On July 14, Bloom Energy rose 5.89% in regular trading, trading at $246.93/share, with turnover of $190 million. The rebound was driven by RBC Capital Markets issuing a research note directly challenging the short seller report that had pressured the stock in prior sessions.

RBC stated that short seller Hunterbrook's analysis of Bloom Energy's scandium oxide supply chain \"relies on dated reference material, and fails to appreciate the fact that technology can and does improve.\" The note highlighted that recent patents filed by Bloom and academic journal articles suggest with \"high likelihood\" that the company has significantly reduced its dependency on the mineral. RBC concluded there is \"enough evidence to suggest that short report estimates are likely overstated\" and sufficient lead time exists to expand capacity.

The RBC defense follows Bloom Energy's own SEC filing rejecting the short seller allegations as \"false and misleading,\" asserting its supply chain is not dependent on China and can support 25GW annual production. UBS also maintained its buy rating with a $350 price target, while the $25 billion Brookfield AI infrastructure financing framework continues to underpin the fundamental outlook, collectively alleviating short-driven panic sentiment.

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