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Bloom Energy Earnings Calls
| Release date | Oct 28, 2025 |
| EPS estimate | $0.101 |
| EPS actual | $0.150 |
| EPS Surprise | 48.96% |
| Revenue estimate | 427.146M |
| Revenue actual | 519.048M |
| Revenue Surprise | 21.52% |
| Release date | Jul 31, 2025 |
| EPS estimate | $0.0121 |
| EPS actual | $0.100 |
| EPS Surprise | 725.76% |
| Revenue estimate | 375.997M |
| Revenue actual | 401.242M |
| Revenue Surprise | 6.71% |
| Release date | Apr 30, 2025 |
| EPS estimate | -$0.0700 |
| EPS actual | $0.0300 |
| EPS Surprise | 142.86% |
| Revenue estimate | 384.607M |
| Revenue actual | 326.021M |
| Revenue Surprise | -15.23% |
| Release date | Feb 27, 2025 |
| EPS estimate | $0.320 |
| EPS actual | $0.430 |
| EPS Surprise | 34.38% |
| Revenue estimate | 507.544M |
| Revenue actual | 572.393M |
| Revenue Surprise | 12.78% |
Last 4 Quarters for Bloom Energy
Below you can see how BE performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 27, 2025 |
| Price on release | $23.04 |
| EPS estimate | $0.320 |
| EPS actual | $0.430 |
| EPS surprise | 34.38% |
| Date | Price |
|---|---|
| Feb 21, 2025 | $24.17 |
| Feb 24, 2025 | $22.70 |
| Feb 25, 2025 | $21.97 |
| Feb 26, 2025 | $23.40 |
| Feb 27, 2025 | $23.04 |
| Feb 28, 2025 | $24.02 |
| Mar 03, 2025 | $23.42 |
| Mar 04, 2025 | $22.70 |
| Mar 05, 2025 | $24.12 |
| 4 days before | -4.68% |
| 4 days after | 4.69% |
| On release day | 4.25% |
| Change in period | -0.207% |
| Release date | Apr 30, 2025 |
| Price on release | $18.32 |
| EPS estimate | -$0.0700 |
| EPS actual | $0.0300 |
| EPS surprise | 142.86% |
| Date | Price |
|---|---|
| Apr 24, 2025 | $18.14 |
| Apr 25, 2025 | $18.93 |
| Apr 28, 2025 | $19.24 |
| Apr 29, 2025 | $18.91 |
| Apr 30, 2025 | $18.32 |
| May 01, 2025 | $16.81 |
| May 02, 2025 | $16.44 |
| May 05, 2025 | $16.32 |
| May 06, 2025 | $16.34 |
| 4 days before | 0.99% |
| 4 days after | -10.81% |
| On release day | -8.24% |
| Change in period | -9.92% |
| Release date | Jul 31, 2025 |
| Price on release | $37.39 |
| EPS estimate | $0.0121 |
| EPS actual | $0.100 |
| EPS surprise | 725.76% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $34.34 |
| Jul 28, 2025 | $34.78 |
| Jul 29, 2025 | $34.75 |
| Jul 30, 2025 | $37.62 |
| Jul 31, 2025 | $37.39 |
| Aug 01, 2025 | $36.72 |
| Aug 04, 2025 | $36.10 |
| Aug 05, 2025 | $37.61 |
| Aug 06, 2025 | $38.86 |
| 4 days before | 8.88% |
| 4 days after | 3.93% |
| On release day | -1.79% |
| Change in period | 13.16% |
| Release date | Oct 28, 2025 |
| Price on release | $113.28 |
| EPS estimate | $0.101 |
| EPS actual | $0.150 |
| EPS surprise | 48.96% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $94.37 |
| Oct 23, 2025 | $101.42 |
| Oct 24, 2025 | $110.38 |
| Oct 27, 2025 | $108.53 |
| Oct 28, 2025 | $113.28 |
| Oct 29, 2025 | $133.71 |
| Oct 30, 2025 | $127.85 |
| Oct 31, 2025 | $132.16 |
| Nov 03, 2025 | $142.37 |
| 4 days before | 20.04% |
| 4 days after | 25.68% |
| On release day | 18.03% |
| Change in period | 50.86% |
Bloom Energy Earnings Call Transcript Summary of Q3 2025
Bloom Energy reported a strong Q3 2025 with record revenue and accelerating commercial momentum driven by demand from AI data centers and other power-hungry verticals. Key financials: non-GAAP revenue of $519M (up 57% YoY), gross margin 30.4% (510 bps improvement YoY), adjusted EBITDA $59M, operating income $46.2M, positive operating cash flow of $20M, and $627M cash on the balance sheet. Management cited three major tailwinds: AI buildouts requiring on-site power, favorable government policy, and continued product cost reductions driven by modular fuel cell innovation. Bloom is embedded across seven AI ecosystem channels (hyperscalers, utilities, gas providers, co-location providers, neoclouds, data center developers, infrastructure owners) and highlighted lighthouse customers and recent wins (e.g., Oracle, AEP, CoreWeave, Equinix). Strategic partnership with Brookfield was emphasized — Brookfield has made an initial $5B investment and will be a preferred developer/financier for Bloom-powered AI projects, including a planned European project announcement. Operationally, Bloom is doubling capacity to 2 GW by December 2026 (management says this supports ~4x 2025 revenue) and expects continued double-digit product cost reductions and margin accretion. Management reiterated focus on margin expansion, disciplined capital allocation, continued R&D and hiring, and that full-year 2025 results are expected to beat prior guidance, though they did not provide a detailed Q4 number due to project timing variability. Additional notes: related-party revenues reflect small equity investments with Brookfield JV vehicles; the CFO search is ongoing.
