
Bloom Energy Q1 2026 Results:
Revenue of $751 million, up 130.4% year-over-year;
Product revenue for Q1 2026 was $653.3 million, an increase of 208.4% from $211.9 million in Q1 2025.
Gross margin for Q1 2026 was 30.0%, up 2.8 percentage points year-over-year. Non-GAAP gross margin for Q1 2026 was 31.5%, up 2.8 percentage points year-over-year.
Adjusted EPS of $0.44, compared to $0.03 in the same period last year.
Also raised full-year revenue and EPS guidance to a maximum of $38B and $2.25, respectively, with shares up 12.5% after hours.
Unfortunately, I sold all my BE holdings last week. I started building the position at over $80 at the end of last year, and in less than half a year, the average gain was over 100%. I hope BE will continue to do better in the future.
$Bloom Energy(BE.US)
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