Overview

• Bloom Energy said in July it will supply fuel-cell systems to selected Oracle Cloud Infrastructure data centers, aligning with Oracle’s sharply higher long‑term cloud ambitions.
• Shares hit fresh all‑time highs this week and are up more than 600% over the past year, with an intraday peak near $73 on Sept. 16 after a new wave of bullish research.
• Morgan Stanley raised its price target to $85 from $44 and kept an Overweight rating, saying Bloom can double manufacturing capacity in under six months.
• The bank’s note cited management indications of shipping to the first Oracle site in roughly 90 days and potential deliveries to many additional Oracle facilities.
• Analysts at Wells Fargo, BMO and RBC also lifted targets, while key details such as Oracle contract volumes and revenues remain undisclosed and Bloom’s ~1 GW annual capacity trails estimates of a 40+ GW data‑center power shortfall.