Bloom Energy's revenue is rising rapidly on high demand for its hydrogen fuel-cell systems. The company just signed a $5 billion partnership to build AI data centers.
BE and PLUG stock can provide emission-free power to customers, bypassing the need for the grid.
Bloom Energy ( BE ) just delivered a standout quarter that underscores its rapid ascent as a key player in the AI-powered energy revolution. Revenue surged 57% year-over-year to $519 million, while gross margins expanded 540 basis points, from 23.8% to 29.2%, reflecting both operational efficiency and growing demand for its clean, distributed power systems.
Bloom Energy's stock is surging toward a record close, but analysts wonder about economics and competition.
Bloom Energy Corporation (NYSE:BE ) Q3 2025 Earnings Call October 28, 2025 5:00 PM EDT Company Participants Michael Tierney K. Sridhar - Co-Founder, CEO & Chairman Maciej Kurzymski - Chief Accounting Officer & Interim CFO Conference Call Participants David Arcaro - Morgan Stanley, Research Division Christopher Dendrinos - RBC Capital Markets, Research Division Manav Gupta - UBS Investment Bank, Research Division Nicholas Amicucci - Evercore ISI Institutional Equities, Research Division Ben Kallo - Robert W.
Bloom Energy(NYSE: BE) reported third-quarter results after the close on Tuesday that cleared both earnings and revenue expectations, driven by a surge in fuel cell demand tied to artificial intelligence infrastructure buildouts.
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.
Here is how Bloom Energy (BE) and Solaris Energy Infrastructure, Inc. (SEI) have performed compared to their sector so far this year.
Bloom Energy Corporation's ( BE ) Energy Server platform provides on-site efficient, clean and dependable power solutions for both commercial and utility customers. Utilizing its proprietary solid oxide technology, the system generates electricity through the electrochemical conversion of fuels, eliminating the need for combustion.
Bloom Energy reports Q3 2025 on October 28, with Street estimates of $0.10 EPS and $426.5M revenue (+29% YoY). Bloom plans to double capacity to 2 GW by 2026, backed by strong hyperscaler demand and $100M self-funded CapEx. Oracle and AWS adopting Bloom's 90-day deployable fuel cells highlight its edge in powering AI data centers.
Bloom Energy (BE) reached $111.5 at the closing of the latest trading day, reflecting a -3.12% change compared to its last close.
A major strategic announcement can sometimes provide the spark that redefines a company's entire investment narrative. That moment arrived in mid-October for Bloom Energy NYSE: BE.