Bloom Energy (BE) Continued its Decline This Week

Core Viewpoint - Bloom Energy Corporation (NYSE:BE) has experienced a significant decline in share price recently, attributed to concerns over an AI bubble and the performance of major clients like Oracle [1][4]. Company Overview - Bloom Energy Corporation designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation, converting fuels such as natural gas, biogas, and hydrogen into electricity without combustion [2]. Recent Performance - The share price of Bloom Energy fell by 4.56% between December 23 and December 30, 2025, making it one of the energy stocks that lost the most during that week [1]. - Despite a surge of over 273% in share price since the beginning of 2025, Bloom Energy has faced a decline since early December due to investor concerns regarding the sustainability of the AI boom [3][4]. Client Impact - Oracle, a major client of Bloom Energy, reported a negative free cash flow of $13 billion for the trailing four quarters and missed revenue estimates in its Q2 2026 results, raising doubts about the ability of Big Tech to fulfill promised investments in data centers [4]. Analyst Sentiment - Despite recent declines, Bloom Energy remains favored by analysts, with Clear Street raising its price target from $50 to $58 while maintaining a 'Hold' rating on the shares [5].