盘后股价飙涨超11%！Bloom Energy业绩和指引超预期！

Core Viewpoint - Bloom Energy Corp reported a significant earnings beat in Q4, leading to a 10.5% stock price increase, reflecting investor enthusiasm for the company's strong performance and ambitious outlook for 2026 [1][3] Financial Performance - The adjusted earnings per share for Q4 were $0.45, surpassing the analyst consensus of $0.30 [3] - Revenue surged to $777.7 million, a year-over-year increase of 35.9%, significantly exceeding Wall Street's estimate of $640.07 million [3] - The company achieved record revenue of $2.02 billion for the full year 2025, representing a 37.3% growth compared to 2024 [3] Future Outlook - Bloom Energy projects revenue for fiscal year 2026 to be between $3.1 billion and $3.3 billion, well above the analyst expectation of $2.577 billion [3] - The expected adjusted earnings per share for 2026 is forecasted to be between $1.33 and $1.48, exceeding the consensus estimate of $1.12 [3] Operational Highlights - The non-GAAP gross margin for the quarter was reported at 31.9%, a decrease of 7.4 percentage points year-over-year [3] - The company emphasized progress in reducing product costs and improving operational leverage, executed with discipline and consistency [4] - All product shipments are now prepared to support 800V DC, positioning Bloom for continued growth in the AI data center sector, which has become a significant revenue driver [4] Order Backlog - Bloom's product backlog increased approximately 2.5 times year-over-year to about $6 billion, with total current backlog reaching around $20 billion, indicating strong future demand for its energy solutions [3]