Bloom Energy Corporation designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally. The company offers Bloom Energy Server, a solid oxide technology that converts fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels into electricity through an electrochemical process without combustion. It sells its products through direct and indirect sales channels to utilities, data centers, agriculture, retail, hospitals, higher education, biotech, and manufacturing industries. The company was formerly known as Ion America Corp. and changed its name to Bloom Energy Corporation in 2006. Bloom Energy Corporation was incorporated in 2001 and is headquartered in San Jose, California.

Bloom Energy Corporation

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Bloom Energy Corp (Symbol: BE), where a total volume of 98,576 contracts has been traded thus far today, a contract volume which is representative of approximately 9.9 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 72.2% of BE's average daily trading volume over the past month, of 13.6 million shares. Especially high volume was seen for the $180 strike call option expiring November 21, 2025, with 18,087 contracts trading so far today, representing approximately 1.8 million underlying shares of BE. Below is a chart showing BE's trailing twelve month trading history, with the $180 strike highlighted in orange:
Advanced Micro Devices Inc (Symbol: AMD) saw options trading volume of 554,644 contracts, representing approximately 55.5 million underlying shares or approximately 68.8% of AMD's average daily trading volume over the past month, of 80.6 million shares. Particularly high volume was seen for the $260 strike call option expiring October 31, 2025, with 31,690 contracts trading so far today, representing approximately 3.2 million underlying shares of AMD. Below is a chart showing AMD's trailing twelve month trading history, with the $260 strike highlighted in orange:
And Caesars Entertainment Inc (Symbol: CZR) options are showing a volume of 48,860 contracts thus far today. That number of contracts represents approximately 4.9 million underlying shares, working out to a sizeable 67.4% of CZR's average daily trading volume over the past month, of 7.2 million shares. Particularly high volume was seen for the $16 strike put option expiring December 19, 2025, with 23,106 contracts trading so far today, representing approximately 2.3 million underlying shares of CZR. Below is a chart showing CZR's trailing twelve month trading history, with the $16 strike highlighted in orange:
For the various different available expirations for BE options, AMD options, or CZR options, visit StockOptionsChannel.com.
Also see:
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy Tuesday Option Activity: BE, AMD, CZR

