Bloom Energy (BE) stock has been on an unbelievable run, up more than 1,400% over the past year, and shares jumped again after the company landed a massive AI data center power deal with Oracle, delivered triple-digit revenue growth, and raised its full-year outlook.

That combination is starting to change how Wall Street views the business. JPMorgan Chase and Susquehanna International Group both raised their price targets sharply after the quarter, signaling growing confidence that Bloom is becoming a real player in powering AI infrastructure at scale.

The key question now is whether Bloom can turn this explosive demand into consistent, large-scale execution.

Oracle deal raises Bloom Energy’s 2026 outlook

Bloom’s…