$Bloom Energy Corp(BE)$ Bloom CEO KR Sridhar went on Bloomberg TV to address the Oracle force majeure overhang directly. He described the fuel cells as "fungible." Units already shipped to New Mexico can be redirected to other customers while still on the trucks. A project delay does not strand the hardware or the revenue.
He reaffirmed guidance for this year and next and said manufacturing will keep expanding to meet demand: "We will not be the constraint."
The CEO just validated the rerouting thesis on camera. If Jupiter slips past the February 2027 gas pipeline in-service date, the timing question is which customer gets the units first, not whether Bloom eats a revenue hole.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
