BLOOM ENERGY A WKN: A2JQTG ISIN: US0937121079 Forum: Aktien Thema: Hauptdiskussion

Und morgen Zinssenkung

Da geht es echt Schritt für Schritt voran

Sehr guter Bericht 👍👍

Ich bin schon auf das Q4 welches immer das stärkste ist , gespannt

Auch schwarze Zahlen werden jetzt zwar noch im niedrigen Bereich aber regelmäßig geschrieben

Nachbörslich 10% im Plus

519 Millionen Umsatz fast 60% mehr als im Vorjahresvergleich ist eigentlich schon schwindelerregend!

Nachbörslich ordentlich rauf

https://investor.bloomenergy.com/press-releases/press-release-details/2025/Bloom-Energy-Reports-Third-Quarter-2025-Financial-Results/default.aspx

Mein Wunsch: In 10Jahren ähnliche Entwicklung wie Nvidea. 🤣

Bei einem kgv von 900 sind die Zahlen wohl schon zweitrangig

"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.” Das ist mal ne Ansage vom CEO! 😄

Wird das steigen morgen?

Quelle: https://investor.bloomenergy.com/press-releases/press-release-details/2025/Bloom-Energy-Reports-Third-Quarter-2025-Financial-Results/default.aspx

Third Quarter Highlights Revenue of $519.0 million in the third quarter of 2025, an increase of 57.1% compared to $330.4 million in the third quarter of 2024. Product and service revenue of $442.9 million in the third quarter of 2025, an increase of 55.7% compared to $284.5 million in the third quarter of 2024. Gross margin of 29.2% in the third quarter of 2025, an increase of 5.4 percentage points compared to 23.8% in the third quarter of 2024; non-GAAP gross margin of 30.4% in the third quarter of 2025, an increase of 5.1 percentage points compared to 25.2% in the third quarter of 2024. Operating income of $7.8 million in the third quarter of 2025, an improvement of $17.5 million compared to operating loss of $9.7 million in the third quarter of 2024; non-GAAP operating income of $46.2 million in the third quarter of 2025, an increase of $38.1 million compared to $8.1 million in the third quarter of 2024. $5 billion strategic AI infrastructure partnership with Brookfield Asset Management.