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

Key Points

• Bloom Energy is expected to report Q3 2026 results on October 22 after the market close, with analysts forecasting $0.687 in earnings per share and $1.06 billion in revenue. The company’s full-year EPS guidance is $2.550–$2.850.
• Bloom’s previous quarter exceeded expectations, reporting $0.78 EPS versus the $0.39 consensus and $1.07 billion in revenue, up 165.5% year over year.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and an average price target of $257.18, though the stock’s high valuation and sensitivity to interest rates remain risks.

Bloom Energy (NYSE:BE - Get Free Report) is expected to be posting its Q3 2026 results after the market closes on Thursday, October 22nd. Analysts expect the company to post earnings of $0.6870 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 - Get Free Report) last announced its quarterly earnings data on Tuesday, July 28th. The company reported $0.78 EPS for the quarter, beating analysts' consensus estimates of $0.39 by $0.39. The firm had revenue of $1.07 billion during the quarter, compared to analysts' expectations of $826.13 million. Bloom Energy had a return on equity of 35.45% and a net margin of 7.87%. The company's revenue for the quarter was up 165.5% compared to the same quarter last year. During the same quarter last year, the firm posted $0.10 earnings per share. On average, analysts expect Bloom Energy to post $2.04 EPS for the current fiscal year and $4.33 EPS for the next fiscal year.

Bloom Energy Trading Down 9.4%

NYSE BE opened at $238.80 on Thursday. 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 52 week low of $75.70 and a 52 week high of $351.28. The business has a 50 day moving average price of $249.11 and a 200-day moving average price of $245.54. The company has a market cap of $70.33 billion, a price-to-earnings ratio of 231.10, a P/E/G ratio of 3.39 and a beta of 3.77.

Analysts Set New Price Targets

Several analysts recently issued reports on BE shares. Barclays lifted their price target on shares of Bloom Energy from $276.00 to $308.00 and gave the company an "equal weight" rating in a research report on Thursday, October 1st. Royal Bank Of Canada restated an "outperform" rating and set a $335.00 price target on shares of Bloom Energy in a research note on Monday, September 28th. Evercore restated an "outperform" rating on shares of Bloom Energy in a report on Friday, August 7th. UBS Group raised their price objective on shares of Bloom Energy from $325.00 to $350.00 and gave the company a "buy" rating in a research note on Wednesday, October 7th. Finally, Clear Str upgraded shares of Bloom Energy from a "hold" rating to a "strong-buy" rating in a report on Wednesday, July 29th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, Bloom Energy has a consensus rating of "Moderate Buy" and an average price target of $257.18.

Bloom Energy News Roundup

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

• Positive Sentiment: Oracle support for Project Jupiter: Oracle reaffirmed Bloom Energy’s role in Project Jupiter, strengthening the case that Bloom could benefit from rising demand for on-site power infrastructure for data centers. Roth Capital raised its price target to $260 from $225, citing improving market acceptance ahead of Bloom’s third-quarter results. BE Stock Rises Overnight After Oracle Reaffirms Project Jupiter Role
• Positive Sentiment: Potential undervaluation based on future cash flow: One analysis argues Bloom may be about 34% undervalued following the Jersey Patch deal, provided the company can convert its expected growth into sustained cash generation. Bloom Energy Stock May Be 34% Undervalued After Jersey Patch Deal
• Neutral Sentiment: Growth expectations remain central: Commentary focused on whether Bloom can scale profits fast enough to justify its premium valuation. Shares trade at roughly 177.5 times adjusted trailing earnings in one analysis, while the company’s reported valuation metrics also reflect exceptionally high growth expectations. What Are Bloom Energy Investors Betting On?
• Negative Sentiment: Oil and inflation concerns pressured the stock: Crude oil’s rise and a hotter inflation reading revived fears that U.S. interest rates will remain elevated. Higher rates typically weigh on high-growth, capital-intensive data-center infrastructure companies such as Bloom Energy. Bloom Energy Stock Slides Amid High Oil Prices and Inflation Woes

Insider Activity at Bloom Energy

In other news, Director John T. Chambers sold 15,000 shares of the stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $250.00, for a total value of $3,750,000.00. Following the completion of the sale, the director owned 208,333 shares in the company, valued at $52,083,250. This represents a 6.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Shawn Soderberg sold 2,895 shares of the firm's stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $233.60, for a total transaction of $676,272.00. Following the transaction, the insider directly owned 129,370 shares in the company, valued at $30,220,832. The trade was a 2.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 89,698 shares of company stock valued at $21,780,758 over the last 90 days. Corporate insiders own 3.00% of the company's stock.

About Bloom Energy

Bloom Energy Corporation NYSE: BE develops and manufactures energy-generation and hydrogen technologies. Its primary product is the Bloom Energy Server, a solid-oxide fuel cell system designed to produce electricity onsite from fuels such as natural gas, biogas and hydrogen. The company's distributed-generation systems are intended to provide reliable, low-emission power for commercial and industrial facilities, data centers, utilities and other large energy users.

Bloom Energy also produces electrolyzers that use electricity to separate water into hydrogen and oxygen.

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