Bloom Energy Corporation (BE) Stock: Price, Forecast & Analyst Target
Bloom Energy Corporation (BE) — MoonshotScore 77/100 (Strong band), calculated Oct 4, 2026. Price $289.15 (+4.17%), as of the Oct 2, 2026 trading session; market cap $85.2B. Expected results Oct 27, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 31.36× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Oct 27, 2026
Bloom Energy Corporation · BE · NYSE · Industrials · Electrical Equipment & Parts
Research dated 2026-09-12: Bloom Energy sells fuel-flexible, solid-oxide systems that generate electricity at customer sites through an electrochemical process rather than combustion. The case now rests on whether accelerating system shipments can preserve the recent margin, profit and cash-generation gains as expectations rise.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Bloom Energy (BE)
StrongWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
A strong balance sheet and durable growth, but an expensive valuation; the market is already moving on it. Business Quality: Solid; Financial Safety: Fortress; Valuation: Bubble; Growth Durability: Compounding; Momentum: Surging.
Enterprise value relative to EBITDA is the main valuation drag relative to sector peers.
- quarterly revenue $1.07B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 7 of 8
- Altman Z 13.41 · Piotroski F 5
Holding back: a rich price
Helping: balance-sheet strength, durable growth, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 75 | Strong | |
| 74 | Strong | |
| 76 | Strong | |
| 76 | Strong | |
| 77 | Strong | |
| 77 | Strong |
The score was 77 in the stored Oct 3, 2026 snapshot and remains 77 in the current publication computed Oct 4, 2026 (0); the largest pillar moves were Growth Durability -1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value |
|---|---|
| Latest provided price | $289.15 |
| Change on the day | +4.17% |
| 52-week range | $75.70–$351.28 |
| Market capitalisation | $85.2B |
| Price / earnings (trailing) | 345.96 |
| Shares traded on the day | 12.84M |
| Beta (volatility vs the S&P 500) | 3.81 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
Across all of this, we continue to feel good about our full year gross margin outlook of approximately 34%, which we revised up last quarter.
Simon Edwards · Statement from
We have booked major customers as of today who are not in our reported backlog at the end of last year for whom we will ship some of our systems this year.
K. Sridhar · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for Bloom Energy (BE): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
6 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 30, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as overvalued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the BE film — every key number, told as a short cinematic story
~2 min · open the film
What is Bloom Energy (BE), and what does it report?
Short answer · as of
The Bloom Energy Server converts natural gas, biogas, hydrogen or blended fuels directly into electricity at facilities such as data centers, hospitals, biotechnology plants, stores, banks and telecommunications sites.
Research dated 2026-09-12.
The Bloom Energy Server converts natural gas, biogas, hydrogen or blended fuels directly into electricity at facilities such as data centers, hospitals, biotechnology plants, stores, banks and telecommunications sites. Bloom is therefore an onsite power-platform supplier, not a conventional maker of electrical parts and not merely a seller of utility electricity.
Product sales dominate reported revenue, while installation, service and electricity provide additional streams around deployed systems. The timing and scale of system deliveries can consequently move revenue much more sharply than a recurring-service model would suggest.
What do the latest results show for Bloom Energy (BE)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $1.07B.
Research dated 2026-09-12.
The latest results show a sharp expansion in revenue, gross profit, operating profit and net income from the preceding period. Operating cash flow also strengthened, while research and commercial spending continued to rise with the business.
Recent reported revenue and earnings have repeatedly exceeded prevailing estimates, but management’s explanation remains forward-looking: major customers booked after the prior backlog snapshot are expected to receive systems during the current reporting year. Management also retained its raised gross-margin outlook, making shipment conversion and margin delivery separate claims to test against coming results.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $1.07B Jun 30, 2026
- Latest quarter · R&D
- $58.87M Jun 30, 2026
- Latest quarter · SG&A
- $114.46M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $182.24M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $1.07B | $58.87M | $114.46M | $182.24M |
| Mar 31, 2026 | $751.05M | $56.85M | $96.50M | $72.19M |
| Dec 31, 2025 | $777.68M | $55.89M | $96.48M | $87.53M |
| Sep 30, 2025 | $519.05M | $48.72M | $95.11M | $7.85M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $1.07B Jul 28, 2026
- Latest report · revenue estimate
- $826.13M Jul 28, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 28, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 28, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 28, 2026 | $1.07B | $826.13M | $0.7800 | $0.3900 |
| Apr 28, 2026 | $751.05M | $539.94M | $0.4400 | $0.1239 |
| Feb 5, 2026 | $777.68M | $648.50M | $0.4500 | $0.3068 |
| Oct 28, 2025 | $519.05M | $427.15M | $0.1500 | $0.1007 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $1.07B | $196M | $0.62 (diluted) |
| Q1 FY2026 | $751M | $71M | $0.23 (diluted) |
| Q4 FY2025 | $778M | $1M | $0.0041 (diluted) |
| Q3 FY2025 | $519M | -$23M | -$0.10 (diluted) |
What are the financial strengths and risks for Bloom Energy (BE)?
