Bloom Energy Stock Soars On Q4 Results, Guidance: Here's What Investors Need To Know

Core Insights - Bloom Energy shares are experiencing significant growth, attributed to strong financial performance and positive market sentiment Financial Performance - Bloom Energy reported Q4 revenue of $777.7 million, a 35.9% increase year-over-year, surpassing the Street consensus estimate of $652.1 million [2] - The company achieved Q4 earnings per share of 45 cents, exceeding the consensus estimate of 31 cents per share [2] - For the full fiscal year, Bloom Energy recorded a revenue of $2.02 billion, up 37.3% year-over-year, driven by growth in the AI data center sector [3] - The company reported record gross margins for the full year and marked the second consecutive year of positive cash flow from operations [3] Backlog and Future Guidance - Bloom Energy has a current backlog of approximately $20 billion, with a product backlog of around $6 billion, reflecting a 250% increase year-over-year [3] - The company anticipates fiscal 2026 adjusted earnings per share in the range of $1.33 to $1.48, compared to a Street consensus estimate of $1.07 [4] - Fiscal 2026 net sales are projected to be between $3.10 billion and $3.30 billion, significantly higher than the $2.54 billion forecasted by analysts [5] Stock Performance - Bloom Energy stock rose by 11.27% to $152 in after-hours trading, within a 52-week trading range of $15.15 to $176.49 [6]