Bloom Energy Stock Declines Amid Broader Market Weakness
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3d ago
0mins
Should l Buy BE?
Source: Benzinga
Bloom Energy Corp's stock has hit a 5-day low, declining by 14.02% amid a broader market downturn, with the Nasdaq-100 down 1.16% and the S&P 500 down 0.07%.
The decline in Bloom Energy's stock price is primarily attributed to sector rotation, as the company faces challenges ahead of its upcoming earnings report, which is expected to show a significant drop in earnings per share from $0.43 to $0.30. Despite the anticipated revenue growth, concerns over profitability and high valuation persist, leading to cautious investor sentiment.
As Bloom Energy prepares to release its earnings, the market is closely watching for any updates on order announcements that could impact future performance. The stock's recent volatility reflects the ongoing uncertainty in the energy sector, particularly as investors weigh the company's growth potential against its current valuation.
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Analyst Views on BE
Wall Street analysts forecast BE stock price to fall 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 39.00 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.
18 Analyst Rating
9 Buy
8 Hold
1 Sell
Moderate Buy
Current: 136.600
Low
39.00
Averages
121.59
High
160.00
Current: 136.600
Low
39.00
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.
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See More
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- Tech Stock Rebound: The S&P 500 rose by 1.20% and the Dow Jones Industrial Average surged by 1.48%, reaching an all-time high, driven by better-than-expected tech earnings that boosted investor confidence in the sector's recovery.
- Bitcoin Recovery: Bitcoin rebounded over 7% from a 1.25-year low, lifting cryptocurrency-exposed stocks and alleviating concerns about liquidity in the crypto market, indicating renewed investor interest in digital assets.
- Amazon Investment Concerns: Amazon's announcement of a $200 billion investment in data centers, chips, and other equipment led to a more than 9% drop in its stock, raising doubts about the long-term returns of its AI investments and potentially impacting future investor confidence.
- Earnings Season Insights: With 79% of S&P 500 companies exceeding expectations and Q4 earnings projected to grow by 8.4%, this indicates strong corporate profitability, which may provide ongoing support for the market despite economic uncertainties.
See More
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Bloom Energy's Growth: Bloom Energy has been advancing due to its exposure to data centers and industrial power needs, with its fuel cells being recognized as a green alternative for carbon-based energy, driving high demand.
Strong Financial Performance: The company's Q4 2025 results showed a revenue surge of 35.9% to $777.7 million, surpassing consensus estimates by $132.4 million, driven by strong product and service revenues.
Market Outlook: Analysts maintain a bullish outlook for Bloom Energy, with expectations of significant stock price increases, although there are concerns about market volatility and price target adjustments.
Investment Recommendations: Market analysts have identified five stocks as top recommendations for investors to buy now, suggesting a favorable investment climate despite potential risks in the broader market.
See More
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- Data Center Sales Surge: Texas Instruments reported a 70% increase in sales within the data center segment in 2025, indicating a rapid expansion in data center construction that boosts demand for its analog chips, thereby enhancing its competitive position in the AI market.
- Importance of Power Management: Texas Instruments' analog chips convert real-world signals into digital signals and manage power, ensuring reliable operation of data centers, which highlights their critical role in AI infrastructure.
- Hydrogen Solutions Advantage: Bloom Energy offers hydrogen power cells and electrolyzers that can deliver power to data centers faster than traditional electric utilities can build infrastructure, having already signed agreements with American Electric Power and Brookfield Asset Management to expand its sales channels in the AI sector.
- Attractiveness of Renewable Energy: Brookfield Renewable, a globally diversified clean energy company, collaborates with clients like Microsoft and Google to provide electricity, and its 5.2% dividend yield appeals to many investors, indicating potential growth in the AI industry.
See More
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- Bloom Energy Revenue Surge: Bloom Energy reported a record revenue increase of 57.1% year-over-year in Q3 2025, driven by partnerships with tech giants like Oracle and CoreWeave, which provide steady revenue streams and highlight strong market demand in the AI data center sector.
- Nuclear Market Outlook: Constellation Energy, the largest nuclear operator in the U.S. with 21 reactors and 55 gigawatts of capacity, is well-positioned as data center power demand is projected to reach 106 gigawatts by 2035, a 36% increase from previous forecasts, laying a solid foundation for growth over the next decade.
- Centrus Energy Growth Potential: Centrus Energy experienced a 30% year-over-year sales increase in Q3 2025 and has secured government waivers for 2026 and 2027, establishing a strong position in the small modular reactor market, which is expected to benefit from rising nuclear energy demand.
- AI Demand Driving Energy Investments: With electricity demand from AI workloads expected to double by 2030, companies like Bloom Energy, Constellation Energy, and Centrus Energy are strategically positioned to capitalize on this trend, potentially leading to significant revenue growth in the coming years.
See More
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- Industry Impact: Bloom Energy's fourth-quarter 2025 financial results, released on Thursday, exceeded analyst expectations and reported positive operating cash flow for the second consecutive year, boosting investor confidence in Plug Power.
- Backlog Growth: Bloom Energy's total backlog reached approximately $20 billion, a 65% increase from last year's figure, suggesting strong demand for fuel cells and indirectly enhancing Plug Power's market outlook.
- Investment Risks: While Plug Power's stock has risen due to Bloom Energy's success, investors should remain cautious and focus on the upcoming fourth-quarter 2025 earnings report from Plug Power to assess its financial health.
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