On Tuesday, Bloom Energy Corp (BE.US) opened sharply lower by more than 8%, then continued its downward trajectory, briefly falling over 15% during the session. As of the time of writing, the decline has narrowed to 12%. The stock has been underperforming since July, with its price dropping more than 45% in a sustained decline.

On the news front, the company is scheduled to report its Q2 earnings after the market close on July 28. Analysts project Q2 2026 revenue of $827 million, representing a 106.11% increase year-over-year, and an expected earnings per share of $0.251, swinging to a profit from a loss in the same period last year.

Meanwhile, market attention is focused on whether core performance metrics can sustain the momentum that exceeded expectations in Q1, making the outcome of this Q2 earnings report crucial. Investors are also watching to see if management, leveraging strong AI-driven electricity demand, will once again raise the full-year revenue guidance, especially given that its partnership with Brookfield has already expanded to a scale of $25 billion.