BE
Reddit attention is surging
- BE −4.14% on the last session vs SPY +0.00%: −4.1 pts of stock-specific move.
- Earnings Oct 22 after the close: EPS $0.67 expected (17 analysts); it moved ±11.2% on average after its last 8 reports.
- News: Bloom Energy and other AI energy stocks are falling amid debt concerns in the AI sector, per Yahoo Finance.
- Aftermath, mention spike (trendy) (Oct 9): After its 20 mention spikes in the past 5 years, BE was higher a day later 15 times out of 20; half the outcomes fell between -0.6% and +7.9%. History, not a forecast.
- 53 Reddit mentions in the past 24 hours, 61% positive over the week · today's pace is 1.9× its recent daily average.
- 2 analyst actions in the past 10 days (1 positive, 0 negative); latest: UBS maintained Buy, raised target $325 → $350.
- 5 insider or congressional trades in the past 30 days, including 1 insider sale not under a 10b5-1 plan.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: options price a ±12.5% move through the report.
Bargain & stretch prices
Prices BE only reaches with set odds, from its own recent swings. Odds, not a forecast.
| Today | Next 5 sessions | |
|---|---|---|
| Stretch sell side |
252.57 +5.5% ↑ more often after a big drop
reached 3 in 10 days · 31% vs usual 28% |
269.94 +12.8% ↑ more often after a big drop
reached 3 in 10 weeks · 31% vs usual 30% |
| Now | 229.42 · prior close 239.34 | |
| Bargain buy side |
226.80 -5.2% reached 3 in 10 days reached today |
212.21 -11.3% reached 3 in 10 weeks |
More patient or more eager
| Bargain | Reached | Stretch | Reached | |
|---|---|---|---|---|
| Today | ||||
| Patient | 222.87 | 2 in 10 days | 257.02 | 2 in 10 days↑ 20% vs 17% |
| Balanced | 226.80 | 3 in 10 days | 252.57 | 3 in 10 days↑ 31% vs 28% |
| Eager | 230.53 | 4 in 10 days | 248.49 | 5 in 10 days↑ 49% vs 45% |
| Next 5 sessions | ||||
| Patient | 204.07 | 2 in 10 weeks | 280.70 | 2 in 10 weeks |
| Balanced | 212.21 | 3 in 10 weeks | 269.94 | 3 in 10 weeks↑ 31% vs 30% |
| Eager | 220.08 | 4 in 10 weeks | 260.29 | 5 in 10 weeks↑ 49% vs 48% |
"3 in 10 days" means the price was reached on about 3 of every 10 days like this one. Patient prices are further away and come less often; eager ones are closer and come more often. From BE's daily swings (about 5.6% a day lately), anchored on the Oct 14 close. The odds were measured on 10 years of S&P 500 prices (they move about 3 points from year to year with the market: bargain prices come more often in falling years, stretch prices in rising ones), and where a situation below changed them consistently (in at least 8 of 10 years), they are adjusted and marked. In those tests, waiting for the bargain price did no better on average than buying at the close: what you save when it comes, you pay when it doesn't.
Situations on the Oct 14 close
- Stretch price, next session: reached 31% of days instead of the usual 28% (held in 9 of 10 years)
- Stretch price, next 5 sessions: reached 31% of weeks instead of the usual 30% (held in 8 of 10 years)
| Date | That day | 1 week on | 1 month on | 3 months on |
|---|---|---|---|---|
| Oct 8, 2026 | -6.3% | — | — | — |
| Sep 28, 2026 | -8.9% | +9.0% | — | — |
| Sep 14, 2026 | -6.8% | +6.2% | +2.5% | — |
| Aug 18, 2026 | -10.0% | +4.0% | +34.3% | — |
| Jul 24, 2026 | -14.9% | +11.3% | +10.3% | — |
| Jul 16, 2026 | -13.6% | +5.1% | +11.2% | +15.8% |
| Jul 2, 2026 | -6.4% | -9.7% | -19.4% | +2.5% |
| Jun 23, 2026 | -6.9% | -6.0% | -32.5% | -14.1% |
Big drop and big gain: among BE's own worst or best 10% of daily moves, as on the Aftermath tab. The past times are history: in our tests, how a stock did after its earlier times did not predict the next one, and across the S&P 500 none of these situations leaned up or down except, weakly, an all-time high followed by a big drop. Not advice.
Price ladder
| Highest analyst target | 380.00 +65.6% |
| All-time and 52-week closing high Jun 22, 2026 |
345.85 +50.7% |
| Mean analyst target | 283.01 +23.4% |
| Stretch, next 5 sessions | 269.94 +17.7% |
| 50-day average | 248.64 +8.4% |
| Previous close Oct 14, 2026 |
239.34 +4.3% |
| Now | 229.42 |
| 200-day average | 215.59 -6.0% |
| Bargain, next 5 sessions | 212.21 -7.5% |
| Lowest analyst target | 97.00 -57.7% |
| 52-week closing low Dec 17, 2025 |
76.97 -66.5% |
Closing prices (all-time = the 8 years Yahoo has). Percentages are the distance from now. These are levels people watch, not levels the price has to respect. Not advice.