The shares of Bloom Energy Corp (NYSE:BE) are up 2.7% to trade at $140.40 at last glance, after the company's fourth-quarter profits of 45 cents per share and revenue of $777.68 both beat estimates. The fuel-cell name also provided strong full-year guidance, after which no fewer than seven analysts lifted their price targets. Today's pop isn't enough to erase the past two days of losses, but BE is on its way back toward its Feb. 3, record high of $176.44. Some of today's gains could be attributed to short c ...

Bloom Energy, The Clean Energy Choice For AI Data Centers, Tops Outlook; Amazon Announces AI Spending| Investor's Business DailyMARKET OUTLOOK: [Investing Pro Says 'Optimism Pays' In Today's Economy]---Renewable energy and power supplier Bloom Energy (BE) topped fourth-quarter earnings and revenue after the stock market close Thursday, with revenue jumping 36% compared to a year ago. The company also outlined better-than-expected 2026 guidance. Bloom Energy stock dropped significantly Wednesday and Thursday ...

Bloom Energy (BE) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.43 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +80.00%. A quarter ago, it was expected that this developer of fuel cell systems would post earnings of $0.08 per share when it actually produced earnings of $0.15, delivering a surprise of +87.5%.Over the last four qua ...

"自带电力已经从一个口号转变为AI超大规模数据中心和制造设施的业务必需品。这种转变是长 期的且不断增长的，"Bloom Energy创始人、董事长兼首席执行官KR Sridhar表示。 公司报告称，本季度非GAAP毛利率为31.9%，较去年同期下降7.4个百分点。2025全年， Bloom Energy实现创纪录营收20.2亿美元，较2024年增长37.3%。 Bloom Energy Corp (NYSE:BE) 公布的第四季度财报显著超出分析师预期，周四盘后交易中股价上 涨10.5%，投资者对公司当前业绩和2026年的宏伟展望表示欢迎。 这家发电技术公司第四季度调整后每股收益为0.45美元，轻松超过分析师共识的0.30美元。营 收飙升至7.777亿美元，同比增长35.9%，大幅超过华尔街预估的6.4007亿美元。 Bloom Energy股价跳升反映了投资者对公司强劲财务表现和特别强劲指引的热情。该公司预计 2026财年营收在31亿至33亿美元之间，远高于分析师预期的25.77亿美元。同样，其2026年预 计调整后每股收益为1.33-1.48美元，超过共识预期的1.12美元。 公司还强调，所有产品出货现在 ...

