Bloom Energy Tops $1 Billion in Quarterly Revenue for the First Time — Stock Rises - Bloom Energy (NYSE:B

Bloom shares are showing limited movement. What’s next for BE stock?

Strong Q2 ResultsBloom reported EPS of 78 cents, beating the consensus estimate of 42 cents. Revenue came in at $1.065 billion, beating the consensus estimate of $851.4 million and representing 165.5% growth year-over-year, driven largely by product revenue that surged 215.4% to $935.4 million. Gross margin expanded to 33.4% from 26.7% a year earlier, and operating income swung to $182.2 million from a $3.5 million operating loss in the prior-year period. Cash flow from operating activities improved to $226.4 million from a use of $213.1 million a year earlier.Lifts FY GuidanceBloom raised its full-year 2026 revenue guidance to a range of $3.9 billion to $4.2 billion, representing 100% year-over-year growth at the midpoint.The Bigger PictureAnalyst Consensus & Recent Actions The stock carries a Buy rating with an average price forecast of $271.94. Recent analyst moves include:

Mizuho: Upgraded to Outperform (Lowers Target to $242.00) (July 30)

Truist Securities: Hold (Lowers Target to $218.00) (July 30)

JP Morgan: Overweight (Lowers Target to $314.00) (July 29)