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]

Bloom Energy Reports Fourth Quarter and Full Year 2025 Financial Results with Record Full Year Revenues SAN JOSE, Calif., February 5, 2026—Bloom Energy Corporation (NYSE: BE) reported today its financial results for the fourth quarter and the full year ended December 31, 2025. The company had record revenue of $2.02 billion for the full year driven by significant growth from the AI data center industry and continued strong demand from the C&I business. Full Year Highlights Fourth Quarter Highlights Product ...

Core Viewpoint - Bloom Energy Corporation reported record revenue of $2.02 billion for the full year 2025, marking a significant growth driven by the AI data center industry and strong demand from the commercial and industrial (C&I) sector [1]. Full Year Highlights - Revenue for 2025 reached $2.02 billion, representing a 37.3% increase compared to $1.47 billion in 2024 [1]. - The growth in revenue was primarily attributed to the expansion in the AI data center industry and sustained demand from the C&I business [1].

Core Viewpoint - Bloom Energy Corp's shares experienced a significant decline after reaching an all-time high, as investors await a crucial earnings report that may not meet high expectations [1][2]. Stock Performance - The stock surged 6.83% to $166.79 on Tuesday, marking an all-time high, but fell 18.51% to $137.71 on Wednesday [2][6]. - The stock is currently facing mixed momentum, with a neutral RSI of 69.16 and a bullish MACD indicating potential overbought conditions [5]. Earnings Expectations - Analysts expect earnings per share (EPS) of 24 cents for the upcoming report, a notable decrease from 43 cents year-over-year [3]. - Revenue is projected to be $646.84 million, an increase from $572.39 million in the same period last year [3]. Recent Performance - The company has shown strong execution, beating estimates for four consecutive quarters with an average EPS surprise of 1.8% [4]. - In the most recent quarter, Bloom Energy reported an EPS of 15 cents, exceeding the 5 cents estimate, and revenue of $519.05 million, surpassing expectations of $420.79 million [4]. Analyst Consensus - The stock holds a Hold Rating with an average price target of $79.81 [6]. - Recent analyst actions include a neutral rating from Roth Capital with a target raised to $133, a Buy initiation from China Renaissance with a target of $207, and an Equal-Weight initiation from Barclays with a target of $153 [6].

Bloom Energy Corp (NYSE:BE) shares plunged on Wednesday, reversing course from its all-time high reached just a day earlier as investors brace for the company’s critical earnings report scheduled for Thursday.Sharp Reversal From All-Time HighThe clean energy company’s stock had surged 6.83% to $166.79 on Tuesday, marking an all-time high. However, Wednesday’s sharp decline reflects growing investor uncertainty about whether Bloom Energy can justify its premium valuation amid a challenging earnings outlook.K ...

Core Insights - Wall Street analysts anticipate Bloom Energy (BE) will report quarterly earnings of $0.25 per share, reflecting a year-over-year decline of 41.9% [1] - Expected revenues for the quarter are projected at $649.12 million, which represents a 13.4% increase compared to the same quarter last year [1] - There have been no revisions in the consensus EPS estimate over the last 30 days, indicating stability in analysts' forecasts [1] Revenue Projections - Analysts estimate 'Revenue- Installation' to be $61.21 million, indicating a significant year-over-year increase of 69.6% [4] - The 'Revenue- Service' is expected to reach $76.43 million, reflecting a year-over-year growth of 42.1% [4] - 'Revenue- Electricity' is projected at $15.23 million, showing a year-over-year increase of 41% [4] - 'Revenue- Product' is anticipated to be $496.02 million, with a modest year-over-year growth of 5.2% [5] Profitability Metrics - The average prediction for 'Gross profit (loss)- Product' is estimated at $183.12 million, down from $218.08 million in the previous year [5] Stock Performance - Bloom Energy shares have increased by 50.3% over the past month, significantly outperforming the Zacks S&P 500 composite, which rose by 1.8% [5] - The company holds a Zacks Rank of 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [5]

Core Insights - Bloom Energy's stock surged 291.2% in 2025, driven by the demand for data centers amid the AI boom and the company's technology addressing energy needs [1][2] Group 1: Market Dynamics - The global data center industry attracted over $61 billion in investments in 2025, highlighting the growing demand for reliable energy solutions [2] - Rapid off-grid power deployment is now the primary requirement for data center builders and operators, positioning Bloom Energy favorably in the market [8] Group 2: Strategic Partnerships - In 2025, Bloom Energy signed a $5 billion partnership with Brookfield Asset Management to develop AI factories powered by its energy servers [3] - Earlier in 2025, Bloom Energy deployed fuel cells for Oracle in just 90 days, showcasing its competitive advantage over traditional utilities [3] Group 3: Financial Performance - Bloom Energy achieved its fourth consecutive quarter of record revenue in October 2025, with a 38% revenue increase to nearly $1.2 billion and an 88% surge in gross profit [4] - The company transitioned from an operating loss in Q3 2024 to an operating income of $7.8 million in Q3 2025, indicating a path toward profitable scaling [5] Group 4: Future Outlook - Bloom Energy's stock gained an additional 74% in 2026 following a $2.65 billion deal with American Electric Power for solid oxide fuel cells [6] - The company is doubling its capacity to meet increasing demand, further solidifying its position as a key power supplier for data centers [6][8]

