🟢 Bloom Energy is trading 4.7% up today on record Q2 revenue and raised FY2026 guidance

Bloom Energy is trading 4.7% up at $171.40 after reporting record Q2 revenue and raising its full-year outlook.

• Reported record Q2 2026 revenue of $1.07 billion, a 165.5% year-over-year increase, and a swing to GAAP EPS of $0.62 from a loss.
• Management raised full-year 2026 revenue guidance to $3.9–$4.2 billion, citing strong demand for data center power solutions.
• Investors are re-rating the stock as a key AI infrastructure play positioned to address power bottlenecks in the data center sector.