Financial Performance - Revenue for Q3'25 reached $519 million, a 57.1% increase compared to $330.4 million in Q3'24 [7] - Non-GAAP Gross Margin for Q3'25 was 30.4%, a 5.1 percentage point increase from 25.2% in Q3'24 [7] - Non-GAAP Operating Income for Q3'25 was $46.2 million, a $38.1 million increase from $8.1 million in Q3'24 [7] - Adjusted EBITDA for Q3'25 was $59.0 million, a $37.7 million increase from $21.3 million in Q3'24 [7] - Non-GAAP EPS for Q3'25 was $0.15, a $0.16 increase from ($0.01) in Q3'24 [7] Revenue and Margin Growth - The company's revenue has grown from $0.8 billion in 2020 to $1.5 billion in 2024 [9] - Non-GAAP Gross Margin has increased from 23% in 2020 to 29% in 2024 [9] Profitability and Cash Flow - Non-GAAP Operating Income has improved from $(7) million in 2020 to $108 million in 2024 [13] - Cash Flow from Operating Activities has increased from $(372) million in 2023 to $92 million in 2024 [13]

Bloom Energy Reports Third Quarter 2025 Financial Results • Fourth straight quarter of quarterly record revenue • 2 consecutive quarter of double-digit non-GAAP profit margin % in services segment • Commercial Progress Continuing to Accelerate nd SAN JOSE, Calif., October 28, 2025 — Bloom Energy Corporation (NYSE: BE) reported today its financial results for the third quarter ended September 30, 2025. The company reported revenue of $519.0 million for the third quarter of 2025. Third Quarter Highlights KR S ...

Fuel cell power stock Bloom Energy Inc (NYSE:BE) is moving lower ahead of its third-quarter earnings report, due out after the close tomorrow, October 28. The shares were last seen down 3.3% to trade at $106.69 today, earlier dropping as low as $103 and continuing a trend of outsized moves since the start of October. On the charts, BE is back above its post bear-gap level from earlier in the month, though off roughly 19% from its Oct. 15 record high of $125.75. With close support at the 30-day moving averag ...

Core Insights - Bloom Energy (BE) is set to report its Q3 2025 results on October 28, with earnings expected at 8 cents per share and revenues projected at $412.4 million, reflecting a 900% increase in EPS and a 24.81% rise in revenues year-over-year [1][4][19] Earnings Performance - Bloom Energy has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 22.04% [2] Earnings Prediction Model - The current model does not predict an earnings beat for Bloom Energy this quarter, as it has an Earnings ESP of 0.00% despite holding a Zacks Rank 1 (Strong Buy) [3][5] Market Position and Stock Performance - BE's shares have surged 217.4% over the past three months, significantly outperforming the Alternative Energy-Other industry, which saw a 6.4% increase [4][10] Factors Influencing Q3 Earnings - The company's earnings are expected to benefit from its ability to provide clean, on-site electricity, which is increasingly attractive as traditional power supply times lengthen [7] - A recent deal with Oracle to deploy fuel cell technology at data centers is anticipated to enhance earnings [8] - Ongoing projects in South Korea and the installation of Energy Server systems are also expected to contribute positively to earnings [9] Return on Invested Capital - Bloom Energy's Return on Invested Capital (ROIC) stands at 4.62%, outperforming the industry average of 1.85%, indicating efficient investment [11] Valuation Metrics - The company is currently trading at a premium valuation, with a forward 12-month price-to-sales (P/S) ratio of 11.74X compared to the industry average of 5.16X [14] Investment Thesis - Bloom Energy is positioned to benefit from rising demand for clean power and its ability to provide rapid, onsite energy solutions, which are becoming increasingly cost-competitive [16][17] - The Energy Server platform addresses customer needs for resilience against extreme weather and aging infrastructure while facilitating renewable energy integration [18] Future Outlook - The company is expected to maintain strong performance due to stable demand for scalable energy solutions and the quick deployment of Energy Servers [19] - Bloom Energy is likely to benefit from the growth of AI-driven data centers, crypto-mining facilities, and the re-shoring of manufacturing in the U.S. [20]

Core Insights - Bloom Energy Corporation (NYSE:BE) is gaining attention as a trending AI stock, with a price target raised to $26.00 from $24.00 by BofA Securities while maintaining an Underperform rating [1] - The company has formed a partnership with Brookfield, positioning itself as the preferred onsite-power provider for grid-constrained data centers, estimated at 1.8GW based on BofA's forward pricing [2][3] Company Positioning - The partnership with Brookfield, valued at up to $5 billion, reinforces Bloom's role in the AI-driven power resiliency sector, although it is currently an early-stage memorandum and not a contracted backlog [3] - Previous Brookfield data-center programs indicate a long rollout horizon, with $20 billion allocated for 1GW in France by 2030 and $10 billion for 750MW in Sweden over 10-15 years [3] Market Reaction - The stock has seen a 33% rally, adding approximately $6.6 billion in market capitalization, suggesting that investors are treating the partnership as an executable backlog [3] - The market is valuing the potential earnings stream from Brookfield at 33-66 times EBITDA, compared to Bloom's average of around 14 times over five years [3]

