Bloom Energy Beats Q2 Expectations With $1.065B Revenue, Up 166% Year-Over-Year; Stock Surges Overnight

According to StockTwits, Bloom Energy (BE) reported strong second-quarter results overnight, posting revenue of $1.065 billion, representing 166% year-over-year growth and surpassing the $1 billion quarterly mark for the first time. The company also beat earnings expectations with $0.78 per share, compared to $0.10 in the prior-year quarter, triggering a stock surge exceeding 10%.

The company raised its full-year 2026 revenue guidance to $3.9–$4.2 billion, implying 100% growth versus 2025. CEO KR Sridhar highlighted that the product backlog reached approximately $6 billion, growing 2.5x year-over-year, and noted that Bloom is now "a standard for AI onsite power" among major U.S. hyperscalers and over a dozen neoclouds and data center operators.