Bloom Energy Corp (BE) — the earnings record

Computed on 2026-09-18 from the vendor's per-print history with the Print Record's method — no desk-written read yet. An investment research diary, not advice.

The record at a glance

7/10EPS beats

7/10revenue beats

7 · 2 · 1up · flat · down (+3d, ±3%)

2026-10-27next print

Reactions across the covered prints span -10.9% to +28.3% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est EPS $0.68 · est revenue ~$1.06B into the next print.

Print by print

Print	Date	EPS	Revenue
Jul 26	2026-07-28	✓ beat	✓ beat
Apr 26	2026-04-28	✓ beat	✓ beat
Feb 26	2026-02-05	✓ beat	✓ beat
Oct 25	2025-10-28	✓ beat	✓ beat
Jul 25	2025-07-31	✓ beat	✓ beat
Apr 25	2025-04-30	✓ beat	✗ miss
Feb 25	2025-02-27	✓ beat	✓ beat
Nov 24	2024-11-07	✗ miss	✗ miss
Aug 24	2024-08-08	✗ miss	✓ beat
May 24	2024-05-09	✗ miss	✗ miss

Report-day close to the close three sessions later on adjusted closes, ±3% bands — the same method as every hand-written card; the Print Record method explains the bands. No reaction chart, metric line or behavior read exists for BE yet.

FAQ · from the current data · as of 2026-09-18

Quick answers

How often does Bloom Energy Corp beat earnings estimates?

Across the last 10 covered prints (as of the 2026-09-18 card), Bloom Energy Corp beat EPS estimates 7 of 10 times and revenue estimates 7 of 10 times, with 6 double beats.

How does BE stock react to earnings?

Measured close-of-print-day to the close three sessions later: 7 of the last 10 prints resolved up (beyond +3%), 2 flat, 1 down — reactions spanning -10.9% to +28.3%. Beat-or-miss and reaction are scored separately because they frequently disagree.

What was BE's biggest earnings reaction?

+28.3% over the three sessions after the Apr 26 print (2026-04-28).

When does Bloom Energy Corp report earnings next?

2026-10-27 (2026-10-27 · est EPS $0.68 · est revenue ~$1.06B). This record is computed from the vendor's per-print history with the Print Record's method; a desk-written card for BE does not exist yet. An investment research diary, not advice.

Mentioned on Closelook

Where BE appears in the diary — 12 pieces, newest first. Every link is our own writing.

101 and glossary

Constraint Sectors: Why Bottlenecks Equal Pricing Power101Key Companies BESI BE Semi Hybrid bonding — advanced packaging constraint ADVT ★ Sentinel Advantest ATE — testing constraint VRT Vertiv Liquid cooling — thermal constraint MOD Modine Thermal management DISC DISCO Precision manufacturing …
Non-US Tech: The Widest Valuation Gap in a Decade101Key Companies ASML ★ Sentinel ASML Monopoly — 30x P/E vs NVIDIA 50x+ ADVT ★ Sentinel Advantest Testing monopoly — mid-teens P/E BESI BE Semiconductor Hybrid bonding leader — discount to peers TEL Tokyo Electron Deposition/etch — discount…
The Packaging Bottleneck: Advanced Packaging as the AI Chokepoint101Key Companies TSM TSMC CoWoS monopoly — packaging capacity owner BESI BE Semiconductor Hybrid bonding equipment leader ASX ASE Technology Largest OSAT provider IBDN Ibiden Advanced packaging substrates
Why Functional Indices Beat Cap-Weighted Semiconductor ETFs101Key Companies ASML ★ Sentinel ASML Lithography monopoly — EUV & High-NA ADVT ★ Sentinel Advantest Testing bottleneck — ATE market leader MU ★ Sentinel Micron Memory cycle — HBM & DDR5 BESI BE Semi Hybrid bonding — advanced packaging VRT…
Why Semiconductor ETFs Miss the Real Story101Key Companies SMH VanEck Semiconductor ETF ~25% NVIDIA, cap-weighted SOXX iShares Semiconductor ETF Modified equal-weight, still top-heavy BESI BE Semiconductor Excluded from SMH — packaging constraint ADVT ★ Sentinel Advantest Minimal…

Dailies

AI trade — the labs ask for a slowdown: Kospi −3.3%, SoftBank −11%, Nasdaq futures −1.2%, oil back above $106Morning 10 · 14 Sept 2026Below it all, a second story we tease here and finish in line 11: Situational Awareness, the fund that fell from more than $45 billion to about $10 billion in July, has bought options on AMD, Bloom Energy, CoreWeave, SK Hynix, SanDisk and…
AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%Midday 10 · 14 Sept 2026The compute renters and the power are in it too: CoreWeave −5.2% at $84.33, Super Micro −5.5%, Bloom Energy −6.4% at $257.21.
Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000Morning 10 · 9 Sept 2026In our Rubin index the High-Speed Interconnects sub-index rose 2.3%, DC Power & Electrical 5.1% (Bloom Energy +9.6% after S&P said it joins the S&P 500 on September 21, up 34% on the week), Foundry & Integration 2.6% and Architects 1.7%.
Chips up again, software down again — Friday's split is turning into a trendMidday 10 · 8 Sept 2026Not all chips are created equal either: Infineon and BE Semiconductor are down almost 4% while the US complex rises.
Software's day: Snowflake soars 20%, ServiceNow jumps 6% and the software ETF turns positive for the yearMidday 10 · 3 Sept 2026Consumer Discretionary has crossed the same line today, and Hesai (HSAI, +12%) and Bloom Energy (BE, +7.7%) have done it at the single-stock level too.
Day one of the trendline test goes to the bounce — all four semi funds green with SOXX back above 505Midday 10 · 25 Aug 2026BE rises 6.14% to 216.54 by midday, the third power-adjacent name among the top gainers.
Europe's AI Story Is in InfrastructureDaily Pulse · 27 Mar 2026The infrastructure layer is surging — ASML, BE Semiconductor, SÜSS MicroTec, Siemens Energy, Eaton, Schneider Electric.

Related in the Closelook universe

same Closelook index seat first, then Electrical Equipment & Parts. Scored names rank on their Closelook score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.