Bloom Energy (NYSE: $BE), an American company that designs, manufactures, and sells solid oxide fuel cells (SOFCs), released its third fiscal 2025 results on Tuesday, October 28, 2025, after markets closed. Here is a deep dive into the third-quarter results of one of the best-performing stocks of 2025 on the NYSE.
Bloom Energy Q3 Results
The company reported revenue of $519 million on Q325, a 57.1% increase compared to $330.4 million last year, and above estimates of $420.9 million. It reported an adjusted EPS of $0.15, beating estimates of $0.10.
Bloom Energy reported an adjusted EBITDA of $50.05 million, beating estimates of $46.02 million. It reported an operating margin of 1.5%, a marked improvement from the -2.9% reported last year.
Other Financial Highlights
Bloom Energy ended the quarter with $7.37 million in free cash flow compared to -$83.76 million last year. The gross margin came in at 29.2%, compared to 23.8% last year, while the non-GAAP gross margin was 30.4% compared to 25.2% last year. It reported a non-GAAP operating income of $46.2 million in Q325 compared to $8.1 million last year.
Bloom Energy also revealed a $5 billion strategic AI infrastructure partnership with Brookfield Asset Management. As part of the partnership, Brookfield plans to invest up to $5 billion to deploy their advanced fuel cell technology. The two are working together on the design and delivery of AI factories worldwide, including a European site that will be announced before the end of fiscal 2025.
Commenting on the results, Founder, Chairman, and CEO, KR Sridhar stated, “Bloom is at the center of a once-in-a-generation opportunity to redefine how power is generated and delivered.”
Stock Performance
Following the earnings and revenue beat, Bloom Energy ($BE) shot up 23.21% to $139.58 per share as of 11:02 AM in New York. The stock is up 89.68% in the past month, and throughout 2025, it has risen 528.57%. The stock is up 1276.78% in the past 12 months. It has a market cap of $20.59 billion, a trailing P/E of 800, and a forward P/E of 102.04.
Analysts are cautiously optimistic about its future, giving it a moderate buy rating. Their average forecast of $100.18 for the stock is a 28.29% downside, based on the most recent price. The analysts forecast a high of $157 and a low of $26 for $BE shares.
Is Bloom Energy (BE) A Buy?
$BE shares have risen over 1000% in the past year. That is a huge surge in a relatively short period. However, it makes sense when you consider its business model of delivering solid oxide fuel cells. It currently has a Price/sales ratio of 12.41, which implies that Wall Street has already priced in much of its growth potential amid the AI boom.
Being a relatively young company, and the AI industry still in its infancy, there could potentially be room for growth going forward. Consequently, adding Bloom Energy to your portfolio could potentially pay off in the medium term.
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