US · Industrials · Electrical Equipment & Parts
EPS came in at 0.94 against a street estimate of 0.56 — a beat of 67.9%.
Analysts rate Bloom Energy Corp a buy (15 buy, 12 hold, 2 sell out of 29) with an average price target of $284.88.
CONFIDENT Bloom reported record Q3 results, sharply raised 2026 revenue and profit guidance, and highlighted strong AI, utility, military and carbon-capture demand. Growth requires substantial capacity and working-capital investment, while free cash flow was negative in the quarter. Q3 FY26 Management cited expanding U.S. activity in Texas, the Rocky Mountain, Midwest and Great Lakes regions, plus international partner discussions without quantifying international revenue. Analysts focused on Fremont capacity, margins, cash conversion, utilities, carbon capture and scaling. Management emphasized demand visibility, incremental investment and temporary scaling effects while maintaining confidence in long-term growth. 2026-10-22…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 6.24% |
| Ameriprise Financial Inc | 6.14% |
| The Goldman Sachs Group Inc | 4.72% |
| Vanguard Portfolio Management, LLC | 4.25% |
| Vanguard Capital Management, LLC | 4.09% |
| JPMorgan Chase & Co | 2.74% |
| Morgan Stanley - Brokerage Accounts | 2.47% |
| Situational Awareness Partners LP | 2.19% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Q3 2026 revenue was $1,235.837 million, up from $519.048 million in Q3 2025. • Nine-month 2026 revenue was $3,052.256 million, co | 2026-10-22 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue reached a record $1,235.8 million, up 138.1% year over year and 16.0% from Q2 2026. • Product revenue was $1,073. | 2026-10-22 |
| Quarterly report · Q2 2026 BLOOM ENERGY CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Six-month revenue (H1 2026): $1,816.4 million vs. $727.3 million in H1 2025 (150% | 2026-07-28 |
| Results announced · Q3 2026 BLOOM ENERGY Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 revenue: $1,065.4 million – surpassed $1 billion for first time; increased | 2026-07-28 |
| Reg FD disclosure · Q3 2026 BLOOM ENERGY CORPORATION (BE) – FORM 8-K SUMMARY Filed: July 9, 2026 --- HEADLINE NUMBERS • No financial results disclosed in this filing—this is a | 2026-07-09 |
| Board / officer change · Q2 2026 BLOOM ENERGY CORPORATION – 8-K SUMMARY HEADLINE NUMBERS • Market capitalization grew from approximately $5 billion as of December 31, 2024 to approx | 2026-06-17 |
| Charter / bylaws change · Q2 2026 BLOOM ENERGY CORPORATION – FORM 8-K SUMMARY Report Date: May 21, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • Bloom Energy Corporation is a publicly tr | 2026-05-27 |
| Quarterly report · Q1 2026 BLOOM ENERGY CORPORATION – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total revenue Q1 2026: $751.1 million vs. $326.0 million Q1 2025 (+130%) • Produc | 2026-04-29 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.