Every 8-K that Bloom Energy Corporation (BE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow BE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BE filings page.
Bloom Energy reported record Q2 2026 results, with revenue of $1.065 billion, up 165.5% from $401.2 million a year earlier, driven by product revenue of $935.4 million, up 215.4%. GAAP gross margin expanded to 33.4% from 26.7%, and non-GAAP gross margin reached 34.3% versus 28.2%.
GAAP operating income was $182.2 million compared with a $3.5 million loss, while non-GAAP operating income rose to $239.6 million from $28.6 million. Net income attributable to common stockholders was $196.3 million, or diluted EPS of $0.62, versus a loss of $(0.18); non-GAAP diluted EPS was $0.78, up from $0.10. Adjusted EBITDA increased to $253.4 million from $41.2 million.
Operating cash flow improved to $226.4 million from a use of $213.1 million in the prior-year quarter, and cash, cash equivalents and restricted cash ended the period at $2,688.5 million. For full-year 2026, the company now guides to revenue of $3.9B–$4.2B, non-GAAP gross margin of ~34%, non-GAAP operating income of $800M–$900M, and non-GAAP EPS of $2.55–$2.85, representing ~100% revenue growth at the midpoint.
Bloom Energy Corporation filed a current report describing its response to a negative report published by Hunterbrook Media LLC on July 8, 2026. The company states that the outlet has disclosed it may hold positions that benefit from a decline in Bloom Energy’s stock price.
Bloom Energy says it categorically rejects the report’s claims about its financial results and accounting, calling those claims false and misleading. It emphasizes confidence in the accuracy and integrity of its audited financial statements and directs investors to its most recent Forms 10-K and 10-Q.
The company also disputes the report’s conclusions regarding scandium oxide. Bloom Energy states it has sufficient scandium oxide to meet current fuel cell demand and backlog, that its supply and future scaling are not dependent on China, and that it has visibility into its supply chain to support production of 25GW of fuel cells per year.
Bloom Energy Corporation filed an amended report to correct details about a previously disclosed executive equity grant. The update clarifies the final terms of a performance-based restricted stock unit award to Dr. KR Sridhar under the company’s 2018 Equity Incentive Plan, called the 2026 Award.
The amendment states that performance-based restricted stock units covering 319,082 shares of Bloom Energy common stock were granted at the target level. The company attributes the need for this correction to a printer error that caused the earlier report to be filed before the information was final.
Bloom Energy Corporation approved a new long-term performance equity award for CEO Dr. KR Sridhar as the company pursues growth in distributed energy. The grant covers 271,076 performance-based restricted stock units (PSUs) at target under the 2018 Equity Incentive Plan, with Dr. Sridhar eligible to earn up to 300% of this target based on results.
Vesting depends primarily on achieving objective total revenue goals over the four consecutive fiscal quarters between July 1, 2026 and December 31, 2029 when aggregate total revenue is highest, and is further adjusted by the Company’s non-GAAP product gross margin in fiscal 2029. Continued leadership through December 31, 2029 is required, and net shares from the award must generally be held until December 31, 2031, reinforcing long-term alignment with stockholders.
The Board cited Dr. Sridhar’s leadership and the Company’s growth—market capitalization rising from about $5 billion as of December 31, 2024 to about $79 billion as of June 15, 2026—and noted that a prior 2024 performance award has been outperformed, supporting this new, more rigorous PSU structure.
Bloom Energy Corporation reported the results of its 2026 Annual Meeting of Stockholders, including amendments to its Restated Certificate of Incorporation and director elections. Stockholders approved charter amendments to add officer exculpation as permitted by Delaware law, remove inoperative provisions related to Class B common stock, and make clarifying changes. Four Class II directors – Barbara Burger, Jeffrey Immelt, Jim Snabe, and Eddy Zervigon – were elected to three-year terms. Stockholders also approved, on an advisory basis, 2025 compensation for named executive officers and ratified Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026.
Bloom Energy reported a record Q1 2026 with sharp growth and improved profitability. Revenue reached $751.1 million, up 130.4% from $326.0 million a year earlier, led by product revenue of $653.3 million, which rose 208.4%.
Profitability strengthened meaningfully. GAAP gross margin improved to 30.0%, and non-GAAP gross margin to 31.5%. GAAP net income to common stockholders was $70.7 million, turning around from a $23.8 million loss, while non-GAAP operating income rose to $129.7 million and adjusted EBITDA to $143.0 million.
Cash generation and outlook both stepped up. Operating cash flow was $73.6 million versus a prior-year outflow. Management raised full‑year 2026 guidance, now targeting revenue of $3.4–$3.8 billion, non‑GAAP gross margin of about 34%, non‑GAAP operating income of $600–$750 million, and non‑GAAP EPS of $1.85–$2.25.
Bloom Energy Corporation filed a current report to note that it has submitted a prospectus supplement to its automatic shelf registration statement on Form S-3 (Registration No. 333-282117).
The report is being used solely to file the opinion of Latham & Watkins LLP on the validity of the shares of Bloom’s Class A common stock offered under that prospectus supplement, along with the related consent and cover page interactive data file as exhibits.
