Hadn't heard much about Bloom Energy ($BE) until Q3. But Wall Street's buy-side was apparently paying close attention.
Bloom provides scalable on-site power generation to data centers using fuel cell technology.
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In Q3 there were nine mega funds that increased exposure from 100% to 2,000%+. The trades ranged from $101M to $365M.
There were 454% more first-time investments (254) than exits from funds (45).
Over the past month, there have been many analyst price target increases – some above 50% upside potential.
Worth looking deeper into Bloom.
Source: amritrupa