The following companies are expected to report earnings after hours on 10/28/2025. Visit our Earnings Calendar for a full list of expected earnings releases.
Visa Inc. (V)is reporting for the quarter ending September 30, 2025. The financial transactions company's consensus earnings per share forecast from the 14 analysts that follow the stock is $2.97. This value represents a 9.59% increase compared to the same quarter last year. In the past year V has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 4.2%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for V is 30.40 vs. an industry ratio of 12.00, implying that they will have a higher earnings growth than their competitors in the same industry.
Booking Holdings Inc. (BKNG)is reporting for the quarter ending September 30, 2025. The internet company's consensus earnings per share forecast from the 13 analysts that follow the stock is $96.10. This value represents a 14.55% increase compared to the same quarter last year. In the past year BKNG has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 8.82%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for BKNG is 23.75 vs. an industry ratio of 21.00, implying that they will have a higher earnings growth than their competitors in the same industry.
Mondelez International, Inc. (MDLZ)is reporting for the quarter ending September 30, 2025. The food company's consensus earnings per share forecast from the 9 analysts that follow the stock is $0.72. This value represents a 27.27% decrease compared to the same quarter last year. MDLZ missed the consensus earnings per share in the 4th calendar quarter of 2024 by -1.52%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for MDLZ is 20.42 vs. an industry ratio of 32.30.
Electronic Arts Inc. (EA)is reporting for the quarter ending September 30, 2025. The gaming company's consensus earnings per share forecast from the 8 analysts that follow the stock is $0.72. This value represents a 55.56% decrease compared to the same quarter last year. EA missed the consensus earnings per share in the 4th calendar quarter of 2024 by -5.65%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for EA is 32.60 vs. an industry ratio of 4.90, implying that they will have a higher earnings growth than their competitors in the same industry.
Seagate Technology Holdings PLC (STX)is reporting for the quarter ending September 30, 2025. The computer company's consensus earnings per share forecast from the 3 analysts that follow the stock is $2.11. This value represents a 50.71% increase compared to the same quarter last year. In the past year STX has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 7.34%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for STX is 24.50 vs. an industry ratio of 27.10.
ONEOK, Inc. (OKE)is reporting for the quarter ending September 30, 2025. The oil/gas company's consensus earnings per share forecast from the 7 analysts that follow the stock is $1.46. This value represents a 23.73% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for OKE is 12.81 vs. an industry ratio of 9.30, implying that they will have a higher earnings growth than their competitors in the same industry.
CoStar Group, Inc. (CSGP)is reporting for the quarter ending September 30, 2025. The information technology services company's consensus earnings per share forecast from the 2 analysts that follow the stock is $0.10. This value represents a 44.44% decrease compared to the same quarter last year. In the past year CSGP has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 60%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for CSGP is 156.24 vs. an industry ratio of 14.60, implying that they will have a higher earnings growth than their competitors in the same industry.
Veralto Corp. (VLTO)is reporting for the quarter ending September 30, 2025. The waste removal company's consensus earnings per share forecast from the 4 analysts that follow the stock is $0.95. This value represents a 6.74% increase compared to the same quarter last year. In the past year VLTO has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 4.49%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for VLTO is 27.40 vs. an industry ratio of 59.10.
Bloom Energy Corporation (BE)is reporting for the quarter ending September 30, 2025. The alternative energy company's consensus earnings per share forecast from the 4 analysts that follow the stock is $-0.03. This value represents a 62.50% increase compared to the same quarter last year. BE missed the consensus earnings per share in the 3rd calendar quarter of 2024 by -300%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for BE is 5426.50 vs. an industry ratio of 146.60, implying that they will have a higher earnings growth than their competitors in the same industry.
Expand Energy Corporation (EXE)is reporting for the quarter ending September 30, 2025. The alternative energy company's consensus earnings per share forecast from the 9 analysts that follow the stock is $0.91. This value represents a 468.75% increase compared to the same quarter last year. EXE missed the consensus earnings per share in the 2nd calendar quarter of 2025 by -3.51%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for EXE is 18.78 vs. an industry ratio of 146.60.
Equity Residential (EQR)is reporting for the quarter ending September 30, 2025. The reit company's consensus earnings per share forecast from the 10 analysts that follow the stock is $1.02. This value represents a 4.08% increase compared to the same quarter last year. In the past year EQR has met analyst expectations three times and beat the expectations the other quarter. Zacks Investment Research reports that the 2025 Price to Earnings ratio for EQR is 15.83 vs. an industry ratio of 14.80, implying that they will have a higher earnings growth than their competitors in the same industry.
PPG Industries, Inc. (PPG)is reporting for the quarter ending September 30, 2025. The chemical company's consensus earnings per share forecast from the 7 analysts that follow the stock is $2.09. This value represents a 1.88% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for PPG is 13.50 vs. an industry ratio of 8.00, implying that they will have a higher earnings growth than their competitors in the same industry.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

After-Hours Earnings Report for October 28, 2025 : V, BKNG, MDLZ, EA, STX, OKE, CSGP, VLTO, BE, EXE, EQR, PPG

Below is Validea's guru fundamental report for BLOOM ENERGY CORP (BE). Of the 22 guru strategies we follow, BE rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that exhibit characteristics associated with sustained future growth.
BLOOM ENERGY CORP (BE) is a mid-cap value stock in the Electronic Instr. & Controls industry. The rating using this strategy is 66% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of BLOOM ENERGY CORP
More Information on Partha Mohanram
About Partha Mohanram: Sometimes the best investing strategies don't come from the world of investing. Sometimes research that changes the investing world can come from the halls of academia. Partha Mohanram is a great example of this. While academic research has shown that value investing works over time, it has found the opposite for growth investing. Mohanram turned that research on its head by developing a growth model that produced significant market outperformance. His research paper "Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis" looked at the criteria that can be used to separate growth stocks that continue their upward trajectory from those that don't. Mohanram is currently the John H. Watson Chair in Value Investing at the University of Toronto and was previously an Associate Professor at the Columbia Business School.
Additional Research Links
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

