Changes in US stocks | Previously announced a partnership with NTT DATA, Bloom Energy Corp (BE.US) opened and surged more than 9%

The Zhitong Finance App learned that on Monday, Bloom Energy Corp (BE.US) opened, surged more than 9% and is now reported at $189.19. According to the news, the company previously announced a partnership with NTT DATA to deploy 900 megawatt fuel cell on-site power generation facilities for several of its data center projects around the world. The project is the company's largest international project to date. Delivery of the first batch of equipment will begin in 2027. The two sides also plan to expand the cooperation to NTT DATA's global data center asset portfolio in the future, with the goal of further reaching the gigawatt scale. The company said that as AI computing power spreads to edge and inference scenarios, its on-site power generation solution can help data centers shorten the energization cycle.

Barclays raised Bloom Energy's rating from “hold and wait” to “increase” with a target price of $289 because the inflection point in demand appears to be steeper than previously anticipated: customer deposits have increased from $78 million at the end of 2025 to $661 million in the third quarter of 2026, with a quarter-on-quarter increase of about $300 million in the third quarter alone.