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Bloom Energy Corporation Class A (BE) earnings date & stock reaction

Bloom Energy Corporation Class A · Energy

Bloom Energy Corporation Class A earnings date & time

Next earningsThu, October 22 around 4:00 PM ET, after the closescheduled

Schedule

Korea time (KST)
Fri, October 23
Reporting pattern
12 of last 12 after close
Typical move
±10.8% · 12-report avg

What the market expects

Consensus EPS

$0.67Coming in above this counts as a beat

Guided EPS
$2.70
Full earnings calendarFrom an earnings calendar · Schedule last checked October 14
Latest reportApr–Jun 2026 results· July 28, 2026 reported
EPS consensus $0.41 → $0.78 ▲ +90.2% beat
Post-earnings price move
Next-day move
-1.9%
After 5 days
+36.7%
Price around earnings
Around this report
Overlapped an FOMC holdThis report landed on a US Federal Reserve rate-decision day. Rate decisions move the whole market, so the move may reflect the decision, not just earnings. A cut is not always good or a hike always bad. Crisis cuts fell, and hikes in a strong economy often rose.Down 23% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.
Earnings callRecord quarterly revenue exceeding $1 billion and raised full-year guidance
“It took Bloom 21 years to deliver its first billion-dollar year in 2022. It took us another three years to double our 2022 revenue. Now, we are guiding to double that revenue in just one year, having achieved our first $1 billion quarter.”
· K.R. Sridhar, CEO
“We are raising our full-year revenue outlook to $3.9 billion-$4.2 billion. At the midpoint, that represents 100% growth over 2025 revenue of just over $2 billion.”
· Simon Edwards, CFO
Positives
  • ▲Record Revenue Growth and Profitability
    • Quarterly revenue reached $1.065 billion, up 165.5% vs last year.
    • Operating income hit $182.2 million, a significant turnaround from the $3.5 million loss in the same quarter last year.
  • ▲Standardization in AI Data Center Market
    • Major U.S. hyperscalers and AI labs have validated and approved Bloom's power solutions.
    • Product revenue grew 215.4% vs last year to $935.4 million, driving overall performance.
  • ▲Strong Financial Partnerships and Cash Flow
    • Brookfield expanded its financing commitment for Bloom projects to $25 billion, a 5x increase.
    • Operating cash flow improved by $439.5 million vs last year to $226.4 million.
Concerns
  • ▼Revenue Concentration and Project Lumpiness
    • Large campus deliveries create a 'lumpy' revenue structure that can vary significantly by quarter.
    • Revenue concentration in specific quarters makes consistent performance forecasting challenging.
  • ▼Volatility in Service Margins
    • Service margins fluctuate based on the timing of fleet maintenance and stack replacements.
    • The company prioritizes customer delivery speed over short-term margin protection.
Based on the Jul 28, 2026 earnings-call transcript. Quotes are verbatim.

Bloom Energy Corporation Class A (BE) rose the day after earnings in 7 of its last 12 reports (58%), moving ±10.8% on average. It has fallen despite beating the consensus estimate 3 times.

Up next day
7/12
58%
Fell despite growth
3/12
Good earnings ignored
Price when beating
+6.3%
avg over 8 beats
Price when missing
+2.5%
avg over 4 misses
Avg earnings move
±10.8%
typical swing on earnings
Biggest single move
+27.2%
'26.4 · largest reaction
🔑What actually moves this stock?
What really matters here
Fuel-cell installations and new orders
In finance terms: Installations · orders
What to watch next report

When results drop, check the metric above vs last quarter and whether guidance beats expectations.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Beating estimates doesn't always lift it
Up the next day 5 of 8 beats (63%)
Moves in line with results, fairly predictable
Avg +6.3% on a beat, +2.5% on a miss
vs Energy sector avg (47 peers)
This
+5.1%
Sector
+0.3%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 5 of last 12 times (42%)
3xBeat but fell
Even a beat sells off if guidance disappoints
2xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth3/12

3/8 beats fell next day · watches Installations · orders

Next-day reaction
  • Jun 2026 report-1.9%
  • Mar 2026 report+27.2%
  • Dec 2025 report+4.7%
  • Sep 2025 report+18.0%
  • Jun 2025 report-1.8%
  • Mar 2025 report-8.2%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Apr–Jun 2026 results
Reported 2026-07-28
Next-day move
-1.9%
After 5 days +36.7%
EPS consensus $0.41 → $0.78 ▲ +90.2% beat
Beat by +90.2% but stock -1.9%
Price around earnings
Around this report
Overlapped an FOMC holdThis report landed on a US Federal Reserve rate-decision day. Rate decisions move the whole market, so the move may reflect the decision, not just earnings. A cut is not always good or a hike always bad. Crisis cuts fell, and hikes in a strong economy often rose.Down 23% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.

Earnings trend · last 12 quarters

EPS$0.78
'23.11'26.7
Revenue—
'23.11'26.7

Earnings history and price reaction

Bloom Energy Corporation Class A across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
6/20262026-07-28+90.2%-1.9%+36.7%
3/20262026-04-28—+27.2%+30.4%
12/20252026-02-05+50.4%+4.7%+1.8%
9/20252025-10-28—+18.0%+13.9%
6/20252025-07-31—-1.8%-1.6%
3/20252025-04-30—-8.2%-9.8%

12 reports, quarters ending 9/2023 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next Bloom Energy Corporation Class A earnings date?

The next Bloom Energy Corporation Class A (BE) earnings report is expected Thu, October 22 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for Bloom Energy Corporation Class A's next earnings?

Analysts expect EPS of about $0.67 for Bloom Energy Corporation Class A (BE). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does Bloom Energy Corporation Class A (BE) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 7 of them (58%). The average move on earnings day was ±10.8%.

Does Bloom Energy Corporation Class A react more to the earnings numbers or to guidance?

In 5 of the last 12 reports (42%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can Bloom Energy Corporation Class A stock fall even when earnings are good?

Yes. In 3 of the last 12 reports, Bloom Energy Corporation Class A fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does Bloom Energy Corporation Class A stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 50% of the time. This tendency is known as post-earnings announcement drift.