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Noticias de BE
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Nasdaq Composite Falls 2.6% This Week
Nasdaq Composite has erased all of this week's gains amid renewed heavy selling in the tech space as the index fell by 2.6% - the biggest decline in months. Market rotation away from the AI trade following earnings from Metaand Teslaovernight also punished the S&P 500 by over 1%, with the Tech sector by far the biggest loser. Communication and semiconductor equipment stocks traded especially weak. Defensively-oriented Consumer Staples and higher-yielding Utilities outperformed amid the shift in sentiment from AI-buildout driven economic strength to greater uncertainty.The AI wobble was also acutely felt in fixed income markets, with the yield on the 10-year US Treasury note falling 20 basis points to a one-month low of 4.95%. Fed fund futures now assign a 93% chance that the Fed will leave rates on hold next week versus 85% overnight. Fixed income markets have also repriced the probability of no further Fed tightening this year to 20% from 10% yesterday.In the opening hour of the evening session, Nasdaq 100 futures are down another 0.3% while S&P e-Minis are trading flat. Western Digital, a key tech name reporting results after hours, reversed its post-earnings gains despite beating estimates as the management warned about higher input costs and growing capex during the earnings call. Elsewhere, the consumer cyclical sector saw a disappointing update out of Deckers, where a Q2 revenue miss and below-consensus Q3 guidance weighted the stock down by over 7%.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -RingCentralup 14.5%Robert Halfup 10.7%JAKKS Pacificup 2.6%Omnicom Groupup 2.4%DOWN AFTER EARNINGS -Deckers Outdoordown 7.0%Bloom Energydown 6.1%Western Digitaldown 5.3%Comfort Systems USAdown 5.3%Kilroy Realtydown 4.9%SS&C Technologiesdown 4.8%MaxLineardown 4.7%SLM Corporationdown 3.4%Boyd Gamingdown 2.6%VeriSigndown 2.4%
Company Raises Q1 2026 Revenue Growth Guidance to 120%
The company states :"We started our 2026 Q1 earnings call expecting a year-on-year revenue growth of 60%. Today, we are upward revising that guidance and projecting over $120% year-on-year revenue growth at the midpoint. Our customer pipeline continues to grow, and our backlog is continuing to expand faster than our revenue, with increasing diversity in customers, verticals, and geographies." Comments taken from Q3 earnings conference call.
Bloom Energy Shares Down 6% After Q3 Results and Guidance
Bloom Energy down 6% after Q3 results and guidance
Bloom Energy Reports Q3 Revenue of $1.24B
Reports Q3 revenue $1.24B, consensus $1.07B. KR Sridhar, Founder, Chairman and CEO, said, "Electricity is the foundation of economic growth, human well-being and national competitiveness. Today, the world is moving from a century-old model of centralized power to a new architecture that includes firm, distributed onsite generation. Bloom is leading that transformation. What began with hyperscalers is rapidly moving across market segments because every business needs reliable power to grow. We are building the electricity platform for the digital era: power where it is needed, when it is needed, clean and always on."
Raises FY26 Revenue Outlook to $4.4B-$4.6B
Raises FY26 revenue view to $4.4B-$4.6B, consensus $4.12B. Prior guidance was EPS $2.55-$2.85, revenue $3.9B-$4.2B.
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