BE stock forecast, quote, news & analysis
Bloom Energy designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation... Show more
Why Bloom Energy (BE) Stock Is Down -31% in the Last 30 Days
Key Takeaways
- Bloom Energy shares have dropped approximately 31% over the past 30 days, falling from $328.91 on June 18 to near $225 as of July 21, erasing a significant portion of the stock's 2026 gains.
- A short-seller report from Hunterbrook Media on July 7 alleging undisclosed Chinese scandium supply chain exposure triggered a sharp sentiment reversal in the high-multiple stock.
- Regulatory setbacks for Oracle's Project Jupiter data center pipeline in New Mexico and delays in a Wyoming project with AEP intensified execution concerns around Bloom's largest growth contracts.
- Despite the selloff, the underlying AI data center power demand thesis remains intact, backed by Brookfield's $25 billion financing expansion and a record $20 billion backlog.
- Bloom Energy is scheduled to report Q2 2026 earnings on July 28, with consensus estimates projecting revenue of $828.4 million and EPS of $0.41, marking a pivotal near-term catalyst.
Bloom Energy (BE) Company Overview and Market Position
Bloom Energy Corporation designs, manufactures, and deploys solid oxide fuel cell (SOFC) systems that provide on-site, distributed power generation for commercial, industrial, and utility-scale customers. Its flagship Bloom Energy Server converts natural gas, biogas, or hydrogen into electricity through an electrochemical process, bypassing traditional utility grid infrastructure. Headquartered in San Jose, California, Bloom has emerged as a high-beta proxy for the AI infrastructure buildout, supplying rapid-deployment power solutions to hyperscale data center operators including Oracle and Brookfield Asset Management. The company's market capitalization stands at approximately $56 billion, reflecting its transformation from a niche clean-energy equipment manufacturer into a central player addressing the acute power bottlenecks facing AI data center expansion across North America.
Bloom Energy (BE) Stock Price Performance: Last 30 Days vs. Quarter
Over the last 30 calendar days, Bloom Energy stock has experienced a dramatic decline of roughly 31%, with shares falling from a closing price of $328.91 on June 18 to approximately $225 by July 21. The selloff accelerated in early July and intensified through mid-month, with the stock losing over 19% in a single week during the worst stretch of trading. The 50-day moving average, which stood near $278, has been decisively breached, and the Relative Strength Index dropped toward oversold territory near 35.
Looking at a broader quarterly lens, the performance tells a more nuanced story. From approximately $221 on April 21 to the current level near $225, shares are essentially flat — but this masks extraordinary intra-quarter volatility. The stock surged to an all-time high of $351.28 on June 25, fueled by the Brookfield partnership expansion and record Q1 results, before giving back all of those gains and more. The round-trip from peak to trough within a single month highlights both the speculative fervor and the fragility embedded in Bloom's current market valuation.
What Drove BE Stock Price in the Last 30 Days
The sharp selloff was triggered by multiple converging headwinds. On July 7, Hunterbrook Capital disclosed a short position in Bloom Energy, publishing an investigative report that alleged the company relies on Chinese-sourced scandium — a rare earth element critical to its solid oxide fuel cells — despite management's public claims of supply chain independence. While Bloom's COO published a rebuttal stating the company sources scandium oxide from industrial tailings and can support up to 25 GW of production, the report rattled confidence in a stock trading at premium multiples.
Compounding the pressure, New Mexico regulators rejected — for a second time — a natural gas pipeline permit essential to Oracle's Project Jupiter data center, which was expected to deploy up to 2.5 GW of Bloom Energy fuel cells. The denial puts Oracle's August 15 infrastructure deadline at risk, directly threatening one of Bloom's most visible growth contracts. Meanwhile, TD Cowen flagged execution risks on a separate Wyoming project with AEP that has been delayed by two years. These project-level setbacks shifted market focus from Bloom's impressive backlog to the tangible difficulties of converting contracts into recognized revenue. Additional headwinds included a broader rotation out of high-momentum AI-adjacent names and profit-taking following the stock's nearly 250% surge in the first half of 2026.