BE Quantitative Stock Analysis

Exxon Mobil Corporation XOM, the U.S. oil and gas major, recently announced that it has signed a memorandum of understanding (MoU) with the Gabonese government to explore deepwater and ultra-deepwater areas for potential oil and gas reserves. The company has only disclosed the signing of the MoU, without providing additional details about the agreement.
The MoU signifies the U.S. energy company’s increasing footprint in Africa. ExxonMobil already has a presence in several countries in Africa, including Nigeria, Mozambique and Angola. XOM was previously active in Gabon as well. In 2006, the company made a hydrocarbon discovery in collaboration with Chevron Corporation in Gabon. However, at present, it does not hold any exploratory acreage in the country.
Gabon is currently struggling with declining production levels, and the government is actively trying to reverse this trend. Per S&P Global Commodity Insights, the country’s crude production has reportedly decreased from its peak levels of 370,000 barrels per day (bbl/d) in 1997 to 240,000 bbl/day in August 2025. The MoU signed with the government of Gabon indicates the possible return of ExxonMobil to this country, focusing on the discovery of new resources to aid Gabon's crude production goals.
On a different note, ExxonMobil is due to release its third-quarter results on Oct. 31, 2025, before market open.
XOM’s Zacks Rank and Key Picks
XOM currently carries a Zacks Rank #3 (Hold).
Some top-ranked stocks from the energy sector are Cheniere Energy Inc. LNG, Bloom Energy Corporation BE and Archrock Inc. AROC. Cheniere Energy and Bloom Energy each sport a Zacks Rank #1 (Strong Buy) at present, while Archrock carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Cheniere Energy is involved in LNG-related businesses, which include LNG terminals and natural gas marketing. The company has achieved a milestone with the first production from the first LNG train of its Corpus Christi Stage 3 Liquefaction Project. The project, which includes seven midscale LNG trains, aims to expand the production capacity of the Corpus Christi Liquefaction facility. This expansion is expected to strengthen Cheniere's position in the rapidly growing global LNG market, enabling it to meet the rising demand for LNG both in the United States and internationally.
Bloom Energy manufactures one of the most advanced and versatile fuel cell energy platforms. The company has two key offerings, the Bloom Energy Server for electricity generation and the Bloom Electrolyzer for hydrogen production. The Energy Server system provides sustainable and reliable power solutions for both commercial and utility customers. Bloom Energy is anticipated to benefit from rising demand for reliable and clean power, fueled by the growth of data centers, crypto-mining facilities and the re-shoring of manufacturing in key sectors in the United States, such as semiconductors.
Archrock is an energy infrastructure company based in the United States with a focus on midstream natural gas compression. It provides natural gas contract compression services and generates stable fee-based revenues. With natural gas playing an increasingly important role in the energy transition journey, AROC is expected to witness sustained demand for its services.
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Cheniere Energy, Inc. (LNG) : Free Stock Analysis Report
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

