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← @jonahlupton

$BE

BULLISH2026-10-22
Price around the call
↑ 2026-10-22
By horizonMaturing · ~20 trading days to go
1d
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Original post
Jonah Lupton · 2026-10-22

$BE (Bloom Energy) with another phenomenal quarter... Q3 revs of $1.24B vs $1.07B est Q3 revs up +139% YoY Q3 eps of $0.94 vs $0.68 est Q3 eps up +527% YoY $BE raised full year revenue guidance to $4.4-4.6B vs $4.12B est, the new midpoint implies +122% YoY for full year and the high end of the new full year revenue guidance implies +127% YoY $BE has done $3.057B through 3 quarters which means if they hit the midpoint of their new guidance it implies Q4 revs are $1.444B which is up +86% YoQ If $BE hits the high end of their new full year revenue guidance then Q4 revs would be $1.543B which is up +99% YoY $BE raised full year eps guidance to $3.10-3.40 vs prior guidance of $2.55-2.85 $BE has done $2.16 of eps through 3 quarters, if they hit the midpoint of their new guidance it impli

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