5 Best Electrical Infrastructure Stocks to Buy in 2026

3. Bloom Energy Corporation (NYSE:BE)

Number of Billionaire Holders: 91

Bloom Energy Corporation (NYSE:BE) designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally.

On June 17, Bernstein analyst Sunaina Ocalan initiated coverage of Bloom Energy Corporation (NYSE:BE) with a ‘Market Perform’ rating and a price target of $276, indicating a downside of 16% from the current levels.

Bernstein expressed confidence in Bloom Energy’s technology, describing its solid fuel technology as “increasingly relevant in a scenario where grid infrastructure can’t keep up with expected load growth”. However, the analyst firm is waiting for a sustainable path for free cash flow that “doesn’t rely on one-time contract timing”, as well as better visibility into the company’s expansion of its production capacity.

Bloom Energy Corporation (NYSE:BE) crushed Wall Street estimates in its first quarter report and raised its outlook for FY 2026. The company is now targeting an adjusted EPS in the range of $1.85 to $2.25, up from $1.33 to $1.48 previously. Moreover, it boosted its revenue target range for the year from $3.1 billion – $3.3 billion to $3.4 billion – $3.8 billion, implying a robust growth of 80% at the midpoint compared to last year.