๐ Bloom Energy $BE crashes 15% ahead of make-or-break Q2 earnings โ doubts mount on H2 ramp
Bloom Energy (NYSE: BE) plunged ~15% Tuesday, extending a brutal 43% slide from June's peak, as investors bailed ahead of after-close Q2 results. The core worry: analysts expect $767M in Q2 revenue, but the company needs to nearly double that pace โ over $1B per quarter โ in H2 to hit its $3.4โ3.8B full-year guidance. A short-seller report also flagged a gap between the claimed "$20B backlog" and audited SEC figures. Do Q2 margins and cash flow prove the bull case tonight, or is the guidance too ambitious? Not financial advice.