Company Reports

Bloom Energy's second-quarter revenue rose to $1.065 billion, up 166% year on year, while non-GAAP gross margin of 34.3% rose 604 basis points. Management lifted full-year guidance for revenue and non-GAAP operating income to midpoints of $4.05 billion and $850 million, respectively.

Bloom Energy's core product is its Energy Server, a distributed solution to meet commercial and industrial customers' 24/7 power needs. Customer use cases vary but typically prioritize reliability and emission reduction, and to a lesser extent, cost savings. The Energy Server is based on solid oxide fuel cell technology and runs on natural gas, biogas, or hydrogen. Natural gas has historically been the dominant fuel, but we expect greater emphasis on biogas and hydrogen in the coming years. In comparison with other fuel cell companies, Bloom's SOFC technology is best suited for stationary power applications.

Bloom Energy reported first-quarter revenue of $751 million, up an eye-popping 130%, with non-GAAP operating margin of 17.3%, up an astronomical 1,330 basis points year on year. In turn, management raised the midpoint of revenue guidance for full-year 2026 to $3.6 billion, up from $3.2 billion.

Bloom Energy's core product is its Energy Server, a distributed solution to meet commercial and industrial customers' 24/7 power needs. Customer use cases vary but typically prioritize reliability and emission reduction, and to a lesser extent, cost savings. The Energy Server is based on solid oxide fuel cell technology and runs on natural gas, biogas, or hydrogen. Natural gas has historically been the dominant fuel, but we expect greater emphasis on biogas and hydrogen in the coming years. In comparison with other fuel cell companies, Bloom's SOFC technology is best suited for stationary power applications.

Bloom Energy's core product is its Energy Server, a distributed solution to meet commercial and industrial customers' 24/7 power needs. Customer use cases vary but typically prioritize reliability and emission reduction, and to a lesser extent cost savings. The Energy Server is based on solid oxide fuel cell technology and runs on natural gas, biogas, or hydrogen. Natural gas has historically been the dominant fuel, but we expect greater emphasis on biogas and hydrogen in coming years. In comparison with other fuel cell companies, Bloom's SOFC technology is best suited for stationary power applications.

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%.

Bloom Energy's core product is its Energy Server, a distributed solution to meet commercial and industrial customers' 24/7 power needs. Customer use cases vary but typically prioritize reliability and emission reduction, and to a lesser extent cost savings. The Energy Server is based on solid oxide fuel cell technology and runs on natural gas, biogas, or hydrogen. Natural gas has historically been the dominant fuel, but we expect greater emphasis on biogas and hydrogen in coming years. In comparison with other fuel cell companies, Bloom's SOFC technology is best suited for stationary power applications.

Bloom Energy shares rose 13% at the time of writing on Jan. 8 after American Electric Power disclosed in a regulatory filing it executed a purchase agreement for a substantial portion of its purchase option for Bloom's solid oxide fuel cells.

Bloom Energy reported third-quarter revenue of $519 million and non-GAAP operating margin of 9%. Management indicated it expects to surpass original full-year guidance but declined to quantify given project lumpiness.

Bloom Energy shares were up 25% at the time of writing on Oct. 13 after the firm announced an up-to $5 billion strategic partnership with Brookfield aimed at powering artificial intelligence data centers.

Bloom Energy's core product is its Bloom Energy Server, a distributed solution to meet commercial and industrial customers' 24/7 power needs. Customer use cases vary, but typically prioritize reliability and emission reduction, and to a lesser extent cost savings. Bloom’s Energy Server is based on solid oxide fuel cell, or SOFC, technology and runs on natural gas, biogas, or hydrogen. Natural gas has historically been the dominant fuel, but we expect greater emphasis on biogas and hydrogen in coming years. In comparison with other fuel cell companies, Bloom's SOFC technology is best suited for stationary power applications.

Bloom Energy shares have significantly outperformed in recent weeks, which we attribute in part to optimism regarding follow-on orders from Oracle given its recent earnings report.

Bloom Energy's core product is its Bloom Energy Server, a distributed solution to meet commercial and industrial customers' 24/7 power needs. Customer use cases vary, but typically prioritize reliability and emission reduction, and to a lesser extent cost savings. Bloom’s Energy Server is based on solid oxide fuel cell, or SOFC, technology and runs on natural gas, biogas, or hydrogen. Natural gas has historically been the dominant fuel, but we expect greater emphasis on biogas and hydrogen in coming years. In comparison with other fuel cell companies, Bloom's SOFC technology is best suited for stationary power applications.

Bloom Energy shares have significantly outperformed in recent weeks following a collaboration with Oracle as well as plans to double manufacturing capacity from 1 gigawatt to 2 gigawatts.

Bloom Energy's core product is its Bloom Energy Server, a distributed solution to meet commercial and industrial customers' 24/7 power needs. Customer use cases vary, but typically prioritize reliability and emission reduction, and to a lesser extent cost savings. Bloom’s Energy Server is based on solid oxide fuel cell, or SOFC, technology and runs on natural gas, biogas, or hydrogen. Natural gas has historically been the dominant fuel, but we expect greater emphasis on biogas and hydrogen in coming years. In comparison with other fuel cell companies, Bloom's SOFC technology is best suited for stationary power applications.

On July 24 Bloom Energy announced it will deploy its fuel cells at select Oracle Cloud Infrastructure data centers in the US. Bloom shares rose more than 20% at the time of writing.

Bloom Energy reported first-quarter revenue of $326 million and non-GAAP operating profit of $13 million. The company reiterated 2025 financial guidance.

Bloom Energy reported fourth-quarter earnings and initiated 2025 guidance. Guidance expects revenue growth of 17% year on year and non-GAAP operating income margin of 8-9%. Product backlog was flat year on year at $2.5 billion.

On Nov. 14, Bloom Energy and American Electric Power announced that the US utility has agreed to purchase up to 1 gigawatt of Bloom's solid oxide fuel cells for data centers and other large energy users. Bloom shares are up 50% at the time of writing on Nov. 15.

Bloom Energy's core product is its Bloom Energy Server, a distributed solution to meet commercial and industrial customers' 24/7 power needs. Customer use cases vary, but typically prioritize reliability and emission reduction, and to a lesser extent cost savings. Bloom’s Energy Server is based on solid oxide fuel cell, or SOFC, technology and runs on natural gas, biogas, or hydrogen. Natural gas has historically been the dominant fuel, but we expect greater emphasis on biogas and hydrogen in coming years. In comparison with other fuel cell companies, Bloom's SOFC technology is best suited for stationary power applications.