Welcome to our dedicated page for Bloom Energy news (Ticker: BE), a resource for investors and traders seeking the latest updates and insights on Bloom Energy stock.
Bloom Energy Corporation (NYSE: BE) is a manufacturing company focused on fuel cell power systems for onsite electricity generation. Its news flow reflects both its role in the energy transition and its position in supporting digital and AI infrastructure. The company describes its fuel cell systems as providing ultra-resilient, highly scalable onsite electricity generation for Fortune 500 customers, including data centers, semiconductor manufacturing, large utilities and other commercial and industrial sectors.
Visitors to this Bloom Energy news page can review company announcements about quarterly financial results, strategic partnerships, capital markets activities and corporate governance developments. Recent releases include detailed reports on second and third quarter financial performance, where Bloom Energy breaks out revenue from product, installation, service and electricity, and discusses both GAAP and non‑GAAP metrics such as gross margin, operating income and EBITDA.
Bloom Energy also issues news on major strategic relationships. Examples include a $5 billion strategic partnership with Brookfield focused on AI infrastructure and AI factories, and a collaboration with Oracle to deploy fuel cell technology at Oracle Cloud Infrastructure data centers. These announcements highlight how Bloom Energy’s systems are being used to power AI data centers and other critical digital infrastructure.
In addition, the company publishes updates on financing transactions such as convertible senior notes offerings and related exchange transactions, as well as corporate developments like board appointments and leadership changes in business and corporate development. By following this news feed, investors and observers can track how Bloom Energy communicates its operational progress, partnerships, financing decisions and role in onsite, low‑carbon power for large enterprises.
Tradr ETFs launched two first-to-market leveraged short single-stock ETFs on Feb 11, 2026: Tradr 2X Short BE Daily ETF (Cboe: BEZ) tracking Bloom Energy (NYSE: BE) and Tradr 2X Short SMR Daily ETF (Cboe: SMZ) tracking Nuscale Power (NYSE: SMR).
Each fund seeks the inverse of -200% of daily performance of its underlying stock. Tradr cited $150 million in assets across its long strategies on these names and notes a lineup of 64 leveraged ETFs representing over $2 billion AUM. The ETFs trade on Cboe and target sophisticated traders seeking short exposure without margin or options.
Bloom Energy (NYSE: BE) reported record 2025 revenue of $2.02B (+37.3% YoY) driven by AI data center and C&I demand. Product & service revenue reached $1.76B (+35.5%). Full-year operating income was $72.8M and non-GAAP operating income was $221.0M. Total backlog is ~$20B with product backlog ~$6B (~2.5x YoY). 2026 outlook: revenue $3.1B–$3.3B, non-GAAP gross margin ~32%, non-GAAP operating income $425M–$475M.
Bloom Energy (NYSE: BE) will release its Q4 2025 financial results on February 5, 2026 after market close. Management will host a 60-minute conference call the same day at 2:00 p.m. PT / 5:00 p.m. ET to discuss results.
Live dial-in numbers: 1.888.596.4144 (toll-free) and 1.646.968.2525; Conference ID: 5744085. A live webcast and one-year replay are available at https://investor.bloomenergy.com/. A telephonic replay will be available for one week via 1.800.770.2030 (toll-free) or 1.609.800.9909 with passcode 5744085.
Bloom Energy (NYSE: BE) released its 2026 Data Center Power Report surveying 152 industry decision-makers and interviews. Key findings: Texas could reach ~30% of U.S. data center share by 2028, Georgia is forecast to grow from 4% to 7% (+75%), legacy states may lose >50% share, >50% of new campuses may exceed 500 MW by 2035, nearly one-third of new campuses may exceed 1 GW, and ~33% of data centers are expected to run on 100% onsite power by 2030.
Bloom Energy (NYSE: BE) priced an upsized offering of $2.2 billion aggregate principal amount of 0% convertible senior notes due 2030, increased from $1.75 billion. Settlement is scheduled for November 4, 2025, with an initial purchasers' option of an additional $300.0 million. The initial conversion rate is 5.1290 shares per $1,000 principal (approximate conversion price $194.97), a ~52.50% premium to the Oct 30, 2025 closing price of $127.85. Estimated net proceeds are ~$2.16 billion (~$2.45 billion if option exercised); ~$988.4 million is intended to pay the cash portion of concurrent exchanges of existing convertible notes. Concurrent exchanges contemplate ~$532.8M 2028 notes and $443.1M 2029 notes swapped for cash plus approximately 42.4 million shares of Class A common stock in aggregate.
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.