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 9/24/2026, 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 |
VDE's traditional oil holdings delivered 46.8% returns over one year, while ICLN's renewable focus saw deeper volatility and a 57.2% maximum drawdown.
PLUG's revenue recovery and hydrogen projects contrast with BE's soaring sales outlook and demand for onsite power.
Bloom Energy's stronger price performance, earnings surprise history and AI-driven growth outlook give it the edge over Fluence Energy.
Bloom Energy offers a mature fuel cell platform with significant utility partnerships. Eos Energy Enterprises provides an alternative to lithium-ion with its proprietary zinc-based storage.
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 |
|---|---|---|---|---|---|---|---|
| $275.19 | $81.05B | -743.76 | 37.33% | -4.37% | -12.83% | 0% | |
| $2.04 | $2.85B | -1.45 | 12.9% | -220.59% | -169.95% | — | |
| $17.18 | $910.16M | -2.32 | 41.05% | -113.94% | -21.91% | — | |
| $2.19 | $660.23M | -7.30 | 45.04% | -72.66% | -13.16% | — | |
| $199.42 | $11.74B | 74.13 | -2.02% | 5.82% | 9.54% | — | |
| $3.86 | $593.77M | -5.29 | 40.22% | -7.25% | -27.96% | — |
Bloom Energy Corporation (BE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
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.
