Bloom Energy

The latest read

Computed from the data on Oct 23, 2026. Every figure links back to its source in the sections below.

• Revenue over the four quarters to March 31, 2026: $2.43 billion, up 59% from a year earlier.SEC EDGAR filings (XBRL)
• Free cash flow (operating cash flow minus capital expenditure) over the four quarters to March 31, 2026: $0.23 billion, up 188% from a year earlier.SEC EDGAR filings (XBRL)
• Capital expenditure over the four quarters to March 31, 2026: $0.07 billion, up 40% from a year earlier.SEC EDGAR filings (XBRL)
• Long-term debt issued in the fiscal year to December 31, 2025: $2.50 billion.SEC EDGAR filings (10-K)
• Latest earnings call or results release (October 22, 2026): sentiment 0.90 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.95 of 1.Palanor Discourse
• Guidance in the last 90 days: 1 outlook figure raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
• Latest annual report (filed February 9, 2026): 3 risk factors added, 1 removed.Risk Factor Changes (10-K Item 1A)
• Insiders were net sellers in Q3 2026: $21.9 million on the open market.SEC Form 4
• 1,283 institutional managers reported a position at June 30, 2026 (+299 on the quarter before).SEC Form 13F
• H-1B filings certified in Q2 2026: 21 (13 a year earlier).U.S. Department of Labor (OFLC)
• Headlines in the last 30 days: 6, of which 1 read positive and 0 negative.Palanor headline tone

Risk events (12 months): 3 — latest OSHA inspection, Jul 24, 2026 →

Latest WARN notice: Oct 28, 2023 →

What Bloom Energy is doing, on three axes, from its filings and its own words, as of 2026-10-23. A description, not a rating: Company Posture never says whether to buy.

Bloom Energy's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.

0 actions in the last 12 months · 0 workers in WARN notices · latest Oct 28, 2023

1. Oct 28, 2023WARN notice · CA
   CA47 workers · Layoff · effective Oct 28, 2023
2. Oct 28, 2023WARN notice · CA
   CA1 worker · Layoff · effective Oct 28, 2023
3. Oct 28, 2023WARN notice · CA
   CA13 workers · Layoff · effective Oct 28, 2023
4. Oct 3, 2023WARN notice · CA
   CA6 workers · Layoff · effective Oct 3, 2023
5. Oct 3, 2023WARN notice · CA
   CA1 worker · Layoff · effective Oct 3, 2023
6. Oct 3, 2023WARN notice · CA
   CA8 workers · Layoff · effective Oct 3, 2023
7. Oct 3, 2023WARN notice · CA
   CA3 workers · Layoff · effective Oct 3, 2023
8. Oct 3, 2023WARN notice · CA
   CA54 workers · Layoff · effective Oct 3, 2023
9. Sep 16, 2023WARN notice · CA
   CA34 workers · Layoff · effective Sep 16, 2023
10. Sep 16, 2023WARN notice · CA
    CA1 worker · Layoff · effective Sep 16, 2023
11. Sep 16, 2023WARN notice · CA
    CA12 workers · Layoff · effective Sep 16, 2023

WARN notices cover layoffs above the federal size thresholds in the states Palanor reads; they are not every layoff. A WARN notice filed near an 8-K Item 2.05 of Bloom Energy is linked to it and counted once. Methodology and coverage

Bloom Energy's rows in Palanor's event trackers over the last three years, its own and its subsidiaries': FDA decisions, deal filings, IPO filings, private raises, insider clusters and 13D stakes, and distress filings. Each links to its filing or FDA record.

Records as filed. An FDA date is the agency's goal date; a filing records a step or an event, not what follows. Nothing here is a forecast or advice.

Charts

Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.

In the news

Headlines that name Bloom Energy, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.

30 days

6 headlines

17% positive · 0% negative

90 days

6 headlines

17% positive · 0% negative

• Positive
  Bloom Energy Stocks Fall 3.9% Although Baird Raises Target to $351

  gurufocus.com · via Marketaux · Oct 15, 2026

• Neutral
  Bloom Energy Is Becoming AI's Power Shortcut (NYSE:BE)

  seekingalpha.com · via Marketaux · Oct 11, 2026

• Neutral
  Bloom Energy: Oracle's Project Jupiter Is Not What Keeps Me Up At Night (NYSE:BE)

  seekingalpha.com · via Marketaux · Oct 10, 2026

• Neutral
  Hear from Ambrosia Energy and Bloom Energy execs on where the AI infrastructure boom is creating opportunity at TechCrunch Disrupt 2026

  Ambrosia Energy CEO Ben Longmier and Bloom Energy SVP Bill Thayer join the Smart Systems Stage at TechCrunch Disrupt. Register now to save up to $100. Grab a second of the same pass to save 50%.

