Quick Read – BE dropped 40% in a month despite posting record $1.07 billion in Q2 revenue, while Wall Street analysts still target $286 per share. – Reddit sentiment collapsed from bullish 78 to bearish 18 in two weeks as WSB margin calls and a short-seller report triggered a…
6% single-day drop. – Morningstar raised Bloom’s fair value 15% after its 2.8 GW Oracle deal for AI data center power, with management guiding 2026 revenue to nearly double. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Bloom Energy didn’t make the cut. Grab the names FREE today
Shares of Bloom Energy (NYSE:BE) closed most recently at $163.75, down 24.9% over the past week and 40.5% in a month, even after the fuel cell maker posted a record Q2 with $1.07 billion in revenue and raised full-year guidance. Reddit noticed. Bloom Energy’s proprietary sentiment score has plunged from bullish readings near 78 in early July to a deeply bearish 18 by July 22.
Wall Street analysts, meanwhile, still peg fair value at $286.20, implying 74.8% upside from here. Bloom Energy’s Reddit Crowd Turned in Two Weeks The subreddit migration tells the story. In early July, r/stocks carried the discussion with sentiment in the mid-70s.