"Bloom Energy ( NYSE: BE) reports fourth-quarter 2025 results tonight after the bell. After landing a 900 MW AI power fuel cell deal and riding a wave of hyperscaler infrastructure spending, this report will show whether the company can convert momentum into sustained execution. Here's what Wall Street expects tonight: Adjusted EPS: $.30 Revenue: $645 million And Q1 figures are currently projected at: Adjusted EPS: $.07 Revenue: $464.2 million"
"The company said they expect to beat their full-year guidance during their Q3 conference call - $1.65 billion to $1.85 billion in revenue and approximately 29% non-GAAP gross margin. Wall Street is currently expecting 2025 revenue of $1.9 billion, so that 'beat' has been priced in. Management has hinted at a strong finish, noting that "based on what we see today, we expect 2025 to be better than our previously stated annual guidance.""
"Shares have surged 59% year-to-date and 469% over the past year, trading at about $136 in late trading today. The stock hit $176.49 in recent months before pulling back over the past week. When the company reported Q3 results on October 28, 2025, it beat estimates handily with $0.15 EPS versus $0.10 expected and revenue of $519 million versus $439 million expected. That marked the fourth consecutive quarter of profitability and beats after a rocky 2024."
Bloom Energy heads into a fourth-quarter 2025 report with Wall Street modeling adjusted EPS of $0.30 and revenue of $645 million, and Q1 projections of $0.07 EPS and $464.2 million revenue. The company secured a 900 MW AI power fuel cell deal and benefits from rising hyperscaler infrastructure spending, and management expects 2025 to outperform prior guidance. Wall Street anticipates about $1.9 billion in 2025 revenue, pricing in the guidance beat. Shares have surged substantially year-to-date and over the past year, and recent quarters returned to consistent profitability after 2024 volatility. Order-book strength and 2026 revenue guidance will be key metrics amid massive hyperscaler CapEx.
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