Bloom Energy Suffers Record Loss, Trailing Stocks, Including 14% Dip

Bloom Energy has shed roughly $40 billion in market value from its peak, with BE sliding about 14% in a single trading session. The drop pulls the stock well off its year-to-date high near $350 toward the low-$200s, unwinding much of the rally that ran on the company's AI data-center power narrative.

The selloff has been driven more by a valuation reset than by any collapse in fundamentals. Profit-taking after the AI-power surge collided with a short-seller report from Hunterbrook Capital that questioned Bloom's scandium supply chain and production capacity, while several publications flagged bearish technical pressure. Investors weighing the pullback have debated whether the decline marks an entry point or the start of a deeper de-rating.

Underlying growth has not turned negative: Bloom has pointed to sharply higher revenue and improving gross margins, and its financing partnerships for data-center power projects remain in place. The open question is whether demand from the AI-driven electricity build-out can re-rate the stock, or whether elevated expectations leave it exposed to further volatility as sentiment across AI-adjacent names cools.

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