Bloom Energy (BE) Expected to Announce Quarterly Earnings on Thursday

Bloom Energy (NYSE:BE) is expected to release its Q3 2026 results after the market closes on Thursday, October 22nd. Analysts expect Bloom Energy to announce earnings of $0.6880 per share and revenue of $1.06 billion for the quarter. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. Parties can find conference call details on the company’s upcoming Q3 2026 earnings summary page for the latest details on the call scheduled for Thursday, October 22, 2026 at 5:00 PM ET.

Bloom Energy (NYSE:BE) last announced its quarterly earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.39 by $0.39. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%. The business had revenue of $1.07 billion for the quarter, compared to the consensus estimate of $826.13 million. During the same quarter last year, the business posted $0.10 EPS. The business’s revenue was up 165.5% on a year-over-year basis. On average, analysts expect Bloom Energy to post $2.04 EPS for the current fiscal year and $4.34 EPS for the next fiscal year.

Bloom Energy Stock Down 1.6%

BE stock opened at $222.62 on Wednesday. The company has a quick ratio of 3.41, a current ratio of 4.09 and a debt-to-equity ratio of 1.59. Bloom Energy has a fifty-two week low of $75.70 and a fifty-two week high of $351.28. The firm’s 50-day simple moving average is $249.83 and its 200 day simple moving average is $248.26. The stock has a market cap of $65.57 billion, a PE ratio of 198.44, a price-to-earnings-growth ratio of 2.92 and a beta of 3.77.

Wall Street Analyst Weigh In

BE has been the subject of a number of analyst reports. Weiss Ratings reissued a “hold (c)” rating on shares of Bloom Energy in a research note on Monday. Oppenheimer restated a “market perform” rating on shares of Bloom Energy in a research report on Wednesday, July 29th. Royal Bank Of Canada restated an “outperform” rating and issued a $335.00 price target on shares of Bloom Energy in a research note on Monday, September 28th. Robert W. Baird lifted their price target on Bloom Energy from $310.00 to $351.00 and gave the company an “outperform” rating in a report on Thursday, October 15th. Finally, Evercore reaffirmed an “outperform” rating on shares of Bloom Energy in a report on Friday, August 7th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $260.05.

Key Stories Impacting Bloom Energy

Here are the key news stories impacting Bloom Energy this week:

• Positive Sentiment: Bloom Energy’s solid oxide fuel-cell business is benefiting from strong demand for on-site power at AI and cloud data centers. Projects involving Oracle and Google, along with a growing backlog and improving free cash flow, support the long-term growth story. Is AI Data Center Deals Altering The Investment Case For Bloom Energy Stock?
• Positive Sentiment: Analysts anticipate significant third-quarter growth, with consensus estimates calling for revenue of approximately $1.06 billion—roughly double the prior-year period—and adjusted earnings per share of about $0.70, versus $0.15 a year earlier. BE Stock Jumps Premarket Into Earnings Week
• Neutral Sentiment: Bloom Energy is among the AI-related companies reporting this week, keeping the stock in focus as investors evaluate whether AI infrastructure spending is translating into near-term revenue and earnings. META Earnings & 2 Other AI-Related Reports to Watch This Week
• Neutral Sentiment: Investors are looking beyond revenue and EPS to metrics such as backlog, margins, cash flow, and operating execution. These indicators could determine whether the company’s data-center expansion is sustainable. Exploring Analyst Estimates for Bloom Energy Q3 Earnings
• Negative Sentiment: The stock has slumped from earlier highs and recently reached its lowest level since early September, reflecting heightened volatility and investor caution before earnings. Bloom Energy Stock Braces for Volatility as Q3 Earnings Loom
• Negative Sentiment: Bloom Energy’s premium valuation leaves limited room for disappointment. Even strong results may not support the stock unless management delivers on data-center contracts, backlog growth, profitability, and its outlook. Bloom Energy Q3 Earnings on Deck

Insider Transactions at Bloom Energy

In related news, Director John T. Chambers sold 15,000 shares of the stock in a transaction that occurred on Thursday, August 13th. The shares were sold at an average price of $250.00, for a total transaction of $3,750,000.00. Following the completion of the sale, the director directly owned 208,333 shares of the company’s stock, valued at $52,083,250. This represents a 6.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Aman Joshi sold 8,437 shares of the firm’s stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $277.17, for a total transaction of $2,338,483.29. Following the sale, the insider owned 147,092 shares of the company’s stock, valued at $40,769,489.64. The trade was a 5.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 89,698 shares of company stock worth $21,780,758 over the last ninety days. Insiders own 3.00% of the company’s stock.

Bloom Energy Company Profile

Bloom Energy Corporation develops and manufactures energy systems designed to generate electricity on-site. Its primary product is the Bloom Energy Server, a solid oxide fuel cell platform that converts fuel into electricity through an electrochemical process rather than combustion. The systems are used by businesses, utilities, data centers and other organizations seeking reliable, distributed power.

The company also develops electrolyzers based on its solid oxide technology. These systems are designed to produce hydrogen from electricity and water and support applications related to industrial operations, energy storage and the emerging hydrogen economy.