XOM Signs MoU With Gabon to Explore Offshore Oil and Gas Prospects

Bloom Energy BE is scheduled to release third-quarter 2025 results on Oct. 28, after market close. The Zacks Consensus Estimate for earnings is currently pegged at 8 cents per share on revenues of $412.4 million.
Third-quarter earnings estimates have moved up 33.33% over the past 60 days. The bottom-line projection indicates an increase of 900% from the year-ago number. The Zacks Consensus Estimate for quarterly revenues indicates a year-over-year increase of 24.81%.
Image Source: Zacks Investment Research
BE Stock’s Earnings Surprise History
Bloom Energy’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed in another quarter, resulting in the average surprise being 22.04%.
Image Source: Zacks Investment Research
What the Zacks Model Unveils
Our proven model does not predict an earnings beat for Bloom Energy this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the chances of an earnings beat. That is not the case here, as you can see below.
You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
BE’s Earnings ESP: Bloom Energy has an Earnings ESP of 0.00%.
Zacks Rank of BE: The company currently carries a Zacks Rank #1.
Some companies in the same industry with the right combination of the two factors for an earnings surprise this season are Constellation Energy Corporation CEG and Crescent Energy Company CRGY. CEG and CRGY have an Earnings ESP of +0.11% and +6.48%, respectively. CEG currently carries a Zacks Rank #3 and CRGY sports a Zacks Rank# 1. You can see the complete list of today’s Zacks #1 Rank stocks here.
Factors Likely to Have Shaped BE Stock’s Q3 Earnings
Bloom Energy’s third-quarter earnings are expected to have benefited from the ability to provide clean, on-site electricity to its customers. As the time required to supply electricity to customers from the traditional power producers is getting longer, BE’s ability to provide power without depending on the grid is making it attractive and likely to have boosted the to-be-reported quarter’s earnings.
During the third quarter, the company signed a deal with Oracle and decided to deploy its fuel cell technology at select Oracle Cloud Infrastructure data centers in the United States. Bloom Energy will deliver highly reliable and cost-efficient onsite power for an entire data center within 90 days.
Bloom Energy's third-quarter top line is expected to have continued to benefit from its current projects in South Korea, a highly significant market. The increasing installation of BE’s Energy Server systems is also expected to have boosted its earnings.
BE Stock’s Price Performance
BE’s shares have gained 219.7% in the past three months compared with the Zacks Alternative Energy – Other industry’s rise of 6.3%.
Image Source: Zacks Investment Research
BE Stock Returns Better Than Its Industry
The return on invested capital (“ROIC”) measures how well a company generates returns on the money it invests. ROIC is a key indicator of a company's profitability and operational efficiency. ROIC of the company indicates that it is investing money more efficiently than peers in the industry.
Bloom Energy’s ROIC has outperformed the industry average in the trailing 12 months. ROIC of BE was 4.62% compared with the industry average of 1.85%.
Image Source: Zacks Investment Research
BE Is Trading at a Premium Valuation
Bloom Energy is currently trading at a premium valuation compared with its industry, with the forward 12-month price-to-sales (P/S) ratio at 11.74X. The industry is currently trading at 5.16X.
Image Source: Zacks Investment Research
Investment Thesis
Bloom Energy is benefiting from the increasing demand for clean power and its capability to offer rapid, onsite customer-specific energy solutions without relying on traditional transmission and distribution infrastructure.
BE anticipates that more utilities will adopt its Energy Server systems, either to support their entire grid or provide on-site power for specific customers. As product costs decline, Bloom Energy expects its energy solutions to become increasingly cost-competitive across a wider range of regions, industries and communities worldwide.
Bloom Energy’s Energy Server platform addresses the evolving needs of customers by offering resilience against extreme weather, mitigating risks from aging grid infrastructure and retiring power plants, and easing the integration of renewables amid rapidly rising electricity demand.
Summing Up
Bloom Energy is expected to maintain its performance this quarter, courtesy of stable demand for the scalable energy solutions. The quick online deployment of the Energy Servers as per customers’ requirements works to BE’s advantage. This combustion-free power production does not pollute and will assist in achieving zero-emission goals.
Bloom Energy will continue to benefit from the rising demand for reliable and clean power, fueled by the rapid growth of AI-driven data centers, crypto-mining facilities and the re-shoring of manufacturing in the United States.
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Bloom Energy to Report Q3 Earnings: How to Play the Stock?

