I'm Not Selling Bloom Energy Before Earnings. Here's the 1 Number I'm Watching.

Bloom Energy, a solid oxide fuel cell developer, is expected to report Q3 earnings in late October. The stock has surged 2,350% over three years driven by AI data center demand. The analyst will hold the position if the company reiterates or raises its full-year guidance, as it has done twice already in 2026, raising expectations from 53-63% to 93-108% revenue growth.