Analysts stated that Plug Power reported an adjusted loss per share of $0.07 in Q2 2026, with revenue reaching $178.3 million, gross margins near breakeven, and operating expenses down 50% year-over-year. Bloom Energy, in the same period, saw its operating income increase by 680% year-over-year, with revenue exceeding $1 billion, and raised its guidance, primarily driven by the growing demand for its solid oxide fuel cells in AI data center power applications.