5 Best Stocks to Buy Following Federal Reserve Pivot Expectations

3. Bloom Energy Corporation (NYSE:BE)

Number of Hedge Fund Holders: 91

On July 1, Clear Street raised its price target on Bloom Energy Corporation (NYSE:BE) to $290 from $250 while maintaining a Hold rating on the shares. The firm now projects revenue growth of 84% for the current year, followed by 67% growth next year and 42% growth in 2028. According to the analyst, the higher price target reflects an increased revenue forecast for 2028 as well as the application of a higher valuation multiple, although the stock remains Hold-rated based on its current valuation.

On June 30, Bloom Energy Corporation (NYSE:BE) and Brookfield (BAM) announced a significant expansion of their strategic partnership, with Brookfield increasing its financing framework for AI infrastructure power projects from $5 billion to $25 billion, representing a fivefold increase since October 2025. The additional funding will support the global expansion of the companies’ fuel cell partnership, addressing the growing demand for clean and reliable power solutions for AI infrastructure. Bloom Energy’s Chief Commercial Officer, Aman Joshi, stated that the expanded commitment reflects accelerating market momentum and follows several recently announced large-scale projects. The partnership forms part of Brookfield’s AI Infrastructure Fund, launched in November 2025 with a target of deploying $100 billion toward AI factories, power solutions, computing infrastructure, and strategic capital partnerships. Brookfield is one of the world’s largest investors in AI infrastructure, with more than $100 billion already invested in digital infrastructure and clean energy assets.

Bloom Energy Corporation (NYSE:BE), founded in 2001 and headquartered in San Jose, CA, manufactures solid oxide fuel cells that generate clean, onsite electricity. Their capital-intensive energy infrastructure relies heavily on borrowing; expectations of a Federal Reserve interest rate pivot directly benefit them by lowering debt costs and fueling new power-hungry data center expansions.

The substantial expansion of Bloom Energy’s partnership with Brookfield significantly strengthens its ability to capitalize on the rapidly growing demand for AI infrastructure power solutions while supporting long-term global project growth. Combined with Clear Street’s sharply increased revenue forecasts and higher price target, these developments reinforce the company’s strong growth outlook and investment potential.