Bloom Energy (BE) Stock Slides After Hours on Dec. 15, 2025: What’s Driving the Move and What to Watch Before Tuesday’s Open

NEW YORK — Bloom Energy Corporation (NYSE: BE) ended regular trading on Monday, December 15, 2025 sharply lower, then extended losses after the closing bell as investors continued to reassess the “AI infrastructure power” trade amid renewed debate about whether Big Tech’s spending boom is sustainable.

Bloom Energy stock: after-the-bell snapshot (Dec. 15, 2025)

Here are the key numbers investors are watching heading into Tuesday, December 16:

Regular-session close:$89.58, down 5.69% on the day. ^[1]
After-hours trade:$87.78, down another 2.01% (about $1.80) after the close. ^[2]
Previous close:$94.98. ^[3]
Day range:$89.11 to $97.00 (a wide intraday swing that underscores elevated volatility). ^[4]
Open / High / Low (regular session data): Open $96.48, High $96.86, Low $89.14. ^[5]
Volume: about 10.27 million shares (active, but still below some of BE’s recent “high-volatility” sessions). ^[6]

For longer-term context, BE has still posted a massive 2025 run, but the last two weeks have been a reminder that the stock can move fast in both directions: MarketScreener shows BE up roughly +303% year-to-date, while also highlighting a sharp five-day drawdown into mid-December. ^[7]

Why Bloom Energy is falling: AI-capex anxiety is back in focus

Bloom Energy has become one of the market’s most visible “grid bottleneck / data center power” beneficiaries in 2025—so it’s also been highly sensitive to shifts in AI spending sentiment.

On Monday, that sentiment was pressured again by a fresh wave of “AI bubble” conversation across markets. Reuters reported that Bridgewater warned Big Tech’s increasing reliance on external capital to fund AI expansion is “dangerous,” pointing to surging AI-infrastructure funding and rising doubts about whether spending will translate into profits fast enough. ^[8]

That theme matters for Bloom because a meaningful piece of the bull case hinges on a simple chain reaction:

AI buildout → data center power crunch → demand for fast, firm onsite generation → Bloom’s fuel-cell deployments.

When investors start questioning the pace or profitability of AI buildouts, high-multiple “picks-and-shovels” names can reprice quickly—even if there’s no new company press release.

The Oracle overhang: why a single customer narrative can move BE

The market’s renewed focus on AI capex hasn’t happened in a vacuum. Oracle’s recent guidance and spending commentary have continued to ripple across AI-adjacent names, and Bloomberg/press coverage around funding and timelines has kept traders on edge.

Reuters recently detailed how Oracle’s weak forecasts and huge spending plans have fueled doubts about “how quickly the big bets on AI will pay off,” contributing to a broader tech selloff. ^[9]
Separately, Reuters reported Oracle pushed back against a report suggesting delays to OpenAI-related data centers—an example of how sensitive markets have become to any hint of timeline slippage in AI infrastructure. ^[10]

Bloom Energy’s relevance here is not hypothetical: Reuters previously noted that Bloom has deployed its fuel-cell technology to data centers through partnerships that include Oracle, alongside other infrastructure names. ^[11]

What today’s commentary is saying about BE

A key point from Monday’s analysis coverage: there wasn’t a single “Bloom-specific” headline driving the move. Instead, the dominant explanation remains the market’s risk appetite toward AI-linked infrastructure trades.

The Motley Fool (Dec. 15) framed Bloom’s stock as closely tied to the broader AI sentiment cycle, while also noting the company’s multi-quarter record revenue run—a mix that can create violent pullbacks when investors rotate away from growth/AI exposure. ^[12]
Trefis (Dec. 15) similarly emphasized that Bloom’s rally has been heavily influenced by expectations for AI data centers and the need for “quick power,” while warning that near-term price action can remain volatile as markets debate AI capex and valuation. ^[13]

For Google News readers: the takeaway is that BE is trading like a high-beta proxy for the AI power buildout, not like a slow-moving industrial name.

