Barclays: Bloom Energy (BE.US) demand inflection is steeper than expected, rating upgraded to "Buy"

Zhitong Finance APP has learned that Barclays upgraded Bloom Energy (BE.US) from "Equal Weight" to "Overweight" with a price target of $289, citing that the inflection point in demand appears to be steeper than previously expected: customer deposits have increased from $78 million at the end of 2025 to $661 million in Q3 2026, with an increase of approximately $300 million in the third quarter alone on a quarter-over-quarter basis.