Short answer
Cash and short-term investments were $2.72B at the Jun 30, 2026 balance-sheet date. Operating cash flow was $226.45M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-12.
Cash and investments nearly match total debt, leaving Bloom around a modest net-debt position despite substantial gross liquidity. Short-term liquidity ratios are strong, and the cash balance has risen markedly from earlier periods.
Cash generation is the less settled strength. Operating cash flow has been strongly positive lately but swung deeply negative in earlier quarters, so recent profitability has not yet erased the evidence of uneven cash conversion.
Product concentration makes shipment execution and manufacturing economics especially important: delayed deployments or weaker gross profit on delivered systems would affect the largest revenue stream directly. Rich sales, book and earnings valuation measures leave little room for that operating progress to reverse.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $226.45M Jun 30, 2026
- Previous quarter · operating cash flow
- $73.61M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $226.45M | −$51.64M |
| Mar 31, 2026 | $73.61M | −$26.09M |
| Dec 31, 2025 | $421.42M | −$22.95M |
| Sep 30, 2025 | $19.67M | −$12.30M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Bloom Energy (BE)?
Short answer · as of
The next earnings report is expected on Oct 27, 2026.
Research dated 2026-09-12.
The scheduled earnings release should be read for whether revenue remains near the latest run rate, whether booked customer systems actually convert into reported sales, and whether gross margin tracks management’s raised outlook. Product and installation revenue should be considered together because deployment activity can affect each line.
Operating cash flow also needs to remain positive without relying on an isolated period of exceptional conversion. Longer-range revenue estimates span a wide range, so evidence from shipments, margins and cash generation matters more than the apparent precision of distant forecasts.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
Across all of this, we continue to feel good about our full year gross margin outlook of approximately 34%, which we revised up last quarter.
Simon Edwards ·
We have booked major customers as of today who are not in our reported backlog at the end of last year for whom we will ship some of our systems this year.
K. Sridhar ·
How does Bloom Energy compare with its peers?
Short answer
Bloom Energy's score ranks tied for 7th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-12.
Bloom differs from many electrical-equipment businesses because its core product is an onsite generating platform: fuel enters a solid-oxide system and electricity is produced electrochemically without combustion. That places customer deployment needs, fuel flexibility and system shipment timing at the center of the operating model.
It also differs from a pure power seller. Product revenue is accompanied by installation, service and electricity revenue, creating a mix of equipment delivery and activity tied to the deployed base rather than a uniform recurring stream.
| Company | Price | Market value | Score |
|---|---|---|---|
| $1729.53 Oct 2, 2026 | $60.9B | 93 5-pillar Oct 4, 2026 | |
| $308.76 Oct 2, 2026 | $9.24B | 90 5-pillar Oct 4, 2026 | |
| $196.30 Oct 2, 2026 | $7.16B | 88 5-pillar Oct 4, 2026 | |
| $786.61 Oct 2, 2026 | $34.7B | 84 5-pillar Oct 4, 2026 | |
| $169.56 Oct 2, 2026 | $27.4B | 81 5-pillar Oct 4, 2026 | |
| $196.10 Oct 2, 2026 | $7.14B | 78 5-pillar Oct 4, 2026 | |
| Bloom Energy (BE) — this page | $289.15 | $85.2B | 77 |
| $252.18 Oct 2, 2026 | $97.1B | 77 5-pillar Oct 4, 2026 | |
| $302.45 Oct 2, 2026 | $42.1B | 74 5-pillar Oct 4, 2026 | |
| $287.54 Oct 2, 2026 | $48.6B | 69 5-pillar Oct 4, 2026 | |
| $475.52 Oct 2, 2026 | $25.1B | 66 5-pillar Oct 4, 2026 | |
| $304.28 Oct 2, 2026 | $12.2B | 66 5-pillar Oct 4, 2026 | |
| $40.35 Oct 2, 2026 | $10.5B | 59 5-pillar Oct 4, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $176.00 – $351.00
- Consensus target
- $289.87
- Median target
- $298.00
Consensus record · Captured .
Measured against a quoted price of $289.15 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Oct 1, 2026
- Transactions
- 48
- Identified insiders
- 15
- Purchases
- 0
- Sales
- 27
- Other transactions
- 21
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 81.1% Period end Jun 30, 2026
- Previous quarter · ownership
- 85.6% Prior to period end Jun 30, 2026
- Reporting holders
- 1,393 Period end Jun 30, 2026
- Previous quarter · holders
- 1,068 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 18,442,336 |
| Ameriprise Financial INC | 18,134,575 |
| Goldman Sachs Group INC | 13,950,652 |
| Vanguard Portfolio Management LLC | 12,549,603 |
| Vanguard Capital Management LLC | 12,082,447 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Bloom Energy (BE)?
