Bloom Energy stock gains 3.04 percent as revenue outlook doubles

Published on 10/06/2026 at 17:41 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Bloom Energy stock posted USD 1.065 billion in Q2 2026 revenue, up 165.5 percent year over year. MarketBeat sees a Moderate Buy consensus and USD 257.18 target.

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Bloom Energy stock was trading at USD 295.35 on the NYSE on October 6, 2026 at 11:40 a.m. ET, up USD 8.70 or 3.04 percent from the previous close. The move follows a quarter in which revenue reached USD 1.065 billion and management lifted its full-year outlook to USD 3.9 billion to USD 4.2 billion.

Guidance sets a USD 4 billion bar

According to Yahoo Finance on October 4, 2026, Bloom Energy reported Q2 2026 revenue growth of 165.5 percent year over year, marking its first quarter above USD 1 billion. The guidance midpoint of USD 4.05 billion represents 100 percent growth over 2025 revenue of just over USD 2 billion.

The scale of the outlook matters because the company is moving from individual fuel-cell projects toward larger data-center deployments. The same Yahoo Finance report said Bloom is scaling annual manufacturing capacity from 1 gigawatt to a target of 5 gigawatts and is on pace to exit 2026 with more than 2 gigawatts of run-rate capacity.

Consensus target trails the stock

MarketBeat lists a Moderate Buy consensus based on 26 analysts, including 2 Strong Buy, 10 Buy, 13 Hold and 1 Sell ratings, with an average target of USD 257.18. Relative to the USD 295.35 intraday price, that target is 12.9 percent lower, making valuation and execution central to the market debate.

Bloom Energy also faces concentration risk because equipment sales accounted for nearly 90 percent of quarterly revenue, according to MarketBeat on October 6, 2026. A slower conversion of large orders would therefore test the USD 3.9 billion to USD 4.2 billion revenue range.

Stock remains below yearly high

At USD 295.35, Bloom Energy's stock was 15.9 percent below its 52-week high of USD 351.28 and 290.3 percent above its 52-week low of USD 75.70. Market capitalization stood at USD 87.0 billion, while volume reached 4,898,406 shares at 11:40 a.m. ET.