Bloom Energy
Shortcut
0.77GAAP diluted EPS
+15.6% vs Street
Street
0.67GAAP diluted EPS
October 18 consensus snapshot
Real
0.94Issuer non-GAAP diluted EPS
Model download
Explore the assumptions and calculations behind the forecast.
Shortcut’s reasoning.
The operating build produces normalized diluted EPS of $0.77 versus the Street’s $0.67. Adjusted net income and the if-converted interest addback are divided by approximately 331.65m diluted shares.
The model retains its latest-quarter if-converted convention and 19.6m convertible shares. Alternative share/addback assumptions give roughly $0.761–$0.809 EPS. Working capital and some historical geographic detail remain simplified; the original forecast assumptions were preserved.
On the record.
- Reporting period
- Q3 2026
- Reporting basis
- Issuer non-GAAP diluted EPS / consensus normalized EPS, using the retained if-converted assumption
- Consensus snapshot
- October 18, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Reviewed workbook
Record history
- Forecast generated
- Oct 19, 2026 at 7:59 PM PDT
- First published
- Oct 20, 2026 at 2:48 AM PDT
Result basis
Non-GAAP diluted EPS was $0.94 versus GAAP diluted EPS of $0.78; non-GAAP basic EPS was $1.03. The comparison uses diluted shares, consistent with the original forecast.
Research sources
- https://www.sec.gov/Archives/edgar/data/1664703/000162828026050150/ex991_q226financialresults.htm
- https://www.sec.gov/Archives/edgar/data/1664703/000162828026050247/be-20260630.htm
- https://www.sec.gov/Archives/edgar/data/1664703/000162828026027913/ex991_q126financialresults.htm
- https://www.sec.gov/Archives/edgar/data/1664703/000162828026005798/ex991_q42025financialresul.htm
- https://www.sec.gov/Archives/edgar/data/1664703/000162828026006516/be-20251231.htm
- https://www.sec.gov/Archives/edgar/data/1664703/000162828025046745/ex991_q32025financialresul.htm
- https://www.sec.gov/Archives/edgar/data/1664703/000162828025046844/be-20250930.htm
- https://www.sec.gov/Archives/edgar/data/1664703/000162828025036998/ex991_q22025financialresul.htm
- https://www.sec.gov/Archives/edgar/data/1664703/000162828025021092/ex991_q12025financialresul.htm
- https://stockanalysis.com/stocks/be/transcripts/656441-q2-2026/
- https://investor.bloomenergy.com/press-releases/press-release-details/2026/Bloom-Energy-to-Announce-Third-Quarter-2026-Financial-Results-on-October-22-2026/default.aspx
- https://press.spglobal.com/2026-09-04-Bloom-Energy,-Illumina,-and-Everpure-Set-to-Join-S-P-500-Others-to-Join-S-P-100,-S-P-MidCap-400,-and-S-P-SmallCap-600
- https://www.tikr.com/blog/bloom-energy-stock-fell-21-in-a-week-heres-what-its-october-22-report-needs-to-show
- https://www.energystockchannel.com/article/202610/williams-surpasses-bloom-energy-in-s-p-500-market-cap-ranking-wmb-be-WMB10072026mbumped.htm/
- https://drillr.ai/article/be-bloom-energy-q3-2026-earnings-preview-ai-data-center-deliveries
- https://www.marketbeat.com/instant-alerts/upcoming-bloom-energy-be-expected-to-release-quarterly-earnings-on-thursday-2026-10-15/
- https://www.investing.com/news/stock-market-news/bloom-energy-shares-fall-on-report-of-oracle-using-natural-gas-for-data-centers-4939543
- https://247wallst.com/investing/2026/09/25/bloom-energy-jumps-8-as-oracle-reaffirms-2-4-gw-fuel-cell-contract-after-force-majeure-notice/
- https://finance.yahoo.com/technology/ai/articles/bloom-energy-shares-rise-nebius-105408754.html
- https://www.investing.com/news/analyst-ratings/baird-raises-bloom-energy-stock-price-target-on-production-expansion-outlook-93CH-4951554
- https://www.marketbeat.com/earnings/reports/2025-2-27-bloom-energy-co-stock/
- https://beststocks.com/stocks/be/what-changed/2026-10-16
- https://tickeron.com/blogs/bloom-energy-be-q3-2026-earnings-preview-tracking-ai-data-center-momentum-17985/
- https://insight.factset.com/sp-500-earnings-season-update-july-31-2026
- https://ava.fund/news/bloom-energy-shares-jump-on-fremont-factory-expansion-and-ameren-fuel-cell-plan-29092026