Bloom Energy Stock Price, News & Analysis

Bloom Energy (NYSE: BE) announced a proposed private offering of $1.75 billion aggregate principal amount of 0% convertible senior notes due November 15, 2030, with an initial purchaser option for an additional $250.0 million. The notes are senior, unsecured, bear no regular interest, and will not accrete; conversion may be settled in cash, Class A common stock or a combination at the company’s election.

Use of proceeds includes paying cash consideration in concurrent exchange transactions for existing 2028 and 2029 convertible notes and general corporate purposes such as R&D, sales and marketing, manufacturing expansion and capital expenditures. Redemption is permitted from Nov 20, 2028 if the stock trades above 130% of the conversion price and other conditions are met.

Bloom Energy (NYSE: BE) reported Q3 2025 revenue of $519.0M, up 57.1% YoY, and product & service revenue $442.9M (+55.7% YoY).

GAAP gross margin 29.2% (+5.4 pts YoY); non‑GAAP gross margin 30.4%. GAAP operating income was $7.8M vs. a loss of $9.7M in Q3'24; non‑GAAP operating income was $46.2M (+$38.1M YoY) with a non‑GAAP operating margin of 8.9%. GAAP net loss to common stockholders was $23.1M and GAAP diluted EPS was $(0.10). The company also announced a $5 billion strategic AI infrastructure partnership with Brookfield Asset Management.

Bloom Energy (NYSE: BE) and Brookfield announced a $5 billion strategic partnership to build and power large-scale AI factories using Bloom Energy fuel cells and Brookfield infrastructure and capital.

The collaboration makes Bloom the preferred onsite power provider for Brookfield’s AI factories, marks Brookfield’s first investment through its dedicated AI Infrastructure strategy, and includes active design work plus a Europe site to be announced before year‑end. Brookfield cites over $100 billion invested in digital infrastructure and $550 billion of assets under management. The companies note AI data center power demand in the U.S. could exceed 100 GW by 2035.

Bloom Energy (NYSE: BE) will release Q3 2025 financial results on October 28, 2025 after market close.

Management will host a 60-minute conference call and webcast on October 28, 2025 at 2:00 p.m. PT / 5:00 p.m. ET to discuss results. Live dial-in numbers and a webcast link are provided, and a telephonic replay will be available for one week with a webcast replay hosted on the investor website for one year.

Bloom Energy (NYSE: BE) has appointed Aaron Hoover as the new head of business and corporate development. Hoover, formerly Global Co-Head of Energy Investment Banking at Morgan Stanley, brings over 20 years of leadership experience in energy and finance sectors.

In his new role, Hoover will focus on developing strategic partnerships within the energy ecosystem and driving corporate development initiatives. Based in Houston, he will leverage his extensive relationships across the energy sector to expand Bloom's market presence, particularly in areas of carbon capture and sequestration through collaboration with the natural gas sector.

CEO KR Sridhar emphasized the appointment's timing, highlighting Bloom's focus on converting molecules to clean power and advancing near-zero emission power options through carbon capture technology.

Bloom Energy (NYSE: BE) has appointed technology industry veteran Jim Hagemann Snabe to its Board of Directors. Snabe brings significant leadership experience as the current Chairman of Siemens AG and former co-CEO of SAP. He also serves on the boards of Temasek, World Economic Forum, and C3 AI.

The appointment aims to leverage Snabe's expertise in scaling global enterprises and advancing digital transformation. His experience from leadership roles at major companies like SAP, Maersk, and Siemens is expected to support Bloom's mission of expanding its fuel cell technology worldwide.

Bloom Energy (NYSE:BE) reported strong Q2 2025 financial results, marking its third consecutive quarter of record revenue and profits. The company achieved revenue of $401.2 million, up 19.5% year-over-year, with product and service revenue increasing 25.9% to $351.1 million.

Key highlights include improved gross margin of 26.7% (up 6.3 percentage points YoY), non-GAAP operating income of $28.6 million (versus a $3.2 million loss in Q2 2024), and the sixth straight quarter of services profitability. The company announced a collaboration with Oracle for AI data centers and plans to double factory capacity from 1GW to 2GW by end of 2026.

Bloom reaffirmed its 2025 guidance with expected revenue of $1.65B - $1.85B, non-GAAP gross margin of ~29%, and non-GAAP operating income of $135M - $165M.

Bloom Energy (NYSE: BE) has announced a significant collaboration with Oracle Cloud Infrastructure (OCI) to deploy its fuel cell technology at select OCI data centers in the United States. The partnership aims to support OCI's growing AI and cloud computing services with rapid power deployment within 90 days for entire data centers.

The collaboration highlights Bloom's ability to provide clean, reliable, and cost-efficient power solutions specifically engineered for AI workloads. Notably, Bloom's systems deliver power with virtually no air pollution and zero water consumption, supporting Oracle's sustainability goals. The company has already deployed over 400 MW to power data centers worldwide and has established a strong presence in critical digital infrastructure through partnerships with major companies like Equinix and AEP.

Bloom Energy (NYSE:BE) has scheduled its second quarter 2025 financial results announcement for July 31, 2025, after market close. The company's management will host a conference call and webcast at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) to discuss the quarterly results.

The 60-minute conference call will be accessible via phone at 1.888.596.4144 (toll-free) or 1.646.968.2525 with Conference ID: 5744085. A live webcast will be available on the company's investor relations website. A replay will be accessible for one week via phone and for one year on the company's website.