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Bloom Energy FY EPS consensus jumps 53% in 7 days after Oracle AI data center deal confirmed
- Bloom Energy's FY 2026 EPS consensus rose from $1.39 to $2.13 in 7 days (+53%) with 16 upgrades and zero cuts, after Q1 revenue of $751 million and full-year guidance raised to $3.4–$3.8 billion.
- Oracle confirmed Bloom's fuel cells will fully power its Project Jupiter AI data center in New Mexico, providing a high-visibility anchor contract that de-risks the revenue outlook.
- The stock closed at $290.52 on May 1, just 2% below its 52-week high of $296.50 — compared to a 52-week low of $16.05 — and JPMorgan raised its price target from $231 to $267 on April 29.
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Conclusion
eps_revisions (2026-05-04): up_last_7_days = 16, down = 0, period '0y'. eps_trend (2026-05-04): 0y current = $2.127 vs seven_days_ago = $1.392 (+52.8%). daily_prices May 1: close = $290.52. 52w high = $296.50, 52w low = $16.05. News (May 1): Oracle Project Jupiter AI data center confirmation; JPMorgan PT raised from $231 to $267.