On July 9, Bloom Energy rose 3.03% overnight, trading at $261.99/share, with turnover of $18.28 million. The rebound followed a sharp intraday selloff triggered by a short-seller report from Hunterbrook, which sent shares down as much as 12% during regular trading before closing down 5.67%.

Hunterbrook's report questioned Bloom Energy's supply chain viability, claiming that achieving 5 GW annual capacity would require approximately 220 tons of scandium oxide — nearly the entire estimated global annual supply of 240 tons. The report also challenged revenue growth quality, noting that 74% of Q4 2025 revenue came from a joint venture with Brookfield rather than independent growth, and flagged that Oracle's Jupiter project in New Mexico has yet to obtain fuel cell permits.

The overnight recovery reflects technical repair following the acute selling pressure. The company's fundamental backdrop remains supported by its recently expanded $25 billion AI infrastructure power partnership with Brookfield, a fivefold increase from the prior $5 billion framework.

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