Bloom Energy is experiencing a transformative revenue inflection, with 2026Q2 revenue surging 165.5% year-over-year to $1.1B, driven by AI data center demand and grid constraints. Operating leverage is emerging as operating margin expanded to 17.1% from 1.5% i...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 165.5% year-over-year in 2026Q2, reaching $1.1B, with gross margin improving to 33.4% and operating margin jumping to 17.1%, though net income included a significant non-operating gain.
Arya's Substack presents a bullish case for Bloom Energy Corporation, highlighting its potential as a strong investment.
Bloom Energy's trailing and forward P/E ratios indicate potential undervaluation or growth expectations.
Bloom Energy is solidifying its position as a leading provider of on-site energy solutions.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 28, 2026 | $0.78+100.0% vs $0.39 | $1.1B+29.0% vs $826M |
Q2 2026 Apr 28, 2026 | $0.44+255.1% vs $0.12 | $751M+39.1% vs $540M |
Q1 2026 Feb 5, 2026 | $0.45+46.7% vs $0.31 | $778M+19.9% vs $648M |
Q4 2025 Oct 28, 2025 | $0.15+49.0% vs $0.10 | $519M+21.5% vs $427M |
Money is flowing into onsite power generation names as a group, and FuelCell Energy (NASDAQ:FCEL) stock is leading the advance. FuelCell stock has climbed 7%, reaching $17.68 in the afternoon session.
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Bloom Energy Corp. (NYSE:BE) shares are trading higher Friday morning after RBC Capital reiterated its Outperform rating and $335 price target, calling the 2026 Virginia Energy Plan a favorable policy framework for the fuel cell maker.
Analysts see several catalysts for Bloom Energy, which is trading around a buy point. Rival FCEL stock rose.
Benchmark BE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Bloom Energy Corporation (BE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $289.15 | $85.16B | -781.49 | 37.33% | -4.37% | -12.83% | 0% | |
| $1.90 | $2.65B | -1.35 | 12.9% | -220.59% | -169.95% | — | |
| $18.47 | $978.5M | -2.49 | 41.05% | -113.94% | -21.91% | — | |
| $2.05 | $618.03M | -6.83 | 45.04% | -72.66% | -13.16% | — | |
| $216.80 | $12.76B | 80.59 | -2.02% | 5.82% | 9.54% | — | |
| $4.08 | $627.61M | -5.59 | 40.22% | -7.25% | -27.96% | — |
Bloom Energy Corporation (BE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Bloom Energy Corporation (BE) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 28, 2026·SEC
Jul 9, 2026·SEC
Jun 17, 2026·SEC
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Bloom Energy Corporation (BE) stock FAQ — growth, dividends, profitability & financials explained
Bloom Energy Corporation (BE) reported $3.11B in revenue for fiscal year 2025. This represents a 1155% increase from $248.1M in 2014.
Bloom Energy Corporation (BE) grew revenue by 37.3% over the past year. This is strong growth.
Yes, Bloom Energy Corporation (BE) is profitable, generating $244.9M in net income for fiscal year 2025 (-4.4% net margin).
Bloom Energy Corporation (BE) does not currently pay a meaningful dividend. The company may be reinvesting profits for growth.
Bloom Energy Corporation (BE) has a return on equity (ROE) of -12.8%. Negative ROE indicates the company is unprofitable.
Bloom Energy Corporation (BE) generated $628.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
