Brief: Bloom Energy Q2 EPS USD -0.18

Bloom Energy

31/07/2025 21:05

Overview

Bloom Energy Q2 2025 revenue rises 19.5% yr/yr, beating analysts' expectations

Adjusted EPS for Q2 beats consensus

Co plans to double factory capacity by 2026, collaborates with Oracle for AI data centers

Outlook

Bloom reaffirms 2025 revenue guidance of $1.65 bln to $1.85 bln

Company expects 2025 non-GAAP gross margin of ~29%

Bloom anticipates 2025 non-GAAP operating income of $135 mln to $165 mln

Bloom plans to double factory capacity to 2 GW by end of 2026

Result Drivers

AI COLLABORATION - Bloom's partnership with Oracle aims to optimize AI data center power efficiency, per CEO KR Sridhar

REVENUE GROWTH - 19.5% increase in Q2 revenue attributed to strong market pull for Bloom products

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$401.24 mln
$376.50 mln (15 Analysts)
Q2 Adjusted EPS
Beat
$0.1
$0.01 (13 Analysts)
Q2 EPS
-$0.18
Q2 Gross Margin
26.7%
Q2 Basic EPS
-$0.18
Q2 Operating Expenses
$110.63 mln
Q2 Operating income
-$3.50 mln
Q2 Operating Margin
-0.9%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 9 "hold" and 2 "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 $27.00, about 39.3% below its July 30 closing price of $37.62

The stock recently traded at 57 times the next 12-month earnings vs. a P/E of 41 three months ago

Press Release: ID:nBw7RL2mHa

(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.)