GEVO

Bloom Energy (BE) reported Q3 2026 earnings of 76 cents per share, beating estimates by 35.71%, with revenues surging 138.1% to $1.236 billion. Product revenues crossed $1 billion for the first time, driven by strong demand for onsite power systems from AI data centers and commercial facilities. The company raised its 2026 revenue guidance to $4.4-$4.6 billion and earnings guidance to $3.10-$3.40 per share, reflecting improved margins and expanding customer backlog.

A comprehensive market report projects substantial transformation in the global ethanol market through 2036, driven by sustainable aviation fuel (SAF) via Alcohol-to-Jet pathways, industrial-grade ethanol demand from semiconductors and pharmaceuticals, and regulatory support through clean fuel credits. The U.S. and Brazil remain leading producers, with emerging opportunities in India, China, and Southeast Asia. The report forecasts growth across fuel ethanol, industrial applications, and SAF production under multiple scenarios.

BKV shares jumped 7.4% following an announcement of a ~1,200-MW Texas power project equipment deal backed by an investment-grade hyperscaler. The agreement covers roughly 90% of BKV's payments through March 2027, reducing near-term funding risk while providing growth opportunities in power generation. The company's consensus EPS estimate was revised 3.8% higher over the last 30 days, and it currently holds a Zacks Rank #1 (Strong Buy) rating.