Bloom Energy Q3 Earnings Call Highlights Guidance Hike & Capacity Plan

BE raises its 2026 outlook on surging power demand while expanding manufacturing capacity and targeting utility partnerships and carbon capture opportunities.

Zacks Investment Research • Oct 28, 2026

The Energy Transition in 5 Numbers: Where Solar, Nuclear, and Gas Stand Heading Into 2027

Global energy demand is set to grow 3.8% next year, above the 10-year average growth rate. Solar is a fast-growing energy source that will help meet much of the increased demand in 2027.

The Motley Fool • Oct 28, 2026

Bloom Energy: One Year Later, I'm Still Long

Bloom's Q3 revenue reached $1.236 billion, up 138%, while management raised 2026 revenue guidance to $4.4-$4.6 billion. Working capital expanded sharply as contract assets doubled to $858.6 million and receivables rose to $634.7 million. Oracle-related customer consideration remains $306.5 million, making future hyperscaler incentives an important test of Bloom's bargaining power.

Seeking Alpha • Oct 28, 2026

Bloom Energy Stock Has Plunged Despite Explosive Growth. Is It Time to Buy?

Bloom Energy recently reported outstanding third-quarter results. Despite that, the company's stock price continued its recent downward trend.

The Motley Fool • Oct 27, 2026

Fuel Cell Stocks Rally as Post-Earnings Selloff Keeps Unwinding: Bloom Energy Jumps 6%, FuelCell Climbs 5%, Plug Power Gains 3%

Fuel cell stocks are climbing together as the selloff that followed Bloom Energy‘s (NYSE:BE) Q3 2026 report continues to reverse, a sign that last week's cash flow scare is losing its grip on the group.

24/7 Wall Street • Oct 27, 2026

Ranking 4 AI Power Stocks By Balance Sheet After the Sell-off: Vertiv, GE Vernova, Bloom Energy, and Plug Power.

Vertiv, GE Vernova, Bloom Energy, and Plug Power are all tied to the massive spending going into artificial intelligence. This list of companies ranges from a well-known industry leader to a start-up that's still trying to become sustainably profitable.

The Motley Fool • Oct 28, 2026

AI Stocks ‘Unfairly Beaten Up' — The Biggest Opportunities Right Now

In this episode of ETF Spotlight, Baron Capital's Ashim Mehra breaks down the Baron Technology ETF ($BCTK) and why he's buying semiconductor stocks he says have been “unfairly beaten up,” including Micron ($MU), Nvidia ($NVDA), and SiTime ($SITM). He also covers AI stocks to buy now, Spotify ($SPOT) as an AI application play, Bloom Energy ($BE), neocloud risks, the Anthropic IPO, and how $BCTK stacks up against the Nasdaq 100.

The Street • Oct 27, 2026

Stock of the Day: Where is the Bottom for Bloom Energy?

Bloom Energy Corporation (NYSE:BE) is higher in premarket trading on Monday. The shares dropped more than 11% on Friday due to concerns the company is burning through cash and may have some-short term funding issues.

Benzinga • Oct 26, 2026

Bloom Energy Jumps 7% as Post-Earnings Selloff Reverses; FuelCell Rises 6%, Plug Power Edges Higher

Last week's blowout quarter from the fuel cell group's biggest data center winner is pulling buyers back after a steep post-earnings slide. Bloom Energy (NYSE:BE) stock is at $207.

24/7 Wall Street • Oct 26, 2026

Bloom Energy: An Improved Risk-Reward, But A Continued Sense Of Unease

Bloom Energy delivered strong Q3 results with 138% sales growth and significant operating leverage, but shares fell due to market concerns over transparency and AI spending momentum. Bloom Energy raised full-year guidance, now targeting $4.4–$4.6 billion in sales and $3.10–$3.40 in non-GAAP EPS, reflecting robust sequential growth and margin expansion. Sales multiples have compressed from 25x to 10x YTD, but premium valuation persists amid lingering questions about the long-term competitiveness and cost efficiency of BE's solutions.

Seeking Alpha • Oct 26, 2026