Below is Validea's guru fundamental report for BLOOM ENERGY CORP (BE). Of the 22 guru strategies we follow, BE rates highest using our Quantitative Momentum Investor model based on the published strategy of Wesley Gray. This momentum model looks for stocks with strong and consistent intermediate-term relative performance.
BLOOM ENERGY CORP (BE) is a large-cap growth stock in the Electronic Instr. & Controls industry. The rating using this strategy is 94% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
SEASONALITY
NEUTRAL
Detailed Analysis of BLOOM ENERGY CORP
More Information on Wesley Gray
About Wesley Gray: Wesley Gray is the founder of Alpha Architect and the author (along with co-author Jack Vogel) of "Quantitative Momentum A Practitioner's Guide to Building a Momentum-Based Stock Selection System". He is also the author (along with co-author Tobias Carlisle) of "Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors". He is an industry recognized expert in the application of quantitative investing strategies. Wes is also a former Marine and has his Phd from the Univerisity of Chicago, where he studied under Nobel Prize winner Eugene Fama.
Additional Research Links
High Insider Ownership Stocks
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea Detailed Fundamental Analysis - BE

Baker Hughes Company BKR reported third-quarter 2025 adjusted earnings of 68 cents per share, which beat the Zacks Consensus Estimate of 61 cents. The bottom line also improved from the year-ago level of 67 cents.
Total quarterly revenues of $7,010 million beat the Zacks Consensus Estimate of $6,832 million. The top line also increased from the year-ago quarter’s $6,908 million.
The strong quarterly results were primarily driven by solid performance from BKR’s Industrial & Energy Technology business segment.
Baker Hughes Company Price, Consensus and EPS Surprise
Segmental Performance
Baker Hughes was reorganized from four to two operating segments — Oilfield Services and Equipment, and Industrial and Energy Technology. The segments became operational on Oct. 1, 2022.
Revenues from the Oilfield Services and Equipment (“OFSE”) unit amounted to $3,636 million, down 8% from the year-ago figure of $3,963 million. The reported figure was above our estimate of $3,632 million.
Earnings Before Interest, Taxes, Depreciation & Amortization (EBITDA) from the segment totaled $671 million, down 12% from $765 million in the third quarter of 2024. This was due to overall lower volume, inflation and shifts in the business mix. This was partially mitigated by structural cost-out initiatives and overall productivity improvements.
Revenues from the Industrial & Energy Technology (“IET”) unit amounted to $3,374 million, up 15% from the year-ago quarter’s $2,945 million. The reported figure beat our estimate of $3,182.6 million.
EBITDA from the segment totaled $635 million, up 20% from the year-ago quarter’s $528 million, driven by volume, positive pricing and favorable foreign exchange rate (FX) movements, partially offset by inflation and lower cost productivity.
Costs and Expenses
Baker Hughes recorded total costs and expenses of $6,189 million in the third quarter, higher than the year-ago figure of $5,899 million. Our projection for the same was $6,054.4 million.
Orders
Orders from all business segments amounted to $8,207 million, up 23% from $6,676 million recorded a year ago. We expected the figure to be $6,619.2 million. The increase was driven by strong order intake growth across both OFSE and IET business segments.
Free Cash Flow
Baker Hughes generated a free cash flow of $699 million compared with $754 million a year ago.
Capex & Balance Sheet
BKR’s net capital expenditure in the second quarter was $230 million.
As of Sept. 30, 2025, it had cash and cash equivalents of $2,693 million. BKR had a long-term debt of $5,988 million at the end of the reported quarter, with a debt-to-capitalization of 24.8%.
BKR’s Zacks Rank and Key Picks
BKR currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks from the energy sector are Cheniere Energy Inc. LNG, Bloom Energy Corporation BE and Archrock Inc. AROC. Cheniere Energy and Bloom Energy sport a Zacks Rank #1 (Strong Buy) each at present, while Archrock carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Cheniere Energy is involved in LNG-related businesses, which include LNG terminals and natural gas marketing. The company has achieved a milestone with the first production from the first LNG train of its Corpus Christi Stage 3 Liquefaction Project. The project, which includes seven midscale LNG trains, aims to expand the production capacity of the Corpus Christi Liquefaction facility. This expansion is expected to strengthen Cheniere's position in the rapidly growing global LNG market, enabling it to meet the rising demand for LNG both in the United States and internationally.
Bloom Energy manufactures one of the most advanced and versatile fuel cell energy platforms. The company has two key offerings, the Bloom Energy Server for electricity generation and the Bloom Electrolyzer for hydrogen production. The Energy Server system provides sustainable and reliable power solutions for both commercial and utility customers. Bloom Energy is anticipated to benefit from rising demand for reliable and clean power, fueled by the growth of data centers, crypto-mining facilities and the re-shoring of manufacturing in key sectors in the United States, such as semiconductors.
Archrock is an energy infrastructure company based in the United States with a focus on midstream natural gas compression. It provides natural gas contract compression services and generates stable fee-based revenues. With natural gas playing an increasingly important role in the energy transition journey, AROC is expected to witness sustained demand for its services.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Baker Hughes Q3 Earnings & Revenues Surpass Estimates, Increase Y/Y

