← All forecasts · October 19

BE / Q3 2026

Bloom Energy

Reported: October 22, 2026

Published forecast

2026-10-20T09:48:12.406535+00:00

Opus 5.5 High in Shortcut

Shortcut

0.77

Shortcut normalized EPS

+15.6% vs Street

Off by $0.17 per share

Street

0.67

Street normalized EPS

Frozen October 18 snapshot

Off by $0.27 per share

Real

0.94

Issuer non-GAAP diluted EPS

Shortcut win

Reported result · October 22 ↗ · Non-GAAP diluted EPS was $0.94 versus GAAP diluted EPS of $0.78; non-GAAP basic EPS was $1.03. The comparison uses diluted shares, consistent with the original forecast. · Normalized EPS source ↗

USD per diluted common share. Percentages use unrounded forecasts.

Model download

Explore the assumptions and calculations behind the forecast.

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Shortcut’s reasoning.

The operating build produces normalized diluted EPS of $0.77 versus the Street’s $0.67. Adjusted net income and the if-converted interest addback are divided by approximately 331.65m diluted shares.

The model retains its latest-quarter if-converted convention and 19.6m convertible shares. Alternative share/addback assumptions give roughly $0.761–$0.809 EPS. Working capital and some historical geographic detail remain simplified; the original forecast assumptions were preserved.

On the record.

Reporting basis
Issuer non-GAAP diluted EPS / CapIQ normalized EPS, using the retained if-converted assumption
Forecast completed
2026-10-20T02:59:06.098399+00:00
Published
2026-10-20T09:48:12.406535+00:00
Model assumptions and review notes
  • The forecast retains the issuer’s latest observed if-converted convention and19.6m convertible shares. One historical quarter does not fully reconcile within rounding; existing alternative share/addback scenarios give about$0.7613–$0.8091 rather than proving one future share count.
  • Working capital uses a disclosed residual and forecast balance-sheet ties are construction identities. Geographic revenue uses rounded annual/YTD shares; some historical customer consideration is a reversal/remeasurement rather than a simple gross-to-net ladder. Additional metrics are tracked, not scored.
  • Source snapshot/retrieval gaps and minor header/precision presentation issues remain. The original EPS dependency chain is unchanged.
Research sources