Equity Profile

BE

Bloom Energy Corporation

IndustrialsHeavy Electrical Equipment$65.1B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Bloom Energy Corporation is a leader in the industrial sector, specializing in advanced fuel cell technology that generates clean, reliable energy. As the world increasingly focuses on sustainability and reducing carbon emissions, Bloom Energy's innovative solutions position it as a key player in the transition to greener energy sources.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market presence and meet increasing demand for clean energy solutions.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

BE Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+483.75%

Avg Stock Reaction

-1.00%

Last Quarter Recap

In Q1 2026, Bloom Energy reported an impressive EPS of $0.44, significantly surpassing analyst expectations. However, the stock reacted negatively, dropping 3.54% the following day, indicating potential concerns despite the strong earnings surprise.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, analysts are cautiously optimistic about Bloom Energy's upcoming earnings, given its strong track record of beating EPS estimates. However, the lack of revenue guidance and mixed stock performance in response to past earnings may temper enthusiasm.

Bull Case

If Bloom Energy continues its trend of exceeding EPS expectations and demonstrates solid revenue growth, it could bolster investor confidence and drive the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or provides disappointing guidance, it could lead to a significant sell-off, especially given the high implied volatility in the options market.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

Given Bloom Energy's strong history of beating EPS estimates, the market will closely watch this figure to gauge ongoing profitability.

What insights can management provide regarding revenue growth and future guidance?

Investors will be looking for clarity on revenue trends, which are critical for assessing the company's growth potential and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Bloom Energy to exceed EPS expectations again, given its strong historical performance.

Supporting Evidence

Bloom Energy has consistently surprised on EPS, with a 100% beat rate over the last eight quarters.

The significant implied move of 26.78% suggests that the market is bracing for volatility, which could indicate an expectation of strong results.

Insider selling may indicate a lack of confidence from management, which could weigh on stock performance.

Key Risk

If the EPS comes in below $0.20, it could undermine the bullish narrative and lead to a reevaluation of the company's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether Bloom Energy can maintain its impressive earnings trajectory amidst market volatility.

Bull Confirmed If

An EPS of $0.50 or higher would confirm the bullish sentiment and suggest strong operational performance.

Bear Confirmed If

An EPS below $0.20 would indicate potential issues with profitability and could lead to a bearish outlook.

Pre-Earnings Positioning

Options Market

Implied Move

±26.78%

Historical Avg

±3.7%

Pricing rich

The options market is pricing in a substantial move, indicating that investors expect significant volatility around the earnings announcement.

Options are pricing ±26.8% while BE has averaged ±3.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.2%

30d HV

99.3%

Calls (1.8M)P/C Ratio: 1.95Puts (2.8M)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$15.8M

75,000 sh

2 insiders

Net

$15.8M

Net selling

Most Active Insiders· 3 open-market trades

See RemarksSODERBERG SHAWN MARIE
$11.8M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Bloom Energy beats expectations, history suggests the stock could rise by around 4% on the following day, confirming positive momentum.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may see muted movement as investors digest the commentary.

Miss

A miss could lead to a decline of approximately 3% based on historical patterns, reflecting investor disappointment.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·1 sell

Members

House only

Est. Notional

$2,002.00–$30,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
2

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new contracts or partnerships that could drive future revenue.
2Management's commentary on cost management and gross margins.
3Insights into market demand for clean energy solutions.
4Details on any upcoming product launches or technological advancements.
5Guidance on revenue expectations for the next quarter.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market presence and meet increasing demand for clean energy solutions.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

BE Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+483.75%

Avg Stock Reaction

-1.00%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Bloom Energy continues its trend of exceeding EPS expectations and demonstrates solid revenue growth, it could bolster investor confidence and drive the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or provides disappointing guidance, it could lead to a significant sell-off, especially given the high implied volatility in the options market.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

Given Bloom Energy's strong history of beating EPS estimates, the market will closely watch this figure to gauge ongoing profitability.

What insights can management provide regarding revenue growth and future guidance?

Investors will be looking for clarity on revenue trends, which are critical for assessing the company's growth potential and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Bloom Energy to exceed EPS expectations again, given its strong historical performance.

Supporting Evidence

Bloom Energy has consistently surprised on EPS, with a 100% beat rate over the last eight quarters.

The significant implied move of 26.78% suggests that the market is bracing for volatility, which could indicate an expectation of strong results.

Insider selling may indicate a lack of confidence from management, which could weigh on stock performance.

Key Risk

If the EPS comes in below $0.20, it could undermine the bullish narrative and lead to a reevaluation of the company's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether Bloom Energy can maintain its impressive earnings trajectory amidst market volatility.

Bull Confirmed If

An EPS of $0.50 or higher would confirm the bullish sentiment and suggest strong operational performance.

Bear Confirmed If

An EPS below $0.20 would indicate potential issues with profitability and could lead to a bearish outlook.

Pre-Earnings Positioning

Options Market

Implied Move

±26.78%

Historical Avg

±3.7%

Pricing rich

The options market is pricing in a substantial move, indicating that investors expect significant volatility around the earnings announcement.

Options are pricing ±26.8% while BE has averaged ±3.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.2%

30d HV

99.3%

Calls (1.8M)P/C Ratio: 1.95Puts (2.8M)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$15.8M

75,000 sh

2 insiders

Net

$15.8M

Net selling

Most Active Insiders· 3 open-market trades

See RemarksSODERBERG SHAWN MARIE
$11.8M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Bloom Energy beats expectations, history suggests the stock could rise by around 4% on the following day, confirming positive momentum.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may see muted movement as investors digest the commentary.

Miss

A miss could lead to a decline of approximately 3% based on historical patterns, reflecting investor disappointment.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·1 sell

Members

House only

Est. Notional

$2,002.00–$30,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
2

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new contracts or partnerships that could drive future revenue.
2Management's commentary on cost management and gross margins.
3Insights into market demand for clean energy solutions.
4Details on any upcoming product launches or technological advancements.
5Guidance on revenue expectations for the next quarter.