#bloom-energy

#bloom-energy

Plug Power reported Q1 2026 revenue of $163.51 million, up 22% year over year (YoY) and beating the $139.76 million consensus. Adjusted EPS came in at -$0.08 versus the -$0.1033 estimate. Plug Power's GAAP gross margin improved to -13% from -55% in the prior-year quarter, a 42 percentage point swing. CEO Jose Luis Crespo stated, "Our first quarter results reflect strong commercial execution and continued progress improving the underlying economics of the business and positions us to achieve our EBITDAS positive target in Q4 2026."

Bloom Energy's product revenue reached $653.3 million, reflecting a remarkable 208.4% year-over-year increase, while total revenue grew by 130.37%, showcasing the impact of AI infrastructure.

iShares Global Clean Energy ETF ( NYSEARCA:ICLN) delivered a 49% return over the past year, nearly tripling the S&P 500's 18% gain. The fund tracks approximately 100 global companies in renewable energy, utilities, and clean technology. With $1.9 billion in assets and a 0.39% expense ratio, ICLN provides broad exposure to solar, wind, fuel cells, and electric utilities positioned to benefit from surging power demand.