Bloom Energy’s 13% Intraday Plunge Propels $630M Volume to 208th Rank as Earnings Miss and Oracle Pact Fuel Volatility

On August 1, 2025, Bloom Energy (BE) closed at $36.72, down 1.79% with a trading volume of $630 million, ranking 208th in market activity. The stock experienced a sharp intraday decline of 13% following its Q2 earnings report, which showed revenue growth of 19.5% to $401.2 million but adjusted losses per share of $0.18, missing expectations. A strategic partnership with Oracle, announced the prior week, initially drove the stock higher but triggered profit-taking after earnings. CEO KR Sridhar highlighted the Oracle deal as a potential catalyst for broader adoption of Bloom’s energy server technology in AI data centers, which produces clean power via electrochemical processes without combustion.

Bloom’s earnings-driven selloff reflects typical “sell-the-news” behavior, with investors capitalizing on gains after a recent rally tied to the Oracle agreement. While the company reaffirmed 2025 guidance without upward revisions, robust demand and plans to double production capacity suggest long-term growth potential. However, valuation remains a concern, with shares trading at 5.5 times sales and 80 times adjusted earnings estimates. Analysts note the stock’s volatility underscores its speculative nature amid expanding demand for low-emission energy solutions in the AI sector.

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