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U.S. stock night trading opened with fluctuations: Steakholder Foods fell 29.72% in night trading; Bloom Energy rose 14.67% in night tradingPrice Alert·6 hours agoSTKH+166.67%BE-11.34%
Bloom Energy 2Q26 First Take: the company delivered another strong quarter. Management raised FY26 guidance again.1) Q2 results: revenue and profit beat sharply.Total revenue came in at $10.7bn, well above the Street's $8.3bn, driven by much stronger product revenue from direct SOFC sales. Product revenue reached $9.4bn (+215% YoY), topping the $6.8bn estimate.Assuming ASP fell ~5% YoY, implied shipments were ~308MW (+232% YoY). Robust deliveries eased concerns around capacity ramp execution and potential order cancellations.2) GPM: scale benefits continued to unlock, with steady margin expansion.GP was $3.6bn, with GPM up 340bps QoQ to 33.4%, mainly on scale from the volume ramp. Product GPM rose 220bps QoQ to 36.5%. This was the key driver of the overall margin beat.3) OP: top-line and GP upside drove a sharp step-up.Stronger SOFC shipments drove revenue and GP to beat, which in turn lifted OP and NP materially. OP reached $1.8bn, with OPM up 750bps YoY to 18.4%.4) FY guide: raised again, momentum remains strong.Following strong Q2 deliveries, the company raised its FY26 outlook again, reflecting continued momentum. Guidance was lifted across revenue, shipments, and profitability.Total revenue guidance increased to $3.9-4.2bn (+93%-108% YoY). Implied SOFC product shipments are ~1.14-1.25GW, with H2 at ~606-716MW, above the prior full-year guide of ~0.9-1.0GW.Non-GAAP OP was raised to $0.8-0.9bn; implied H2 Non-GAAP OP is $430-530mn, for OPM of 20.7%-22.3% (vs. 22.5% this quarter). With shipments still set to rise QoQ in H2, OPM should remain elevated, underscoring ongoing profitability improvement. $Bloom Energy(BE.US)6 hours agoBE-11.34%
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