Bloom Energy shares slide after Q3 report as record capex outweighs revenue jump
Bloom Energy shares fell nearly 9% after Q3 results, despite revenue up over 138% and raised 2026 guidance, according to Stocktwits.
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what happened
According to Stocktwits, Bloom Energy (BE) shares closed down nearly 9% on Thursday and fell more than 1.5% overnight. Investors worried about cash flow after the company reported third-quarter results.
Revenue rose more than 138% year over year to $1.24 billion, and earnings per share came in at $0.94. Bloom also raised its full-year 2026 outlook, guiding to revenue of $4.4 billion to $4.6 billion, EPS of $3.10 to $3.40, and a 34% gross margin. However, year-to-date capital expenditure reached $231 million, four times the full-year 2025 total, and net cash flow was about negative $180 million.
On the earnings call, CEO K.R. Sridhar said electricity demand would 'skyrocket' beyond AI, citing an International Energy Agency projection of a 40% rise in global demand by 2035.
why it matters
The selloff reflects spending and cash burn rather than weaker demand. The stock is up more than 150% in 2026, so the market is sensitive to details like capex and free cash flow in future reports.
market impact
Energy and AI power infrastructure: investor concern over spending and cash flow pressures BE shares
tags
instruments
sources
- BE Stock Extends Dip Overnight: Retail Bulls Hold Firm As CEO Says Power Demand Will 'Skyrocket' Beyond AI — Stocktwits, 23 October 2026 at 01:12 UTC
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