Core Insights - Bloom Energy (BE) is set to report its fourth-quarter 2025 results on February 5, with earnings estimated at 25 cents per share and revenues of $649.1 million, reflecting a year-over-year revenue increase of 13.41% but a decline in earnings of 41.86% [1][5] Earnings Performance - Bloom Energy has consistently beaten the Zacks Consensus Estimate in the past four quarters, with an average earnings surprise of 88.25% [2][3] Earnings Prediction Model - The Zacks model indicates that Bloom Energy is not expected to beat earnings this quarter, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [6][8] Market Position and Demand - The company is likely to benefit from increasing demand for onsite, grid-independent power solutions, particularly as traditional utility lead times lengthen [5][19] - Bloom Energy's ongoing projects in South Korea and the growing installations of its Energy Server systems are expected to positively impact earnings [11][22] Financial Developments - In the fourth quarter, Bloom Energy issued new notes, raising net proceeds of $2.16 billion, which were used to redeem existing notes and for general corporate purposes, including R&D and manufacturing expansion [9] Strategic Partnerships - The company entered a $5 billion partnership with Brookfield to provide onsite power to Brookfield's global AI factories, leveraging its expertise in fuel cell technology [10] Stock Performance - Bloom Energy's stock has increased by 332.5% over the past six months, significantly outperforming the Zacks Alternative Energy – Other industry, which rose by 6% [12] Profitability Metrics - Bloom Energy's return on invested capital (ROIC) stands at 5.22%, outperforming the industry average of 1.06%, indicating superior profitability and operational efficiency [15] Valuation - The company is currently trading at a premium valuation, with a forward 12-month price-to-sales (P/S) ratio of 13.23X compared to the industry average of 4.68X [17] Investment Thesis - Bloom Energy is well-positioned to capitalize on the growing demand for clean power and its ability to provide rapid, onsite energy solutions, which are increasingly attractive to utilities and customers [19][20]

Core Viewpoint - Bloom Energy's stock experienced a significant increase of 74.2% in January, driven by its solid oxide fuel cell technology that generates electricity from natural gas and hydrogen, appealing to AI data center companies needing new power supplies [1]. Group 1: Company Developments - On January 8, Bloom Energy announced that American Electric Power (AEP) exercised an option to purchase hundreds of megawatts (MW) of Bloom's energy servers, which is a substantial development for the company [3]. - AEP had previously purchased 100 MW of Bloom Energy servers in November 2024, with an option to buy an additional 900 MW. The recent filing revealed that AEP exercised a significant portion of this option for $2.65 billion [4]. - The new agreement with AEP is part of a 20-year offtake agreement for an energy generation facility being built in Cheyenne, Wisconsin [4]. Group 2: Financial Performance - The $2.65 billion sale is a major deal for Bloom, especially considering the company generated only $1.82 billion in revenue over the past 12 months [6]. - Despite the positive outlook, Bloom's current market capitalization stands at $37 billion, while the highest revenue target for 2026 from Wall Street analysts is only $3.16 billion [7]. - Bloom's gross margins were reported at 29.2% last quarter, indicating that the company is not operating at high margins [7]. Group 3: Market Context - The AI infrastructure sector performed well in January, influenced by news and fourth-quarter earnings from leading semiconductor and data center companies, which may have contributed to Bloom's stock performance [5]. - While Bloom is expected to see strong growth in the near to medium term, its current valuation may be vulnerable to significant pullbacks if the company or the AI sector faces challenges [8].

Core Insights - Bloom Energy Corporation (NYSE:BE) has seen a significant increase in its share price, rising by 7.47% from January 22 to January 29, 2026, making it one of the top-performing energy stocks during that week [1] Company Overview - Bloom Energy designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation both in the United States and internationally. Its Energy Server converts fuels like natural gas, biogas, and hydrogen into electricity without combustion [2] Analyst Ratings and Price Targets - China Renaissance initiated coverage of Bloom Energy with a 'Buy' rating and a price target of $207, suggesting an upside of over 32% from current levels. Barclays also initiated coverage with an 'Equal Weight' rating and a price target of $153, indicating that Bloom is well-positioned to benefit from increasing on-site power demand and strong momentum from hyperscalers, although the stock's valuation already reflects a significant scale-up [3] - Baird raised its price target for Bloom Energy from $157 to $172 while maintaining an 'Outperform' rating, following an update to its model in anticipation of Q4 results, where it expects the company to meet consensus but provide conservative guidance [4]