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 (NYSE: BE) reported record Q1 2026 results: Revenue $751.1M (up 130.4% YoY) and Product revenue $653.3M (up 208.4% YoY). GAAP operating income was $72.2M; non-GAAP operating income was $129.7M. The company raised full‑year 2026 guidance to $3.4B–$3.8B and a midpoint revenue growth of ~80% YoY, with non‑GAAP gross margin ~34% and non‑GAAP operating income $600M–$750M.
Bloom Energy (NYSE: BE) will release its Q1 2026 financial results on April 28, 2026 after market close. Management will host a conference call and webcast at 2:00 p.m. PT / 5:00 p.m. ET the same day to discuss results, with replay availability via phone and the investor website.
Bloom Energy (NYSE: BE) expanded its partnership with Oracle to support AI and cloud infrastructure, under a master services agreement for up to 2.8 GW of fuel cell capacity. An initial 1.2 GW is contracted and deploying across U.S. Oracle projects, with rollouts continuing into next year.
Bloom highlights faster onsite deployment (a prior system delivered in 55 days versus 90 expected) and issued a warrant to Oracle on April 9, 2026 on previously announced terms.
Bloom Energy (NYSE: BE) was named to Newsweek’s 2026 Most Trustworthy Companies, ranking #2 in the Energy & Utilities category. The list, announced April 1, 2026, reflects survey responses from 25,000 U.S. participants and over 100,000 evaluations across consumers, employees and investors.
Bloom cited 25 years delivering clean, reliable onsite power and highlighted its U.S. design and manufacturing as foundations for trust and resilience.
Bloom Energy (NYSE: BE) appointed Simon Edwards as Chief Financial Officer, effective April 13, 2026. Edwards brings nearly two decades of finance and operating experience across AI infrastructure, SaaS, and industrial technology, including roles as CEO/CFO at Groq and CFO roles at Conga and ServiceMax.
Bloom cited Edwards' background in scaling companies, systems leadership, and experience with AI infrastructure as aligned with the company's focus on onsite power solutions for data centers and other industries facing power constraints.
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.