Bloom Energy Could Benefit From Project Jupiter Emissions Strategy, Oppenheimer Says

12:34 PM EDT, 10/21/2026 (MT Newswires) -- Bloom Energy (BE) could benefit from potential carbon capture integration at Oracle's (ORCL) Project Jupiter data center microgrid, which faces a proposed reduction in permitted emissions, Oppenheimer said in a note Wednesday. Oppenheimer said carbon capture, utilization and storage (CCUS) could be one approach to meeting the proposed emissions reduction, alongside energy storage, cleaner gas sources and on-site renewables. Oppenheimer said CCUS could create opportunities for Bloom to offer additional services to existing projects in its backlog. Oppenheimer estimates CCUS could require incremental capital expenditure of $0.25 to $0.50 per watt, with Section 45Q tax credits supporting broadly flat or positive returns on invested capital at high utilization Price: 237.28, Change: +14.63, Percent Change: +6.57