Bloom Energy Corporation (NYSE:BE) is highlighted as one of the AI Stocks in Focus on Wall Street. Jefferies analyst raised the price target on the stock to $92.00 while maintaining an Underperform rating. The firm raised its 2026 revenue estimates but warned of peak valuations leaving little room for error.

Investors should focus on execution risks and high expectations. Jefferies anticipates Bloom Energy’s 2026 revenue to reach $2.9 billion, driven by AEP and Quanta orders. Expectations remain high ahead of BE’s quarterly report, with hopes on capacity expansions beyond what’s been announced.

Jefferies advises investors to look for confidence in out-year deployments and management clarity. The firm notes strong macroeconomic factors behind BE but expects market focus to shift to execution. Despite peak valuations, Jefferies maintains an Underperform rating on BE due to limited room for error.

Bloom Energy develops solid-oxide fuel cell systems for on-site power generation, targeting the energy demands of AI data centers. While BE shows promise as an investment, other AI stocks may offer greater upside potential and lower downside risk. For an undervalued AI stock benefiting from tariffs, see the free report on the best short-term AI stock.

Read more at Yahoo Finance: Jefferies Lifts Bloom Energy (BE) Target to $92 Amid Stronger 2026 Forecast, Keeps Underperform