- Bloom Energy reported record Q2 revenue of $1.065 billion and EPS of $0.78, versus expectations of $827.02 million and $0.41 — its first billion-dollar quarter.
- Revenue rose 166% year over year and EPS jumped 680%, with non-GAAP gross margin expanding to 34.3%.
- Bloom raised full-year 2026 revenue guidance to $3.9 billion-$4.2 billion from $3.4 billion-$3.8 billion, implying roughly 100% year-over-year growth.
- The company said major U.S. hyperscalers and AI data-center operators validated its power solutions, positioning it as an "AI Power Standard."
- Shares initially rose 7% after the report, reinforcing the AI data-center power growth narrative.
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“AI Power Standard”