Jefferies将Bloom Energy降级为表现不佳, 尽管AI有兴趣, 却以股价高估和增长不确定为由。 Jefferies downgraded Bloom Energy to Underperform, citing overvalued stock and uncertain growth despite AI-driven interest.

2025年9月24日, Jefferies将Bloom Energy降级为表现不佳, 担心投资者对公司在AI数据中心供电中作用的兴奋可能超过基本表现。 Jefferies downgraded Bloom Energy to Underperform on September 24, 2025, citing concerns that investor excitement over the company’s role in powering AI data centers may exceed its fundamental performance. 该公司虽然将其价格目标从24.00美元提高到31.00美元,但强调2026年以后增长前景不明,未来成果的能见度有限。 While raising its price target to $31.00 from $24.00, the firm highlighted unclear growth prospects beyond 2026 and limited visibility into future results. 尽管Bloom在固体氧化燃料电池技术方面的领导作用及其与AI驱动的能源需求上升的相关性,但Jeffery说,目前的估值似乎疲于应付,下行风险大于上行潜力。 Despite Bloom’s leadership in solid-oxide fuel cell technology and its relevance to rising AI-driven energy demand, Jefferies said current valuations appear stretched, with downside risks outweighing upside potential. 该公司警告说,如果没有新的公司具体数据,由于缺乏市场过度繁荣的早期迹象,股票可能会面临波动性,这反映了对近期势头的可持续性的怀疑,尽管对与AI相关的能源储量有强烈兴趣。 The firm warned that without new company-specific data, the stock may face volatility due to early signs of market over-exuberance, reflecting skepticism about the sustainability of near-term momentum despite strong interest in AI-related energy stocks.