遍的情況下。
- KeyBanc分析師Sangita Jain將Bloom Energy的目標價從24美元上調至33美元(上漲12%)，同時維持對該股的增持評級。
- 這位分析師表示，BE仍然處於有利地位，可以從通脹削減法案提供的許多好處中獲益。
- 賈恩認為，更高的電價使BE的服務器在更多的市場上具有競爭力，愛爾蘭共和軍的氫氣PTC應該有助於推動氫電解槽的銷售。
- 薩斯奎哈納分析師Biju Perincheril將Bloom Energy的目標價從28美元上調至30美元(上漲2%)，同時維持對該股的正面評級。
- 這位分析師表示，Bloom Energy報告了穩健的第二季度業績，燃料電池的接受率高於預期，推動了營收增長。
- 這位分析師指出，利潤率壓力已經開始減弱，該公司重申了毛利率指引。
- 價格行動：在週三的最後一次檢查中，BE的股價上漲了18.54%，達到29.35美元。
譯文內容由第三人軟體翻譯。
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