Bloom Energy's $1.17 Billion Trading Volume Plummets 48% to 78th Rank as Supply Chain Delays and Investor Skepticism Weigh

On September 25, 2025, Bloom Energy (BE) saw a trading volume of $1.17 billion, a 47.94% decrease from the previous day, ranking it 78th in daily trading activity. The stock closed down 0.71%.

Recent developments highlight mixed investor sentiment toward the company’s growth trajectory. A regulatory filing revealed delays in the commercialization of its hydrogen storage solutions, citing supply chain bottlenecks for critical components. Analysts noted this could pressure near-term revenue visibility, though long-term demand for clean energy infrastructure remains robust.

Operational updates included a 15% reduction in quarterly maintenance costs at its California-based production facility, attributed to optimized logistics. However, the stock underperformed amid broader market skepticism over decarbonization timelines, with some funds trimming exposure to energy transition plays.

Strategic shifts were also observed, with the company announcing a partnership with a European engineering firm to co-develop modular electrolyzer designs. While the collaboration aims to accelerate deployment in industrial markets, investors remain cautious until tangible project milestones are disclosed.

I understand you’d like to test a daily-rebalanced, cross-sectional strategy that: ranks all stocks by daily trading volume, buys equal-weighted top 500 names at the close, holds for one trading day, and rebalances. Clarification is needed on market universe, portfolio construction details, and transaction cost assumptions before executing the backtest.