Kurzymski Maciej sold $652K of BE

Bloom Energy (BE) shares rose 1.1% after the company filed an 8-K with the SEC denying short-seller claims tied to scandium and alleged hidden dependence on Chinese materials. Crossroads Capital criticized Bloom’s disclosures and argued a supply-demand “wall” could undermine scaling targets. Bloom said it has sufficient, non-China-dependent scandium supply to meet current demand and scale to 25GW/year.

Bloom Energy (BE) shares rose nearly 3% after Oracle (ORCL) and BorderPlex Digital Assets said Oracle’s Project Jupiter AI data center will run entirely on Bloom fuel cells. The $1.5 billion campus will use a shared microgrid, with Oracle expecting about 92% lower nitrogen oxide emissions. Barclays raised its BE price target to $177. BE reports fiscal Q1 earnings Tuesday; analysts expect $540M revenue and $0.13 EPS.

Business Insider reports Citadel’s stand-alone stock-picking fund rose 14.2% in July, its best month, and 27% year-to-date, helped by Citadel’s purchase of a bulk of Situational Awareness’s public portfolio at a 10% discount. Holdings cited include CoreWeave, SK Hynix, and Bloom Energy. Citadel’s Tactical Trading fund is up 27% YTD.

Mizuho reiterated a ‘Buy’ on Bloom Energy (BE) after Q2 2026 earnings rose to $0.78 per share from $0.10 a year earlier, beating the $0.41 consensus. For FY2026, Bloom forecasts revenue of $3.9B to $4.2B and EPS of $2.55 to $2.85. Cash from ops was $226.4M, and it expanded a Brookfield partnership to $25B. Analysts’ mean target is $267.46.

Oracle is contracted to install up to 2.8 GW of Bloom Energy fuel cells for its cloud and AI services, with about half underway and some operational in 55 days. Equinix has 73 MW operational and is contracted for 35 MW more across 19 data centers, aiming for primary power at one Silicon Valley site. Bloom surpassed $1B revenue in Q2, according to the article.

Bloom Energy (BE) shares rose about 26% after its Q2 FY2026 results, with revenue of $1.07B up 165.5% YoY and non-GAAP EPS of $0.78 vs $0.4066 consensus. The company raised FY2026 revenue guidance to $3.9B-$4.2B and non-GAAP EPS to $2.55-$2.85. Mizuho upgraded BE to Outperform and cut its price target to $242. FuelCell Energy (FCEL) gained about 27% on sentiment; HYDR ETF rose ~10%.