Key Stats for Bloom Energy Stock
- Price change for Bloom Energy stock in last 6 months: -8%
- $BE Stock Price as of Oct. 22: $218
- 52-Week High: $351
- $BE Stock Price Target: $287
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What Happened?
Bloom Energy (BE) stock is down 12% at the time of writing, even as it posted numbers in Q3.
The fuel cell maker earned adjusted EPS of $0.94 on $1.24 billion in revenue vs. estimates of $0.94 per share and $1.07 billion, respectively,
Revenue more than doubled year over year, while operating income rose over 500% to $286 million.
Here’s how Bloom raised its 2026 outlook:
- Gross margin: about 34%, in line with expectations
- Revenue: $4.4 billion to $4.6 billion
- EPS: $3.10 to $3.40, above the $2.71 consensus
Capital spending hit a record $153 million in the quarter and free cash flow was negative $181 million.
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What the Market Is Telling Us About Bloom Energy Stock
This is the third time Bloom has raised its outlook this year, but its capital spending spooked shareholders.
Management says the cash use is a timing issue, and the CFO said cash flow from operations stood at -$27 million.
Inventory, contract assets, and receivables grew as the company built up for future deliveries, and these differences should even out over time.
Bloom Energy stock is still backed by strong numbers. Year-to-date revenue is $3.05 billion, already 50% above all of 2025.
Operating margin rose to 23.1% from 8.9% a year ago, and Bloom ended the quarter with $2.5 billion in cash.
The CEO said Bloom was added to the S&P 500 this quarter and also said the backlog is growing faster than revenue.
Spending will likely stay high. Bloom is expanding its Fremont and Newark factories, and the company says it will not add capacity in big jumps.
For Bloom Energy stock, the question is simple.
Can cash flow catch up with the growth? Management says yes. Until then, Bloom Energy stock may stay sensitive to cash flow numbers.
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So what is Bloom Energy stock actually worth?
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
