Why investors are turning bullish on Bloom Energy shares
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Bloom Energy stock jumps on S&P 500 inclusion
Bloom Energy shares surged 7.35% in regular trading on Friday after the company was selected for inclusion in the S&P 500. The rally extended into after-hours trading, with the stock gaining nearly another 7% as investors reacted to the index addition. (Sources: TradingView, Blockonomi, S&P Dow Jones Indices)
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S&P 500 entry effective September 21
Bloom Energy will officially become an S&P 500 constituent before the market opens on September 21, 2026, as part of the benchmark’s quarterly reshuffle. The company will replace Molson Coors Beverage in the index.
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Why the index inclusion matters
S&P 500 inclusion can increase demand for a stock as funds tracking the benchmark adjust their portfolios. UBS analyst Manav Gupta said historical index additions have resulted in a meaningful increase in passive ownership, making the move a potentially significant catalyst for Bloom Energy.
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UBS sees over 28% upside
UBS analyst Manav Gupta raised his price target for Bloom Energy to $325 from $300 while maintaining a Buy rating. Based on the stock’s last close cited in the report, the new target implies more than 28% potential upside, adding to the positive sentiment surrounding the company.
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AI power demand adds to the story
Bloom Energy has emerged as an investor focus amid rising demand for power infrastructure linked to the artificial intelligence boom. Its S&P 500 inclusion provides another potential catalyst, while the company also benefits from greater visibility and the possibility of increased institutional and passive-fund ownership.