On July 10, Bloom Energy declined 3.41% in regular trading, trading at approximately $248.09/share, with turnover of $150 million. The stock gave back gains from the prior session as lingering concerns from Hunterbrook's short seller report continued to weigh on sentiment.

Although Bloom Energy filed a formal response with the SEC on July 9 labeling the short seller's allegations as \"false and misleading,\" market doubts around the company's long-term expansion feasibility have not been fully resolved. Hunterbrook's report estimated that producing 5 GW of fuel cells annually would require approximately 220 tons of scandium oxide, nearly matching the estimated 240-ton global annual supply. The report also questioned revenue growth quality, noting that 74% of Q4 revenue came from a joint venture with Brookfield, and flagged delays in key customer projects including Oracle's Jupiter project permits and American Electric Power's $2.65 billion fuel cell order timeline.

Bloom Energy countered that it has sufficient scandium oxide supply for current demand and backlog, with clear visibility to support 25 GW annual production capacity. However, the stock's retreat suggests the market requires further evidence to dismiss the supply chain and growth concerns raised.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)