Bloom Energy Corporation's stock surged 5.78% in post-market trading Thursday, following the release of its fourth-quarter financial results that significantly exceeded analyst expectations.

The fuel cell systems provider reported quarterly adjusted earnings per share of $0.45, beating the consensus estimate of $0.31 by 45%. Revenue for the quarter reached $777.7 million, surpassing the $652.1 million estimate and representing a 35.9% year-over-year increase. Full-year 2025 revenue grew 37.3% to a record $2.02 billion.

Management attributed the strong performance to significant growth from AI data center demand, with CEO KR Sridhar noting that "bring-your-own-power has shifted from a slogan to a business necessity for AI hyperscalers and manufacturing facilities." The company also provided an optimistic 2026 outlook, forecasting revenue between $3.1 billion and $3.3 billion, well above the $2.55 billion analyst consensus, with adjusted earnings per share projected at $1.33 to $1.48 versus the $1.13 estimate.