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Bloom Energy Corporation (NYSE:BE) stock is up 176% year-to-date, but has fallen in recent weeks. The company looks to rebound and head for new highs after sharing third-quarter financial results Thursday after market close.

Here are the earnings estimates, analyst ratings and key items to watch.

Bloom Energy Q3 Earnings Estimates

Analysts expect Bloom Energy to report third-quarter revenue of $1.05 billion, up from $519.1 million in last year’s third quarter, according to data from Benzinga Pro.

The company has beaten analyst revenue estimates in seven straight quarters.

Bloom Energy hit a record quarterly revenue of $1.06 billion in the second quarter. The analyst estimate is just shy of that record.

Analysts expect Bloom Energy to report third-quarter earnings of 68 cents per share, up from 15 cents per share in last year’s third quarter.

The company has beaten analyst estimates for earnings per share in seven straight quarters.

Bloom Energy Analyst Ratings

Analysts have been raising their price targets on Bloom Energy ahead of earnings. Here are some of the most recent analyst ratings on Bloom Energy stock and their price targets:

• Truist Securities: Maintained Hold rating, raised price target from $218 to $240
• Baird: Maintained Outperform rating, raised price target from $310 to $351
• UBS: Maintained Buy rating, raised price target from $325 to $350
• Bernstein: Maintained Market Perform rating, with price target of $282
• Barclays: Maintained Equal-Weight rating, raised price target from $276 to $308

Key Items to Watch

While it won’t affect the stock price, Congresswoman Nancy Pelosi (D-Calif.) and her husband, Paul Pelosi, may be among the investors listening to Thursday’s earnings report and conference call.

Pelosi disclosed earlier this year the purchase of 15,000 BE shares and 200 call options with a strike price of $100 and an expiration date of June 17, 2027. The purchase marked one of the largest from the Pelosis this year.

Like the Pelosis, many investors have been looking at Bloom Energy stock as a way to play the booming growth of AI and data centers.

The company has been posting revenue growth of 100% in recent quarters with third quarter estimates calling for another triple-digit increase.

Bloom Energy has also been beating analyst estimates for both revenue and earnings per share, showing that optimistic estimates may not be high enough.

The quarter could feature more details on partners and collaborations with Bloom Energy saying in the second quarter it had been validated by all major U.S. hyperscalers.

The company raised guidance after second-quarter results, and it may need another beat and raise for shares to move higher amid optimistic expectations.

Bloom Energy could soon get more attention from consumers and investors as the patch sponsor for the Philadelphia 76ers this NBA season, the new home of LeBron James.

Bloom Energy Stock Price Action

Bloom Energy stock is up 7.13% to $238.530 on Wednesday versus a 52-week trading range of $75.70 t $351.28. Bloom Energy stock is down 12% over the last month and down 31% from June highs, but the stock remains up over 175% year-to-date in 2026.