[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 71.3K followers Created: 2025-07-09 08:38:19 UTC JPMorgan Upgrades $BE to Overweight from Neutral, Raises PT to $XX from $XX Analyst comments: "With fuel cells unexpectedly qualifying again for 48E tax credits as part of the OBBB, we believe there is upside to consensus revenue and margin estimates beginning in FY26. As competing gas turbine pricing and lead times remain elevated, we believe the tax credits for fuel cells can push hesitant BE customers over the finish line and expect order activity to increase accordingly. We also tactically expect BE’s second quarter messaging to be relatively more upbeat than our coverage average given final OBBB law is now in place, though there is still some uncertainty regarding safe harbor rules following a July X Executive Order that could keep a lid on sentiment for solar and wind. We are updating our model and introducing FY27 estimates with this note. We are establishing a year-end 2026 price target of $33, up from our prior year-end 2025 target of $18." Analyst: Mark Strouse XXXXX engagements  **Related Topics** [tax bracket](/topic/tax-bracket) [jpmorgan chase](/topic/jpmorgan-chase) [stocks financial services](/topic/stocks-financial-services) [stocks banks](/topic/stocks-banks) [$be](/topic/$be) [Post Link](https://x.com/wallstengine/status/1942865891185787250)
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Wall St Engine @wallstengine on x 71.3K followers
Created: 2025-07-09 08:38:19 UTC
JPMorgan Upgrades $BE to Overweight from Neutral, Raises PT to $XX from $XX
Analyst comments: "With fuel cells unexpectedly qualifying again for 48E tax credits as part of the OBBB, we believe there is upside to consensus revenue and margin estimates beginning in FY26. As competing gas turbine pricing and lead times remain elevated, we believe the tax credits for fuel cells can push hesitant BE customers over the finish line and expect order activity to increase accordingly.
We also tactically expect BE’s second quarter messaging to be relatively more upbeat than our coverage average given final OBBB law is now in place, though there is still some uncertainty regarding safe harbor rules following a July X Executive Order that could keep a lid on sentiment for solar and wind. We are updating our model and introducing FY27 estimates with this note. We are establishing a year-end 2026 price target of $33, up from our prior year-end 2025 target of $18."
Analyst: Mark Strouse
XXXXX engagements
Related Topics tax bracket jpmorgan chase stocks financial services stocks banks $be