Bloom Energy is trading 5.09% up at $241.64 after renewed attention to Nebius Group’s selection of Bloom fuel cells for a planned 300-megawatt New Jersey AI data center.

  • The announcement previously helped drive a roughly 12.3% jump; follow-through buying likely supports the August 17 pre-market move.
  • Jefferies raised its price target while maintaining a Hold rating, citing customer validation alongside permitting and execution risks.
  • Nasdaq futures are up 0.55%, but the company-specific AI-power catalyst appears more significant than modest index gains.