--- title: "Bloom Energy soars 10% premarket as Q2 revenue jumps 165%" type: "News" locale: "en" url: "https://longbridge.com/en/news/294212091.md" description: "Bloom Energy surges premarket on blowout Q2 results, revenue up 165% to $1.07B, Clear Street upgrades to Buy." datetime: "2026-07-29T13:01:09.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294212091.md) - [en](https://longbridge.com/en/news/294212091.md) - [zh-HK](https://longbridge.com/zh-HK/news/294212091.md) generator: "portal-rs" --- # Bloom Energy soars 10% premarket as Q2 revenue jumps 165% Bloom Energy(BE.US) 盘前涨超**10%**,现报**183.861 美元**。公司公布第二季度营收**10.65 亿美元**,同比激增**165.5%**,远超市场预期。 公司 Q2 净利润**1.963 亿美元**,毛利率提升至**33.4%**。管理层将 2026 财年全年营收指引上调至**39 亿至 42 亿美元**,非 GAAP 每股收益指引为**2.55 至 2.85 美元**。增长主要由 AI 数据中心电力需求驱动,客户涵盖美国所有主要云服务商。 Clear Street 分析师 Tim Moore 将评级上调至买入,目标价**290 美元**,认为风险回报比改善。TD Cowen 分析师 Jeff Osborne 维持持有评级,目标价**235 美元**, citing 执行稳健但当前估值已反映上涨空间。 公司此前在 07/28/2026 常规交易中下跌**11.34%**,主要因投资者在财报发布前获利回吐。 ### Related Stocks - [BE.US](https://longbridge.com/en/quote/BE.US.md) ## Related News & Research - [Is Bloom Energy the Smartest Investment You Can Make Today?](https://longbridge.com/en/news/287838797.md) - [Trump Was Supposed to Kill Hydrogen Investments, but Oracle Just Gave Bloom Energy Stock a Second Life](https://longbridge.com/en/news/284604735.md) - [Bloom Energy stock soars on AI deal: can the rally continue?](https://longbridge.com/en/news/287263475.md) - [Bloom Energy Stock Just Got a Lot More Attractive, Says Analyst – Here’s Why](https://longbridge.com/en/news/294202434.md) - [TimesSquare Capital Management LLC Has $29.27 Million Holdings in Bloom Energy Corporation $BE](https://longbridge.com/en/news/286897134.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**