BEBloom Energy Corporation
Bloom Energy Corporation sells fuel cell-based power generation systems for commercial and industrial customers, offering long-term energy solutions with lower carbon footprints. The next catalyst is Nov 9, 2026 — Q3 2026 Earnings Release, which will test the company’s ability to deliver on its revenue growth and margin improvement promises.
- Bloom Energy reported $1.98B in revenue for the 2026 fiscal year, up 38.9% YoY.
- The company posted a net loss of $306.59M, with diluted EPS of $0.23, and free cash flow of -$760.74M over the last 12 months.
- Debt-to-equity ratio stands at 3.41x, with shareholders’ equity of $768.64M.
The schedule
- Mon9Nov
Quarterly earnings report and guidance for Q3 2026
- Tue9Feb
Quarterly earnings report and guidance for Q4 2026
- Wed28Apr
Quarterly earnings report and guidance for Q1 2027
- Thu5Aug
Quarterly earnings report and guidance for Q2 2027
Past
- Mon21Sep
Major hydrogen and fuel cell project announcement
- Thu5Feb
Actual outcome: Mixed · $139.03 at outcome
Bloom Energy delivered an exceptional Q4 2025, beating EPS estimates by 80% and providing optimistic 2026 guidance for accelerated growth, addressing the high expectations required by its valuation. Guidance was strong as executives specifically highlighted rising demand for on-site power from AI data centers, confirming a major new growth vector and a path toward sustained profitability. This fundamental strength triggered a strong positive market reaction, driving the stock well above the bear floor to $144.41 as of the run date.
Bloom Energy delivered an exceptional Q4 2025, beating EPS estimates by 80% and providing optimistic 2026 guidance for accelerated growth, addressing the high expectations required by its valuation. Guidance was strong as executives specifically highlighted rising demand for on-site power from AI data centers, confirming a major new growth vector and a path toward sustained profitability. This fundamental strength triggered a strong positive market reaction, driving the stock well above the bear floor to $144.41 as of the run date.
Scouting Reports
The Upstream Pivot: Bypassing Real Estate for Timber and Aggregates
Oct 20, 2026
Institutional capital is quietly swallowing the physical foundation of the U.S. housing market, absorbing private timberland at a clip of one million acres per year. While downstream commercial real e
Read more →
Weekly Playbook: Financing the New Real Estate Divide (BEP, OSBC, WD)
Sep 21, 2026
The structural gap between data center growth and legacy office stagnation isn't just a real estate story anymore. The capital-intensive demands of powering AI server loads are colliding with the dete
Read more →
The Margin Squeeze Hiding Inside the AI Factory Boom
Sep 3, 2026
U.S. factory orders surprised to the upside in July, fueled by a potent mix of tax-incentivized capital expenditures and hyperscaler panic buying. Wall Street sees a domestic manufacturing renaissance
Read more →