Bloom Energy Stock Drops Over 40% Despite Record Revenue Amid AI Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Source: Fool
- Stock Volatility: Bloom Energy's stock has dropped over 40% from its 52-week high of $147.86 to around $82, reflecting market concerns about the sustainability of AI data center demand, which could impact future investment decisions.
- Revenue Growth: The company has posted record quarterly revenue for four consecutive quarters and expanded gross margins year-over-year, demonstrating strong performance in the AI energy market despite market volatility.
- Positive Cash Flow: Bloom generated positive cash flow from operations in Q3 2025, indicating improvements in profitability and strengthening its position in the competitive energy sector.
- Market Risks: Concerns over an AI bubble and the withdrawal of financing for Oracle's $10 billion data center project have raised doubts about Bloom's future growth prospects, prompting investors to carefully weigh risk versus reward.
BE
$91.055+Infinity%1D
Analyst Views on BE
Wall Street analysts forecast BE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BE is 121.59 USD with a low forecast of 26.00 USD and a high forecast of 160.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
9 Buy
7 Hold
1 Sell
Moderate Buy
Current: 92.260
Low
26.00
Averages
121.59
High
160.00
Current: 92.260
Low
26.00
Averages
121.59
High
160.00
About BE
Bloom Energy Corporation is engaged in stationary fuel cell power generation by market share. The Company provides distributed energy technology solutions to customers. The Company manufactures advanced and versatile fuel cell energy platforms, supporting the commercial availability of two products: the Bloom Energy Server for generating electricity and the Bloom Electrolyzer for producing hydrogen. With approximately 1.4 gigawatts (GW) of Energy Server systems deployed in more than 1,000 locations and nine countries. Its solid oxide fuel cell technology platform is the foundation for its Energy Server system and Bloom Electrolyzer. The Bloom Energy Server system is designed to deliver reliable, resilient, clean and affordable energy for utilities and organizations alike. Its Energy Server system is designed to deliver reliable electricity. The Bloom Electrolyzer is designed to provide hydrogen solutions based on the same solid oxide platform as its Energy Server systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
