Bloom Energy Corp Class A

BE: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Bloom Energy Earnings: Backlog and 2026 Guidance Surpass Our Expectations; Raising Fair Value 43%

Brett Castelli

Feb 6, 2026

Bloom Energy reported fourth-quarter revenue of $778 million and non-GAAP operating margin of 17%. 2026 guidance is for revenue of $3.2 billion, up more than 50% year on year, and non-GAAP operating margin of 14%.

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United States

Bloom Energy Corp Class A

Bloom Energy Earnings: Backlog and 2026 Guidance Surpass Our Expectations; Raising Fair Value 43%

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