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Bloom Energy (BE)
NYSE:BE
Earnings Data
Report Date
Oct 30, 2025After Close (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
0.1Last Year’s EPS
-0.01Same Quarter Last Year
Moderate Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflects a strong performance with record-breaking revenue and profitability, strategic partnerships in the AI and data center sectors, and successful financial management, including debt refinancing and service business profitability. However, challenges such as increased inventory levels and dependence on customer readiness for revenue recognition present some risks. Overall, the positive aspects significantly outweigh the lowlights, indicating a positive outlook.Company Guidance -
Q3 2025
Record-Breaking Revenue and Profitability
Bloom Energy reported the highest revenue and most profitable second quarter in its 24-year history. Revenue for the quarter was $401 million, up 19.5% year-over-year, with a gross margin of 28.2%, an increase of 650 basis points from Q2 2024.
Strategic Partnerships in AI and Data Center Sectors
Bloom Energy announced partnerships with Oracle, AWS, and Coralogix to power AI data centers, highlighting the growing demand for clean, reliable, and rapidly deployable power. These partnerships are expected to optimize energy efficiency and enhance growth in the AI sector.
Successful Debt Refinancing
Bloom Energy refinanced $113 million of convertible notes due in August 2025, extending the maturity to 2029 and providing increased financial flexibility to support future growth.
Service Business Profitability
The service business has been profitable for 6 consecutive quarters, achieving double-digit percentage margins for the first time.
Factory Capacity Expansion
Bloom Energy announced plans to double its factory capacity from 1 gigawatt to 2 gigawatts by the end of next year to meet growing demand.
Restoration of Tax Credit Benefits
U.S. lawmakers restored tax credit benefits for companies installing Bloom's fuel cell systems, providing a tailwind for growth.
BE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jul 31, 2025 | $37.39 | $36.72 | -1.79% |
Apr 30, 2025 | $18.32 | $16.81 | -8.24% |
Feb 27, 2025 | $23.04 | $24.02 | +4.25% |
Nov 07, 2024 | $10.67 | $13.17 | +23.43% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Bloom Energy (BE) report earnings?
Bloom Energy (BE) is schdueled to report earning on Oct 30, 2025, After Close (Confirmed).
What is Bloom Energy (BE) earnings time?
Bloom Energy (BE) earnings time is at Oct 30, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BE EPS forecast?
BE EPS forecast for the fiscal quarter 2025 (Q3) is 0.1.