ONEOK Inc. OKE is scheduled to release third-quarter 2025 results on Oct. 28, after market close.
The company’s earnings were on par with estimates in the last reported quarter. Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Factors That Might Have Impacted OKE’s Q3 Performance
In July 2025, ONEOK acquired an additional 30% stake in BridgeTex Pipeline Company, LLC, increasing its ownership to 60%. This strategic acquisition is anticipated to have generated meaningful cost efficiencies and synergies, supporting OKE’s profitability in the to-be-reported quarter.
The bottom line is expected to have continued to gain from strong fee-based contracts, as more than 90% of its revenues might have been generated from such contracts.
The company’s earnings are also expected to have benefited from the ramp-up of well completions in its Rocky Mountain and Mid-Continent regions in prior quarters, with similar momentum anticipated during the third quarter. This is likely to have boosted natural gas gathering and processing volumes even further.
ONEOK anticipates sustained demand growth for its refined products in the third quarter, driven by the peak summer travel season. After the July tariff adjustments, the company raised its refined product rates by mid-single digits as expected, which is likely to boost its revenues and support overall margin expansion in the quarter.
However, increased depreciation and amortization expenses may have partially offset some of the positive impacts in the to-be-reported quarter.
OKE’s Q3 Expectations
The Zacks Consensus Estimate for earnings is pegged at $1.45 per share, indicating a year-over-year increase of 22.9%.
The Zacks Consensus Estimate for revenues is pinned at $9.42 billion, calling for a jump of 87.5% year over year.
The Zacks Consensus Estimate for Raw feed throughput is pinned at 1,542.23 thousand barrels of natural gas liquid per day, up 16.5% year over year.
The Zacks Consensus Estimate for Natural gas processing volumes is pegged at 5,690.49 million cubic feet of gas per day, up 2.1% from the second quarter of 2025.
What Our Quantitative Model Predicts for OKE
Our proven model does not conclusively predict an earnings beat for ONEOK this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here as you will see below.
ONEOK, Inc. Price and EPS Surprise
Earnings ESP: The company’s Earnings ESP is +0.47%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: Currently, ONEOK carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks to Consider
Investors may consider the following players from the same sector, as these have the right combination of elements to come up with an earnings beat this reporting cycle.
Bloom Energy BE is set to post third-quarter earnings on Oct. 28, after market close. It has an Earnings ESP of +41.94% and sports a Zacks Rank of 1 at present.
BE’s long-term (three to five years) earnings growth rate is 28.02%. The Zacks Consensus Estimate for earnings is pinned at 8 cents per share, which suggests a massive year-over-year surge of 900%.
Archrock, Inc. AROC is expected to report its third-quarter 2025 results on Oct. 28, after market close. It has an Earnings ESP of +7.32% and carries a Zacks Rank of 2 at present.
AROC’s long-term earnings growth rate is 12%. The Zacks Consensus Estimate for earnings is pegged at 41 cents per share, which implies a year-over-year rise of 46.4%.
First Solar, Inc. FSLR is slated to report its third-quarter 2025 results on Oct. 30, after market close. It has an Earnings ESP of +1.59% and a Zacks Rank of 3 at present.
FSLR’s long-term earnings growth rate is 34.99%. The Zacks Consensus Estimate for earnings is pinned at $4.31 per share, which suggests a year-over-year improvement of 48.1%.
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This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
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ONEOK, Inc. (OKE) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

