HSBC analyst Samantha Hoh downgrades $Bloom Energy (BE.US)$ to a hold rating, and adjusts the target price from $20 to $24.5.
According to TipRanks data, the analyst has a success rate of 48.4% and a total average return of -10.5% 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 firm's outlook for Bloom Energy has been bolstered by the expectation of completing a significant 1 GW supply agreement with a major electric power company over the next four years. This optimistic scenario has led to upward revisions in EBITDA forecasts for 2025 and 2026 by 35% and 62% respectively, reflecting anticipated higher order volumes stemming from the recent agreement.
The agreement between Bloom Energy and American Electric is viewed positively and enhances visibility.
The deal with American Electric is a significant milestone for Bloom Energy. However, the clarity on the pacing and magnitude of future order growth is yet to be established, as American Electric is not compelled to place further orders. It is believed that a reasonable expectation of future orders is currently reflected in Bloom's valuation.
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匯豐銀行分析師Samantha Hoh下調$Bloom Energy (BE.US)$至持有評級,並將目標價從20美元上調至24.5美元。
根據TipRanks數據顯示,該分析師近一年總勝率為48.4%,總平均回報率為-10.5%。
此外,綜合報道,$Bloom Energy (BE.US)$近期主要分析師觀點如下:
由於預計與一家主要電力公司在未來四年內達成重要的10億瓦的供應協議,對bloom energy的前景感到樂觀。這一樂觀的情景導致了對2025年和2026年的EBITDA預測的上調分別達到35%和62%,反映出預期較高的訂單量來自最近達成的協議。
人們積極看待bloom energy與美國電力之間的協議,並增強了透明度。
與美國電力的交易對bloom energy來說是一個重要的里程碑。然而,對未來訂單增長的步調和規模尚未確定,因爲美國電力沒有義務繼續下訂單。人們認爲,對未來訂單的合理預期目前已反映在bloom的估值中。
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