BE
Bloom Energy Corporation · Industrials · Electrical Equipment & Parts
$289.15
+4.17% today · +0.16% 1W
Oct 2 close or latest
PreviewWhy it's moving
Analyst target raises behind the outperformance
- BE +4.17% on the last session vs SPY +0.74%: +3.4 pts of stock-specific move.
- Aftermath, big drop (Sep 28): After its 64 big drops in the past 5 years, BE typically gained 3.1% over the next week (median) and was higher 56% of the time; half the outcomes fell between -9.4% and +10.2%. An ordinary week: +0.4%. Among S&P 500 stocks after big drops, that ranks #174 of 500.
- 12 Reddit mentions in the past 24 hours, 62% positive over the week.
- 4 analyst actions in the past 10 days (3 positive, 0 negative); latest: Barclays maintained Equal-Weight, raised target $276 → $308.
- 5 insider or congressional trades in the past 30 days, including 1 insider sale not under a 10b5-1 plan.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Oct 27
In 23 days
estimated date
EPS estimate
$0.67
$0.56 to $0.80 · 17 analysts
Revenue estimate
$1.1B
$909.9M to $1.1B
Track record
7/8 beats
last 8 reports · moved ±11.2% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Jul 28, 2026 AMC | 2Q2026 | $0.41 | $0.78 | +$0.37 (+91.8%) beat | $1.1B | -1.9% -0.3 vs SPY | +10.0% | +36.7% |
| Apr 28, 2026 AMC | 1Q2026 | $0.13 | $0.44 | +$0.31 (>+100%) beat | $751.1M | +27.2% +27.2 vs SPY | +22.2% | +30.4% |
| Feb 5, 2026 AMC | 4Q2025 | $0.30 | $0.45 | +$0.15 (+50.4%) beat | $777.7M | +4.7% +2.8 vs SPY | +12.2% | +1.8% |
| Oct 28, 2025 AMC | 3Q2025 | $0.10 | $0.15 | +$0.05 (+47.0%) beat | $519.0M | +18.0% +18.0 vs SPY | +14.1% | +13.9% |
| Jul 31, 2025 AMC | $0.02 | $0.10 | +$0.08 beat | — | -1.8% -0.1 vs SPY | -12.4% | -1.6% | |
| Apr 30, 2025 AMC | −$0.06 | $0.03 | +$0.09 beat | — | -8.2% -8.9 vs SPY | +2.9% | -9.8% | |
| Feb 27, 2025 AMC | $0.31 | $0.43 | +$0.12 (+38.7%) beat | — | +4.2% +2.7 vs SPY | +1.4% | -2.8% | |
| Nov 7, 2024 AMC | $0.08 | −$0.01 | −$0.09 miss | — | +23.4% +23.0 vs SPY | +3.6% | +24.5% | |
| Aug 8, 2024 AMC | −$0.05 | −$0.06 | −$0.01 miss | — | +9.0% +8.6 vs SPY | +14.8% | +13.7% | |
| May 8, 2024 AMC | −$0.11 | −$0.17 | −$0.06 (−54.5%) miss | — | -0.5% -1.1 vs SPY | +0.1% | +9.0% | |
| Feb 15, 2024 AMC | $0.10 | $0.07 | −$0.03 (−30.0%) miss | — | -17.5% -17.0 vs SPY | -24.8% | -28.3% | |
| Nov 8, 2023 AMC | −$0.04 | $0.15 | +$0.19 beat | — | +8.4% +9.2 vs SPY | +15.1% | +24.9% | |
| Aug 3, 2023 AMC | −$0.14 | −$0.17 | −$0.03 (−21.4%) miss | — | -4.2% -3.7 vs SPY | -2.8% | -9.7% | |
| May 9, 2023 AMC | −$0.21 | −$0.22 | −$0.01 (−4.8%) miss | — | -8.5% -9.0 vs SPY | +5.8% | -21.0% | |
| Feb 9, 2023 AMC | $0.11 | $0.27 | +$0.16 (>+100%) beat | — | +1.7% +1.5 vs SPY | +8.5% | -1.1% | |
| Nov 3, 2022 AMC | −$0.09 | −$0.20 | −$0.11 miss | — | +11.7% +10.2 vs SPY | +12.2% | +25.6% | |
| Aug 9, 2022 AMC | −$0.18 | −$0.32 | −$0.14 (−77.8%) miss | — | +18.3% +16.2 vs SPY | +4.0% | +8.2% | |
| May 5, 2022 AMC | −$0.11 | −$0.32 | −$0.21 (<−100%) miss | — | -20.2% -19.6 vs SPY | -16.6% | -34.9% | |
| Feb 10, 2022 AMC | −$0.04 | −$0.05 | −$0.01 miss | — | +9.0% +10.9 vs SPY | +5.9% | +22.1% | |
| Nov 4, 2021 AMC | −$0.09 | −$0.20 | −$0.11 miss | — | +6.1% +5.8 vs SPY | -5.4% | +12.4% | |
| Aug 4, 2021 AMC | −$0.05 | −$0.23 | −$0.18 miss | — | — | — | — | |
| May 5, 2021 AMC | −$0.08 | −$0.07 | +$0.01 beat | — | — | — | — | |
| Feb 10, 2021 AMC | — | −$0.08 | — | — | — | — | ||
| Oct 29, 2020 AMC | −$0.14 | −$0.04 | +$0.10 (+71.4%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $0.67 (17) | $0.56 – $0.80 | +345% | +31.0% | ▲17 ▼0 | $1.1B | +105% |
| Next quarter · Dec 31, 2026 | $0.83 (17) | $0.68 – $1.03 | +85% | +8.8% | ▲13 ▼4 | $1.2B | +56% |
| Current year · Dec 31, 2026 | $2.71 (26) | $2.42 – $3.08 | +256% | +25.4% | ▲0 ▼3 | $4.1B | +103% |
| Next year · Dec 31, 2027 | $4.94 (28) | $2.95 – $7.01 | +83% | +12.3% | ▲2 ▼1 | $6.8B | +65% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.