Bloom Energy Corp (BE) soared 15.05% intraday on Wednesday, surging sharply as the stock extended its rebound from recent profit-taking pressure.

The rally was fueled by broad-based strength across the heavy electrical equipment sector, with peers like GE Vernova and Babcock & Wilcox also posting solid gains. Investor sentiment was further bolstered by the digestion of short-term profit-taking that followed the company's blowout Q2 earnings report, which saw quarterly revenue exceed $1 billion for the first time. Management also raised full-year guidance, projecting revenue of $3.9-4.2 billion and non-GAAP operating profit of $800-900 million, reinforcing confidence in the company's growth trajectory.

Additionally, Bloom Energy's recently expanded partnership with MiTAC Holdings to build a fuel cell microgrid at an AI server manufacturing campus in Fremont, California, has strengthened its positioning in the AI data center power solutions market, providing a catalyst for renewed buying interest.