Bloom Energy Corporation (BE)

Bloom Energy beat expectations on both the top and bottom line in the third fiscal quarter of 2026, reported October 22, 2026, with revenue up 138.1% year over year to about $1.2 billion (up from roughly $519 million a year ago) as results were driven by sales of its Bloom Energy Server fuel cell power systems. On a consensus basis, revenue of $1.236 billion topped the $1.071 billion estimate, +15.4%, while adjusted EPS of $0.94 topped the $0.69 estimate, +36%. Profitability was supported by a gross margin of ~34% and an operating margin of about 18%, with gross profit around $417 million and operating income roughly $225 million. Operating cash flow was negative at about $27 million. For the next period, consensus calls for EPS of $0.85 on revenue of $1.250 billion.