Quick Read – Bloom Energy beat Q2 estimates with 165% revenue growth, and BE shares surged 26% Thursday while FuelCell Energy stock jumped 27% on the sentiment wave. – Plug Power stock lagged BE and FCEL with a 9% gain and remains up 4% YTD, while the HYDR Global X Hydrogen ETF…
rged 10%. – CEO KR Sridhar declared Bloom Energy “the standard for AI onsite power,” but at 226x TTM P/E, execution risk remains elevated. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Plug Power didn’t make the cut. Grab the names FREE today
Shares of Bloom Energy (NYSE:BE) are ripping higher Thursday, with the stock up 26% to $205.88 midday as the market finally digests Tuesday’s blowout Q2 report. FuelCell Energy (NASDAQ:FCEL) shares are right alongside, up 28% to $23.06. The fuel-cell complex is running in a broad risk-on tape, with the NASDAQ 100 up 3%.
Bloom Energy stock had lagged Wednesday, when the Q2 report was overshadowed by the Fed decision and a tech-sector wobble. Today, the good news is catching up. Bloom’s Q2 Catches Up to the Tape Bloom Energy reported Q2 FY2026 after the close on July 28, delivering revenue of $1.07 billion, up 165.5% year over year (YoY), and non-GAAP earnings per share of $0.78 against a $0.4066 consensus.