Three fuel-cell stocks that turned into some of 2026's biggest winners are suddenly reversing hard, and the reasons behind each selloff point to very different levels of trouble ahead.
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Bloom Energy stock has surged on data center power demand. Could FuelCell be the next big winner?
Bloom rejects allegations of China dependence as investors weigh critical mineral supply-chain risks.
Bloom Energy (NYSE:BE) has become one of the AI power trade’s biggest winners, with shares up 1,006.61% over the past year on the “bring-your-own-power” thesis for hyperscalers. The question now is whether the price still makes sense. Our 24/7 Wall St. price target for Bloom Energy is $218.80 over the next 12 months. Against a ... Up 160% YTD, Will Bloom Energy’s Rally Continue?
Bloom Energy Corp. has filed a formal 8-K response categorically refuting claims made by short-sellers regarding its reliance on Chinese minerals.
Hunterbrook did not mince words in its investigation into Bloom Energy.
Energy stocks were lower late Thursday afternoon, with the NYSE Energy Sector Index falling 1.2% and
MARA is acquiring a new site in Texas for as much as $600 million, and Hunterbrook put out a scathing short report on Bloom Energy.
Bloom Energy says its filings are accurate and it has scandium oxide supply visibility for 25 GW of annual fuel cell production.
Bloom Energy rebounded modestly Thursday after denying a short-seller's claims. FuelCell Energy also rebounded. On Thursday, Bloom said it "categorically rejects" the "false and misleading" claims from short-seller Hunterbrook Capital regarding its financial results and accounting.
Hunterbrook Capital, a short-seller, has accused Bloom Energy (NYSE:BE) of hiding continued reliance on Chinese scandium suppliers despite earlier comments about a diversified, China independent supply chain. Bloom Energy has strongly rejected the allegations and reiterated confidence in its financial and supply chain disclosures. Law firm Johnson Fistel, PLLP has opened an investigation into potential securities law issues, adding legal and regulatory attention to the situation. The dispute...
Bloom Energy Rejects Allegations Over Financial ReportingBloom Energy (NYSE:BE) shares gained 6% in Thursday morning trading after the fuel cell manufacturer strongly rejected allegations contained in a recent short-seller report concerning its financial reporting and supply chain. The company issued a statement responding to claims published on 8 July 2026 by Hunterbrook Media LLC, which disclosed that it may hold positions that would benefit if Bloom Energy’s share price declines.
The market has developed a habit of shrugging off short reports almost as quickly as they appear. That isn’t entirely surprising. Many companies targeted by activist short sellers recover after management pushes back, especially during strong bull markets. Yet history also shows that some of Wall Street’s biggest corporate scandals were first uncovered by short ... The Market Rejects Bloom Energy Short Attack, but Should You Ignore It, Too?
Bloom Energy Stock Jumps as Retail Bulls Dismiss Short-Seller Claims
Retail investors on Stocktwits dismissed Hunterbrook Capital’s short-seller report, with some noting that the company’s shares were holding up despite the allegations.
In the latest trading session, Bloom Energy (BE) closed at $254.29, marking a -5.67% move from the previous day.
Bloom Energy responded to a written request by Stocktwits by saying, “We are reviewing the report and will correct the record.”
Nvidia's decision is due to manufacturing challenges with high-speed circuit boards and optical components, though the broader AI chip roadmap remains on track.
Shares of FuelCell Energy (NASDAQ:FCEL) are down 14% in Wednesday morning trading after the company priced a large dilutive stock offering below recent levels. The stock last changed hands at $22.43, well off last week’s high. The pain is spreading. Bloom Energy (NYSE:BE) shares are off 8% to $247.53, while Plug Power (NASDAQ:PLUG) shares are ... FuelCell Energy Sinks 14%, Bloom Energy Slides 8% After $225M FCEL Share Sale Prices at $21; Plug Power Treads Water
You may not have bought this single clean energy stock, but if you own certain popular funds, you have quietly taken on a concentrated position.
FuelCell Energy's AI data-center pipeline, modular fuel-cell systems and manufacturing expansion are sharpening its growth story after a powerful three-month rally.
Bloom Energy Corp. (NYSE:BE) is one of the 10 Stocks Investors Are Running Away From. Bloom Energy Corp. (NYSE:BE) slashed its share prices by 8.64 percent on Tuesday to finish at $269.57 apiece, as investors resorted to profit-taking following the previous day’s surge, while waiting for fresh catalysts to boost buying appetite. Investors may have […]
Bloom Energy (BE) has been in focus after Brookfield expanded its framework to finance Bloom powered AI infrastructure projects from US$5,000 million to US$25,000 million, which has highlighted investor attention on the stock. See our latest analysis for Bloom Energy. The Brookfield expansion has arrived on top of a strong run in Bloom Energy’s share price, with an 8.92% 1 day share price return and a 90 day share price return of 117.09%. The 1 year total shareholder return is very large,...
Shares of FuelCell Energy (NASDAQ:FCEL) are down 10% to $26.89 in midday trading Tuesday, leading a coordinated slide across hydrogen and fuel cell names. Bloom Energy (NYSE:BE) stock is off 8% at $271.32, and Plug Power (NASDAQ:PLUG) stock is down 5% at $2.50. All three moves are landing on a broadly weak tape. The declines ... FuelCell Energy Drops 10%, Bloom Energy Slides 8%, Plug Power Falls 5% Despite Positive News as Profit-Taking Hits Fuel Cell Stocks
Fuel cell systems developer Bloom Energy and investment firm Brookfield said the companies are expanding their partnership agreement and increasing their project financing to $25 billion. The companies initially announced a $5-billion partnership deal in October of last year.
Anyone who has invested $5,000 at the start of the year has done well, but a strong performance for the rest of 2026 isn't guaranteed.
Musashi Energy Solutions Technology might be the missing piece in power distribution for datacenters One of the sectors with highest growth in the stock market since 2025, has been electrical power related stocks. Names like Bloom Energy, Infineon, GE Vernova, and Delta Electronics have posted triple-digit gains. The fact that developers no longer size projects ... Musashi Seimitsu might be the missing piece in power distribution for datacenters