Analysts Divided on Ceres Power as Jefferies Bullishness Clashes with Peel Hunt Downgrade

Ceres Power Holdings PLC shares surged 14.5% following the launch of its new 'Endura' platform, despite divergent views from major analysts. Jefferies raised its price target to 480 GBp, highlighting that the system is designed for installation within months rather than years, significantly reducing onsite power delivery costs. The platform targets data centers and other energy-intensive users with an operational efficiency exceeding 90%. Conversely, Peel Hunt downgraded the stock to 'Sell,' citing concerns that the current valuation has outpaced 2026 revenue estimates. This split sentiment underscores the tension between the market's enthusiasm for rapid technological deployment and fundamental financial outlooks.