Bloom Energy posts record Q3 revenue, raises full‑year 2026 outlook
Bloom Energy reported third‑quarter 2026 revenue of $1.235.8 million, a 138.1% year‑over‑year increase. The company posted GAAP EPS of $0.78 and adjusted EPS of $0.94, turning net income positive at $250.3 million. It lifted its full‑year 2026 revenue guidance to $4.4 billion and its EPS outlook to $3.10‑$3.40 per share. The results were driven by strong AI data‑center demand and the firm’s addition to the S&P 500.
Why it matters
The higher revenue guidance suggests a larger market opportunity and could support a higher valuation for the stock, according to the company’s outlook. The positive earnings and cash‑flow pressures highlighted in the filings may affect short‑term liquidity considerations for investors.
Key facts
- 1Q3 2026 revenue was $1,235.8 million, up 138.1% YoY. stocktitan.net
- 2GAAP EPS for Q3 2026 was $0.78. stocktitan.net
- 3Adjusted EPS for Q3 2026 was $0.94. 247wallst.com
- 4Net income for Q3 2026 was $250.3 million. finance.yahoo.com
- 5Full‑year 2026 revenue guidance was raised to $4.4 billion. stocktitan.net
- 6Full‑year 2026 EPS guidance was set at $3.10‑$3.40 per share. investing.com
Summary written by AlphAI AI Desk from 12 of 12 sources. Not investment advice. Figures are as stated by the linked sources.