Morgan Stanley analyst Andrew Percoco maintains $Bloom Energy (BE.US)$ with a buy rating, and adjusts the target price from $20 to $28.
According to TipRanks data, the analyst has a success rate of 49.1% and a total average return of -3.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Bloom Energy (BE.US)$'s main analysts recently are as follows:
The revised financial model now incorporates the expectations from the 1 GW supply agreement anticipated to be fulfilled within the next four years, resulting in an increase of the 2025 and 2026 EBITDA forecasts by 35% and 62%, respectively. This adjustment is to accommodate the higher order volumes stemming from this recent agreement.
The company's agreement with American Electric is viewed positively and is expected to enhance visibility.
The recent agreement between Bloom Energy and American Electric is regarded as a positive milestone. However, the clarity regarding the pacing and magnitude of future order growth remains uncertain as there is no obligation for American Electric to place additional orders. It is believed that a reasonable projection of future orders is currently accounted for in Bloom Energy's valuation.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析師Andrew Percoco維持$Bloom Energy (BE.US)$買入評級，並將目標價從20美元上調至28美元。
根據TipRanks數據顯示，該分析師近一年總勝率為49.1%，總平均回報率為-3.6%。
此外，綜合報道，$Bloom Energy (BE.US)$近期主要分析師觀點如下：
修訂後的財務模型現在結合了預計將在未來四年內履行的1 GW供應協議的預期，因此2025年和2026年的EBITDA預測分別增加了35%和62%。此調整是爲了適應由於這一最新協議產生的更高訂單量。
公司與美國電力公司的協議被視爲積極，預計將提升可見性。
最近Bloom Energy與美國電力公司的協議被視爲一個積極的里程碑。然而，關於未來訂單增長的節奏和規模的清晰度仍然不確定，因爲美國電力公司並沒有義務下額外訂單。大家認爲，Bloom Energy的估值中目前已經考慮了未來訂單的合理預測。
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