Bloom Energy Stock To $73?

BE: Bloom Energy logo
BE
Bloom Energy

Bloom Energy (BE) stock has fallen by 26.2% in less than a month, from $142.37 on 3rd Nov, 2025 to $105.00 now. What comes next? We think that the stock could fall even more. The current correction, when put in context of stock’s Very High valuation, suggest possibility of further downside. A price of $73 is not out of question, especially considering that the stock has seen this level in the last 5 years. Read Buy or Sell Bloom Energy Stock to see how we arrive at this opinion.

So should you wait before buying this dip? Perhaps. There is no perfect way to time the dips. Nevertheless, here is another perspective on BE stock to help you make the decision. Historically, the median return for the 12-month period following sharp dips was 0.8%, with median peak return reaching 73%. We define sharp dip as stock going down 30% or more, in less than 30 day period.

Below, we get into details of historical dips and subsequent returns.

 
Historical Median Returns Post Dips
 

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Period Past Median Return
1M 5.4%
3M 11.7%
6M 13.7%
12M 0.8%

 
Historical Dip-Wise Details
 
BE had 14 events since 1/1/2010 where the dip threshold of -30% within 30 days was triggered

  • 73% median peak return within 1 year of dip event
  • 211 days is the median time to peak return after a dip event
  • -37% median max drawdown within 1 year of dip event

30 Day Dip BE Subsequent Performance
Date BE SPY 1Y Peak
Return
Max
Drop
# Days
to Peak
Median     1% 73% -37% 211
4042025 -31% -16% 496% 758% -2% 213
9062024 -31% 0% 576% 474% -9% 364
2202024 -35% 6% 171% 234% -4% 339
10262023 -30% -8% -7% 57% -21% 209
5112023 -30% 3% -13% 39% -35% 67
3172023 -33% -6% -45% 18% -50% 17
9262022 -32% -14% -35% 24% -39% 129
5062022 -39% -9% 10% 101% -20% 98
12142021 -34% 1% 8% 42% -44% 241
5132021 -31% 4% -34% 89% -35% 179
3032021 -33% 1% -16% 34% -50% 250
3162020 -33% -25% 427% 703% -42% 329
8122019 -35% -2% 60% 134% -67% 345
11062018 -49% -5% -75% 14% -85% 6

 
Bloom Energy Passes Basic Financial Quality Checks

Revenue growth, profitability, cash flow, and balance sheet strength need to be evaluated to reduce the risk of a dip being the sign of a deteriorating business situation.

Quality Metrics Value Quality Check
Revenue Growth (LTM) 44.5% Pass
Revenue Growth (3-Yr Avg) 21.8% Pass
Operating Cash Flow Margin (LTM) 9.9% Pass
Leverage (see below) Pass
=> Interest Coverage Ratio 1.3  
=> Cash To Interest Expense Ratio 10.1  

Not sure if you can take a call on BE stock? Consider portfolio approach

Portfolios Win When Stock Picks Fall Short

Single stocks swing wildly but staying invested matters. A well built portfolio keeps you invested, captures upside and softens the blows from individual stocks

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.