Earlier this week, Bloom Energy announced it will report its third quarter 2025 financial results on October 28, 2025, and host a management webcast discussing ongoing progress in clean power solutions for large clients such as Oracle and American Electric Power.
Bloom Energy is positioned as a key provider for data centers and industries seeking resilient, onsite energy as AI-driven demand reshapes the market for distributed clean power systems.
We’ll explore how analyst optimism about Bloom Energy’s earnings outlook and continued estimate upgrades could influence its investment narrative.
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For investors in Bloom Energy, belief in accelerating demand for on-site, resilient clean power, especially from data center and industrial clients, remains essential. The recent earnings announcement, with analyst EPS projections up 900% and quarterly revenue growth expectations near 25%, reinforces enthusiasm but does not fundamentally alter the near-term catalyst: delivering on large-scale data center deployments. However, the key risk of potential overcapacity linked to rapid manufacturing expansion remains unchanged by these updates.
The October 28 earnings release is especially relevant, as management plans to address ongoing execution with AI and cloud-driven client partnerships such as Oracle and American Electric Power. This development is central to Bloom’s short-term narrative, given its links to both growth opportunities and the challenge of balancing production with actual demand.
Yet, against this optimism, investors should also be mindful of how rapid capacity expansion could…
Read the full narrative on Bloom Energy (it’s free!)
Bloom Energy’s outlook points to $2.7 billion in revenue and $395.4 million in earnings by 2028. This relies on a 19.0% annual revenue growth rate and a $371.7 million increase in earnings from the current $23.7 million.
Uncover how Bloom Energy’s forecasts yield a $57.63 fair value, a 34% downside to its current price.
BE Community Fair Values as at Oct 2025
Ten fair value estimates from the Simply Wall St Community range widely, from US$15.38 to US$230.14 per share. While many see growth drivers from AI-linked energy demand, opinions on potential overcapacity and execution risk differ sharply, explore alternative views on how this could shape Bloom’s outlook.
Explore 10 other fair value estimates on Bloom Energy – why the stock might be worth less than half the current price!