Besides Wall Street's top-and-bottom-line estimates for Bloom Energy (BE), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.
BE is set to report Q4 earnings Feb. 5, with revenues expected up 13% year over year while EPS is projected to fall sharply.
BE's surging ROE, earnings momentum and 316% rally put it ahead of PLUG in the clean fuel cell race for 2026.
Bloom Energy (BE) closed the most recent trading day at $139.62, moving 3.64% from the previous trading session.
Energy sovereignty is now a mission-critical need for data centers, strengthening Bloom Energy's unrivaled competitive moat. As 'behind-the-meter' solutions become the sole alternative for Big Tech, this shift is expected to drive substantial growth in BE's valuation throughout 2026. BE's economic and technological edge includes lower electricity costs, tax efficiencies, and the ability to deliver a reliable, autonomous power supply.
BE surges 62.1% in a month, outpacing its industry and sector, as demand for flexible clean power fuels growth.
Bloom Energy (BE) surged +14% on seemingly outdated news regarding a new $600M credit facility. The uptick and volume increase indicate a delayed reaction, but also a possible liquidity grab above the range established the previous week.
Here is how Bloom Energy (BE) and Weatherford (WFRD) have performed compared to their sector so far this year.
Bloom Energy has a huge opportunity ahead in supplying power to data centers, including a $5 billion deal with Brookfield. The fuel cell company plans to increase manufacturing capacity to 2 GW, supporting revenue approximately four times its projected 2025 level. 2025 revenues are on pace for $1.9 billion, implying a long-term target of ~$8 billion.
Bloom Energy is rated a buy, offering speculative AI-driven growth despite a recent 50% share price decline and high volatility. BE posted strong Q3 results, beating on EPS and revenue, raising FY 2025 guidance, and planning to double manufacturing capacity by 2026. Key risks include mounting capital needs, reliance on the Brookfield partnership for financing, and intensifying competition in AI data center infrastructure.
BE stock climbs 8.2% in three months, fueled by surging clean power demand and its ability to provide clean power onsite.
Bloom Energy (NYSE:BE) has increasingly started to look like one of the most macro-sensitive clean-energy stocks on the market. After trading comfortably above recent support levels earlier this month, the stock experienced a sharp sell-off of 20% within a single week, surprising investors.