  TechCrunch · Oct 8, 2026

• Neutral
  Dow Jones Futures: Nasdaq Hits High As Nvidia, SpaceX, Bloom Energy Flash Buy Signals. What To Do Now.

  investors.com · via Marketaux · Oct 2, 2026

• Neutral
  Bloom Energy: Why I'm Letting My Winner Ride (NYSE:BE)

  seekingalpha.com · via Marketaux · Sep 30, 2026

Filings and records

The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.

1. Oct 20, 2026Lobbying
   Lobbying report (BLOOM ENERGY)third_quarter 2026 · $0.5 million
2. Oct 19, 2026Lobbying
   Lobbying report (TIBER CREEK GROUP)third_quarter 2026 · $0.1 million
3. Oct 19, 2026Lobbying
   Lobbying report (MCALLISTER & QUINN, LLC)third_quarter 2026 · $0.1 million
4. Oct 19, 2026Lobbying
   Lobbying report (MCALLISTER & QUINN, LLC)third_quarter 2026 · $0.1 million
5. Oct 16, 2026Lobbying
   Lobbying report (HOLLIER & ASSOCIATES)third_quarter 2026 · $0.1 million
6. Oct 16, 2026Lobbying
   Lobbying report (BROWNSTEIN HYATT FARBER SCHRECK, LLP)third_quarter 2026 · $0.1 million
7. Oct 16, 2026Lobbying
   Lobbying report (S-3 GROUP)third_quarter 2026 · $0.1 million
8. Oct 13, 2026Patent
   Patent granted: METHOD OF FORMING AN INTERCONNECT COATING FOR AN ELECTROCHEMICAL DEVICE STACK USING LASER SINTERINGUS 12760423
9. Oct 13, 2026Patent
   Patent granted: METHOD OF FORMING AN INTERCONNECT FOR AN ELECTROCHEMICAL DEVICE STACK USING SPARK PLASMA SINTERINGUS 12759046
10. Oct 13, 2026Patent
    Patent granted: FUEL CELL SYSTEM AND METHOD OF OPERATING THEREOF AT NEAR ONE HUNDRED PERCENT FUEL UTILIZATIONUS 12763349
11. Sep 8, 2026Patent
    Patent granted: FUEL CELL INTERCONNECT ALLOYED WITH TRANSITION METAL ELEMENT AND METHOD OF MAKING THEREOFUS 12731795
12. Aug 25, 2026Patent
    Patent granted: VAPORIZER AND EXTERNAL STEAM FOR SOLID OXIDE ELECTROLYZERUS 12716142
13. Jul 24, 2026Risk event
    OSHA referral inspection: BLOOM ENERGYOSHA
14. Jul 21, 2026Lobbying
    Lobbying report (HOLLIER & ASSOCIATES)second_quarter 2026 · $0.1 million
15. Jun 22, 20268-K
    Director or officer changeItem 5.02
16. Jun 17, 20268-K
    Director or officer changeItem 5.02
17. May 27, 20268-K
    Shareholder vote resultsItem 5.07
18. Apr 13, 20268-K
    Material agreement signedItem 1.01
19. Mar 26, 20268-K
    Director or officer changeItem 5.02
20. Mar 24, 2026Risk event
    OSHA complaint inspection: BLOOM ENERGY CORPORATIONOSHA
21. Feb 9, 202610-K
    Annual report (10-K)3 risk factors added, 1 removed
22. Dec 23, 20258-K
    Material agreement signedItem 1.01
23. Dec 9, 2025Trademark
    Trademark application: BE
24. Nov 24, 2025Risk event
    OSHA complaint inspection: BLOOM ENERGY CORPORATIONOSHA
25. Nov 4, 20258-K
    Material agreement signedItem 1.01
26. Oct 30, 20258-K
    Material agreement signedItem 1.01
27. Aug 6, 20258-K
    Director or officer changeItem 5.02
28. May 19, 20258-K
    Shareholder vote resultsItem 5.07
29. May 13, 20258-K
    Material agreement signedItem 1.01
30. Feb 27, 202510-K
    Annual report (10-K)
31. Dec 20, 20248-K
    Director or officer changeItem 5.02

Peers

Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.

Identity

SEC CIK

1664703

LEI

549300XB5J9BFW5JXV97