TLDRBloom Energy revenue jumped 165% as AI power demand accelerated sharply in Q2.Product sales climbed 215% and pushed quarterly revenue beyond the $1 billion mark.Operating income reached $182.2 million after posting a quarterly loss last year.Bloom Energy raised 2026 guidance after record earnings and stronger cash flow.BE stock rebounded 9.85% after hours following an 11.34% regular-session drop.Bloom Energy (BE) reported record quarterly results as revenue surged and demand strengthened across data centers and artificial intelligence infrastructure. The company also raised its full-year outlook after posting higher margins, profits, and operating cash flow. Bloom Energy stock closed 11.34% lower at $166.84 before rebounding 9.85% after hours to $183.27.Bloom Energy Corporation, BEBloom Energy Revenue Surges on Strong Product SalesSecond-quarter revenue reached $1.07 billion, rising 165.5% from $401.2 million during the same period last year. Product revenue climbed 215.4% to $935.4 million, reflecting stronger customer orders and expanding deployment activity. The results marked Bloom Energy’s strongest quarterly revenue performance since the company started reporting public financial results.Gross profit increased to $355.6 million from $107.1 million one year earlier. Meanwhile, gross margin expanded to 33.4% from 26.7%, adding 668 basis points year over year. Non-GAAP gross margin also improved to 34.3%, compared with 28.2% during the prior-year quarter.Bloom Energy generated $182.2 million in operating income after recording a $3.5 million operating loss last year. Non-GAAP operating income reached $239.6 million, while adjusted EBITDA climbed to $253.4 million. Higher sales, stronger pricing, improved production efficiency, and better operating leverage supported those gains.AI Power Demand Supports Record Quarterly EarningsDemand from data centers remained a major growth driver during the quarter. Large technology companies, cloud operators, and data center developers continued approving Bloom Energy’s onsite power systems. The company now supplies power solutions for facilities requiring reliable electricity without lengthy grid connection delays.Bloom Energy’s systems produce electricity onsite and help customers avoid transmission constraints. This model has gained attention as power demand rises across artificial intelligence infrastructure and high-density computing sites. Data center operators increasingly need scalable power sources that support rapid construction and continuous operations.Quarterly net profit attributable to common stockholders reached $196.3 million, reversing a $42.6 million loss. Diluted earnings reached $0.62 per share, compared with a loss of $0.18 per share last year. Non-GAAP diluted earnings increased to $0.78 per share from $0.10 during the same comparison period.Bloom Energy Raises Full-Year 2026 GuidanceOperating cash flow reached $226.4 million during the second quarter. That result improved by $439.5 million from the $213.1 million cash outflow recorded last year. Stronger collections, higher profits, and improved working capital supported the sharp cash flow turnaround.Bloom Energy now expects full-year revenue between $3.9 billion and $4.2 billion. The company also forecasts a non-GAAP gross margin near 34% for the year. Non-GAAP operating income guidance now ranges between $800 million and $900 million.The company expects full-year non-GAAP earnings between $2.55 and $2.85 per share. Bloom Energy plans continued investment in manufacturing capacity and operational capability to meet expanding customer demand. The revised outlook reflects confidence in order growth, execution, and the broader need for dependable onsite power. The post Bloom Energy (BE) Stock: Rebounds as Revenue Surges 165% on AI Power Demand appeared first on Blockonomi.