Higher borrowing costs, a canceled data center IPO, and Gartner's warning could slow projects that need Bloom's fuel cells. Baird raised its target, but that view depends on Bloom expanding production, so project risks weigh more.
That could lead customers to delay projects that need Bloom's fuel cells. The story points to higher borrowing costs, a canceled data center IPO, and warnings about AI infrastructure spending.
CoreWeave's bond yield reached 15% and closed at 14.5%, its highest close. That points to costlier borrowing and pressure on funding for future projects.
Follow Bloom Energy Corp (BE) free. When we publish a story about it, you get the plain-English explanation as an alert.
Get alerts for BE