Bloom Energy (NYSE:BE) Posts Earnings Results, Beats Estimates By $0.25 EPS

by · The Markets Daily

Bloom Energy (NYSE:BE – Get Free Report) released its quarterly earnings data on Thursday. The company reported $0.94 EPS for the quarter, beating the consensus estimate of $0.69 by $0.25, FiscalAI reports. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The firm had revenue of $1.24 billion for the quarter, compared to the consensus estimate of $1.07 billion.

Bloom Energy Stock Down 9.2%

Shares of BE stock traded down $21.84 during trading hours on Thursday, reaching $216.69. The company had a trading volume of 23,088,145 shares, compared to its average volume of 13,048,277. The company has a market cap of $63.82 billion, a price-to-earnings ratio of 288.92, a price-to-earnings-growth ratio of 2.88 and a beta of 3.77. The company has a debt-to-equity ratio of 1.59, a current ratio of 4.09 and a quick ratio of 3.41. Bloom Energy has a 12 month low of $75.70 and a 12 month high of $351.28. The business has a fifty day simple moving average of $249.85 and a 200-day simple moving average of $248.99.

Trending Headlines about Bloom Energy

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

  • Positive Sentiment: Results exceeded expectations: Bloom reported quarterly EPS of $0.94, above the $0.69 consensus estimate, while revenue reached $1.24 billion versus expectations of $1.07 billion. The company also reported $250.3 million in profit. Bloom Energy Press Release
  • Positive Sentiment: Higher guidance supports the growth story: Management lifted its full-year adjusted EPS outlook to $3.10–$3.40, citing strong demand for Bloom’s on-site power solutions. The results reinforce investor interest in the company’s exposure to artificial-intelligence data centers and their need for reliable electricity. Bloom Energy Lifts Outlook, Logs Higher Profit
  • Neutral Sentiment: Analyst sentiment remains cautious: BMO Capital issued a Hold rating, suggesting that the company’s growth prospects are already reflected substantially in the stock’s valuation. BMO Capital Hold Rating
  • Negative Sentiment: Valuation and profit-taking are weighing on the shares: BE had already risen sharply in 2026 on the AI power-demand theme, leaving it priced for considerable future growth. Investors may be selling the news after the rally, particularly as the broader fuel-cell group reverses ahead of and around earnings. Bloom Energy Stock Retreats
  • Negative Sentiment: Expectations are exceptionally high: With a very elevated price-to-earnings multiple and significant prior gains tied to AI infrastructure demand, even a strong quarter and improved guidance may not be enough to satisfy investors. The key issue now is whether Bloom can sustain the rapid growth implied by its share price.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on BE. Susquehanna upped their target price on Bloom Energy from $293.00 to $298.00 and gave the company a “positive” rating in a research report on Friday, July 10th. Sanford C. Bernstein restated a “market perform” rating and issued a $282.00 target price on shares of Bloom Energy in a research report on Wednesday, October 7th. UBS Group increased their price target on Bloom Energy from $325.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, October 7th. Evercore reissued an “outperform” rating on shares of Bloom Energy in a report on Friday, August 7th. Finally, Jefferies Financial Group boosted their price objective on Bloom Energy from $229.00 to $264.00 and gave the stock a “hold” rating in a research report on Tuesday, September 29th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $261.55.

Read Our Latest Stock Analysis on Bloom Energy

Insider Activity at Bloom Energy

In related news, Director John Chambers sold 15,000 shares of the company’s stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $250.00, for a total value of $3,750,000.00. Following the transaction, the director owned 208,333 shares in the company, valued at approximately $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 accessible through this link. Also, insider Shawn Soderberg sold 2,895 shares of the company’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $233.60, for a total value of $676,272.00. Following the transaction, the insider directly owned 129,370 shares in the company, valued at $30,220,832. This represents a 2.19% decrease in their position. 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 sold 89,698 shares of company stock valued at $21,780,758 over the last three months. Insiders own 3.00% of the company’s stock.

About Bloom Energy

(Get Free Report)

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.

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