Bloom Energy shares dropped 8% amid a pullback in the AI-driven rally just days before its scheduled addition to the S&P 500 on September 21. The decline follows a weekend debate among AI leaders about slowing AI development, which dampened enthusiasm for companies tied to AI infrastructure, including Bloom Energy. Despite this, the stock still benefits from mechanical buying linked to its S&P 500 inclusion, which requires index funds to purchase shares. Investors should watch if the stock maintains its range as the index addition approaches, noting its very high 335x price-to-earnings ratio leaves little room for valuation setbacks.
Bloom Energy's recent drop ties into its upcoming S&P 500 inclusion, which continues to influence its trading. On Pluang, as of Sep 14, 2026 23:14 WIB, Bloom Energy (BE) trades at USD 255.73, down 7.26% for the day. FuelCell Energy (FCEL) and Plug Power (PLUG) also show declines, with FCEL at USD 15.32, down 3.59%, and PLUG at USD 2.10, down 0.24%.
