Bloom Energy Shares Volatile After Mixed Q2 Earnings, Maintains 2025 Outlook

Bloom Energy's stock experienced significant volatility, plunging 13% intraday before paring losses to close 1.4% lower. The movement followed a mixed Q2 earnings report where revenue surpassed estimates ($401.2M, +19.5% YoY) but adjusted EPS losses of $0.18 missed expectations.

The clean energy technology provider reaffirmed its 2025 guidance without raising targets, triggering profit-taking after a recent rally fueled by data center partnerships. Bloom's chemical-based energy servers, which generate electricity from natural gas or hydrogen with lower emissions, are gaining traction in AI data center applications.

Management announced plans to double production capacity to meet growing demand, highlighted by a new direct partnership with Oracle. This expansion comes despite anticipated near-term cost increases, reflecting confidence in the technology's adoption curve.