Earnings resultsOct 26, 2026

Bloom EnergyBE · Electrical Equipment & Parts

Why Bloom Energy (BE) Stock Is Up Today: Q3 2026 Earnings

By Stocks To Buy Now AI ResearchPublished Oct 26, 2026 · 1:15 PM ET

Price snapshot$207.96

Session move↑ +7.58%

Oct 26, 2026
12:52 PM ETDelayed snapshot

“Today” refers to the Oct 26, 2026 U.S. market session.

A row of Bloom Energy fuel-cell power systems. — Archive photo of Bloom Energy Servers, February 2010. Photo: Bloom Energy, CC BY 2.0. Photo: Bloom Energy / Wikimedia Commons · CC BY 2.0 · Wikimedia-supplied thumbnail; displayed with a responsive crop.

THE CATALYST

Earnings and the stock move

Bloom rebounded on October 26 as Barclays raised its price target to $316 from $308, keeping Equal Weight. The move follows Friday’s post-results selloff. The October22 report showed strong sales growth and a higher annual outlook, while cash outflows and manufacturing investment remain the central investment debate. The analyst target is an opinion, not a promised future price; those earnings were released October22, not today.

AT A GLANCE

Q3 2026 earnings recap

Bloom Energy rebounded 7.58% to $207.96 during trading on October 26, 2026, alongside a Barclays price-target increase. Investors are weighing rapid power-system growth against the cash needed to fund it.

Barclays raised its target to $316 from $308 while keeping an Equal Weight rating. The rebound follows Friday’s 11.24% decline, showing that views on the company remain divided.
Results released after close on October 22 showed third-quarter revenue of $1.24 billion, up 138% from a year earlier. Fuel-cell systems supply electricity at customer sites, including power-hungry data centers.
GAAP earnings per share, meaning profit per share, were $0.78; adjusted profit was $0.94 per share. The higher sales also lifted the company’s gross profit margin to 33.8%.
Management raised its 2026 revenue outlook to $4.4–4.6 billion. Meeting that outlook requires Bloom to manufacture, deliver and commission systems without costly delays.
Cash is the main test: operating cash flow was negative $27.1 million in the quarter, and equipment investment pushed free cash flow to negative $180.6 million. Recorded sales must turn into customer payments.
The completed October 23 chart closed at $193.30 after touching $189. Monday’s rebound has moved above Friday’s range, but the recent $215–230 area remains overhead.

Watch whether customer collections catch up with growth and whether the stock can reclaim $215–230. A close below Friday’s $189 low would weaken the recovery.

THE VISUAL RESEARCH

Financials and technicals

Charts through Oct 23, 2026. The session move above may reflect later news.

Financials

Technicals

WHAT TO WATCH

Technical setup and risks

The completed October 23 chart has RSI 33.1 and ATR $20.28. Friday’s $189 low and $193.30 close define nearby support around $189–195. Monday’s rebound is above Friday’s $206 high, but recovering the October20–22 trading area near $215–230 would be stronger confirmation. A close below $189 would weaken the setup.

AI-assisted research with source and calculation checks. Prices may be delayed. Technical charts use the stated completed session, which can precede the quoted intraday move. Educational information; investing involves risk.

$BE · RESULTS Oct 26, 2026

Bloom Energy CorporationOptions performance

+11% since previous close · BE $195 Call · $16.27 → $18.00

Option price change+10.63%Since previous session close

$195 call · Expiry 2026-11-20$16.27 → $18.00Premium per share · Before costs

View full results

EXPLORE COMPANY RESEARCH

Bloom Energy: the full stock picture

Earnings history, financials, price action and peer comparisons — all below.

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EXPLORE THE COMPANY

Bloom Energy (BE)

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Symbol: BE
Sector: Industrials
Industry: Electrical Equipment & Parts
Instrument type: EQUITY

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EARNINGS & COMPANY RESEARCH

BE earnings, valuation & price action

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02 / FINANCIALS

Bloom Energy financials

Revenue, earnings, cash flow and financial strength in one view.

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03 / WHAT COMES NEXT

Bloom Energy event catalysts

Company earnings and scheduled market events that may change expectations.

2026-10-278:30 AM ET

Durable goods orders

Read core capital-goods orders alongside the headline; aircraft orders can create large swings.

Release schedule ↗Scheduled

2026-10-2710:00 AM ET

New home sales

Watch demand, inventories and revisions when assessing homebuilders and rate-sensitive sectors.

Release schedule ↗Scheduled

2026-10-282:00 PM ET

FOMC rate decision

Watch the statement and rate outlook; the first market reaction can reverse during the press conference.

Release schedule ↗Scheduled

2026-10-282:30 PM ET

Fed chair press conference

Listen for changes in the outlook for inflation, employment and future policy.

Release schedule ↗Scheduled

2026-10-298:30 AM ET

Initial jobless claims

Use the multiweek trend to distinguish normal volatility from a sustained increase in layoffs.

Release schedule ↗Scheduled

2026-10-298:30 AM ET

PCE inflation & consumer spending

Compare core PCE and real spending with expectations to assess inflation alongside demand.

Release schedule ↗Scheduled

2026-10-298:30 AM ET

Q3 GDP · advance estimate

Separate consumer demand from inventory and trade effects; revisions can change the growth picture.

Release schedule ↗Scheduled

2026-10-308:30 AM ET

Employment Cost Index

Persistent compensation pressure can affect margins and the inflation outlook.

Release schedule ↗Scheduled

Dates use U.S. Eastern time and can change. Calendar events provide context; they do not determine the direction of a stock move.

04 / SIDE BY SIDE

Compare BE with its peers

Industry · Compare valuation, financial strength and price performance.

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BE P/E

BE peer comparison: valuation
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BEBloom Energy

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05 / PEER ANALYSIS

Explore BE alongside its peers

Electrical Equipment & Parts · 7 companies · Cached market data

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BEBloom Energy

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Market cap 101.27BP/E P/S Forward P/E Forward P/S Catalog snapshot
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Market cap 64.75BP/E P/S Forward P/E Forward P/S Catalog snapshot
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Market cap 11.86BP/E P/S Forward P/E Forward P/S Catalog snapshot
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Market cap 2.9BP/E P/S Forward P/E Forward P/S Catalog snapshot
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Market cap 1.71BP/E P/S Forward P/E Forward P/S Catalog snapshot
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Market cap 1.36BP/E P/S Forward P/E Forward P/S Catalog snapshot
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Market cap 805.02MP/E P/S Forward P/E Forward P/S Catalog snapshot
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