Bloom Energy Stock in Focus After Record Q1 Earnings and Oracle AI Power Deal
Bloom Energy raised its 2026 revenue forecast to $3.4–$3.8 billion after first-quarter revenue surged 130% to $751.1 million, beating analyst estimates. Net profit reached $70.7 million, reversing a year-ago loss. Oracle and BorderPlex said their New Mexico data center project will use up to 2.45 GW of Bloom fuel-cell capacity. Shares last traded at $226.37, down $8.36 before the market opened.