Bloom Energy (BE +2.81%), a developer of solid oxide fuel cells (SOFCs), is expected to post its third-quarter earnings report in the last week of October. Its stock has already risen 2,350% over the past three years, but I wouldn’t sell it as long as it reiterates or raises its full-year guidance.
Image source: Getty Images.
How rapidly is Bloom’s top-line growth accelerating?
Bloom’s year-over-year revenue growth accelerated significantly in the first half of 2026.
Metrics
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Revenue
$401 million
$519 million
$778 million
$751 million
$1.07 billion
Growth (YOY)
20%
57%
36%
130%
166%
Data source: Bloom Energy. YOY = Year-over-year.
That growth was entirely driven by the surging demand for its SOFC systems — which convert natural gas, biogas, propane, and hydrogen into electricity without any combustion — among AI-driven data centers. They can also be deployed rapidly and bypass traditional power grids.
Bloom Energy
Premium Feature Moneyball Superscore 80/100
Today’s Change
(2.81%) $7.68
Current Price
$280.50
Key Data Points
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Market Cap
$83B Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.
Day’s Range
$271.00 – $280.50
52wk Range
$75.70 – $351.28
Volume
92.4K
Avg Vol
15.4M
Gross Margin
31.22%
Bloom initially expected its revenue to rise 53%-63% to $3.1 billion-$3.3 billion in 2026. But during its first-quarter report, it raised its outlook to $3.4-$3.8 billion, or 68%-88% growth. In its second-quarter report, it raised its outlook again to $3.9-$4.2 billion, or 93%-108% growth. Many investors will be waiting to see if Bloom can beat analysts’ estimates and raise its full-year guidance for the third consecutive time. If that happens, its stock could soar even higher.
Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bloom Energy. The Motley Fool has a disclosure policy.
Source: www.fool.com — article syndicated from the publisher’s feed; all rights remain with the original publisher.
