Why Is Bloom Energy (BE) Stock Price Up 8.27% Today, Sep 25? Morgan Stanley’s $310 Target and Oracle Contract Relief Spark Rebound

Bloom Energy shares rebounded after Oracle reaffirmed commitment to the Project Jupiter fuel-cell contract, easing force majeure-driven concerns around execution and timing. Morgan Stanley's reiterated Overweight stance and $310 target reinforced confidence that 2026 guidance and contractual protections limit near-term earnings sensitivity to delays. The move signals improved sentiment toward AI-adjacent power infrastructure, though permitting and pipeline milestones remain the key swing factors for follow-through.