[{"data":1,"prerenderedAt":234},["ShallowReactive",2],{"triple-beat-BE":3,"og-beat-monitoring-BE":233},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":187,"highlightQuarter":111,"highlightDescription":195,"sources":196,"latestStock":230},"BE","Bloom Energy","Bloom Energy（BE）は固体酸化物形燃料電池（SOFC）「Bloom Energy Server」を商業ビル・データセンター・ユーティリティ向けに販売する米国企業で、グリッド接続の5〜7年待機問題を「90日設置」で回避できる「裏口の電源」として、AIデータセンター電力不足の最大の受益者の1社に化けた。直近8四半期はQ2 2024からQ1 2026までで、2024年AEP（American Electric Power）との1GW契約、2025年Oracle/AWS/Coralogix採用、2026年Q1の前年比+130%という「電力ボトルネックバブル」の象徴となった。営業赤字→黒字転換が2025年Q3に起き、株価は2026年に入って+134%（年初来）と急騰している。","EPS ($, 非GAAP)","通期売上ガイド (会計年度, midpoint)","株価反応 ($)",[11,32,51,71,91,110,129,151,172],{"quarter":12,"reportDate":13,"event":14,"revenue":15,"eps":20,"guidance":23,"stock":28},"Q2 2024","2024/8/8","グロスマージン20.4%に改善",{"actual":16,"consensus":17,"beatPct":18,"yoyPct":19},"$335.8 M","$307.5 M",9.2,11.5,{"actual":21,"consensus":21,"beatPct":22},"-$0.06",0,{"revenue":24,"eps":27},{"company":25,"consensus":26,"beatPct":22},"FY2024 $1.4-1.6B (mid $1.5B、据置)","n/a",null,{"reportClose":29,"nextClose":30,"changePct":31},"$11.41","$13.71",20.2,{"quarter":33,"reportDate":34,"event":35,"revenue":36,"eps":41,"guidance":45,"stock":47},"Q3 2024","2024/11/7","AEPと1GW長期契約",{"actual":37,"consensus":38,"beatPct":39,"yoyPct":40},"$330.4 M","$383.2 M",-13.8,-17.5,{"actual":42,"consensus":43,"beatPct":44},"-$0.01","$0.08",-112.5,{"revenue":46,"eps":27},{"company":25,"consensus":26,"beatPct":22},{"reportClose":48,"nextClose":49,"changePct":50},"$12.83","$11.81",-8,{"quarter":52,"reportDate":53,"event":54,"revenue":55,"eps":60,"guidance":64,"stock":67},"Q4 2024","2025/2/13","通期売上初の$1.47B、2025ガイド$1.65-1.85B",{"actual":56,"consensus":57,"beatPct":58,"yoyPct":59},"$572.4 M","$499.0 M",14.7,60.4,{"actual":61,"consensus":62,"beatPct":63},"$0.36","$0.26",38.5,{"revenue":65,"eps":27},{"company":66,"consensus":26,"beatPct":27},"FY2025 $1.65-1.85B (mid $1.75B、初回)",{"reportClose":68,"nextClose":69,"changePct":70},"$24.07","$24.39",1.3,{"quarter":72,"reportDate":73,"event":74,"revenue":75,"eps":80,"guidance":84,"stock":87},"Q1 2025","2025/4/30","非GAAP EPS黒字転換",{"actual":76,"consensus":77,"beatPct":78,"yoyPct":79},"$326.0 M","$277.8 M",17.4,38.6,{"actual":81,"consensus":82,"beatPct":83},"$0.03","-$0.07",143,{"revenue":85,"eps":27},{"company":86,"consensus":26,"beatPct":22},"FY2025 $1.65-1.85B (mid $1.75B、据置)",{"reportClose":88,"nextClose":89,"changePct":90},"$19.62","$19.96",1.7,{"quarter":92,"reportDate":93,"event":94,"revenue":95,"eps":100,"guidance":104,"stock":106},"Q2 2025","2025/7/31","6四半期連続でサービス粗利率プラス",{"actual":96,"consensus":97,"beatPct":98,"yoyPct":99},"$401.2 M","$376.2 M",6.6,19.5,{"actual":101,"consensus":102,"beatPct":103},"$0.10","$0.01",900,{"revenue":105,"eps":27},{"company":86,"consensus":26,"beatPct":22},{"reportClose":107,"nextClose":108,"changePct":109},"$26.61","$28.33",6.5,{"quarter":111,"reportDate":112,"event":113,"revenue":114,"eps":119,"guidance":122,"stock":125},"Q3 