Morning movers: Bloom jumps 11.5% after a $1 billion quarter
Bloom Energy rose about 11.5% before the bell after record Q2 revenue and higher guidance. Logitech and CoStar fell roughly 9% and 15% as forward-looking supply and revenue concerns eclipsed better reported profits.
YieldCove Desk
4 min read
The broader setup is in today’s Morning Read; this brief stays with individual stocks. All prices below are delayed pre-market snapshots from 5:47 a.m. ET on July 29, 2026 and can change before the 9:30 a.m. open.
BE pre-market
$185.99
+11.48%
LOGI pre-market
$101.24
-9.33%
CSGP pre-market
$25.89
-14.64%
The tape at 5:47 a.m. ET
| Ticker | Pre-market | Prior close | Verified catalyst |
|---|---|---|---|
| BE | $185.99 (+11.48%) | $166.84 | Record Q2 revenue and higher 2026 guidance |
| LOGI | $101.24 (-9.33%) | $111.66 | Supplier shutdown could cut Q3 sales by up to $200 million |
| CSGP | $25.89 (-14.64%) | $30.33 | Revised revenue outlook outweighs stronger Q2 profitability |
Beginner note
Pre-market trading happens before the main session and is usually thinner. Options do not trade pre-market, so these stock gaps are research signals—not executable option prices or forecasts of the closing bell.
Bloom Energy: $1.07 billion quarter resets the growth map
Bloom Energy reported $1.065 billion of Q2 revenue, up 165.5% year over year, as product revenue rose 215.4%. GAAP gross margin expanded to 33.4%, operating cash flow reached $226.4 million, and the company lifted 2026 revenue guidance to $3.9–$4.2 billion. Its filing tied the acceleration to demand for onsite power from data centres and other large electricity users.
Why BE moved
TradingView showed $185.99, up 11.48% from the $166.84 close; Nasdaq printed $186.56, up 11.82%, at 5:46 a.m. ET. Benzinga independently reported an 11% move and a $185.20 print. The mechanism is revenue and margin expansion plus a higher full-year outlook—not a rumour.
Options and risk check
The earnings event has passed, but implied volatility and spreads can reset sharply at 9:30 a.m. ET. No pre-market option quote was used. The business risk is execution: manufacturing capacity, installation timing and any slowdown in AI-data-centre adoption could challenge the raised outlook.
What to watch: whether the opening auction holds above the $166.84 prior close. The previous 52-week range was $32.52–$351.28, which shows why an 11% gap should not be treated as a low-volatility setup.
Logitech: strong Q1 meets a $200 million supply warning
Logitech posted Q1 fiscal 2027 sales of $1.23 billion, up 7%, with non-GAAP EPS of $1.85, up 47%. Those results included $61 million of tariff refunds. The problem sits ahead: a serious incident temporarily closed a semiconductor supplier’s factory. Logitech estimates about a $20 million Q2 sales headwind and up to $200 million in Q3, with the disruption expected to be largely resolved by Q4.
Why LOGI moved
TradingView showed $101.24, down 9.33% from $111.66; Nasdaq’s last delayed print was $100.89, down 9.65%. The supply constraint is the dated, company-confirmed catalyst, and Yahoo Finance’s accessible report independently linked the decline to the Q3 warning.
Options and risk check
The first regular-session quotes will show whether the gap brings workable spreads; no chain-liquidity claim was made before the open. The key uncertainty is how quickly mitigation plans replace the lost semiconductor supply—and whether the estimated Q3 impact changes.
What to watch: the $111.66 prior close and the previous $83.32–$129.66 52-week range. A good reported quarter and a new supply shock are pulling in opposite directions.
CoStar: profit inflection cannot offset the revenue reset
CoStar Group’s Q2 revenue rose 18% to $925 million. Net income reached $55 million, while adjusted EBITDA more than doubled to $184 million. Management nevertheless revised 2026 revenue guidance to $3.715–$3.755 billion and set Q3 revenue at $935–$945 million. TradingPedia reported that the new ranges landed below prior market expectations.
Why CSGP moved
TradingView showed $25.89, down 14.64% from $30.33; Nasdaq showed $25.90, down 14.61%, at 5:46 a.m. ET. The tension is straightforward: better profitability is backward-looking, while the revenue reset and $69 million of net new bookings shape the next few quarters.
Options and risk check
The delayed stock print sat below the prior 52-week low of $26.68. That can make the opening auction unstable and option spreads wide. No premium or implied-volatility figure was quoted before the chain opened.
What to watch: whether CSGP reclaims $26.68 after 9:30 a.m. ET, and whether analysts focus on the $780–$820 million full-year adjusted-EBITDA range or the lower revenue path.
Also on the radar
- TER (+8.21%), STX (+5.71%) and F (+4.55%) cleared the large-cap volume screen at 5:39 a.m. ET, but stayed off the feature list because a complete current official-catalyst bundle was not frozen.
- MU is on Eddie’s live watchlist and was active after Tuesday’s memory-chip sell-off, but it was only about 0.34% higher in the 5:39 a.m. ET TradingView snapshot, so it did not meet today’s feature bar.
- Sub-$5 stocks, warrants and leveraged products dominated the raw Nasdaq percentage-mover list; they were rejected under the liquidity and pump-risk gate.
What to watch on Wednesday, July 29
- 9:30 a.m. ET: opening auctions and the first executable option quotes for BE, LOGI and CSGP.
- After the open: compare each stock with its prior close; the delayed pre-market snapshot is not a closing-price prediction.
- The separate Morning Read carries the Federal Reserve, oil and after-hours mega-cap calendar; this brief does not duplicate that macro work.
Sources
- [1]Holidays and trading hours calendar — New York Stock Exchange · Accessed 2026-07-29 · Tier 1
- [2]July 29, 2026 Morning Read: Fed decision day meets an oil spike — YieldCove · Accessed 2026-07-29 · Tier 1
- [3]Bloom Energy Q2 2026 financial results (Exhibit 99.1) — Bloom Energy / SEC EDGAR · Accessed 2026-07-29 · Tier 1
- [4]Why Bloom Energy shares were trading 11% higher pre-market — Benzinga · Accessed 2026-07-29 · Tier 3
- [5]Logitech Q1 fiscal 2027 results (Exhibit 99.1) — Logitech / SEC EDGAR · Accessed 2026-07-29 · Tier 1
- [6]Logitech falls on supplier-shutdown sales warning — Investing.com via Yahoo Finance · Accessed 2026-07-29 · Tier 3
- [7]CoStar Group Q2 2026 earnings release (Exhibit 99.1) — CoStar Group / SEC EDGAR · Accessed 2026-07-29 · Tier 1
- [8]CoStar drops as revenue outlook weighs on gains — TradingPedia · Accessed 2026-07-29 · Tier 3
- [9]Delayed pre-market quote pages for BE, LOGI and CSGP — Nasdaq · Accessed 2026-07-29 · Tier 2
- [10]U.S. pre-market scanner for cross-checking BE, LOGI and CSGP — TradingView · Accessed 2026-07-29 · Tier 2
- [11]Bloom Energy Servers at eBay photograph — Wikimedia Commons / Flickr · Accessed 2026-07-29 · Tier 1
This content is for informational and educational purposes only and is not financial advice. Options involve risk and are not suitable for every investor. Do your own research before trading.
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