ONEOK Set to Report Q3 Earnings: Here's What You Need to Know

Enphase Energy, Inc. ENPH is scheduled to release its third-quarter 2025 results on Oct. 28, after market close.
In the last reported quarter, the company delivered an earnings surprise of 11.29%. Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Factors at Play Ahead of ENPH’s Q3 Results
During the third quarter, ENPH introduced its IQ Battery 5P with FlexPhase in Australia. The company also began shipping IQ Battery 5P units from its U.S. manufacturing facilities, featuring higher domestic content to comply with new federal requirements. Additionally, Enphase Energy's quarterly earnings are expected to have benefited from increased shipments of microinverters from its U.S. facilities during the quarter.
In July 2025, ENPH expanded its product offerings in Europe with the launch of the IQ8P Microinverter in Italy and Switzerland to better meet customer needs. The company also rolled out its fourth-generation Enphase Energy System, which includes the IQ Battery 10C, IQ Meter Collar, and IQ Combiner 6C, designed for smarter and simpler home energy management.
In July 2025, ENPH launched its latest electric vehicle (EV) charger, the IQ EV Charger 2, in Australia and New Zealand. In the same month, the company expanded the availability of the IQ EV Charger 2 across several European countries, including Greece, Romania, Ireland and Poland.
Such product launches, along with robust shipments of microinverters and batteries supported by strong solar demand, are expected to have improved ENPH’s service reliability and strengthened its overall performance in the to-be-reported quarter.
Region-wise, within the United States, the company anticipates continued growth while expecting seasonal softness in Europe amid weaker demand. ENPH also projects growth to pick up in Australia beginning in the third quarter, supported by the launch of its FlexPhase battery and high-powered microinverters aimed at capturing commercial opportunities.
ENPH continues to steadily invest in new products and customer service, while favorable returns and lower operating expenses may have further contributed to its earnings.
ENPH’s previously expected margin headwind of 6% to 8% for the third quarter has improved to an estimated 3% to 5%, even after factoring in new tariff hikes on several non-China countries. As a result, the company anticipates a smaller overall impact from tariffs on its third-quarter results.
Q3 Expectations for ENPH
The Zacks Consensus Estimate for ENPH’s sales stands at $361.8 million, which suggests a decline of 5% from the year-ago reported number.
The Zacks Consensus Estimate for earnings per share is pinned at 62 cents, which indicates a year-over-year fall of 4.6%.
The Zacks Consensus Estimate for total megawatts (MWs) shipped is pegged at 735 MWs, up 0.7% from the figure registered in the year-ago quarter.
What the Zacks Model Unveils for ENPH
Our proven model predicts an earnings beat for Enphase Energy this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as you will see below.
Enphase Energy, Inc. Price and EPS Surprise
Earnings ESP: ENPH has an Earnings ESP of +11.90%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: Currently, Enphase Energy carries a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Other Stocks to Consider
Here are three other companies from the same sector that also have the right combination of elements to post an earnings beat this reporting cycle:
Bloom Energy BE is set to post third-quarter earnings on Oct. 28, after market close. It has an Earnings ESP of +41.94% and sports a Zacks Rank of 1 at present.
BE’s long-term (three to five years) earnings growth rate is 28.02%. The Zacks Consensus Estimate for earnings is pinned at 8 cents per share, which suggests a massive year-over-year rise of 800%.
Archrock, Inc. AROC is expected to report its third-quarter 2025 results on Oct. 28, after market close. It has an Earnings ESP of +7.32% and carries a Zacks Rank of 2 at present.
AROC’s long-term earnings growth rate is 12%. The Zacks Consensus Estimate for earnings is pegged at 41 cents per share, which implies a year-over-year rise of 46.4%.
First Solar, Inc. FSLR is slated to report its third-quarter 2025 results on Oct. 30, after market close. It has an Earnings ESP of +2.92% and a Zacks Rank of 3 at present.
FSLR’s long-term earnings growth rate is 34.99%. The Zacks Consensus Estimate for earnings is pinned at $4.26 per share, which suggests a year-over-year surge of 46.4%.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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