BE Earnings

BE reported its earnings on 2026-02-05, showcasing a revenue of 777.68M against an estimate of 649.12M, resulting in a 19.81% surprise. The EPS was 0.45, surpassing the expected 0.3 by 50%. The stock experienced a 4.71% price change on the earnings day and a 13.87% change over the next five days, reflecting market reactions to the results.

Following BE's earnings announcement on 2026-02-05, the stock price moved by 4.71% on the day of the release. Over the subsequent five days, it saw a 13.87% change. Historically, BE's stock price tends to shift by an average of 1.14% in the 10 days leading up to earnings and 8.97% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate BE's annual revenue to reach 427.80M, while the EPS is projected at 0.05. These estimates reflect recent revisions, with revenue estimates revised downward by -0.22% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between BE's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.22%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BE's stock price typically moves by 1.14% in the 10 days before its earnings and 8.97% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.05 and revenue of 427.80M.

The earnings call summary and Q&A session indicate strong financial performance, with Bloom Energy expecting record revenue growth and margin expansion. The company is expanding capacity, reducing costs, and penetrating new markets, with optimistic guidance. The Q&A highlighted competitive advantages and a strong service backlog. Despite some avoidance of specific competitive metrics, the overall sentiment is positive, suggesting a stock price increase in the range of 2% to 8%.