Financial Data and Key Metrics Changes - Revenue for Q4 2025 was $777.7 million, up 35.9% year-over-year, while full-year revenue reached a record $2 billion, up 37.3% from 2024 [18][20] - Adjusted EBITDA for Q4 was $146.1 million, slightly down from $147.3 million in Q4 2024, indicating strong operating leverage as the company scales [19] - Non-GAAP gross margin for Q4 was 31.9%, down from 39.3% in Q4 2024, while full-year non-GAAP gross margin improved to 30.3% from 28.7% in 2024 [18][20] - The company ended Q4 with $2.5 billion in total cash and a service backlog of approximately $14 billion [19][21] Business Line Data and Key Metrics Changes - The service business achieved a gross margin of approximately 20% for the first time in Q4, marking the third consecutive quarter of double-digit margins [19] - Product backlog increased by 140% year-over-year to about $6 billion, with the C&I backlog growing over 135% year-over-year [7][21] - The company reported a product margin of 37% while service margins were approximately 20% [19] Market Data and Key Metrics Changes - The geographic mix of the U.S. backlog has shifted, with over 80% now coming from states with lower power costs, compared to over 80% from California and the Northeast two years ago [9][10] - The demand from data center and commercial and industrial (C&I) customers is secular and growing, driven by digitization, automation, electrification, and reshoring [8][9] Company Strategy and Development Direction - The company aims to become the standard for on-site power, focusing on rapid deployment and reliability, particularly in the context of AI and data centers [6][10] - Bloom Energy is investing in its commercial team to capitalize on growing sales opportunities and plans to expand manufacturing capacity as needed [8][10] - The introduction of 800 volts DC technology is positioned as a competitive advantage, aligning with the needs of modern data centers [13][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, expecting 2026 revenue to be between $3.1 billion and $3.3 billion, with a non-GAAP operating income of approximately $425 million to $475 million [22] - The company anticipates continued improvements in service profitability as it expands its install base and scales operations [21] - Management highlighted the importance of customer satisfaction and repeat business, noting that over two-thirds of business comes from repeat customers [25][26] Other Important Information - The company has a strong focus on technology innovation, with ongoing investments in R&D to enhance its product offerings and maintain competitive advantages [16][34] - Bloom Energy's approach to manufacturing is described as asset-light, allowing for rapid scaling without the lengthy delivery backlogs faced by traditional suppliers [11][12] Q&A Session Summary Question: Follow-on opportunities at existing customers - Management noted that over two-thirds of business comes from repeat customers, indicating strong traction and satisfaction with initial projects [25][26] Question: Milestones for capacity expansion - Management stated that decisions on capacity expansion are continuous and based on market opportunities, emphasizing their capital-light approach [27][29] Question: Deployment of HVDC architecture - Management expressed confidence in the competitive advantage of 800-volt DC technology and its anticipated adoption by data centers [30][31] Question: Progress on combined heat and power solutions - Management highlighted the potential for absorption chillers to reduce electricity usage significantly, enhancing competitiveness [38][41] Question: Competitive landscape against legacy technologies - Management indicated that Bloom Energy is increasingly operating in the same project size category as combined-cycle gas turbines, showcasing their competitive capabilities [45][48] Question: Life of fuel cell stacks and service margins - Management reported eight consecutive quarters of profitability in the service business, with improvements in fuel cell stack life contributing to this trend [50][51] Question: Supplier growth projections - Management acknowledged the enthusiasm from supply chain partners but clarified that they do not provide long-term guidance [56][57] Question: U.S. vs. international market opportunities - Management emphasized that while the U.S. market is currently the focus due to rapid growth, they plan to expand globally in the future [60][62] Question: Pricing strategy and leverage - Management stated that pricing is market-driven and that they do not foresee issues balancing growth and profitability [66][68] Question: Interest in potential M&A - Management indicated that while they can be selective about acquisitions, their primary focus remains on scaling their core product [69][70]

Financial Data and Key Metrics Changes - The company achieved record revenue of $777.7 million for Q4 2025, representing a 35.9% year-over-year increase [18] - Full year revenue reached $2 billion, up 37.3% from 2024 [20] - Adjusted EBITDA for Q4 was $146.1 million, slightly down from $147.3 million in Q4 2024 [19] - Non-GAAP gross margin for Q4 was 31.9%, down from 39.3% in Q4 2024 [18] - Non-GAAP operating profit for the full year was $221 million, an increase of $113.4 million from the previous year [20] - The company ended the quarter with $2.5 billion in total cash on the balance sheet [19] Business Line Data and Key Metrics Changes - The service business achieved approximately 20% non-GAAP gross margin for the first time in Q4 2025 [19] - The product backlog increased by 140% year-over-year to about $6 billion [7] - The service backlog reached approximately $14 billion, indicating strong growth potential [21] Market Data and Key Metrics Changes - The CNI (Commercial and Industrial) backlog grew over 135% year-over-year, driven by sectors such as telecom, manufacturing, logistics, retail, healthcare, and education [9] - The geographic mix of the U.S. backlog shifted, with over 80% now coming from states with lower power costs, compared to over 80% from California and the Northeast two years ago [9][10] Company Strategy and Development Direction - The company is focusing on becoming the standard for on-site power, capitalizing on the growing demand from data centers and CNI customers [8] - Investments will be made in the commercial team to enhance sales opportunities in 2026 [8] - The company is committed to expanding manufacturing capacity in a capital-light manner, allowing for rapid scaling without significant upfront investment [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to meet growing power demands, particularly in the context of AI and digital infrastructure [8][10] - The company anticipates continued improvements in service profitability as the install base expands [21] - Management highlighted the importance of 800 Volts DC technology as a future-proof solution for data centers, enhancing efficiency and reducing costs [15][16] Other Important Information - The company reported a cash flow from operating activities of $113.9 million for Q4 2025 [19] - Capital expenditures for the year were $57 million, with expectations for 2026 capital spending to be between $150 million and $200 million [22] Q&A Session Summary Question: Follow-on opportunities at existing customers - Management noted that over two-thirds of business comes from repeat customers, indicating strong customer satisfaction and ongoing engagement [25] Question: Milestones for capacity expansion - Management stated that decisions on capacity expansion are continuous and based on market opportunities, with a quick ramp-up capability [27][28] Question: Deployment of HVDC architecture - Management expressed confidence in the competitive advantage of 800-volt DC technology and its anticipated adoption in data centers [30][31] Question: Progress on combined heat and power solutions - Management highlighted the potential for absorption chillers to reduce electricity usage significantly, enhancing competitiveness [39][41] Question: Project wins against legacy technologies - Management confirmed that the company is operating in the same project size category as combined-cycle gas turbines, demonstrating competitive capabilities [45][48] Question: Life of fuel cell stacks and service margins - Management emphasized the continuous profitability of the service business and improvements in fuel cell stack performance [50][51] Question: Supplier growth projections - Management refrained from providing long-term guidance but acknowledged the bullish sentiment from supply chain partners [56][57] Question: U.S. vs. international market opportunities - Management indicated that while the U.S. market is currently the focus, the company plans to expand globally as infrastructure develops [61][62] Question: Pricing strategy and leverage - Management stated that pricing is market-driven and based on the value proposition offered to customers, with no immediate concerns about pricing pressures [66][69] Question: Interest in potential M&A - Management indicated that while they are open to selective acquisitions, the primary focus remains on scaling the core product [70][71]

