Bloom Energy Corporation is facing a securities class action over allegations it concealed how dependent it was on China-linked sourcing for scandium and other rare-earth-related inputs, with investors who bought or acquired the company's securities between Feb. 27, 2025 and July 8, 2026 having until Sept. 28, 2026 to seek appointment as lead plaintiff. A new investor alert from SueWallSt, powered by Levi & Korsinsky LLP, repeats claims that Bloom told the market its supply chain "is not dependent on China" while allegedly obtaining scandium-bearing materials through intermediaries in Thailand, Japan and South Korea as well as through direct shipments to its Delaware facility. The complaint argues that this sourcing structure left Bloom more exposed to Beijing's rare earth export controls and to U.S. tariff policy than disclosed, potentially undermining management's guidance, including its stated 29% margin outlook and its estimate that tariffs would reduce fiscal 2025 gross margin by about one percentage point. The allegations build on Hunterbrook Media's July 8, 2026 report, after which Bloom shares fell $15.28, or 5.7%, to close at $254.29 on unusually heavy volume.