BE
Bloom EnergyPrevious close
263.45
Change
+1.17 / +0.45%
P/E (TTM) ?
312.6
Market Cap
$77.2B
1M
−4.46%
S&P 500 +1.80% over same period
Volume / Avg Volume
12.7M / 12.1M
1.05× average
Latest earnings analysisFY2026 Q2Reported 2026-07-28
Bloom Energy Q2 2026: record $1.06 billion revenue, guidance raised
Bloom Energy's second quarter was the strongest in its history: revenue of $1.06 billion, GAAP operating income of $182.2 million, and $226.4 million of operating cash flow, with full-year guidance raised to $3.9–$4.2 billion. The gap between GAAP EPS of $0.62 and non-GAAP EPS of $0.78 is mostly stock pay, and installation work still loses money. Read it as a scale story that has just turned profitable, not as a finished one.
Read the full analysis →Revenue$1.06BYoY +164.40%
EPS (non-GAAP)$0.78Beatest. $0.42
Next-quarter revenue guidance$4.05B ±3.7%YoY +281.80%
Next-day move−1.85%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-07-28 | $1.1B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-04-28 | $746M | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-02-05 | $2.0B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-10-28 | $513M | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-07-31 | $396M | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-04-30 | $319M | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
A 5-year P/E range needs a longer earnings record; not yet comparable
Last 4 quarters: $0 in buybacks + $0 in dividends, 0.00% of market cap combined
P/E (TTM)
312.6
P/B
47.5
P/S
24.6
PEG
0.02
Earnings Reaction
Over the last 6 reports, the stock moved ±10.3% on average on the first trading day after, rising 3 times
Most recent −1.85%
Volatility & Correlation
1-year beta 4.34 · Correlation with S&P 500 0.46High beta
Annualized volatility 113% vs. 12% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 5 · $5.5MNet selling $5.5M
- 10-01Joshi AmanChief Commercial OfficerSell$2.3M8,437 shares · Avg price 277.17
- 09-16Chitoori SatishChief Operations OfficerSell$0.78M2,870 shares · Avg price 270.06
- 09-16SODERBERG SHAWN MARIESee RemarksSell$0.78M2,870 shares · Avg price 270.07
- 09-16Kurzymski MaciejChief Accounting OfficerSell$0.62M2,295 shares · Avg price 268.42
- 09-16Joshi AmanChief Commercial OfficerSell$0.97M3,601 shares · Avg price 269.94
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q1 | 0.75 | +133.8% | 29.6% | — | 0.23 |
| FY2025 Q4 | 0.77 | +36.3% | 30.4% | — | 99.91 |
| FY2025 Q3 | 0.51 | +59.5% | 28.4% | — | -100.00 |
| FY2025 Q2 | 0.40 | +21.4% | 25.8% | — | -0.18 |
| FY2025 Q1 | 0.32 | +41.2% | 25.7% | — | -0.10 |
| FY2024 Q4 | 0.57 | +66.1% | 37.7% | — | 60.39 |
| FY2024 Q3 | 0.32 | −16.1% | 21.8% | — | -60.00 |
| FY2024 Q2 | 0.33 | +14.4% | 18.1% | — | -0.27 |
| FY2024 Q1 | 0.23 | −12.6% | 12.8% | — | -0.25 |
| FY2023 Q4 | 0.34 | −23.6% | 22.5% | -0.30 | 0.05 |
| FY2023 Q3 | 0.38 | +38.9% | -5.7% | — | -0.80 |
| FY2023 Q2 | 0.29 | +25.4% | 14.2% | — | -0.32 |