Bloom Energy (BE) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $0.94
- Estimate
- $0.68
- Surprise
- +39.1%
- Revenue (period 2026-09-30)
- $1.23B
- Score at report (before → after)
- 5.8 → 5.9/10
Revenue source: xbrl.
How the report landed
Bloom Energy (BE) beat the $0.68 estimate with adjusted EPS of $0.94 — a large 39.1% upside surprise. TrendMatrix's engine moved from Sell (5.8/10) to Hold at 5.9/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates BE Sell at 5.9/10.
4 of the last 4 quarters beat the estimate; this quarter's +39.1% surprise compares with a +106.0% four-quarter average. Next scheduled report: 2027-02-04.
What supports the rating
- Strong earnings beat streak (4/4)
- Strong growth profile
What argues against it
- Concentration risk — Supplier: sole suppliers
- Sector modifier (Industrials): -0.7
- Leverage penalty (D/E 1.4): -0.5
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $228.08
- Price target
- $256.29
- Stop
- $212.11
- Upside to target
- +12.4%
- Reward-to-risk
- 0.8:1
The stock trades at 300.1× trailing but 46.2× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-10-29 — shown for context, not personalized investment advice.
BE at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Electrical Equipment & Parts
- Market cap
- $67.41B
- P/E (fwd)
- 46.2
- P/E (ttm)
- 300.1
- 52-week range
- $75.70–$351.28
- Off 52-week high
- 35.1%
- RSI (14)
- 37
- Volume vs avg
- 0.90×
- Score today
- 5.9/10