BE Stock Soars After-Hours As Rising AI Infrastructure Boosts Full-Year Power Demand Outlook

• Bloom Energy’s revenue in the quarter ended March 31 surged 130% year-over-year to $751.1 million, above a Wall Street estimate of $540.02.
• The strong start to 2026 comes as the company continues to convert a sizable backlog into deployments across data centers, semiconductor fabs, utilities, and commercial-industrial sites.
• Bloom also lifted its 2026 revenue guidance to a range of $3.4 billion to $3.8 billion — implying roughly 80% year-over-year growth at the midpoint, up from a prior outlook of about 60%.

Shares of Bloom Energy (BE) rose 13% after-hours on Tuesday after it reported explosive first-quarter growth and significantly raised its full-year outlook Tuesday, with founder and CEO KR Sridhar declaring the company is rapidly becoming the standard choice for on-site electricity at data centers and other mission-critical facilities.

Year-to-date, the stock has already more than doubled on AI-power tailwinds.

The results underscore how the artificial-intelligence boom is reshaping power infrastructure: hyperscalers and data-center operators are turning to Bloom’s on-site fuel-cell systems to bypass grid delays and secure the electricity needed for AI training and inference workloads.

Quarterly Numbers

Bloom Energy’s revenue in the quarter ended March 31 surged 130% year-over-year to $751.1 million, driven by a 208% jump in product revenue to $653.3 million, above a Wall Street estimate of $540.02. Adjusted and diluted earnings per share for the quarter came in at $0.44, above an estimated $0.13.

Bloom ended the quarter with $2.49 billion in cash and equivalents and generated $73.6 million in operating cash flow, a sharp turnaround from the prior-year outflow. The strong start to 2026 comes as the company continues to convert a sizable backlog into deployments across data centers, semiconductor fabs, utilities, and commercial-industrial sites.

Bloom Energy’s Guidance

Bloom also lifted its 2026 revenue guidance to a range of $3.4 billion to $3.8 billion — implying roughly 80% year-over-year growth at the midpoint, up from a prior outlook of about 60%. Adjusted operating income guidance was set at $600 million to $750 million, with adjusted EPS expected between $1.85 and $2.25.

“We at Bloom are ushering in the era of digital power for the digital age,” Sridhar said in prepared remarks. “Bloom is rapidly becoming the standard and ‘go-to choice’ for on-site power.”

The company’s momentum has been fueled by major deals tied directly to AI expansion. It recently expanded a partnership with Oracle to deploy up to 2.8 gigawatts of Bloom systems, and it was named the preferred on-site power provider for Brookfield’s AI-factory investments.

How Did Retail Traders React To BE?

On Stocktwits, retail sentiment around BE stock rose from ‘bullish’ to ‘extremely bullish’ over the past 24 hours, while message volume rose from ‘low’ to ‘high’ levels

A Stocktwits user opined that the stock will open in the green on Wednesday, too.

Another user opined that the company’s revenues are still low for its current stock price.

BE stock has rallied 1077% over the past 12 months. 

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