Bloom Energy第一季度业绩创新高,上调全年业绩指引

老虎资讯综合
9 hours ago

可再生能源和电力供应商Bloom Energy (BE) 继续乘着人工智能能源浪潮,周二盘后交易中股价飙升12%。该公司公布了创纪录的第一季度业绩,并上调了全年展望。

公司报告第一季度调整后每股收益为44美分,而去年同期为3美分;营收增长130%,达到7.51亿美元。根据FactSet的数据,华尔街预期调整后每股收益为12美分,营收为5.39亿美元。

Bloom Energy股价在周二常规交易时段下跌3.5%至226.37美元后,于盘后交易中大涨12%。今年迄今为止,该股已飙升161%,投资者将Bloom的固体氧化物燃料电池视为满足AI数据中心激增能源需求的强大电力来源。

据公司介绍,Bloom的电池独立于传统电网运行,且效率极高,仅排放热量和清洁水。

展望未来,Bloom Energy将其全年营收展望上调至34亿至38亿美元,高于此前31亿至33亿美元的预测。公司目前还预计2026年调整后每股收益在1.85美元至2.25美元之间。而今年2月,Bloom Energy曾预测全年每股收益在1.33美元至1.48美元之间。

首席执行官KR·斯里达尔在财报中表示:“我们Bloom正在为数字时代开启数字电力时代。Bloom正迅速成为现场电力的标准和‘首选’。”

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