Mizuho Raises Bloom Energy (BE) PT to $110 Citing Cost Reductions, Improved Utilization

Bloom Energy Corporation (NYSE:BE) is one of the under-the-radar AI stocks to buy. On February 9, Mizuho analyst Maheep Mandloi raised the firm’s price target on Bloom Energy to $110 from $89 and maintained a Neutral rating following the company’s Q4 2025 earnings report. The firm expressed being impressed by Bloom’s gross margin accretion for 2026, which is attributed to cost reductions and improved capacity utilization supported by book-and-bill visibility.

A day before that, Bank of America analyst Dimple Gosai increased the firm’s price target on Bloom Energy to $71 from $39 with an Underperform rating. The firm observed a clear improvement in the company’s near-term visibility following its clean Q4 beat. However, Gosai noted that the stock is priced for a smooth multi-year ramp in shipments and margin normalization.

Furthermore, on February 6, UBS analyst Manav Gupta raised the firm’s price target on Bloom Energy Corporation (NYSE:BE) to $170 from $115 with a Buy rating as the company posted a strong beat and provided guidance that was significantly ahead of expectations.

Bloom Energy Corporation (NYSE:BE) designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the US and internationally.

While we acknowledge the potential of BE as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.