Bloom Energy Q3 Revenue Beats Estimates; Raises FY2026 Guidance

Bloom Energy Corporation reported third-quarter 2026 revenue of $1,235.8 million, representing a 138.1% increase compared to the same period in 2025. Product revenue grew by 179.4% to $1,073.6 million, while GAAP operating income reached $225.4 million, up from the prior year. The company reported GAAP EPS of $0.78 and non-GAAP EPS of $0.94. Following these results, Bloom Energy raised its full-year 2026 revenue guidance to a range of $4.4 billion to $4.6 billion and adjusted EPS guidance to $3.10 to $3.40, both exceeding previous analyst estimates.