Bloom Energy stock enters S&P 500 after record quarter
Published on 10/31/2026 at 10:15 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSBloom Energy's weekly catalysts
- Third-quarter revenue reached USD 1.2358 billion, up 138.1 percent year over year.
- Bloom Energy raised its full-year 2026 revenue outlook to USD 4.4 billion to USD 4.6 billion.
- Negative third-quarter operating cash flow highlights the funding demands of rapid expansion.
Bloom Energy said on Thursday, October 22, 2026, that it had delivered record third-quarter results and raised its full-year outlook for the third time this year. The company also said it had been added to the S&P 500. The announcements came in Bloom Energy's investor release.
Record quarter lifts outlook
Revenue for the three months ended September 30 rose 138.1 percent from a year earlier to USD 1.2358 billion. Product revenue increased 179.4 percent to USD 1.0736 billion, while GAAP operating income reached USD 225.4 million. Non-GAAP operating income was USD 285.7 million, with a 23.1 percent margin.
Bloom Energy now expects full-year revenue of USD 4.4 billion to USD 4.6 billion. Its outlook also calls for non-GAAP operating income of USD 960 million to USD 1.03 billion and non-GAAP diluted earnings per share of USD 3.10 to USD 3.40.
Cash conversion remains central
The quarterly expansion came with substantial working-capital needs. Operating activities used USD 27.1 million, while capital spending reached USD 153.5 million. Bloom Energy ended September with USD 2.487 billion in cash and cash equivalents, but the cash outflow keeps execution and delivery timing central to the investment case.
Index inclusion broadens focus
The S&P 500 addition gives the company a new position in the US large-cap market universe. For investors, the combination of sharply higher sales, wider margins and heavy investment creates a stronger operating profile but also raises the importance of converting reported growth into cash.
Bloom Energy stock traded at 182.40 euros on Lang & Schwarz at 10:12 Berlin time on Saturday, October 31, 2026.
Bloom Energy Corporation
- ISIN: US0937121079
- Ticker: BE
- Home exchange: NYSE
- Lang & Schwarz quote: 182.40 euros on October 31, 2026, at 10:12 Berlin time
- Third-quarter revenue: USD 1.2358 billion
- 2026 revenue outlook: USD 4.4 billion to USD 4.6 billion
The S&P 500 provides the wider US equity-market setting for investors tracking Bloom Energy.
