---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40272052.md"
description: "$Bloom Energy(BE.US) Q1 Earnings Report: AI Power Theme Super Catalyst!Bloom Energy's earnings report last night was definitely explosive:Revenue of $751 million, a staggering 130% year-over-year increase, significantly exceeding expectations by 42%; adjusted EPS of $0.44, far surpassing the expected $0.13. Even more significant is the upward revision of the full-year revenue guidance to a midpoint of $3.6 billion, 11.6% higher than previous market consensus.The biggest highlight is its direct benefit from the AI data center power shortage: Oracle has already planned to purchase up to 2.8GW of Bloom solid oxide fuel cells for its AI data center expansion.This firmly ties $Bloom Energy(BE.US) to the hyperscaler power infrastructure wave, with the fuel cell's high efficiency and zero-carbon characteristics perfectly matching the explosive demand for AI computing power.Since 2026, the stock price $Bloom Energy(BE.US) has already risen 134%, and the 2026 expected EPS valuation is as high as 163 times, making it a pure high-valuation momentum stock.If executed flawlessly, it is a core AI power play.Not financial advice. Do your own research."
datetime: "2026-04-28T23:58:36.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40272052.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40272052.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40272052.md)
author: "[美股金虫哥](https://longbridge.com/en/profiles/14300122.md)"
---

# $Bloom Energy(BE.US) Q1 Earnings Report: AI Power …


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