Missed Nvidia? Why Tech Analyst Beth Kindig Calls Bloom Energy Tech's 'Biggest Outperformer' After 217% Rally In 2026

Analyst Beth Kindig highlights Bloom Energy as tech’s top 2026 outperformer amid a surge in demand for behind‑the‑meter power solutions that bypass grid bottlenecks. Bloom (BE) has jumped ~217% YTD and benefited from Oracle’s “Project Jupiter” using a 100% Bloom solution, helping drive a one‑month rally of ~109%. Strong Q1 results (revenue $751.1M, +130% YoY; adjusted EPS $0.44) and upgraded price targets from RBC ($335) and UBS ($251) underpin bullish analyst sentiment. The story frames power availability as the critical constraint for AI expansion, a theme that could re‑rate energy solutions relative to chipmakers like Nvidia, which gained more modestly in the same period. Market impact: reallocation interest toward energy-tech plays solving “time to power” could create sustained sector flows and further analyst upgrades.