NYSE:BEElectrical
How AI-Driven Backlog Surge and Bold 2026 Targets Could Impact Bloom Energy (BE) Investors
Earlier in February 2026, Bloom Energy reported fourth-quarter 2025 revenue of US$777.68 million and full-year revenue of US$2.02 billion, alongside a small quarterly net profit but a full-year net loss of US$88.43 million.
The company paired these results with full-year 2026 revenue guidance of US$3.1 billion to US$3.3 billion and highlighted a very large product backlog linked to rising power needs from artificial intelligence data centers.
We will now examine how this AI-driven backlog...