--- title: "U.S. stock market midday update: Bloom Energy's earnings report exceeded expectations, rising 27.24%, driven by AI power agreements boosting performance" type: "News" locale: "en" url: "https://longbridge.com/en/news/294381087.md" description: "Bloom Energy rose 27.24%; GE Vernova rose 8.09%, with a transaction volume of USD 822 million; Forgent Power Solutions rose 11.50%, with a transaction volume of USD 10.2 million; NuScale Power rose 7.78%, with a transaction volume of USD 5.163 million; Innio NV rose 15.16%, with a market value of USD 18.8 billion" datetime: "2026-07-30T14:18:37.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294381087.md) - [en](https://longbridge.com/en/news/294381087.md) - [zh-HK](https://longbridge.com/zh-HK/news/294381087.md) --- # U.S. stock market midday update: Bloom Energy's earnings report exceeded expectations, rising 27.24%, driven by AI power agreements boosting performance **U.S. Stock Market Midday Update** Bloom Energy rose 27.24%, with increased trading volume. Based on recent key news: 1. On July 29, Bloom Energy announced its second-quarter financial report, with revenue of $1.065 billion, a year-on-year increase of 165.5%, and a net profit of $196.3 million, with a gross margin rising to 33.4%. The company raised its full-year revenue guidance to $3.9 billion to $4.2 billion, with a non-GAAP earnings per share guidance of $2.55 to $2.85. The better-than-expected performance drove the stock price up. Source: Financial Associated Press 2. On July 29, Bloom Energy reached a power supply agreement with an AI data center, raising its full-year revenue expectation to $390 million to $420 million, with adjusted earnings per share expectations of $2.55 to $2.85. This news boosted market confidence and drove the stock price up. Source: MarketWatch 3. On July 29, J.P. Morgan raised Bloom Energy's target price to $346, with a rating of "Overweight." Analysts believe the company's performance is strong, with significant growth potential in the future. Source: Benzinga AI data center demand growth, optimistic industry outlook. **Top Stocks by Industry Trading Volume** GE Vernova rose 8.09%. Based on recent key news: 1. On July 27, Dongfang Securities released a research report indicating that demand for gas turbines in North America remains high, with GE Vernova's second-quarter performance significantly increasing, with revenue up 22% year-on-year and order volume naturally growing by 88%. This drove the stock price up. Source: Zhito Finance 2. On July 28, GE Vernova was selected to replace two 315 MW units as part of a comprehensive renovation of a power plant with over 40 years of history, expected to extend the plant's operational life by at least 25 years. This news enhanced market confidence. Source: Reuters 3. On July 28, Zhongding announced that it had received a notice from Taipower requesting GE Vernova to compensate for losses caused by a fire incident. Nevertheless, the market remains optimistic about GE Vernova's long-term prospects. Source: Zhito Finance Gas power generation demand growth, high industry prosperity. Forgent Power Solutions rose 11.50%. Based on recent news: 1. On July 28, analyst ratings showed that although Forgent Power Solutions currently has a buy rating, top analysts believe that five other stocks offer better investment value. This news may lead some investors to reassess their portfolios, thereby driving the stock price up. 2. On July 28, Simply Wall St published an article exploring early opportunities in the electric metals market, particularly stocks of copper producers. This may spark market interest in related fields, indirectly boosting Forgent Power Solutions' stock price On July 28, MarketBeat's instant news alert indicated that although Forgent Power Solutions has a buy rating, it was not listed among the top five stocks recommended by leading analysts. This information may prompt investors to pay more attention to the stock, driving up its price. The electric metals market is gaining attention, and copper producer stocks are performing strongly. NuScale Power rose 7.78%. Based on recent news, 1. On July 27, operational recovery drove strong second-quarter performance, with production tracking at the upper end of guidance and strong liquidity. Major refinancing improved capital flexibility, and key projects made early progress. Market conditions continue to support coal pricing, leading to an increase in NuScale Power's stock price. Market conditions support coal pricing, with significant capital inflows. **Top stocks by market capitalization in the industry** Innio NV rose 15.16%. Based on recent key news: 1. On July 28, Innio NV secured a 1.1 gigawatt gas engine equipment order in the second quarter, with orders coming from a large U.S. data center developer. This order covers over 200 Jenbacher J624 engines, providing years of revenue visibility and driving up the stock price. Source: GlobeNewswire 2. On July 28, Innio NV announced second-quarter results, with revenue growth of 42% and a surge in equipment orders by 316%. Strong demand from data centers and the 1.1 gigawatt order drove performance growth and boosted market confidence. Source: INNIO N.V. Slides Release 3. On July 28, Innio NV's management emphasized during the earnings conference call that equipment orders reached a record $2.3 billion, with a backlog of $6.6 billion extending to 2030. The company raised its revenue and adjusted EBITDA guidance for 2026, further enhancing market confidence. Source: Earnings Call Transcript Strong demand from data centers is driving industry growth ### Related Stocks - [BE.US](https://longbridge.com/en/quote/BE.US.md) - [GEV.US](https://longbridge.com/en/quote/GEV.US.md) - [FPS.US](https://longbridge.com/en/quote/FPS.US.md) - [SMR.US](https://longbridge.com/en/quote/SMR.US.md) - [INIO.US](https://longbridge.com/en/quote/INIO.US.md) ## Related News & Research - [Is Bloom Energy the Smartest Investment You Can Make Today?](https://longbridge.com/en/news/287838797.md) - [Bloom Energy Stock Just Got a Lot More Attractive, Says Analyst – Here’s Why](https://longbridge.com/en/news/294202434.md) - [Bloom Energy stock soars on AI deal: can the rally continue?](https://longbridge.com/en/news/287263475.md) - [Trump Was Supposed to Kill Hydrogen Investments, but Oracle Just Gave Bloom Energy Stock a Second Life](https://longbridge.com/en/news/284604735.md) - [TimesSquare Capital Management LLC Has $29.27 Million Holdings in Bloom Energy Corporation $BE](https://longbridge.com/en/news/286897134.md)