What Investors Ask About Bloom Energy (BE) — Industrials
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
How does the Bloom Energy Server generate electricity without combustion?
The platform uses solid-oxide fuel cells to convert natural gas, biogas, hydrogen or blended fuels directly into electricity through an electrochemical process.
Why is Bloom Energy revenue not simply electricity sales?
System products account for the dominant revenue stream, with installation, service and electricity reported alongside them. Reported growth therefore depends heavily on equipment deployments rather than only on power sold from operating systems.
Why can Bloom Energy system shipments move reported results sharply?
Product revenue dominates the mix, so the timing of large customer deliveries can materially change revenue and profit between reporting periods. Management says recently booked customers are scheduled to receive systems during the current reporting year.
What would validate Bloom Energy’s raised gross-margin outlook?
Validation would require delivered systems to sustain the recent gross-profit improvement while booked customer shipments become reported revenue. Rising sales without comparable gross-profit conversion would weaken that evidence.
What is the BE stock price today?
The last price recorded on this page for Bloom Energy Corporation (BE) is $289.15, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the BE price target?
The analyst consensus price target for Bloom Energy Corporation (BE) is $289.87 (range $176.00 to $351.00, median $298.00), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (84 figures)
The 84 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Simon Edwards (Jul 28, 2026): Across all of this, we continue to feel good about our full year gross margin outlook of approximately 34%, which we revised up last quarter. K. Sridhar (Jul 28, 2026): We have booked major customers as of today who are not in our reported backlog at the end of last year for whom we will ship some of our systems this year. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | SAN Jose, CA | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "4353 North First Street, San Jose, CA, 95134, US". |
FMP — 74 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 27, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $289.15 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T21:04:44.297Z. | |
px.change | Change on the day | +4.17% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $85.2B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:03.000Z. Captured from FMP at 2026-10-04T21:04:43.043Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$11.57 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $1.07B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $75.70–$351.28 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 345.96 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 12.84M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 3.81 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | K. R. Sridhar | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 2,214 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $972.18M, net result −$164.44M; FY2022 revenue $1.20B, net result −$301.41M; FY2023 revenue $1.33B, net result −$302.12M; FY2024 revenue $1.47B, net result −$29.23M; FY2025 revenue $2.02B, net result −$88.43M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Product $1.53B · Service $228.29M · Electricity $60.35M · Installation $205.95M | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 31.2% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $1.07B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.rd_k | R&D — period end 2026-06-30 | $58.87M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $114.46M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $182.24M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $751.05M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.rd_k | R&D — period end 2026-03-31 | $56.85M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $96.50M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $72.19M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $777.68M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.rd_k | R&D — period end 2025-12-31 | $55.89M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $96.48M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $87.53M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $519.05M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.rd_k | R&D — period end 2025-09-30 | $48.72M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $95.11M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $7.85M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-28.revenue_actual | Revenue · reported — report date 2026-07-28 | $1.07B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-28.revenue_estimated | Revenue · estimate — report date 2026-07-28 | $826.13M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-28.eps_actual | EPS · reported — report date 2026-07-28 | $0.7800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-28.eps_estimated | EPS · estimate — report date 2026-07-28 | $0.3900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-28.revenue_actual | Revenue · reported — report date 2026-04-28 | $751.05M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-28.revenue_estimated | Revenue · estimate — report date 2026-04-28 | $539.94M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-28.eps_actual | EPS · reported — report date 2026-04-28 | $0.4400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-28.eps_estimated | EPS · estimate — report date 2026-04-28 | $0.1239 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.revenue_actual | Revenue · reported — report date 2026-02-05 | $777.68M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.revenue_estimated | Revenue · estimate — report date 2026-02-05 | $648.50M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.eps_actual | EPS · reported — report date 2026-02-05 | $0.4500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.eps_estimated | EPS · estimate — report date 2026-02-05 | $0.3068 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-28.revenue_actual | Revenue · reported — report date 2025-10-28 | $519.05M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-28.revenue_estimated | Revenue · estimate — report date 2025-10-28 | $427.15M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-28.eps_actual | EPS · reported — report date 2025-10-28 | $0.1500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-28.eps_estimated | EPS · estimate — report date 2025-10-28 | $0.1007 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $2.72B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $226.45M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $28.09M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $2.81B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 51.53× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $226.45M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $73.61M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$51.64M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$26.09M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $421.42M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$22.95M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $19.67M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$12.30M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $176.00 – $351.