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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Bloom Energy Corporation (BE) is 10/10, up 2 points from the prior quarter.
Bloom Energy reported first quarter revenue of $751.1 million, its first quarter of greater than 100% year-over-year growth as a public company, with product revenue at an all-time high of $653.3 million and gross margin of 31.5%, up approximately 280 basis points. Non-GAAP operating income reached $129.7 million against $13.2 million a year earlier, lifting operating margin to 17.3%, an expansion of more than 1,300 basis points, while non-GAAP fully diluted EPS rose to $0.44 from $0.03. The commercial headline was Oracle's Project Jupiter in New Mexico, an up to 2.45 gigawatt power block that replaces previously planned gas turbines and diesel backup with Bloom Energy Servers alone. Management raised 2026 revenue guidance from $3.1 billion to $3.3 billion up to $3.4 billion to $3.8 billion, lifted the gross margin outlook from 32% to 34%, and said the current manufacturing footprint supports 5 gigawatts of annual product delivery; Simon Edwards also joined as Chief Financial Officer, closing a year-long search.
Scored from Bloom Energy Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $572M | +60.4% | $0.36 | +2095.1% | 38.3% | 18.3% | 18.3% | $473M |
| FY2025 Q1 | $326M | +38.6% | $-0.10 | +60.0% | 27.2% | -5.8% | -7.3% | $-125M |
| FY2025 Q2 | $401M | +19.5% | $-0.18 | +33.3% | 36.1% | 8.5% | -10.6% | $-220M |
| FY2025 Q3 | $519M | +57.1% | $-0.10 | -52.4% | 29.2% | 1.5% | -4.4% | $7M |
| FY2025 Q4 | $778M | +35.9% | $0.00 | -98.9% | 30.8% | 11.3% | 0.1% | $398M |
| FY2026 Q1 | $751M | +130.4% | $0.23 | +330.0% | 30.0% | 9.6% | 9.4% | $48M |
| FY2026 Q2 | $1.07B | +165.5% | $0.62 | +444.4% | 33.4% | 17.1% | 18.4% | $71M |
All prior quarters are free.
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