America is short about a third of the power its data centres need through 2028, Morgan Stanley estimates.

Its analysts call Bloom Energy a key beneficiary: its fuel cells make power right at the site, so a data centre doesn’t have to wait for a grid connection.

$BE key figures:

- 3-year revenue growth CAGR +68% 10/10
- P/E 2028E 27x 2/10
- YTD return +155%
- Growth Score 97/100
- Growth Rocket Score 96/100 (Growth + Momentum combined)