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $289.87 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $298.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 48 transactions · 0 purchases, 27 sales, 21 other transactions · 15 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Oct 1, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 81.1% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 85.6% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 1,393 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 1,068 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 18,442,336 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Ameriprise Financial INC — shares in provider snapshot | 18,134,575 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Goldman Sachs Group INC — shares in provider snapshot | 13,950,652 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 12,549,603 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Vanguard Capital Management LLC — shares in provider snapshot | 12,082,447 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 7 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-02 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 13.41 · Piotroski F 5 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-03 · Expired observation |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 31.36× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $2.72B at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
earn.history.depth.2026-07-28.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($1.07B) with the recorded estimate ($826.13M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-28.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.7800) with the recorded estimate ($0.3900) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 3 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 77 of 100 · Strong · pillars 62 / 81 / 14 / 86 / 96 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.valuation_driver | Recorded valuation score driver | Enterprise value relative to EBITDA is the main valuation drag relative to sector peers. | OURS | Stock Expert AI MoonshotScore v2 engine · stored factor contributions | |
ours.moonshot_change | MoonshotScore movement | 77 (stored snapshot Oct 3, 2026) → 77 (current publication computed Oct 4, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.rd_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.rd_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.rd_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.rd_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-07-28. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-28.revenue_actual,earn.history.depth.2026-07-28.revenue_estimated,earn.history.depth.2026-07-28.revenue_actual.comparison,earn.history.depth.2026-07-28.eps_actual.comparison,earn.history.depth.2026-07-28.eps_actual,earn.history.depth.2026-07-28.eps_estimated,earn.history.depth.2026-04-28.revenue_actual,earn.history.depth.2026-04-28.revenue_estimated,earn.history.depth.2026-04-28.eps_actual,earn.history.depth.2026-04-28.eps_estimated,earn.history.depth.2026-02-05.revenue_actual,earn.history.depth.2026-02-05.revenue_estimated,earn.history.depth.2026-02-05.eps_actual,earn.history.depth.2026-02-05.eps_estimated,earn.history.depth.2025-10-28.revenue_actual,earn.history.depth.2025-10-28.revenue_estimated,earn.history.depth.2025-10-28.eps_actual,earn.history.depth.2025-10-28.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Legal name | Bloom Energy Corp Our market-data provider lists the name as "Bloom Energy Corporation"; the filer's own record is used here. | 2026-02-09 | OFFICIAL | SEC EDGAR — 10-K filed 2026-02-09 |
| Business description | Bloom Energy Corporation engineers, produces, markets, and installs cutting-edge solid-oxide fuel cell systems designed for on-site electricity generation, serving clients both within the United States and internationally. Their core offering, the Bloom Energy Server, is an advanced power platform capable of converting various fuels, including natural gas, biogas, hydrogen, or a blend of these, directly into electricity using an electrochemical process that eliminates the need for combustion. The company provides its solutions to a wide array of critical infrastructure applications, such as data centers, hospitals, healthcare manufacturing and biotechnology facilities, grocery and hardware stores, banks, and telecommunication centers. Originally founded as Ion America Corp., the company adopted the name Bloom Energy Corporation in September 2006. Established in 2001, Bloom Energy Corporation's headquarters are situated in San Jose, California. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Management outlook — dated call excerpts | Captured record · 2 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-28 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-12 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Sector / industry (provider taxonomy) | Industrials / Electrical Equipment & Parts The company's SEC filings classify it under SIC 3620 — Electrical Industrial Apparatus. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Product: $1.53B; Service: $228.29M; Electricity: $60.35M; Installation: $205.95M | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-28 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash, investments and debt | Total debt: $2.81B; Liquidity basis: cash and short-term investments; Total liabilities: $3.99B; Cash and short-term investments: $2.72B; Cash and investments: $2.74B; Long-term investments: $28.09M; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $2.74B; Cash and short-term investments: $2.72B; Long-term investments: $28.10M; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash against market value | As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: -$94.80M; Total debt: $2.81B; Cash and investments: $2.72B Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-30 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Trailing twelve-month ratio set | Quick ratio: 3.41; Current ratio: 4.09; Debt to equity: 1.74; Net margin: 7.9%; Gross margin: 31.2%; Operating margin: 11.2%; Return on assets: 4.4%; Return on equity: 24.8% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Distress and quality screens | Altman Z-score: 12.76; Piotroski F-score: 5 Altman Z below 1.8 is the conventional distress zone. For a company holding large cash against negative retained earnings the score mostly reflects the retained-earnings term. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-10-27; EPS estimate: $0.68 per share; Revenue estimate: $1.06B The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
Data provided for informational purposes only.
ETFs that hold BE
Funds in our ETF coverage that list BE among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.