Bloom Energy Corp has recently announced a significant supply agreement with American Electric Power Company Inc for up to 1 gigawatt of its solid oxide fuel cells, leading to a surge in its stock price by 50%. The California-based company's solid oxide fuel cells are capable of running on 100% hydrogen and have already secured partnerships with tech giants like Intel and CoreWeave, positioning them well for revenue growth. Additionally, Bloom Energy partnered with SK Eternix on a project that aims to be the world's largest fuel cell installation. KR Sridhar, the CEO of Bloom Energy, expressed confidence in their ability to meet the increasing electricity demand. Analysts, including Piper Sandler, have upgraded Bloom Energy stock to 'overweight', foreseeing significant growth opportunities following the AEP agreement. Despite concerns over renewable energy policies in the Trump administration, analysts are bullish on Bloom Energy's future, expecting revenue to reach $1.8 billion by 2025. The consensus rating on BE shares is 'overweight', with an average price target of $17, which the stock has already surpassed after the AEP announcement. The outlook for Bloom Energy remains positive as they continue to secure partnerships and expand their presence in the renewable energy market.