On July 15, Bloom Energy rose 3.07% overnight, trading at $250.87/share, with turnover of $8.77 million.

On the news front, RBC published a research note stating that short seller Hunterbrook's analysis of Bloom Energy's scandium oxide supply chain relies on dated reference material and fails to appreciate that technology can and does improve. RBC noted that recent patents and academic literature suggest with high likelihood that the company has significantly reduced its dependency on the mineral, and that short report estimates are likely overstated. RBC also expressed confidence in sufficient lead time to expand capacity.

The rebound extends a recovery trajectory supported by multiple fundamental catalysts, including UBS maintaining its buy rating with a $350 price target, and the $25 billion Brookfield AI infrastructure financing framework announced earlier this month. Market panic triggered by the initial short report — which alleged Bloom's 5GW annual capacity would consume approximately 220 tons of scandium oxide, near the global annual supply of 240 tons — has continued to ease as institutional analysts push back on the bearish thesis.

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