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Bloom Energy reported third quarter 2026 revenue of $1.24 billion, up 138% year-over-year, operating income of $286 million, and raised full-year revenue outlook to $4.4 to $4.6 billion and non-GAAP diluted EPS outlook to $3.10 to $3.40.
Bloom Energy reported unrestricted cash and cash equivalents of $2,486.7 million as of September 30, 2026 and operating cash flow of $272.9 million for the nine months ended September 30, 2026. It expects cash and operating cash flow to meet anticipated needs for at least the next 12 months.
Bloom Energy reported record third-quarter 2026 revenue of $1,235.8 million, up 138.1%, and raised full-year 2026 revenue guidance to $4.4B - $4.6B. Non-GAAP EPS was $0.94, and full-year non-GAAP EPS guidance is $3.10 - $3.40.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Bloom Energy reported record Q2 2026 revenue of $1.065 billion (up 165.5% YoY) and substantially raised its full-year 2026 guidance on revenue, operating income, and EPS amid accelerating AI-driven demand and validation by all major U.S. hyperscalers.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Members of Congress reported 3,416 stock trades made in 2026. Three members made more than half, 786 were reported after the 45-day limit, and only 39% of the purchases have beaten the S&P 500 since.
No US-listed company said “neocloud” on an earnings call in 2024; 64 did from July to September 2026. The word belongs to the chip, network, storage and data center suppliers that sell to these AI clouds, and in October it reached bank and asset manager calls as a credit question.
In 2026 so far, 13.3% of S&P 500 earnings reports moved the stock 10% or more on the next trading day, more than one in eight, against one in 23 in 2021, and the average move grew from 3.4% to 5.3%. Technology stocks moved 8.0% on average over the last four quarters, utilities 1.9%.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $299.5M | Q3'26 | — |
GAAP → non-GAAP reconciliationGAAP Net Income (loss) to Common Stockholders 250.27M
-1.3M Add back: Net (loss) income attributable to noncontrolling interest
+60.11M Stock-based compensation expense
+2.9M Equity in loss (earnings) of unconsolidated affiliates
-9.28M Effect of Assets Buyout and Repowering
+34K Restructuring
-10K (Gain) loss on derivative liabilities
+101K Other
+13.81M Depreciation & amortization
+817K Income tax provision
-17.95M Interest expense, Other (income) expense, net
= Adjusted EBITDA 299.5M
|
|||
| Gross Margin non-GAAP | 34.5% | Q3'26 | — |
| Operating Income non-GAAP | $285.69M | Q3'26 | — |
| Operating Margin non-GAAP | 23.1% | Q3'26 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BE
this stock
Bloom Energy Corp
|
$56.76B | +121.0% | +37.3% | 117.1 | 6.0% |
|
CYATY
Contemporary Amperex Technology Co., Limited
|
$216.19B | — | — | — | 0.0% |
|
ABLZF
Abb Ltd
|
$149.44B | +7.9% | +9.5% | — | 0.2% |
|
VRT
Vertiv Holdings Co
|
$77.81B | +24.7% | +27.7% | 37.8 | 2.9% |
|
PRYMF
Prysmian S.p.A.
|
$36.18B | +17.3% | — | — | 0.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Bloom Energy reported unrestricted cash and cash equivalents of $2,486.7 million as of September 30, 2026 and operating cash flow of $272.9 million for the nine months ended September 30, 2026. It expects cash and operating cash flow to meet anticipated needs for at least the next 12 months.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BE | +10.8% | -13.3% | -36.5% | -5.5% | +121.0% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +8.2% | -12.1% | -37.0% | -5.3% | +110.3% |
