Bloom Energy (BE)
NYSE:BE
Want to see BE full AI Analyst Report?
Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.37Last Year’s EPS
0.1Same Quarter Last Year
Moderate Buy
Based on 19 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational and financial picture: record quarter metrics, meaningful margin expansion, materially raised full‑year guidance, strong cash balance, marquee data center wins (Oracle), and confidence in scalable manufacturing. Challenges noted were primarily external or timing related (customer build schedules, permitting/community acceptance, and upfront working capital), along with an inconsistency in the presentation of YoY revenue growth that could cause temporary confusion. Management positioned these as manageable or expected constraints while emphasizing competitive advantages in speed‑to‑power, modularity, and cost reduction.Company Guidance
Record Quarter and Raised Full-Year Guidance
Reported record Q1 results and materially raised 2026 guidance to $3.4B–$3.8B (prior $3.1B–$3.3B). Management stated the updated midpoint implies ~80% year‑over‑year revenue growth and positioned the lower end of the new range above the prior range's upper bound.
Strong Revenue and Product Performance
Revenue for Q1 was reported at $751.1M. Product revenue reached an all‑time high of $653.3M. (Note: the prepared remarks included an inconsistent statement on YoY growth—one comment referenced >100% YoY growth while the prepared numeric disclosure reported +13.4% YoY.)
Margin Expansion and Profitability
Non‑GAAP gross margin expanded to 31.5% in Q1, up ~280 basis points YoY. Product margin was 35.3% (+22 bps YoY) and services margin was 18% (up ~13 percentage points YoY). Q1 operating income was $129.7M vs. $13.2M a year ago, an increase of $116.5M, with operating margin of 17.3% (up >1,300 bps YoY).
Significant EBITDA and EPS Improvement
Adjusted EBITDA for the quarter was $143M vs. $25.2M a year ago (increase of $117.8M), with EBITDA margin ~19% (expanding >1,100 bps). Non‑GAAP diluted EPS was $0.44 vs. $0.03 a year ago.
Strong Cash Position and Positive Operating Cash Flow
Operating cash flow was a positive inflow of $73.6M in Q1 (seasonally weak quarter), and total cash on the balance sheet ended the quarter at $2.52B.
Raised 2026 Margin and Profitability Targets
Company raised full‑year non‑GAAP gross margin outlook to ~34% (management cited a ~4‑point improvement YoY) and set non‑GAAP operating income guidance of $600M–$750M and non‑GAAP EPS guidance of $1.85–$2.25.
Major Strategic Customer Win — Oracle Project Jupiter
Announced partnership to supply Bloom Energy Servers as the sole power provider for Oracle’s Project Jupiter (up to 2.45 GW), replacing planned gas turbines and diesel backup and positioning Bloom as a community‑friendly, water‑efficient, grid‑independent solution for large AI facilities.
Robust AI & Data Center Pipeline and 100% Service Attach Rate
Management reported a diverse and robust AI/data center pipeline (more than half of current data center backlog from hyperscalers/neo‑clouds/colocation providers) and reiterated a 100% attach rate between product sales and long‑duration service contracts (average data center service durations of ~10–15 years).
Manufacturing Scalability and Continuous Capacity Expansion
Current manufacturing footprint can deliver ~5 GW annually; company is shifting to continuous capacity additions (hundreds of MWs per quarter) with a 'copy exact' model to scale further and stated they are not order‑ or capacity‑constrained today.
Operational Innovations — Faster Install and Lower Field Time
Management highlighted engineering and product innovations: modular/skid installations and automation yielding an order‑of‑magnitude reduction in field install time and reduced time‑to‑power for customers.
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 |
|---|---|---|---|
Apr 28, 2026 | $226.37 | $287.97 | +27.21% |
Feb 05, 2026 | $136.60 | $143.03 | +4.71% |
Oct 28, 2025 | $113.28 | $133.71 | +18.03% |
Jul 31, 2025 | $37.39 | $36.72 | -1.79% |
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 Jul 30, 2026, After Close (Confirmed).
What is Bloom Energy (BE) earnings time?
Bloom Energy (BE) earnings time is at Jul 30, 2026, 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 2026 (Q2) is 0.37.
