Bloom Energy(BE) The Motley Fool·2025-01-27 18:51Market Reaction - Bloom Energy (BE) stock plunged as much as 28 6% through noon ET Monday [1] - The stock's crash today means the analyst's price target now represents a 50% potential upside from its current price [2] Analyst Opinion - Piper Sandler analyst Kashy Harrison upgraded Bloom Energy stock's price target to 30 per share [3] - Harrison believes Bloom Energy is well positioned to outperform in 2025 driven by data center power demand [4] - Harrison also believes Wall Street's conservative outlook on Bloom Energy means management could revise its guidance over time [5] Industry Context - Bloom Energy predicts 55 gigawatts (GW) of AI data center capacity could come online in the U S over the next five years [4] - The company uses solid oxide fuel cells to build a modular power-generation platform for constant on-site power [4] - Seaport Global Securities analyst Tom Curran downgraded Plug Power (PLUG) stock to a sell with a price target of $1 per share citing macro factors including Trump's freeze on green hydrogen industry funds [6] Market Impact - Major U S stock market indexes plunged today after Chinese AI start-up DeepSeek's advanced yet cheaper AI model rattled U S tech giants investing billions in AI data centers [7] - Bloom Energy stock was impacted as AI data centers in the U S are a key growth market for the company [7]