Bloom Energy is retracing the 10% pop it saw yesterday from the news Bloom has agreed to supply Oracle with solid oxide fuel cell (SOFC) servers. Despite Bloom Energy being in direct contact with its first hyperscaler customer with Oracle, the drawback is that BE had already baked this into fiscal year guidance. Thus, the company was only able to reiterate fiscal year guidance of $1.65 to $1.85 billion, corresponding to YoY growth of 19.1%. Despite the weak price action from inflated expectat...
