BE Q4 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Earnings

Bloom Energy capped a breakout fiscal year with a fourth-quarter result that left Wall Street's expectations well behind, posting non-GAAP EPS of $0.45 against a consensus of $0.30, a beat of 50.35%, while revenue of $777.68 million topped estimates … Read more Bloom Energy capped a breakout fiscal year with a fourth-quarter result that left Wall Street's expectations well behind, posting non-GAAP EPS of $0.45 against a consensus of $0.30, a beat of 50.35%, while revenue of $777.68 million topped estimates by 20.51% and climbed 35.9% year-over-year. The driving force was unmistakable: surging demand from AI hyperscalers embracing what CEO KR Sridhar called a secular shift toward "bring-your-own-power," a trend that swelled Bloom's product backlog to roughly $6.00 billion, approximately 2.5 times where it stood a year ago, with total backlog reaching $20.00 billion. Investors had been watching closely, and shares jumped more than 11% in after-hours trading following the print. The momentum carried directly into guidance, with Bloom projecting 2026 revenue of $3.10 billion to $3.30 billion, representing more than 50% growth, alongside non-GAAP EPS of $1.33 to $1.48, roughly double the full-year 2025 figure, as the company scales manufacturing to meet what it sees as durable, structural demand.