Bloom Energy Corporation (BE) reports a planned sale of common stock by an affiliate of insider Satish Chitoori. A brokerage account at Morgan Stanley Smith Barney LLC lists 2,053 common shares, tied to Restricted Stock Units dated 08/13/2026, for potential sale on the NYSE. The notice also records a prior Rule 10b5-1 sale of 2,837 common shares on 06/16/2026 for 820210.18.
Bloom Energy (BE) reports that shareholder Aman Joshi intends to sell 4,677 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services. These shares relate to Restricted Stock Units dated August 13, 2026. The filing also lists prior 10b5-1 sales in the last three months totaling 11,901 shares of common stock and more than $3.5 million in sale proceeds.
Shawn M. Soderberg notified of an intended sale of 2,895 shares of BE common stock through Morgan Stanley Smith Barney LLC Executive Financial Services at the NYSE, with an indicated value of $676,285.32, following vesting of restricted stock under a registered plan and prior three-month sales of smaller share blocks.
Bloom Energy Corp received an amended Schedule 13G filing (Amendment No. 10) from Ameriprise Financial, Inc. and its subsidiary Columbia Management Investment Advisers, LLC regarding ownership of Bloom’s common stock.
Ameriprise Financial, Inc. reports beneficial ownership of 18,231,962 shares of Bloom Energy common stock, representing 6.4% of the class, with 16,688,119 shares subject to shared voting power and 18,231,962 shares subject to shared dispositive power. Columbia Management Investment Advisers, LLC reports beneficial ownership of 17,202,053 shares, representing 6.0% of the class, with 16,599,100 shares subject to shared voting power and 17,202,053 shares subject to shared dispositive power. Each of Ameriprise and Columbia disclaims beneficial ownership of the reported shares.
BE reports a planned sale of 15,000 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services, with an aggregate market value of $3,557,400.00, to be sold on or after August 13, 2026 on the NYSE. Shares outstanding are listed as 294,527,346. The filing also notes the shares were originally acquired via an open market purchase on July 25, 2018.
Over the past three months, an affiliated entity, JC2 INVESTMENTS, LLC, effected Rule 10b5-1 sales of common stock, including 15,000 shares valued at $3,083,747.50 on August 3, 2026 and 55,000 shares valued at $16,372,817.50 on May 28, 2026.
Bloom Energy director John T. Chambers, through JC2 Investments, LLC, sold 15,000 shares of common stock on August 3, 2026 at a weighted average price of $205.58 per share, with trades between $193.29 and $224.02, under a Rule 10b5-1 trading plan adopted on February 26, 2026. Following these transactions, JC2 Investments held 223,333 shares indirectly, and Chambers also directly owned 138,887 shares.
Jane Street Group, LLC and affiliates report a significant ownership position in Bloom Energy Corp. The group reports beneficial ownership of 14,874,272.16 shares of Bloom Energy common stock, representing 5.1% of the class.
The filing states that Jane Street entities have 0 shares with sole voting or dispositive power and 14,874,272.16 shares with shared voting and shared dispositive power. Subsidiaries identified as holding the securities include Jane Street Capital, LLC, Jane Street Global Trading, LLC, Leonard Street Holdings, LP, and Jane Street Singapore Pte. Limited, each with its own reported shared-voting stakes.
BE reports a planned sale of 15,000 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services, with an aggregate market value of $3,087,150.00. The filing lists 294,527,346 common shares outstanding and indicates an approximate sale date of 08/03/2026 on the NYSE.
Previous activity includes an open market purchase by the issuer of 15,000 common shares for cash on 07/25/2018. The remarks section notes 10b5-1 sales for JC2 INVESTMENTS, LLC, including a transaction dated 05/28/2026 for 55,000 common shares with an aggregate value of $16,372,817.50.
Bloom Energy Corporation filed an amended quarterly report for the period ended June 30, 2026 to correct a transposed “six months”/“three months” reference in its customer risk disclosure. For the quarter, revenue was $1,065.4 million and net income attributable to common stockholders was $196.3 million, or $0.62 per diluted share, compared with a $42.6 million loss a year earlier.
For the first six months of 2026, revenue reached $1,816.4 million and net income attributable to common stockholders was $266.9 million, or $0.85 diluted EPS, versus a $66.4 million loss in 2025. Operating cash flow was $300.0 million, and cash, cash equivalents and restricted cash totaled $2,688.5 million, while recourse debt stood at $2,475.4 million. Stockholders’ equity increased to $1,640.7 million as converts and equity-linked arrangements, including a warrant transaction with Oracle’s customer’s customer, lifted common shares outstanding to 293.4 million. The company also highlighted customer and geographic revenue concentrations and higher warranty reserves of $77.8 million, including a $58.3 million specific product warranty.
Bloom Energy reported a sharp improvement in results for the three and six months ended June 30, 2026. The business moved from prior-year losses to profitability, with net income attributable to common stockholders of 196,290 (in thousands) for the quarter and 266,943 (in thousands) year-to-date; diluted EPS was 0.62 and 0.85 for the respective periods.
Gross profit and operating income increased significantly, and interest expense declined versus 2025. Net cash provided by operating activities was 300,042 (in thousands) for the first half, compared with a large outflow a year earlier, lifting cash, cash equivalents and restricted cash to 2,688,508 (in thousands) as of June 30, 2026.
Total assets were 5,628,401 (in thousands) and stockholders’ equity 1,640,671 (in thousands), while outstanding recourse and non-recourse debt totaled $2,475.4 million and $2.6 million. Shares outstanding rose to 293,354,001, reflecting conversions of Green convertible notes and issuance of 2,154,231 shares under an Oracle warrant. The warrant and incremental inducement shares had an aggregate fair value of $324.4 million, recorded mainly as a customer consideration asset and a reduction of revenue as Oracle-related systems are delivered. The company also highlighted substantial customer concentration, larger customer deposits and deferred revenue, and a higher warranty reserve.