Bloom Energy Plunges 13.99% on Disappointing Earnings

Bloom Energy's stock price plummeted by 13.99% in pre-market trading on August 1, 2025, marking a significant decline for the clean energy company.

Bloom Energy's shares experienced a downturn following the release of its second-quarter results, which, while showing some positive aspects, ultimately disappointed investors. The company reported a GAAP EPS of -$0.18, missing estimates by $0.10, and revenue of $401.2 million. Despite these financial setbacks, Bloom Energy has been making strides in expanding its factory capacity to 2GW by 2026, driven by increasing demand from hyperscalers. The company also highlighted record revenue and partnerships with major tech firms like Oracle, which are expected to bolster its long-term growth prospects.

However, the market's reaction to Bloom Energy's updated full-year outlook was less than favorable. Investors expressed concerns over the guidance provided, leading to a sell-off in the stock. This sentiment was further exacerbated by the company's decision to double its factory capacity, which, while a strategic move, may have raised questions about the associated costs and execution risks. Despite these challenges, Bloom Energy remains focused on its clean-energy momentum and continues to pursue opportunities in AI data center expansions and other high-growth areas.