Bloom Energy (BE) earnings for the quarter ended September 2026: EPS beats estimates
Bloom Energy reported results for the quarter ended September 2026 on October 22, 2026. Adjusted earnings per share came in at $0.94 against the analysts’ average forecast of $0.68, a beat of 39.1%.
Revenue for the quarter was $1.24 billion, up 138.1% from $519 million in the same quarter a year earlier.
The market’s verdict: the stock fell 19.0% on the first trading day after the report.
The last four quarters
Bloom Energy has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $0.94 | $0.68 | +39.1% | +138% | −19.0% |
| Jun 2026 | $0.78 | $0.41 | +91.8% | +166% | −13.0% |
| Mar 2026 | $0.44 | $0.13 | +242.4% | +130% | +22.7% |
| Dec 2025 | $0.45 | $0.30 | +50.4% | +36% | −2.9% |
What comes next
Analysts expect EPS of $1.12 for the next quarter on average and $3.27 for the fiscal year ending December 31, 2026.
The average analyst price target is $283.85, 48% above the current price of $191.99.
Valuation and score
Bloom Energy scores 1.4 out of 5 overall on Stock Analiz (weak), trades at a trailing P/E of about 117.1, and its intrinsic value under moderate assumptions is about 64% below the current market value. Full Bloom Energy analysis with 10 years of financials
Frequently asked questions
What was Bloom Energy’s EPS for the quarter ended September 2026?
$0.94 adjusted per share, against an analyst consensus of $0.68.
How much revenue did Bloom Energy report?
$1.24 billion, up 138.1% year over year.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.