Bloom Energy Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
26analysts covering
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 28 Oct 2026 |
| Q4 2026 Earnings Release | 4 Feb 2027 |
Monitoring Framework
Key Performance Indicators
Quarterly Revenue Quarterly1.1BTarget: Full-year 2026 guidance of $3.9B - $4.2B
Non-GAAP Gross Margin Quarterly34.3%Target: Full-year 2026 guidance of ~34%
Non-GAAP Operating Income Quarterly239.6MTarget: Full-year 2026 guidance of $800M - $900M
Watch Items
- Data Center Power Demand and Backlog ConversionTrigger: Backlog conversion delays or grid connection issuesAction: Monitor quarterly product revenue growth and updates on major hyperscaler/colocation contracts (e.g., Brookfield, Oracle).
- Manufacturing Capacity ExpansionTrigger: Failure to reach 2 GW annual capacity by end of 2026Action: Track capital expenditure, facility automation progress, and supply chain updates regarding key materials like scandium.
Research as of 2 Sep 2026