US · Industrials · Electrical Equipment & Parts
EPS came in at 0.61 against a street estimate of 0.23 — a beat of 165.2%.
Analysts rate Bloom Energy Corp a buy (15 buy, 12 hold, 2 sell out of 29) with an average price target of $285.43.
CONFIDENT Bloom achieved first $1B quarter with 166% YoY revenue growth, 34.3% gross margin, and $240M operating income. Raised full-year guidance to $3.9–4.2B revenue (100% growth). Brookfield expanded financing to $25B; all major US hyperscalers validated technology. Q2 2026 Analysts pressed concentration risk, project delays, scandium supply, and competitive fuel cells. KR deflected single-customer exposure via fungible servers & multi-project algorithm; confirmed supply chain resilience and 'very high 90s' AI market share. Simon confirmed $375M+ FCF baseline but withdrew formal guidance. 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 6.26% |
| Ameriprise Financial Inc | 6.16% |
| The Goldman Sachs Group Inc | 4.74% |
| Vanguard Portfolio Management, LLC | 4.26% |
| Vanguard Capital Management, LLC | 4.10% |
| JPMorgan Chase & Co | 2.75% |
| Morgan Stanley - Brokerage Accounts | 2.48% |
| Situational Awareness Partners LP | 2.20% |
| Document | Date |
|---|---|
| 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 |
| Proxy statement · Q4 2025 BLOOM ENERGY CORPORATION — 2026 PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • PROPOSAL 1: Elect four Class II directors: Jeffrey Immelt, Sanjay Me | 2026-04-08 |
| Annual report FY2025 BLOOM ENERGY CORPORATION – 2025 FORM 10-K SUMMARY --- HEADLINE NUMBERS • Public company traded on NYSE under ticker BE; large accelerated filer sta | 2026-02-09 |
Readable in the app.
| Announcement | Date |
|---|---|
| Partnership formed with Oracle for strategic collaboration Bloom Energy Corporation filed an 8-K on October 29, 2025, announcing a partnership with Oracle. However, the provided excerpt contains only forward-looking statements disclaimers and signat | 2025-10-30 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Bloom Energy Corp — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.