Overview
- Bloom Energy will report second‑quarter results after the market close on Tuesday, July 28, with Wall Street consensus calling for about $826.13 million in revenue and $0.41 in earnings per share.
- Options traders are pricing in roughly a 27% stock move after the report, reflecting heightened uncertainty about how the company will translate programmatic partnerships into booked, on‑site power projects.
- Shares have fallen about 32% over the past month to roughly $186.30 as investors press management for sequential gross‑margin improvement that matches the company’s 2026 guidance.
- Analysts and investors are focused on whether Bloom can convert large frameworks tied to Oracle and Brookfield into deliverable projects, because delays in permitting, supply chain or logistics would pressure margins and cash flow.
- Wall Street holds a Moderate Buy consensus with an average price target near $289, and the quarter could sharply change funding and deployment momentum for data‑center operators that are shifting to on‑site fuel‑cell power.