Bloom raises annual sales outlook as quarterly revenue more than doubles

Bloom Energy ($BE) increased its full-year 2026 revenue forecast for the third time after third-quarter 2026 sales rose 138% to $1.24 billion. Product revenue increased 179% to $1.07 billion, reflecting substantially higher deliveries of its on-site power systems. GAAP operating profit reached $225.4 million, compared with $7.8 million a year earlier, while gross margin improved to 33.8%.

The company now expects full-year 2026 revenue of $4.4–$4.6 billion, implying growth of approximately 122% at the midpoint. Quarterly GAAP earnings were $0.78 per share and adjusted earnings were $0.94. The stronger operating profit shows that the sales increase translated into improved profitability, but the revised full-year 2026 figures remain management guidance and depend on delivery execution and sustained customer demand.

Sources:

• investor.bloomenergy.com
• Issuer release via MarketScreener