Bloom Energy had a good third quarter, but higher production costs hurt their profits.

Oct 23, 2026, 12:05 PM ETResultsRead the original at Benzinga

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Bloom Energy beat sales and profit estimates and raised its full-year sales forecast. Production growth may squeeze margins, but product margins improved and the gross-margin forecast stayed at 34%, so the stronger results carry more weight.

BE · Bloom Energy Corp

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That points to stronger demand and clearer delivery plans. Product margins improved, and the implied operating margin rose to 22.1% from 21.0%. The production ramp and faster delivery schedules may squeeze margins, and the gross-margin forecast stayed at 34%. Sales growth and improving product margins carry more weight than that pressure.

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