Update
Bloom Energy Q3 Earnings Preview
Bloom Energy, a company focused on solid oxide fuel cells, will release its third-quarter fiscal 2026 results after the U.S. stock market close on October 22. Analysts expect revenue of approximately $1.07 billion, a 106% increase from the previous year, and adjusted EPS of around $0.69, a 360% increase. The company has already raised its full-year guidance to a revenue range of $3.9 billion to $4.2 billion and an adjusted EPS range of $2.55 to $2.85. The market is closely watching the company's progress in delivering fuel cells for AI data centers and the contribution from hyperscale customers, as well as the expansion of production capacity to 2GW.