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 develops and manufactures solid oxide fuel cell systems for onsite electricity generation. The company’s Bloom Energy Servers are fuel-flexible systems used for stationary power applications, including data centers, semiconductor manufacturing, utilities, and other commercial and industrial customers in the United States and international markets.
Bloom Energy news commonly covers quarterly results, revenue guidance, product and service margins, backlog trends, and demand for onsite power tied to AI and cloud infrastructure. Company updates also include customer partnerships such as Oracle, U.S. manufacturing, executive appointments, and market reports on data center power availability.
Bloom Energy (BE) is honoring Louisville first responders as part of its season-long partnership with ESPN Radio’s College Football Campus Tour in Louisville, Kentucky. The company visited Louisville Fire Department’s Engine 16 / Truck 3, which serves one of the city’s busiest districts and responds to about 2,000 emergency calls per year, and contributed to the Louisville Fire Foundation, a nonprofit that supports firefighters through training, fire safety education, community programs and assistance for firefighters and their families.
Bloom will also host an on-site presence during the tailgate before the Louisville Cardinals vs. SMU Mustangs game, where fans can play a game and learn about Bloom’s fuel cell technology for critical infrastructure. Additional confirmed 2026 tour stops include State College, Gainesville, Austin, Oxford, Baton Rouge and Lincoln on specific September, October and November dates.
Bloom Energy (BE) has released a special report, “The New Rules of AI Power,” claiming its 800V DC-native solid oxide fuel cell systems can materially lower the cost of powering next-generation AI data centers.
For a modeled 1 GW AI data center using next-generation AI rack assumptions, Bloom’s analysis indicates a $3.6 billion (27%) reduction in non-compute CAPEX and a $5.5 billion (9%) reduction in five-year total cost of ownership versus traditional AC-based architectures. Bloom’s fuel cells generate continuous 800V DC onsite, aiming to eliminate multiple AC‑DC conversion stages, reduce dependence on transformers and switchgear with long lead times, and shrink space and copper needs.
The company links this architecture to NVIDIA’s stated move to 800V DC rack designs from 2027 onward and cites survey data that data center leaders expect DC-based architectures to represent 58% of new deployments by 2030.
Bloom Energy (BE) is partnering with the ESPN College Football Campus Tour for a season-long 2026 initiative to bring conversations about the future of power to college communities nationwide, starting September 12 in College Station, Texas.
At each tour stop, Bloom Energy will pair college football events with local community engagement, including recognizing and supporting local firefighters and other emergency responders. At the first stop, the company donated to the Brazos County Firefighters Association to bolster regional emergency response resources. Bloom Energy will also spotlight how its on-site fuel cells provide clean, reliable power that can support growing U.S. electricity demand.
Bloom Energy (BE) has been named to Newsweek’s World’s Most Trustworthy Companies 2026 list in the Energy & Utilities category. The recognition, developed with Statista, covers 1,000 companies across 20 countries and reflects Bloom’s 25 years of delivering onsite power for businesses and communities worldwide. The ranking is based on a survey of more than 65,000 participants, about 200,000 company evaluations across three trust dimensions, and social listening of over 500,000 company mentions.
S&P Dow Jones Indices will rebalance the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 before the market opens on September 21, 2026, to keep each index aligned with its target market-cap range.
Dell Technologies, Palo Alto Networks, Arista Networks, and Sandisk will join the S&P 100, while NIKE, Honeywell Aerospace, Simon Property Group, and Colgate-Palmolive exit. Bloom Energy, Everpure, and Illumina will enter the S&P 500, replacing Molson Coors Beverage, The Trade Desk, and Builders FirstSource, which move to the S&P SmallCap 600. Multiple constituents, including HubSpot, AGNC Investment, Corcept Therapeutics, Brinker International, Herc Holdings, Delek US Holdings, AXT, Arcutis Biotherapeutics, AtriCure, Capri Holdings, Boston Beer, and others shift among the S&P MidCap 400 and S&P SmallCap 600.
Bloom Energy (NYSE: BE) announced Power Connect, a new deployment system designed to reduce onsite power installation time by over 40%. The system shifts critical electrical integration work from construction sites to factories, standardizing installation and improving schedule certainty for power-intensive customers such as data centers and advanced manufacturing facilities.
Power Connect is delivered pre-connected, pre-wired, tested and ready for installation, which lowers onsite complexity, enhances deployment consistency and speeds commissioning. According to Bloom Energy, the product is manufactured and assembled in the United States through its domestic network, supporting American innovation and job creation.
Bloom Energy (NYSE: BE) announced an expanded partnership with MiTAC Computing Technology, under which Bloom will deploy fuel cell systems to create an islanded microgrid at MiTAC’s AI server manufacturing campus in Fremont, California. This new project builds on an existing Bloom installation at MiTAC’s San Jose facility, increasing MiTAC’s overall contracted onsite power capacity across two California sites.
According to Bloom Energy, the expansion supports the growing power needs of AI infrastructure manufacturers and adds to Bloom’s AI infrastructure segment, which now includes nearly two dozen customers with approximately 250 MW of capacity, up from nearly zero in this segment about two years ago. Bloom highlights that its fuel cell technology provides clean, reliable onsite power that can be deployed quickly and is well suited to locations constrained by permitting timelines, water availability, or noise limits. Bloom has already deployed hundreds of megawatts to data centers through partnerships with companies such as American Electric Power, Brookfield, Equinix, Nebius, and Oracle.
Bloom Energy (NYSE: BE) reported record Q2 2026 revenue of $1.065 billion, its first quarter above $1 billion, up 165.5% year over year, driven by $935.4 million product revenue, up 215.4%. GAAP gross margin rose to 33.4%, and non-GAAP gross margin to 34.3%.
GAAP operating income reached $182.2 million versus a prior-year loss, with non-GAAP operating income of $239.6 million. Operating cash flow improved to $226.4 million from a $213.1 million outflow. Diluted EPS was $0.62, and non-GAAP diluted EPS $0.78. Bloom raised 2026 guidance to $3.9–$4.2 billion revenue, ~34% non-GAAP gross margin, $800–$900 million non-GAAP operating income, and non-GAAP EPS of $2.55–$2.85.
Bloom Energy (NYSE: BE) is part of a $1.7 billion project investment announced by Industrial Development Funding (IDF) and Oaktree to deploy Bloom’s fuel cell technology for Nebius’ AI cloud infrastructure. The project will supply dedicated behind-the-meter power to support Nebius’ compute demand.
IDF is the lead developer, with minority equity participation from Oaktree. Morgan Stanley acted as sole tax equity investor and placement agent, while MUFG Bank provided senior debt financing. According to Bloom Energy and IDF, this transaction extends a broader collaboration that has enabled a diversified portfolio of over $2.6 billion in Bloom Energy projects across clean energy and digital infrastructure.
Bloom Energy (NYSE:BE) will release its Q2 2026 financial results on July 28, 2026, after market close. Management will host a 60-minute conference call at 2:00 p.m. PT / 5:00 p.m. ET to discuss the results.
Investors can join via live dial-in or webcast, with both phone and online replays available after the event.