Bloom Energy Q3 revenue beats estimates on strategic partnership

Bloom Energy

28/10/2025 20:18

Overview

Bloom Energy Q3 2025 revenue grows 57.1% yr/yr, beating analyst expectations

Adjusted EPS for Q3 2025 beats analyst expectations

Company announces $5 bln strategic AI infrastructure partnership with Brookfield Asset Management

Outlook

Bloom Energy did not provide specific future revenue or EPS guidance

Result Drivers

REVENUE GROWTH - Bloom Energy's revenue increased by 57.1% yr/yr

STRATEGIC PARTNERSHIP - $5 bln AI infrastructure partnership with Brookfield Asset Management cited as a commercial progress driver

INNOVATION AND DEMAND - CEO attributes growth to surging electricity demand driven by AI and ongoing innovation

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$519 mln
$426.47 mln (19 Analysts)
Q3 Adjusted EPS
Beat
$0.15
$0.09 (15 Analysts)
Q3 EPS
-$0.10
Q3 Gross Margin
29.20%
Q3 Basic EPS
-$0.10
Q3 Operating Expenses
$143.83 mln
Q3 Operating income
$7.84 mln
Q3 Operating Margin
1.50%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 11 "strong buy" or "buy", 11 "hold" and 3 "sell" or "strong sell"

The average consensus recommendation for the heavy electrical equipment peer group is "buy."

Wall Street's median 12-month price target for Bloom Energy Corp is $79.50, about 36.5% below its October 27 closing price of $108.53

The stock recently traded at 132 times the next 12-month earnings vs. a P/E of 39 three months ago

Press Release: ID:nBw1mT3fha

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)