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Bloom Energy shares surged after reporting second-quarter 2026 financial results that exceeded analyst estimates. The company delivered 166% year-over-year revenue growth and expanded its non-GAAP operating margin to 22.5%. Consequently, Bloom Energy raised its 2026 guidance, targeting over $4 billion in revenue and $800–900 million in operating income. Growth is further supported by expanded financing partnerships, including a $25 billion commitment from Brookfield.