The Zhitong Finance App learned that Barclays raised the rating of Bloom Energy (BE.US) from “holding and waiting” to “increase”, with a target price of $289. The reason is that 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.

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