Bloom Energy(US:BE) Yahoo Finance·2025-10-29 00:38Core Insights - Bloom Energy reported strong Q3 results, exceeding both earnings and revenue expectations, driven by increased fuel cell demand linked to AI infrastructure [1][2] - The stock price surged significantly following the earnings announcement, reflecting positive investor sentiment [4] Revenue Performance - Q3 revenue reached $519.05 million, surpassing the consensus estimate of $426.40 million, marking a 57.1% year-over-year increase from $330.40 million [2][8] - Product and service revenue grew by 55.7% to $442.9 million, indicating robust demand across over 1,200 installed fuel cell systems globally [2] Operational Metrics - Adjusted EPS was $0.15, beating the estimate of $0.10, showcasing operational leverage as production scales [8] - Gross margin improved to 30.4%, up from 25.2% in the prior year, while operating income turned positive at $7.85 million compared to a loss of $9.65 million in the previous year [8] Future Outlook - The company anticipates a better performance in 2025 than previously guided, with plans to expand capacity to 2 gigawatts by next December, potentially quadrupling 2025 revenue [5][4] - The market is responding positively to the growth potential articulated for 2026 [5] Strategic Partnerships - Bloom Energy announced a $5 billion partnership with Brookfield Asset Management focused on AI infrastructure, indicating strong institutional confidence in onsite power demand related to AI developments [9]