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For more than 30 years, Cabling Installation & Maintenance has provided useful, practical information to professionals responsible for the specification, design, installation and management of structured cabling systems serving enterprise, data center and other environments. These professionals are challenged to stay informed of constantly evolving standards, system-design and installation approaches, product and system capabilities, technologies, as well as applications that rely on high-performance structured cabling systems. Our editors synthesize these complex issues into multiple information products. This portfolio of information products provides concrete detail that improves the efficiency of day-to-day operations, and equips cabling professionals with the perspective that enables strategic planning for networks’ optimum long-term performance.

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Why Bloom Energy (BE) Stock Is Nosediving

BE Cover Image

What Happened?

Shares of electricity generation and hydrogen production company Bloom Energy (NYSE: BE) fell 8% in the afternoon session after BofA Securities maintained its "Underperform" rating on the stock, even while it raised its price target. 

The bank lifted its price view to $24.00 from $21.00. However, the maintained "Underperform" rating signaled that the analyst still saw a potential downside in the company's near-term market performance. This mixed message appeared to worry investors more than the higher price target encouraged them. The move came amid wider concerns about the company's fundamentals and reports of insider selling activity, which fueled a cautious outlook. While some analysts pointed to Bloom's potential in the AI data center power market, especially after a deal with Oracle, the negative view from a major bank seemed to weigh more heavily on the stock.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Bloom Energy? Access our full analysis report here, it’s free.

What Is The Market Telling Us

Bloom Energy’s shares are extremely volatile and have had 66 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 4 days ago when the stock gained 4.2% as a wave of positive analyst sentiment hit the stock, highlighted by a major price target increase from UBS. The investment bank more than doubled its price target on Bloom Energy to $105 from $41, keeping a 'Buy' rating on the shares. Analysts cited the company's "time to power advantage" as a key factor, noting its fuel cells can be deployed in just 3-6 months. This speed is a huge benefit for power-hungry data centers, which can't wait the 4-5 years required for traditional power solutions. 

Other firms shared this bullish view. Morgan Stanley also hiked its price target to $85, pointing to a new agreement to power Oracle's AI data centers. Adding to the chorus, Roth Capital raised its target to $73. This broad support underscored the growing belief that Bloom is uniquely positioned to capture the urgent power demand from the booming AI industry.

Bloom Energy is up 226% since the beginning of the year, but at $76.07 per share, it is still trading 11.8% below its 52-week high of $86.27 from September 2025. Investors who bought $1,000 worth of Bloom Energy’s shares 5 years ago would now be looking at an investment worth $4,991.

Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we’ve identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link.

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