AI power gap expectations heat up, Bloom Energy shares rise over 8%.

October 27 - Morgan Stanley's latest report indicates that AI data center construction is exacerbating the power supply gap, and has raised its global power gap forecast for 2026-2028 from 33 gigawatts to 38 gigawatts. The institution named Bloom Energy (BE) and Solaris Energy Infrastructure as potential beneficiaries, believing that companies capable of quickly providing reliable power will gain more demand. Bloom Energy's stock price also became one of the strongest performers in the S&P 500 on Monday.

Analyst ratings also provided auxiliary support. Morgan Stanley maintained a "Buy" rating on BE and raised its target price from $310 to $335. However, among the latest Wall Street ratings, JPMorgan and BTIG both recently lowered their target prices.

According to TradingBeats monitoring, as of press time, the BE contract on Hyperliquid was quoted at $205.5, up about 8.71% in the past 24 hours, with a trading volume of about $9.81 million. During the same period, the GEV contract of power equipment company GE Vernova rose about 5.15%, and AI power supply-related targets recovered in tandem.