2025","2025/10/28","Oracle/AWS採用、2GW増産発表",{"actual":115,"consensus":116,"beatPct":117,"yoyPct":118},"$519.0 M","$373.4 M",39,57.1,{"actual":120,"consensus":43,"beatPct":121},"$0.15",87.5,{"revenue":123,"eps":27},{"company":124,"consensus":26,"beatPct":27},"FY2025 定量レンジ更新なし (Brookfield $5B提携発表)",{"reportClose":126,"nextClose":127,"changePct":128},"$115.10","$130.61",13.5,{"quarter":130,"reportDate":131,"event":132,"revenue":133,"eps":138,"guidance":142,"stock":147},"Q4 2025","2026/2/5","通期$2.02B、2026ガイド$3.1-3.3B",{"actual":134,"consensus":135,"beatPct":136,"yoyPct":137},"$777.7 M","$640.1 M",21.5,35.9,{"actual":139,"consensus":140,"beatPct":141},"$0.64","$0.34",88.2,{"revenue":143,"eps":27},{"company":144,"consensus":145,"beatPct":146},"FY2026 $3.1-3.3B (mid $3.2B、初回)","$2.55B",25.5,{"reportClose":148,"nextClose":149,"changePct":150},"$153.00","$142.00",-7.2,{"quarter":152,"reportDate":153,"event":154,"revenue":155,"eps":160,"guidance":163,"stock":168},"Q1 2026","2026/4/28","YoY+130%、通期$3.4-3.8Bへ大幅上方",{"actual":156,"consensus":157,"beatPct":158,"yoyPct":159},"$751.1 M","$539.0 M",39.4,130.4,{"actual":161,"consensus":101,"beatPct":162},"$0.44",340,{"revenue":164,"eps":27},{"company":165,"consensus":166,"beatPct":167},"FY2026 $3.4-3.8B (mid $3.6B、上方修正)","前回 mid $3.2B",12.5,{"reportClose":169,"nextClose":170,"changePct":171},"$237.21","$228.81",-3.5,{"quarter":173,"reportDate":174,"isForecast":175,"event":176,"revenue":177,"eps":179,"guidance":181,"stock":186},"Q2 2026","2026/7/30",true,"2026/7/30 AMC 発表予定。2026/6/22時点のアナリスト予想は当期売上 $0.82 B / 非GAAP EPS $0.39、次Q (3Q 2026) 売上 $0.93 B / EPS $0.51（Koyfin 集約コンセンサス）。",{"actual":26,"consensus":178,"beatPct":27,"yoyPct":27},"$0.82 B",{"actual":26,"consensus":180,"beatPct":27},"$0.39",{"revenue":182,"eps":184},{"company":26,"consensus":183,"beatPct":27},"$0.93 B",{"company":26,"consensus":185,"beatPct":27},"$0.51",{"reportClose":26,"nextClose":26,"changePct":27},[188,189,190,191,192,193,194],"Q2 2026（2026/7/30 発表予定）はアナリスト予想のみ先行入力。当期 売上$0.82 B / EPS$0.39、次Q (3Q 2026) 売上$0.93 B / EPS$0.51 はいずれも 2026/6/22 時点で参照可能な Koyfin 集約コンセンサス。会社ガイダンス・実績・反応は発表後に更新する。","Bloom Energyは四半期単位のガイダンスを基本出さず、通期ガイダンスを更新する運用。本表のガイダンス欄は各四半期発表時点の通期売上ガイダンス（midpointと据置/初回/上方修正の別）を記載。","Q3 2025は同日のBrookfield $5B AIインフラ提携発表に集中し、プレスリリース本文ではFY2025定量レンジの再掲なし（earnings call/8-Kでの開示と推定）。","上振れ率は据置=0%、初回=n/a、上方修正は前回midpointからの変化率を記載。","Q4 2025発表時のFY2026通期売上ガイドのコンセンサスは2026/6/26 X-search（Grok）で 2026/2/5-2/10 の決算速報投稿（@mmonis / @MartyChargin / @TheValueist / @marketsday / @smilex_ms6868 等 計4ソース以上）を突合し $2.55B（FactSet/Bloomberg コンセンサス、$2.55-2.58B レンジの中央値）で確定。会社ガイド mid $3.2B に対し +25.5%（数値整合: (3.2-2.55)/2.55=25.5%）。","Q2 2024〜Q3 2025 の通期FYガイドコンセンサス（FY2024 $1.5B mid 据置・FY2025 $1.75B mid 据置/初回）は X-search でも具体的な「FY24/FY25 売上コンセンサス $X B」の明示引用が複数ソースで集まらず、当時の通期コンセンサスは採用見送り（n/a 維持）。Q4 2024 発表時の FY2025 コンセンサス候補として $1.69B の単一投稿が見つかったが3ソース閾値未達のため不採用。","株価は分割未実施のため未調整。","最も化けたのはQ3 2025（2025/10/28発表）で、売上$519.0M（コンセンサス$373.4Mに対し+39.0%）、EPS $0.15（コンセンサス$0.08に対し+87.5%）、YoY+57%とAIデータセンター電源需要の本格的な数字立証が起きた四半期。発表当日は+4.6%、時間外で+18.3%まで吹き上がり、翌日も+13.5%上昇。