Bloom Energy's AI Data Center Backlog Just Grew Again -- Here's What It's Worth
Bloom Energy's backlog increased in the second quarter, but the real power in the backlog isn't product sales.
Overview
Bloom Energy (NYSE: BE) only provides a dollar figure for its backlog once per year. At the start of 2026, the backlog was $20 billion. That's a huge figure that's likely even higher today. In the company's second-quarter update, Bloom noted that it has new customers that aren't yet in the backlog figure. And that its backlog is growing faster than its revenues!
But there's an important nuance to consider about the backlog when evaluating Bloom Energy as an investment.
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Details
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Originally published at www.fool.com.
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