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Bloom Energy (BE) Q2 2026 (USD): Adj. EPS 0.78 (exp. 0.41), Revenue 1.07bln (exp. 826mln)

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Bloom Energy reported a massive Q2 beat and raised FY26 guidance, driven by AI data center demand, despite recent stock pressure from short-seller allegations regarding its supply chain.

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Guidance: Raised FY26 revenue to 3.9-4.2bln (exp. 3.725bln). Raised FY26 adj. EPS to 2.55–2.85 (exp. 2.16).

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