Why Bloom Energy Stock Is Skyrocketing in After-Hours Trading

Core Viewpoint - Bloom Energy's stock has rebounded significantly after reporting strong fourth-quarter 2025 financial results and providing optimistic guidance for 2026, leading to a 12.7% increase in stock price after hours [1]. Financial Performance - Bloom Energy reported Q4 2025 revenue of $777.7 million, exceeding analysts' expectations of $645.3 million, marking a 35.9% year-over-year increase [2]. - The company achieved adjusted diluted earnings per share (EPS) of $0.45, surpassing the anticipated $0.30 [2]. - In Q4 2025, Bloom Energy generated $418.1 million in operating cash flow, contributing to a total cash flow from operating activities of $113.9 million, which is a 23.8% year-over-year increase [3]. Future Outlook - For 2026, Bloom Energy projects revenue between $3.1 billion and $3.3 billion, with adjusted EPS expected to be between $1.33 and $1.48 [4]. - This guidance is set against a backdrop of reported revenue of $2.02 billion and adjusted diluted EPS of $0.76 for the previous year [4]. Competitive Position - Bloom Energy is positioned as a leading player in the fuel cell sector, distinguished by its consistent profitability and positive operating cash flows, making it a compelling choice for investors interested in fuel cell and hydrogen stocks [5].