--- title: "Bloom Energy’s October Stock Slump Deepens: Options Signal Post-Earnings Bounce to $230" type: "News" locale: "en" url: "https://longbridge.com/en/news/302763129.md" description: "Bloom Energy (NYSE:BE) stock has slumped 23% this month, driven by investor selling of AI-related stocks and legal issues in New Mexico. However, options market data signals a potential post-earnings rebound to $230, indicated by a put/call ratio below 1 with call concentration at the $230 strike. Analysts expect strong Q3 results, including 106% revenue growth to $1.07 billion and EPS rising to 67 cents. Wall Street analysts remain bullish, with recent target price hikes from BMO Capital Markets and Truist Financial." datetime: "2026-10-22T18:15:24.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/302763129.md) - [en](https://longbridge.com/en/news/302763129.md) - [zh-HK](https://longbridge.com/zh-HK/news/302763129.md) generator: "portal-rs" --- # Bloom Energy’s October Stock Slump Deepens: Options Signal Post-Earnings Bounce to $230 **Bloom Energy** (NYSE:BE) stock extended its sharp decline today, falling to its lowest level since September 2. Shares are down 23% this month and 40% from their all-time high. Still, the options market is signaling a potential rebound after the company’s earnings report. ## Bloom Energy Stock Has Slumped as Investors Dump AI Winners Investors have continued selling companies that benefited from the artificial intelligence (AI) boom. This includes semiconductor companies like **Marvell Technologies** (NASDAQ:MRVL) and **Nvidia** (NASDAQ:NVDA), and neoclouds like CoreWeave, Nebius, and IREN. Bloom Energy stock has also slumped because of its exposure to the AI industry, where it has become a major partner to data center companies. Its retreat has continued amid the ongoing woes in New Mexico, where **Oracle’s** (NYSE:ORCL) Project Jupiter project is facing major legal issues.  The company will report its third-quarter earnings after the market closes, with analysts expecting strong revenue growth. Benzinga data shows analysts expect revenue to rise 106% to $1.07 billion. Earnings per share are expected to jump from 15 cents in the third quarter of 2025 to 67 cents in the most recent quarter. **Read Also: Jensen Huang Downplays Memory Glut Fears: Will Micron Rebound Next?** ## Options Market Signals a Potential Rebound  The options market signals a modest rebound after its earnings report. The company has a put/call volume ratio of 0.66 and a put/call open interest ratio of 0.83. A ratio below 1 signals that the company has more calls than puts. A call gives investors a right but not the obligation to buy an asset at a set price before an expiration date.  Most call options are concentrated at the $230 strike, followed by $235. A rebound to $230 would be an 8% jump from the current level, while a move to $235 would be a 10% rise. Meanwhile, most put options are concentrated at the $200 strike, 6% below the current level. Bloom Energy’s post-earnings volatility has increased during the AI boom era. It fell by as much as 15% after its July earnings report and rose by over 25% in April when it released its Q1 earnings.  Top Wall Street analysts have maintained their bullish outlook on Bloom Energy. Ameet Thakkar, a BMO Capital Markets analyst, hiked his target to $260 this week. Truist Financial’s Christopher Souther hiked from $218 to $240.  **Read Also: Blackstone CEO Dismisses AI Bubble Fears: 'Critical Scarcity of Supply Has Intensified'** *Image: Shutterstock* ### Related Stocks - [BE.US](https://longbridge.com/en/quote/BE.US.md) - [BEC.US](https://longbridge.com/en/quote/BEC.US.md) - [BEG.US](https://longbridge.com/en/quote/BEG.US.md) - [BEX.US](https://longbridge.com/en/quote/BEX.US.md) - [BEZ.US](https://longbridge.com/en/quote/BEZ.US.md) - [BX.US](https://longbridge.com/en/quote/BX.US.md) - [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md) - [IREN.US](https://longbridge.com/en/quote/IREN.US.md) - [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md) ## Related News & Research - [Did Data Center Power Deal Just Shift Bloom Energy's (BE) Investment Narrative?](https://longbridge.com/en/news/305094981.md) - [Bloom Energy Scores Major Role In Google's 702-Megawatt Power Project](https://longbridge.com/en/news/304640686.md) - [Bloom Energy’s Q3 results to test AI-driven growth expectations](https://longbridge.com/en/news/302588910.md) - [Bloom Energy Director Barbara J Burger Reports Sale of Common Shares Worth $501,711.65](https://longbridge.com/en/news/304543197.md) - [Bloom Energy secures 900 MW power supply deal with NTT DATA for data centers](https://longbridge.com/en/news/304481029.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**