BEQ2 20261/5Estimate vs Actual
Earnings per Share
$0.78
+ 92.0% vs Estimate
Surprise as recorded in the analysis; the estimate itself is not on the calendar.
Bloom Energy Q2 2026 · Story
Read the quarter card by card, ready to share.
BEQ2 20261/5BEQ2 20262/5Guidance
Revenue (Full Year)
- Company Guidance
- 3.9 – 4.2 billion
Raised 12.5% ▲
Non-GAAP EPS
- Company Guidance
- 2.55 – 2.85 $
Raised 31.7% ▲
Non-GAAP Gross Margin
- Company Guidance
- 34%
Improving ▲
BEQ2 20263/5Price Reaction
First Full Session
− 1.9%
From the report-day close to the next session's close.
BEQ2 20264/5In 30 Seconds
Revenue rose 165.5% year over year to $1.07B, and adjusted EPS of $0.78 beat expectations by 92%.
- The company raised full-year revenue guidance to $3.9B-$4.2B, implying 100% annual growth at the midpoint.
- The stock slipped 1.9% in the first session under the shadow of a short-seller report, then rose 26% the next day.
First point of the analysis's “In 30 Seconds”.
Full AnalysisBEQ2 20265/5Score
84/ 100
ViewBUY
Not Investment Advice