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) 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.
Bloom Energy (NYSE: BE) and Brookfield expanded their AI infrastructure power partnership, increasing Brookfield’s framework to finance Bloom-powered projects from $5 billion to $25 billion, a fivefold rise since October 2025.
The funding supports global deployment of Bloom’s onsite fuel-cell power within Brookfield’s $100 billion target AI Infrastructure Fund.
Bloom Energy (NYSE:BE) released its 2026 Data Center Power Report Mid-Year Pulse, highlighting that AI-driven data center growth through 2030 is constrained mainly by power access and rising community concerns.
Key themes include grid limitations, onsite power plans, policy headwinds, carbon capture adoption, and an AI hardware readiness gap.
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.