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 5.6% 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.
24/7 Wall St. 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. Then r/wallstreetbets took over with leveraged plays like a widely-shared margin-call post on 1,100 shares of Bloom. By July 20, WSB flipped bearish and stayed there, while r/investing hosted a bullish thread that peaked at 101 comments on July 17 before cooling. The tone now reads as fear on WSB and exhaustion elsewhere.
BE margin call — got wiped out on the short-seller drop from r/wallstreetbets
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.
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