What Drove BE Stock Performance Over the Last Quarter
Bloom Energy's quarterly performance was defined by extraordinary growth milestones colliding with intensifying execution scrutiny. The period opened with the company reporting record Q1 2026 revenue of $751.1 million — up 130.4% year-over-year — alongside a non-GAAP EPS of $0.44 that crushed consensus estimates. Management raised full-year revenue guidance to approximately $3.6 billion at the midpoint, reflecting roughly 80% year-over-year growth. The stock soared as Oracle more than doubled its fuel cell commitment to 2.8 GW and Brookfield Asset Management expanded its AI power financing framework from $5 billion to $25 billion, pushing the total backlog to approximately $20 billion.
However, by late June, the narrative began to fracture. The Hunterbrook short report, the New Mexico pipeline denial, and the Wyoming project delay coalesced into a broader market concern that Bloom's valuation had raced ahead of the operational milestones needed to justify it. The stock's meteoric rise — up over 700% on a trailing 12-month basis — left no margin for error, and the emergence of credible execution risks triggered a rapid and severe revaluation. By the end of the quarter, the stock had completed a round-trip from approximately $221 to $351 and back, leaving investors to weigh a structurally intact demand thesis against mounting project-level uncertainties.
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BE Stock Forecast Drivers: What Investors Should Watch Next
The most immediate catalyst for Bloom Energy is its Q2 2026 earnings report on July 28. Consensus estimates call for revenue of $828.4 million and EPS of $0.41, and the market will closely scrutinize management's commentary on the Oracle Project Jupiter timeline, AEP project status, and any updated guidance. Beyond earnings, investors should monitor regulatory developments in New Mexico — particularly whether Energy Transfer can secure an alternative pipeline route — and the resolution of the scandium supply chain debate. JPMorgan recently raised its price target to $346, citing the compelling entry point created by the selloff, while TD Cowen maintained its Hold rating at $235, reflecting the persistent execution uncertainty. Macroeconomic factors, including interest rate expectations and the pace of hyperscaler capital expenditure, will continue to shape sentiment around high-beta power infrastructure names. The core bull thesis — that AI data centers need rapid, off-grid power solutions — remains structurally intact, but Bloom Energy must now demonstrate flawless execution to rebuild the market's confidence.
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BE in downward trend: 10-day moving average crossed below 50-day moving average on July 09, 2026
The 10-day moving average for BE crossed bearishly below the 50-day moving average on July 09, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In of 15 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are .
Technical Analysis (Indicators)
Bearish Trend Analysis
The 10-day RSI Indicator for BE moved out of overbought territory on June 23, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 39 similar instances where the indicator moved out of overbought territory. In of the 39 cases, the stock moved lower in the following days. This puts the odds of a move lower at .
The Momentum Indicator moved below the 0 level on July 02, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on BE as a result. In of 72 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .
The Moving Average Convergence Divergence Histogram (MACD) for BE turned negative on June 26, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 46 similar instances when the indicator turned negative. In of the 46 cases the stock turned lower in the days that followed. This puts the odds of success at .
BE moved below its 50-day moving average on July 07, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BE declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. of 55 cases where BE's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are .
Following a +2 3-day Advance, the price is estimated to grow further. Considering data from situations where BE advanced for three days, in of 309 cases, the price rose further within the following month. The odds of a continued upward trend are .
BE may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. BE’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 81, placing this stock slightly better than average.
The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: BE's P/B Ratio (67.114) is very high in comparison to the industry average of (9.837). BE's P/E Ratio (1841.875) is considerably higher than the industry average of (193.097). Projected Growth (PEG Ratio) (1.054) is also within normal values, averaging (1.475). Dividend Yield (0.000) settles around the average of (0.011) among similar stocks. P/S Ratio (23.310) is also within normal values, averaging (12.975).
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a developer of on-site electric power solutions
Industry ElectricalProducts