Bloom Energy raises 2026 guidance. USD 60.3 billion frames Bloom Energy stock

Published on 10/27/2026 at 10:42 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Full-year guidance is USD 4.4 billion-USD 4.6 billion. Bloom Energy stock costs EUR 186.10 on October 27, 2026, with USD 60.3 billion in value.

Quarterly growth and valuation

Third-quarter revenue reached USD 1.24 billion on October 22, 2026, up 138.10 percent year over year.
Full-year 2026 revenue guidance stands at USD 4.4 billion to USD 4.6 billion.
Bloom Energy stock trades at EUR 186.10 at 10:36 a.m. CEST on October 27, 2026.

BE, US0937121079, Illustration mit AI erstellt.

Bloom Energy Corporation (ISIN US0937121079) was trading at EUR 186.10 at Lang & Schwarz on October 27, 2026 at 10:36 a.m. CEST. In its release dated October 22, 2026, Bloom Energy reported record third-quarter revenue of USD 1,235.8 million, up 138.10 percent from the third quarter of 2025.

Revenue sets a new scale

The results were accompanied by higher full-year 2026 revenue guidance of USD 4.4 billion to USD 4.6 billion. The company also reported GAAP operating income of USD 225.4 million and diluted earnings per share of USD 0.78 for the third quarter of 2026.

Product revenue reached USD 1,073.6 million in the third quarter of 2026, up 179.40 percent year over year. That figure accounted for most of the quarterly increase, while non-GAAP operating margin reached 23.10 percent, compared with 8.90 percent in the third quarter of 2025.

What do the targets imply?

Analyst views remain wide-ranging after the results. MarketScreener lists Baird raising its target from USD 310.00 to USD 351.00 on October 15, 2026, while Jefferies cut its target from USD 289.00 to USD 242.00 on October 23, 2026. The spread makes execution and valuation central to the stock story.

Three dates shaped the stock

On October 7, 2026, UBS raised its target from USD 325.00 to USD 350.00. On October 15, 2026, Baird lifted its target from USD 310.00 to USD 351.00. On October 22, 2026, Bloom Energy reported third-quarter revenue of USD 1,235.8 million and raised its full-year guidance.

Results date sets the timeline

The latest reporting date was October 22, 2026, covering the quarter ended September 30, 2026. The next investor-relevant comparison will be whether quarterly delivery timing supports the new annual revenue range.

Valuation meets operating progress

Bloom Energy's finance quote showed a primary-market price of USD 203.92 on the NYSE at 4:00 p.m. EDT on October 26, 2026. The same quote placed market capitalization at USD 60.3 billion as of October 26, 2026, with a 52-week range of USD 75.70 to USD 351.28. The company also reported USD 2,486.7 million in cash and cash equivalents as of September 30, 2026.

Bloom Energy was trading at EUR 186.10 at Lang & Schwarz on October 27, 2026 at 10:36 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Bloom Energy stock.