CFOが通期粗利率29%、営業利益$135-165Mを再確認し、CEOがOracle/AWS/Coralogixの導入名で需要の本物さを示した。さらに同社は2026年12月までに生産能力を2GWへ拡張、「2025年売上を4倍にできるキャパシティ」と発言。これを境にBEは「クリーンエネルギーの将来夢銘柄」から「AIインフラの裏口電源株」に評価軸が切り替わり、株価は$30近辺→$237まで（半年強で約8倍）暴騰した。続くQ1 2026の+130% YoYはこの転換を追認するものだったが、株価は既に走り切っており翌日-3.5%の利食いで終わった。",[197,200,203,206,209,212,215,218,221,224,227],{"label":198,"url":199},"Bloom Energy Reports Second Quarter 2024 Financial Results","https://investor.bloomenergy.com/press-releases/press-release-details/2024/Bloom-Energy-Reports-Second-Quarter-2024-Financial-Results/default.aspx",{"label":201,"url":202},"Bloom Energy Reports Third Quarter 2024 Financial Results","https://investor.bloomenergy.com/press-releases/press-release-details/2024/Bloom-Energy-Reports-Third-Quarter-2024-Financial-Results/default.aspx",{"label":204,"url":205},"Bloom Energy Reports Fourth Quarter and Full Year 2024 Financial Results","https://investor.bloomenergy.com/press-releases/press-release-details/2025/Bloom-Energy-Reports-Fourth-Quarter-and-Full-Year-2024-Financial-Results-with-Record-Full-Year-Revenues/default.aspx",{"label":207,"url":208},"Bloom Energy Reports First Quarter 2025 Financial Results","https://investor.bloomenergy.com/press-releases/press-release-details/2025/Bloom-Energy-Reports-First-Quarter-2025-Financial-Results/default.aspx",{"label":210,"url":211},"Bloom Energy Reports Second Quarter 2025 Financial Results","https://investor.bloomenergy.com/press-releases/press-release-details/2025/Bloom-Energy-Reports-Second-Quarter-2025-Financial-Results/default.aspx",{"label":213,"url":214},"Bloom Energy Reports Third Quarter 2025 Financial Results","https://investor.bloomenergy.com/press-releases/press-release-details/2025/Bloom-Energy-Reports-Third-Quarter-2025-Financial-Results/default.aspx",{"label":216,"url":217},"Bloom Energy Reports Fourth Quarter and Full Year 2025 Financial Results","https://investor.bloomenergy.com/press-releases/press-release-details/2026/Bloom-Energy-Reports-Fourth-Quarter-and-Full-Year-2025-Financial-Results-with-Record-Full-Year-Revenues/default.aspx",{"label":219,"url":220},"Bloom Energy Reports Record First Quarter 2026 Results and Raises Full Year 2026 Guidance","https://investor.bloomenergy.com/press-releases/press-release-details/2026/Bloom-Energy-Reports-Record-First-Quarter-2026-Results-and-Raises-Full-Year-2026-Guidance/default.aspx",{"label":222,"url":223},"FY2026 Guide $3.1-3.3B vs FactSet Consensus $2.55B（X/@mmonis, 2026/2/6）","https://x.com/mmonis/status/2019855730250309634",{"label":225,"url":226},"FY2026 Guide vs Bloomberg Consensus $2.56B（X/@TheValueist, 2026/2/5）","https://x.com/TheValueist/status/2019524693665943563",{"label":228,"url":229},"FY2026 Guide $3.1-3.3B vs Consensus $2.577B（X/@marketsday, 2026/2/6）","https://x.com/marketsday/status/2019572990476972288",{"date":231,"close":232},"2026-06-18","$328.91","https://log.eurekapu.com/og/pages/general/beat-monitoring-BE.png?title=BE%20Bloom%20Energy%20-%20%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0&sig=e4b030d8daf55ea5",1782975577323]