Bloom Energy Q2 Revenue Beats at $1.07B, Up 166% YoY; Stock Jumps 12% After Hours
BenBajarin · x · 2026-07-29
Bloom Energy reported Q2'26 earnings with revenue of $1.07B (est. $827.6M), up 166% YoY; adj. EPS $0.78 (est. $0.41), up 680% YoY. Product revenue $935.4M, up 215.4% YoY. Adj. gross margin 34.3%, up 604 bps YoY. Raised FY26 guidance: EPS $2.55-$2.85 (est. $2.16), revenue $3.9B-$4.2B (est. $3.73B), gross margin 34%, operating income $800M-$900M. Management noted all major US hyperscalers and over a dozen US neoclouds, AI labs, and colo operators have validated its power solutions.
Related event: Bloom Energy Q2 Revenue Tops $1 Billion, Stock Surges(2 posts)→
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