A number of stocks fell in the after-market session after an unexpectedly sharp rise in wholesale inflation fueled concerns about rising costs and their impact on corporate profits. The primary catalyst was the July 2025 Producer Price Index (PPI), a measure of inflation at the wholesale level, which jumped 0.9% against forecasts of a 0.2% rise. This represents the most significant monthly increase in over three years, pointing to mounting cost pressures for manufacturers, with tariffs cited as a key factor. This data complicates the Federal Reserve's upcoming interest rate decisions, as persistent inflation may prevent rate cuts, creating a headwind for cyclical sectors like Industrials.
Shares of Bloom Energy are continuing their impressive run Wednesday. The stock is extending a rally that has seen shares climb nearly 70% in the past month.
Electricity generation and hydrogen production company Bloom Energy (NYSE:BE) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 19.5% year on year to $401.2 million. The company expects the full year’s revenue to be around $1.75 billion, close to analysts’ estimates. Its non-GAAP profit of $0.10 per share was significantly above analysts’ consensus estimates.
Bloom Energy’s second quarter results were marked by strong revenue growth and a significant improvement in profitability, yet the market reacted negatively. Management attributed the quarter’s momentum to heightened demand from data center operators, especially those supporting artificial intelligence workloads, and to new partnerships with major utilities and hyperscalers. CEO K.R. Sridhar highlighted that “time to power” and reliability were decisive factors in recent customer wins, citing rapid installations for clients such as Oracle and Quanta Computer. The company’s focus on operational discipline, product cost reduction, and the expansion of its service business contributed to higher margins and a consistent trend of profitability over the past six quarters.
A number of stocks jumped in the morning session after an in-line inflation report fueled hopes for interest rate cuts and the U.S. and China agreed to extend their tariff truce. The Consumer Price Index (CPI), a key measure of inflation, came in largely as expected, holding steady at 2.7% year-over-year. This reading boosted investor optimism that the Federal Reserve will have room to lower interest rates at its next meeting, which could reduce borrowing costs for companies and consumers.
"You get what you pay for" often applies to expensive stocks with best-in-class business models and execution.
While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.
Shares of electricity generation and hydrogen production company Bloom Energy (NYSE:BE) jumped 3.6% in the afternoon session after Mizuho raised its price target on the stock, citing strong demand from data centers. The firm increased its target to $48 from $31, marking the highest forecast among analysts. Mizuho's positive view stemmed from Bloom's plans to accelerate manufacturing to meet the growing power needs of data centers. This analyst upgrade followed the company's strong second-quarter results, where it reported earnings per share of $0.10, significantly beating analyst forecasts. Revenue also grew 19.5% year-over-year to $401.2 million and exceeded expectations. The quarter also showed a turn to operating profit, a reversal from a loss in the previous year. The bullish sentiment echoed across Wall Street, as Morgan Stanley also recently lifted its price target.
Electricity generation and hydrogen production company Bloom Energy (NYSE:BE) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 19.5% year on year to $401.2 million. The company expects the full year’s revenue to be around $1.75 billion, close to analysts’ estimates. Its non-GAAP profit of $0.10 per share was significantly above analysts’ consensus estimates.
Electricity generation and hydrogen production company Bloom Energy (NYSE:BE) will be reporting earnings this Thursday afternoon. Here’s what investors should know.
Shares of electricity generation and hydrogen production company Bloom Energy (NYSE:BE) jumped 3.3% in the afternoon session after the company announced a collaboration with Oracle to power the tech giant's artificial intelligence (AI) data centers. The collaboration involved deploying Bloom's fuel cell technology at select Oracle Cloud Infrastructure (OCI) data centers in the U.S. This initiative aimed to meet the increasing power demands of AI and cloud computing services by providing a reliable and cost-efficient onsite power source. The announcement, which included a goal for the first deployments within 90 days, sent the company's shares to their highest level in several years. The stock's performance reflected strong investor enthusiasm for Bloom's potential to capitalize on the rapidly growing AI sector.
