Bloom Energy reports Q3 EPS 15c, consensus 10c

Reports Q3 revenue $519.0M, consensus $428.1M. Gross margin of 29.2% in the third quarter of 2025, an increase of 5.4 percentage points compared to 23.8% in the third quarter of 2024; non-GAAP gross margin of 30.4% in the third quarter of 2025, an increase of 5.1 percentage points compared to 25.2% in the third quarter of 2024. KR Sridhar, Founder, Chairman, and CEO of Bloom Energy (BE), said: “Bloom is at the center of a once-in-a-generation opportunity to redefine how power is generated and delivered. Powerful tailwinds-surging demand for electricity driven by AI, nation-state priorities, and our relentless pace of innovation-are converging to accelerate our audacious journey to becoming a standard for onsite power globally.”