Bloom Energy Corporation entered into a material agreement with Oracle Corporation, issuing Oracle a fully vested warrant to purchase up to 3,531,073 shares of Bloom's Class A common stock at an exercise price of $113.28 per share. The warrant is immediately exercisable, in whole or in part, by cash payment or cashless exercise until 5:00 p.m. Eastern time on October 9, 2026. It includes customary anti-dilution adjustments, provides Oracle with registration rights for the warrant shares, restricts transfers without Bloom’s consent, and relies on private offering exemptions under Sections 4(a)(2) and 3(a)(9) of the Securities Act.
Bloom Energy Corporation appointed Simon Edwards as its new Chief Financial Officer, effective April 13, 2026. He replaces the acting principal financial officer role for CFO duties, while Maciej Kurzymski continues as Principal Accounting Officer.
Edwards will receive an annual base salary of $550,000 and is eligible for an annual cash incentive bonus targeted at 70% of base salary, pro-rated for 2026. He also received equity awards in Bloom’s Class A common stock and entered into Bloom’s standard Employment, Change in Control and Severance Agreement.
In a qualifying termination, he may receive severance equal to one year of base salary and COBRA reimbursement. If such a termination occurs around a change in control, severance increases to 1.5 times base salary plus target bonus, a pro-rata target bonus, extended COBRA reimbursement, and full acceleration of equity awards at target performance.
Bloom Energy Corporation filed a current report stating that it announced its financial results for the fourth quarter ended December 31, 2025. The company released a detailed press release, furnished as Exhibit 99.1, to share these quarterly results with the market.
The company also prepared an investor slide presentation, furnished as Exhibit 99.2, for use by senior management in discussions with investors and other stakeholders. Both exhibits are furnished under Items 2.02 and 7.01 of the report and are expressly not treated as filed for liability purposes under the Exchange Act.
Bloom Energy Corporation entered into a new $600 million senior secured multicurrency revolving credit facility with Wells Fargo Bank and other lenders. This revolving line of credit can be drawn in several currencies, including U.S. dollars, British pounds, euros, Japanese yen, and Singapore dollars, giving the company flexibility to fund operations globally.
Borrowings may be used for working capital, capital expenditures, permitted acquisitions, and general corporate purposes. The facility matures on December 19, 2030, unless accelerated upon certain events. Interest is based on either Term SOFR plus a margin of 1.50%–2.25% or an adjusted base rate plus a margin of 0.50%–1.25%, with a 0.20%–0.35% annual commitment fee on undrawn amounts, all tied to Bloom’s Total Leverage Ratio.
The credit line is secured by liens on substantially all of Bloom’s personal property (excluding intellectual property) and equity interests in material subsidiaries, subject to exceptions. Key financial covenants require a Secured Leverage Ratio ≤ 3.25:1.00 and a Consolidated Interest Coverage Ratio ≥ 3.00:1.00, tested quarterly, with a temporary leverage step-up after certain material acquisitions.
Bloom Energy entered a material financing, issuing $2,500,000,000 aggregate principal amount of 0% Convertible Senior Notes due 2030 under a new indenture with U.S. Bank Trust Company.
The notes carry no cash interest, mature on November 15, 2030, and are initially convertible at 5.1290 shares per $1,000 (conversion price about $194.97). The company may settle conversions in cash, stock, or a combination, and may redeem the notes on or after November 20, 2028 if stock price and other conditions are met. If certain “Fundamental Change” events occur, holders can require repurchase for cash.
Concurrently, Bloom negotiated exchanges of approximately $532,845,000 of its 3.00% 2028 notes for $539,638,773.75 in cash and 24,302,183 shares, and $443,100,000 of its 3.00% 2029 notes for about $448,749,525.00 in cash and 18,105,762 shares. Initially, a maximum of 19,554,000 shares may be issued upon conversion of the new notes based on an initial maximum conversion rate of 7.8216 per $1,000.
Bloom Energy (BE) announced it is negotiating a senior secured Revolving Credit Facility under which it expects to obtain up to $600.0 million in revolving commitments. The company intends to use any borrowings for general corporate purposes, including funding working capital.
The contemplated facility is expected to include customary covenants that could limit the company’s ability to incur additional debt or liens, make investments, dispose of assets, enter into affiliate transactions, or pay dividends and distributions. Bloom Energy has not entered into any commitments; terms remain under discussion and are subject to change based on market conditions.
Bloom Energy announced an agreement to issue Oracle a warrant, subject to negotiating final terms, to purchase up to 3,531,073 shares of Class A common stock at an exercise price of $113.28 per share, equal to the closing market price on October 28, 2025. The warrant will expire six months from its issuance and will include customary anti-dilution adjustments, transfer restrictions, and exercise procedures. It confers no voting or dividend rights before exercise and settlement.
The warrant is tied to the companies’ partnership to provide on-site solid state power for AI data centers and is expected to be issued under the Section 4(a)(2) private placement exemption. The filing states the partnership aims to accelerate adoption of Bloom’s fuel cell technology for large-scale AI data centers and onsite power generally.
Bloom Energy Corporation furnished an 8-K reporting financial results for the third quarter ended September 30, 2025. On October 28, 2025, the company announced these results and provided accompanying materials.
Under Item 2.02, a press release was furnished as Exhibit 99.1, and under Item 7.01, an investor presentation was furnished as Exhibit 99.2. The materials are furnished, not filed, and are not subject to Section 18 liability or incorporated by reference unless expressly stated. The 8-K was signed by Chief Accounting Officer Maciej Kurzymski, acting as Principal Financial Officer.