Bloom Energy Plunges 13.99% on Disappointing Guidance

On August 1, 2025, Bloom Energy's stock experienced a significant drop of 13.99% in pre-market trading.

Bloom Energy's stock price decline can be attributed to mixed second-quarter results and an updated full-year outlook. Despite continued momentum in the clean-energy sector, investors were disappointed by the company's guidance, which fell short of expectations. The company reported a GAAP EPS of -$0.18, missing estimates by $0.10, and revenue of $401.2 million. Additionally, Bloom Energy announced plans to double its factory capacity to 2GW by 2026, driven by accelerating demand from hyperscalers. The company also highlighted record revenue, expansions in AI data centers, and a new partnership with Oracle. However, these positive developments were overshadowed by the disappointing guidance, leading to a drop in stock price.

Through the first half of 2025, Bloom Energy's shares had already declined by 30%, reflecting investor concerns about the company's performance. The recent drop in stock price suggests that investors remain cautious about the company's prospects, despite its efforts to expand capacity and secure new partnerships. The market's reaction to Bloom Energy's earnings report underscores the importance of meeting or exceeding investor expectations in the competitive clean-energy sector.