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Barclays: The demand inflection point for Bloom Energy (BE.US) is steeper than expected, rating upgraded to "Buy"

Barclays: The demand inflection point for Bloom Energy (BE.US) is steeper than expected, rating upgraded to "Buy"

智通财经智通财经2026/11/04 00:51
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智通财经APP reports that Barclays has upgraded Bloom Energy (BE.US) from "Hold" to "Overweight" with a target price of 289 USD, citing that the speed of the demand inflection point appears steeper than previously anticipated: customer deposits have increased from 78 million USD at the end of 2025 to 661 million USD in the third quarter of 2026, with an increase of approximately 300 million USD quarter-on-quarter in the third quarter alone.
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