Overview
- Bloom reported the quarter on July 28 with about $1.07 billion in revenue, roughly 166% higher year over year, and beat profit estimates with $0.78 in adjusted EPS.
- Margins widened and operating cash flow turned positive as non‑GAAP gross margin rose to about 34% and operating margin expanded to roughly 22.5%.
- Management pushed full‑year 2026 revenue guidance toward roughly $4 billion and raised adjusted EPS and operating income targets, citing accelerating orders from data‑center customers.
- Shares swung sharply after the report with a steep pre‑earnings drop linked to a Hunterbrook Capital short‑seller claim about Chinese supplier reliance, then a more than 30% intraday rally after the results.
- Large programmatic finance deals such as an expanded Brookfield framework ease capital limits but create execution risk because bookings and deployments still depend on manufacturing scale, supply chains, permitting, and fuel logistics.