Bloom Energy Q1: Beat/Raise and Customer List is Growing

Bloom Energy’s management team beat both revenue and adjusted EPS estimates in the current quarter and raised the full year guide. It was the kind of beat that makes you do a double take. Revenue came in at $751.1 million in Q1 compared to $540 million expected, representing a beat of 39.1%. The beat was carried into the full year guide, plus some, with the full year guide now at $3.6 billion at the midpoint, up from the previous guide of $3.2 billion at the midpoint. The Q1 adjusted EPS beat was even stronger at 242.1% and management also raised the full year adjusted EPS guidance growth to 169.7% at the midpoint, up from the previous 84.9% growth.

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