LDR
- Bloom Energy reports Q2 earnings on July 28 after market close
- Revenue expected to reach $826.13 million, up 106% year-over-year
- EPS consensus estimate is $0.41, up from $0.10 in Q2 2025
- Options traders are pricing in a 27% swing in BE stock post-earnings
- Wall Street holds a Moderate Buy rating with an average price target of $289.40
Bloom Energy reports Q2 results after market close on Tuesday, July 28. The stock is currently trading around $186.30, down 32.2% over the past month, heading into one of its most watched earnings prints in recent memory.
Wall Street expects revenue of $826.13 million, up 106% year-over-year. That follows a strong Q1 where Bloom posted $751.1 million in revenue, a 130% year-on-year jump that beat analyst estimates on revenue, EPS, and EBITDA.
The EPS consensus for Q2 stands at $0.41 per share. That compares to just $0.10 in the same quarter last year — a big jump that reflects the pace at which the company has been scaling.
Options markets are treating this as a high-stakes event. Traders are pricing in a move of roughly 27%, or about $49.75 per share, in either direction. That’s well above Bloom’s typical post-earnings reaction and signals investors are prepared for a major surprise.
Margins in Focus
Gross margins have been a persistent concern. Bloom has guided for improvement through 2026, and investors will be watching for sequential progress. Any sign that margins are plateauing could hit the stock hard. Even modest gains, though, could help restore confidence.
Production efficiency will be closely tied to that. Bloom manufactures fuel cell systems at scale, and cost-per-unit improvements are key to the margin story playing out as the company has described.
Analysts covering the stock have largely held their estimates steady over the past 30 days, suggesting no major surprises are expected heading in. Bloom rarely misses on revenue.
Backlog and Data Center Deals
Backlog and project timing are the other big variables. Bloom has been linked to large power contracts tied to data center operators, including Oracle and Brookfield. These deals matter because they speak to how well Bloom is positioning itself as a steady on-site power supplier.
If Q2 results show stronger traction in those contracts or improved visibility into delivery timelines, the stock could react sharply to the upside.
Delays or weaker-than-expected guidance on project execution could push it the other way just as quickly.
Peers in the electrical equipment space have had a mixed recent run. Allegion beat estimates and jumped 9.6%. Teledyne beat too but was flat. The broader group is down 3.5% on average over the past month.
Of the nine analysts with Buy ratings and 11 with Hold ratings in the past three months, the average price target sits at $289.40 — implying roughly 56% upside from current levels.
Bloom Energy last reported Q2 results on July 28, with the release scheduled for after market close.
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