Why Is Bloom Energy (BE) Stock Up 10.80% Today, Sep 29? Factory Growth and Stronger Demand Outlook Drive BE Higher

Bloom Energy shares jumped after Jefferies raised its target and commentary reinforced AI data-center "behind-the-meter" power demand, alongside evidence of manufacturing expansion at Fremont. The news supports near-term risk appetite toward fuel-cell and distributed power themes, but also highlights execution sensitivity to permitting and deployment timing (e.g., Oracle's Project Jupiter). Traders may focus on follow-through in orders, capacity ramp milestones, and approvals.