Bloom Energy (NYSE:BE) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Speaker2Ladies and gentlemen, thank you for standing by. My name is Desiree and I will be your conference operator today. At this time, I would like to welcome everyone to the Bloom Energy Fourth Quarter 2025 Earnings Conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply ...

Core Viewpoint - Bloom Energy's stock has rebounded significantly after reporting strong fourth-quarter 2025 financial results and providing optimistic guidance for 2026, leading to a 12.7% increase in stock price after hours [1]. Financial Performance - Bloom Energy reported Q4 2025 revenue of $777.7 million, exceeding analysts' expectations of $645.3 million, marking a 35.9% year-over-year increase [2]. - The company achieved adjusted diluted earnings per share (EPS) of $0.45, surpassing the anticipated $0.30 [2]. - In Q4 2025, Bloom Energy generated $418.1 million in operating cash flow, contributing to a total cash flow from operating activities of $113.9 million, which is a 23.8% year-over-year increase [3]. Future Outlook - For 2026, Bloom Energy projects revenue between $3.1 billion and $3.3 billion, with adjusted EPS expected to be between $1.33 and $1.48 [4]. - This guidance is set against a backdrop of reported revenue of $2.02 billion and adjusted diluted EPS of $0.76 for the previous year [4]. Competitive Position - Bloom Energy is positioned as a leading player in the fuel cell sector, distinguished by its consistent profitability and positive operating cash flows, making it a compelling choice for investors interested in fuel cell and hydrogen stocks [5].

February 5, 2026 Q4'25 Earnings Forward-looking Statements and Non-GAAP Financial Measures This presentation may contain certain forward-looking statements relating to future events and expectations, including our expectation regarding the increased adoption of onsite power; that the Bloom platform will become the standard for onsite power and our positioning for long-term, profitable growth and estimates and projections for our business outlook for the 2026 fiscal year, each of which is based on current ex ...

Core Insights - Bloom Energy shares are experiencing significant growth, attributed to strong financial performance and positive market sentiment Financial Performance - Bloom Energy reported Q4 revenue of $777.7 million, a 35.9% increase year-over-year, surpassing the Street consensus estimate of $652.1 million [2] - The company achieved Q4 earnings per share of 45 cents, exceeding the consensus estimate of 31 cents per share [2] - For the full fiscal year, Bloom Energy recorded a revenue of $2.02 billion, up 37.3% year-over-year, driven by growth in the AI data center sector [3] - The company reported record gross margins for the full year and marked the second consecutive year of positive cash flow from operations [3] Backlog and Future Guidance - Bloom Energy has a current backlog of approximately $20 billion, with a product backlog of around $6 billion, reflecting a 250% increase year-over-year [3] - The company anticipates fiscal 2026 adjusted earnings per share in the range of $1.33 to $1.48, compared to a Street consensus estimate of $1.07 [4] - Fiscal 2026 net sales are projected to be between $3.10 billion and $3.30 billion, significantly higher than the $2.54 billion forecasted by analysts [5] Stock Performance - Bloom Energy stock rose by 11.27% to $152 in after-hours trading, within a 52-week trading range of $15.15 to $176.49 [6]