Overview

* Bloom Energy Q2 2025 revenue rises 19.5% yr/yr, beating analysts' expectations

* Adjusted EPS for Q2 beats consensus

* Co plans to double factory capacity by 2026, collaborates with Oracle for AI data centers

Outlook

* Bloom reaffirms 2025 revenue guidance of $1.65 bln to $1.85 bln

* Company expects 2025 non-GAAP gross margin of ~29%

* Bloom anticipates 2025 non-GAAP operating income of $135 mln to $165 mln

* Bloom plans to double factory capacity to 2 GW by end of 2026

Result Drivers

* AI COLLABORATION - Bloom's partnership with Oracle aims to optimize AI data center power efficiency, per CEO KR Sridhar

* REVENUE GROWTH - 19.5% increase in Q2 revenue attributed to strong market pull for Bloom products

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $401.24 $376.50

Revenue mln mln (15

Analysts

)

Q2 Beat $0.1 $0.01

Adjusted (13

EPS Analysts

)

Q2 EPS -$0.18

Q2 Gross 26.7%

Margin

Q2 Basic -$0.18

EPS

Q2 $110.63

Operatin mln

g

Expenses

Q2 -$3.50

Operatin mln

g income

Q2 -0.9%

Operatin

g Margin

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 9 "hold" and 2 "sell" or "strong sell"

* The average consensus recommendation for the heavy electrical equipment peer group is "buy"

* Wall Street's median 12-month price target for Bloom Energy Corp ( BE ) is $27.00, about 39.3% below its July 30 closing price of $37.62

* The stock recently traded at 57 times the next 12-month earnings vs. a P/E of 41 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)