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Bloom’s growth engine is humming
Bloom Energy came out swinging for Q2 2026, reporting record results and showing that the business is scaling fast. Revenue hit $1.065 billion, up 165.5% from last year, while product revenue surged even harder as demand clearly kept the company’s fuel-cell story hot.
Margins are finally acting like they got the memo
This wasn’t just a top-line headline. Gross margin came in at 33.4%, up from 26% a year ago, which is the sort of improvement that makes investors lean in a little closer. Higher revenue is nice; higher revenue with better profitability is the whole point.
Guidance got the cherry on top
The real investor candy here is that Bloom also raised its full-year 2026 guidance. In other words: management is seeing enough strength in the business to tell Wall Street, “Hey, maybe don’t model this like a sleepy utility anymore.” That tends to matter a lot when a stock has been trading like a growth-and-power hybrid with attitude.
Big picture
Bloom is looking less like a niche energy name and more like a company trying to ride the AI power demand wave with a bigger engine under the hood. If execution keeps improving, the market may keep giving it the benefit of the doubt — and then some.