Bloom Energy

Q2 FY2026 EarningsQ2 FY26 results significantly outperformed consensus across all key financial metrics, highlighted by a revenue beat of $1,065.4M vs. $827.0M expected and Non-GAAP EPS of $0.78 vs. $0.41 expected. Growth was propelled by a 215% YoY surge in product revenue, primarily driven by the validation of onsite power solutions by major US hyperscalers for AI data centers. Management raised FY26 revenue guidance to $3.9B–$4.2B, reflecting a 100% YoY growth midpoint and reinforcing a standard-setting position in AI infrastructure power.