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Earnings Analyses

Reported results, market expectations and a look at the next quarter.

Verdicts Across Listed Reports9 Analyses
BUY8
HOLD1
SELL0
Thursday, October 22After Close

Bloom Energy

BE · Q3 2026Electrical Equipment · Fuel Cells and Onsite Power

85/ 100
VerdictBUY

Bloom Energy beat revenue estimates by 17.7% and earnings by 38.2% in a record quarter, and raised its full-year guidance for the third time this year. The stock still fell 6.9% after hours; it had already dropped 8.7% in the session, and operating cash flow turned negative. The measure to watch next is whether cash flow turns positive in the fourth quarter.

Revenue Growth (YoY)
+ 138%
EPS Surprise
+ 38%
Post-Earnings Reaction
− 6.9%

In 30 SecondsRevenue of $1.24B beat estimates by 17.7%, and adjusted EPS of $0.94 beat by 38.2%.

Analyzed This Week

19 AnalysesShow All

Reaction strips share one scale: ±10%

  1. BE

    Bloom Energy · Q3 2026
    85
    VerdictBUY
    First Reaction▼ 6.9%
    Revenue YoY
    ▲ 138%
    EPS vs Estimate
    + 38.2%

    Oct 22 · After Close

  2. LMT

    Lockheed Martin · Q3 2026
    62
    VerdictHOLD
    First Reaction▲ 7.0%
    Revenue YoY
    ▲ 11%
    EPS vs Estimate
    + 7.3%

    Oct 22 · Pre-Market

  3. RTX

    RTX Corp · Q3 2026
    81
    VerdictBUY
    First Reaction▲ 0.6%
    Revenue YoY
    ▲ 11%
    EPS vs Estimate
    + 27.0%

    Oct 20 · Pre-Market

  4. GE

    GE Aerospace · Q3 2026
    72
    VerdictBUY
    First Reaction▼ 3.7%
    Revenue YoY
    ▲ 18%
    EPS vs Estimate
    + 12.5%

    Oct 20 · Pre-Market

  5. RKLB

    Rocket Lab · Q2 2026
    77
    VerdictBUY
    First Reaction▼ 6.8%
    Revenue YoY
    ▲ 62%
    EPS vs Estimate
    − 4.6%

    Aug 10 · After Close

  6. HWM

    Howmet Aerospace · Q2 2026
    87
    VerdictBUY
    First Reaction▲ 3.4%
    Revenue YoY
    ▲ 24%
    EPS vs Estimate
    + 6.0%

    Aug 6 · Pre-Market

  7. CAT

    Caterpillar Inc · Q2 2026
    82
    VerdictBUY
    First Reaction▲ 5.6%
    Revenue YoY
    ▲ 24%
    EPS vs Estimate
    + 32.0%

    Aug 4 · Pre-Market

  8. ETN

    Eaton Corporation · Q2 2026
    82
    VerdictBUY
    First Reaction▲ 5.6%
    Revenue YoY
    ▲ 21%
    EPS vs Estimate
    + 2.6%

    Jul 31 · Pre-Market

  9. BE

    Bloom Energy · Q2 2026
    84
    VerdictBUY
    First Reaction▼ 1.9%
    Revenue YoY
    ▲ 166%
    EPS vs Estimate
    + 92.0%

    Jul 28 · After Close

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Analyses are published ~1 hour after a company reports.

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