Core Viewpoint - Speculative trading has significantly influenced market volatility in October, affecting various asset classes, including traditionally stable sectors like energy and precious metals [1][2]. Energy Sector Analysis - Five breakout energy sector stocks are currently showing strong upward momentum, with scores of at least 98 on the Benzinga Edge Momentum scale [2]. - Oklo Inc. (NASDAQ:OKLO) has a momentum score of 99.38, despite reporting no profits and a wider-than-expected loss of 18 cents per share in Q2 2025. The stock has increased over 90% in the last three months, supported by a partnership with the U.S. Department of Energy [3][5]. - Energy Fuels Inc. (NASDAQ:UUUU) has a momentum score of 98.45 and has seen its stock rise over 300% year-to-date. However, it reported revenue more than 60% below expectations in Q2 2025 [6][8]. - Bloom Energy Corp. (NYSE:BE) has a momentum score of 99.67 and reported $1.6 billion in annual sales, with positive earnings of $0.10 EPS in Q2 2025. The stock surged due to a partnership with Brookfield Renewable Partners [9][11]. - Centrus Energy Corp. (NYSE:LEU) has a momentum score of 98.93 and reported over $430 million in sales last year, with its stock up more than 350% year-to-date. Despite a recent pullback, the long-term trend remains strong [12][13][15]. - Amprius Technologies Inc. (NYSE:AMPX) has a momentum score of 99.39 and reported $24 million in sales in 2024. The stock is up over 300% year-to-date, although it has seen a 5% decline in October [16][18].

Core Insights - Bloom Energy Corporation's Energy Server platform offers efficient, clean, and reliable power solutions for commercial and utility customers, utilizing proprietary solid oxide technology for electricity generation without combustion [1][4]. Group 1: Competitive Advantage - The modular Energy Servers can be rapidly deployed onsite, addressing urgent power needs without extensive infrastructure work, which is crucial given the current bottleneck in developing new transmission and distribution lines [2][3]. - Fast installation capabilities provide Bloom Energy with a significant competitive edge, particularly in sectors requiring high reliability and minimal downtime [3][5]. Group 2: Market Opportunities - The rising demand for reliable and clean power is driven by the growth of AI-driven data centers, crypto-mining facilities, and the re-shoring of manufacturing in the U.S., positioning Bloom Energy to capitalize on these trends [4][5]. - Increasing installations create economies of scale, enhancing margins and bolstering the company's overall financial performance [4]. Group 3: Financial Performance - The Zacks Consensus Estimate for Bloom Energy's earnings per share for 2025 and 2026 has increased by 78.57% and 56% year over year, respectively [8]. - Bloom Energy's return on invested capital (ROIC) stands at 4.62%, significantly outperforming the industry average of 1.85%, indicating stronger efficiency and profitability [9][12]. Group 4: Stock Performance - Shares of Bloom Energy have experienced a substantial gain of 286.7% over the past three months, compared to an 8.2% rise in the Zacks Alternative Energy - Other industry [11]. - Bloom Energy currently holds a Zacks Rank 1 (Strong Buy), reflecting positive market sentiment [16].

Core Insights - Bloom Energy Corporation (NYSE: BE) has achieved profitability on an adjusted, non-GAAP basis, indicating a positive shift in financial performance [1] - The company is experiencing significant growth driven by increasing orders from data centers, suggesting a robust demand for its products and services [1] Financial Performance - The adjusted profitability marks a notable milestone for Bloom Energy, reflecting improved operational efficiency and revenue generation [1] - The company's financial results may present a more complex picture when considering long-term sustainability and market conditions [1] Market Dynamics - The surge in data center orders highlights a growing trend in the industry, where demand for clean energy solutions is on the rise [1] - This trend may position Bloom Energy favorably within the renewable energy sector, as businesses increasingly seek sustainable energy sources [1]

Core Insights - Bloom Energy is positioned as a leading player in AI infrastructure, particularly due to its solid oxide fuel cells that provide clean, modular, and deployable power, catering to the needs of hyperscalers like Oracle and AWS [1] Group 1: Investment Strategy - Pythia Research focuses on identifying multi-bagger stocks in the technology sector, utilizing a blend of financial analysis, behavioral finance, psychology, social sciences, and alternative metrics to evaluate companies with high conviction and asymmetric risk-reward potential [1] - The approach emphasizes uncovering breakout opportunities before they gain mainstream attention, navigating market sentiment, and identifying emerging trends [1] - The strategy acknowledges that market movements are influenced by perception, emotion, and bias, rather than solely on fundamentals [1] Group 2: Market Behavior Analysis - Investor behavior, such as anchoring to past valuations and herd mentality, creates persistent inefficiencies that can signal the start of a breakout [1] - The analysis of psychological noise is crucial; when volatility arises, it is important to determine if it is driven by emotion or fundamentals [1] - Status quo bias and fear of uncertainty can hinder recognition of companies that are redefining their categories and have unconventional growth paths [1] Group 3: Research Methodology - The research process involves deep analysis and signals that others may overlook, such as shifts in narrative, early social traction, founder-driven vision, or underappreciated momentum in user adoption [1] - These signals are often precursors to exponential growth if identified early [1] - The focus is on conviction plays with a favorable risk/reward profile, aiming for limited downside and explosive upside [1]

Core Insights - Bloom Energy Corporation (NYSE:BE) has seen a price target increase from RBC Capital analyst Christopher Dendrinos to $123.00 from $75.00, maintaining an "Outperform" rating due to stronger confidence in the company's long-term opportunities [1][3] - The firm highlighted Bloom's robust revenue growth of 22.7% over the last twelve months, supporting a positive outlook for the company [2] - RBC Capital emphasized the early development stage of the behind-the-meter (BTM) datacenter market, which Bloom is well-positioned to capitalize on [2][3] Company Performance - Bloom Energy develops solid-oxide fuel cell systems aimed at on-site power generation, catering to the increasing energy demands of AI data centers [3] - The recent partnership with Brookfield is seen as evidence of Bloom's competitive edge in the market, despite acknowledging the competitive dynamics within the sector [2][3] Market Dynamics - RBC Capital's analysis reflects an optimistic view on the growing total addressable market (TAM) for Bloom Energy, suggesting that the stock is currently priced for incremental capacity increases [3] - The firm believes that the upside opportunity in the BTM datacenter market is favorable, indicating potential for significant growth [3]