Why Jefferies Cut Bloom Energy (BE) to Underperform Despite AI Data Center Hype
Bloom Energy Corporation (NYSE:BE) is one of the AI Stocks Every Investor Should Watch. On September 24, Jefferies analyst Dushyant Ailani downgraded the stock from Hold to Underperform with a price target of 24.00). The firm has warned that investor enthusiasm may be outpacing fundamentals with uncertainty regarding growth prospects beyond 2026. “BE is indeed a leader in a promising niche, with many bullish assumptions facing practical constraints. Given the limited visibility into post-202 ...