Doyoumoney

Bloom Energy Q3 2026 Earnings: Bottom-Up vs. Consensus

Bottoms-up Q3 revenue is ~$36M higher than consensus at ~$1,095M, led by product sales. Base EPS of ~$0.8 is ~$0.1 above ~$0.7 consensus but ~$0.1 below ~$0.8 whisper. Revenue...

Q3 2026E revenue: bottoms-up segment build vs consensus (USD M)

Source: Company filings, Zacks consensus, author's MW x ASP estimate

SK Hynix 3Q26 Projections vs. Analyst Estimates

Own 3Q26 revenue and operating profit of ~$68B and ~$53B are ~3% to ~4% below consensus of ~$70B and ~$55B. The 3Q26 profit increase from ~$40B to ~$53B includes ~$7B from DRAM...

SK Hynix quarterly operating profit, 1Q25-4Q26E (USD B): 3Q26E own estimate USD 52.6B

Source: SK Hynix filings; FnGuide/Yahoo Finance consensus; own estimates at quarterly avg USD/KRW