Fuel Cell Pioneer on Record Course: Bloom Energy Reports Record Revenue and Operating Profit - Stock Surges After Earnings
San Jose (USA) - U.S. energy pioneer Bloom Energy has released its financial results for the third quarter of 2025. The figures impressed investors, with the stock jumping 20 percent in late afternoon trading.
The gross margin increased to 29.2%, while the non-GAAP gross margin reached 30.4%, compared to 25.2% in Q3 2024. Operating income (GAAP) improved from a loss of USD 9.7 million in Q3 2024 to a profit of USD 7.8 million in Q3 2025. On a non-GAAP basis, operating income rose to USD 46.2 million, up from USD 8.1 million the previous year.
Commercial momentum was further highlighted by Bloom’s USD 5 billion partnership with Brookfield Asset Management and its collaboration with Oracle on AI data center solutions.
CEO KR Sridhar emphasized: “Bloom is at the center of a once-in-a-generation opportunity to redefine how power is generated and delivered. Powerful tailwinds - surging demand for electricity driven by AI, nation-state priorities, and our relentless pace of innovation - are converging to accelerate our audacious journey to becoming a standard for onsite power globally.”
Chief Accounting Officer Maciej Kurzymski added: “I want to thank the Bloom team for delivering its fourth consecutive quarter of record revenue and positive Cash Flow from Operating Activities. While our commercial success has been most visible, the work that our engineering, manufacturing, and support teams have done behind the scenes is evident in our financial results.”
Bloom Energy’s stock climbed to a new yearly high of €121.46 yesterday before easing slightly. By the end of the trading day, the share closed up 14.3% at €114.60 (October 29, 2025, Stuttgart Stock Exchange).
Source: IWR Online, 30 Oct 2025
