Bloom Energy Q3 revenue hits $1.24B, up 138% YoY, raises FY26 guidance to $4.4-4.6B
Beth_Kindig · x · 2026-10-23
Bloom Energy ($BE) reported Q3 revenue of $1.24 billion, up 16% QoQ and 138% YoY, well above the $1.07 billion consensus estimate.
The company also raised its FY26 revenue guidance to $4.4-4.6 billion from $3.9-4.2 billion, implying 122% YoY growth — a sign of how AI datacenter power demand is lifting energy infrastructure suppliers.
More from Infra
- MiniMax M3.1 Flash free for 3 days on 0G, with 1M context and 512K output — MiniMax_AI · 2026-10-23
- "We bet on Cloudflare and it paid off": R2 and D1 at billion scale — dinasaur_404 · 2026-10-23
- Public data is drying up; private training data is turning into a browsable catalog — SucceededMind · 2026-10-23
- Tracking Chip Heat Propagation with a Thermal Master P3 Camera — yaroslavvb · 2026-10-23
- 1M+ PHP services patched in 24h, but ~40M still exposed to PHP2Shell CVEs — FanaHOVA · 2026-10-23
- Trader dismisses AI circular financing theory: every new megawatt booked at rising spot prices — JOBhakdi · 2026-10-23