Posted by kalkgrun on 14th of Apr 2026 at 09:50 am
Morgan $264 target
Bloom still has opportunities to expand with other existing
customers including AEP and Brookfield, and we believe the company
will be successful in penetrating additional hyperscaler customers
over time. Yesterday's announcement gives us increased confidence
in the achievability of our growth forecasts, de-risking the
outlook, making it more likely that the company will expand
manufacturing capacity, and increasing the probability of
additional large deals/expansions. We are reviewing our model as we
assess the impact of this deal on our estimates and valuation, and
we would consider this update to be bigger than we expected from a
single customer. We potentially could see a move toward our $264
bull case (~12 GW deployed through 2030).
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Bloom
Posted by shellson2 on 14th of Apr 2026 at 09:46 am
BE--going OOTM calls on this puppy. The deals will keep coming...
going long OOTM calls or
Posted by Glad on 14th of Apr 2026 at 10:36 am
going long OOTM calls or selling covered
BOTH
Posted by shellson2 on 14th of Apr 2026 at 11:15 am
BOTH
Covered are shorter dated
Posted by shellson2 on 14th of Apr 2026 at 11:15 am
Covered are shorter dated
right --thx
Posted by Glad on 14th of Apr 2026 at 11:26 am
right --thx
Morgan $264 target Bloom still has
Posted by kalkgrun on 14th of Apr 2026 at 09:50 am
Morgan $264 target
Bloom still has opportunities to expand with other existing customers including AEP and Brookfield, and we believe the company will be successful in penetrating additional hyperscaler customers over time. Yesterday's announcement gives us increased confidence in the achievability of our growth forecasts, de-risking the outlook, making it more likely that the company will expand manufacturing capacity, and increasing the probability of additional large deals/expansions. We are reviewing our model as we assess the impact of this deal on our estimates and valuation, and we would consider this update to be bigger than we expected from a single customer. We potentially could see a move toward our $264 bull case (~12 GW deployed through 2030).