Fundamentals check: what hasn’t changed for Bloom Energy

Despite Monday’s selloff, the company’s most recently reported operational momentum remains the foundation of the bull narrative.

Bloom Energy’s Q3 2025 release highlighted:

Revenue of $519.0 million, up 57.1% year over year
Gross margin improvement (including non-GAAP margin expansion)
Operating income improvement versus the prior year period
Continued emphasis on the $5 billion AI infrastructure partnership with Brookfield ^[14]

Separately, Bloom and Brookfield announced that strategic partnership in October, describing Bloom as a preferred onsite power provider for Brookfield’s AI infrastructure strategy. ^[15]

In short: the long-term demand story (grid constraints + AI load growth + need for firm onsite power) is still intact—but the market’s willingness to pay up for that story is what’s fluctuating day to day.

Wall Street forecasts: wide targets reflect a high-disagreement stock

One reason BE can swing so hard: analysts and market models appear far apart on what the company is worth, and that disagreement tends to amplify volatility when sentiment shifts.

Examples of currently published target ranges include:

Investing.com shows an average 12‑month target around $108.55, with estimates spanning from $39 (low) to $157 (high), alongside a mix of buy and sell recommendations. ^[16]
Zacks also lists forecasts ranging from $39 to $157, highlighting how dispersed expectations remain. ^[17]

That spread is important ahead of Tuesday’s open: in a stock where targets differ by more than 4x, price can react sharply to macro headlines—even if Bloom itself says nothing new.

What to know before the market opens Tuesday, Dec. 16, 2025

1) The 8:30 a.m. ET jobs report is the first major catalyst

The U.S. Bureau of Labor Statistics lists the Employment Situation release for November 2025 as scheduled for Tuesday, December 16, 2025 at 8:30 a.m. ET—before the opening bell. ^[18]

Why it matters for BE: Bloom trades like a rate-sensitive growth industrial during risk-off moments. A surprise in jobs or wage data can move Treasury yields and quickly change the market’s appetite for high-volatility names.

2) Markets are already “positioned for a data-packed week”

Reuters described Monday as investors bracing for a busy week of key economic data that could shape rate expectations. ^[19]

That backdrop tends to raise “gap risk” into the open—especially for stocks (like BE) that already show large intraday ranges.

3) Watch AI-capex headlines, not just energy headlines

Monday’s narrative pressure wasn’t about fuel cells, hydrogen, or a new customer contract. It was about the funding and payback timeline of AI infrastructure.

Reuters’ reporting on Bridgewater’s warning underscores that investor focus has widened from “AI growth” to “AI financing.” ^[20]

If new headlines land overnight about Big Tech capex, cloud budgets, or large data-center financing, BE can react quickly at the open—sometimes regardless of whether Bloom is mentioned.

4) Key price levels traders will be watching (based on today’s tape)

From today’s data:

BE’s regular-session low was around $89.11. ^[21]
After-hours trading showed $87.78, implying the market is still probing below Monday’s intraday support into the overnight window. ^[22]

If BE opens below Monday’s low, many short-term participants will interpret that as “follow-through” selling; if it reclaims the low quickly, dip-buyers may frame it as another volatility reset.

5) Check the calendar: next earnings are not “tomorrow,” but they’re looming

If you’re planning beyond Tuesday’s open, MarketScreener lists Bloom’s Q4 2025 earnings release as projected for Feb. 4, 2026 (projection, not a company-confirmed date). ^[23]

Between now and then, the stock can continue trading mostly on macro + AI infrastructure headlines, unless Bloom announces new deals, guidance updates, or filings.

Bottom line for Tuesday’s open

Bloom Energy stock closed down hard on Dec. 15 and slipped further after hours, reflecting a market still uncomfortable with the near-term risk/reward of AI-linked infrastructure names. ^[24]

Before the bell on Dec. 16, the biggest near-term swing factor is likely the 8:30 a.m. ET jobs report, with AI-capex headlines acting as a second layer of volatility. ^[25]