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.
BlackRock, Inc. filed Amendment No. 8 reporting its beneficial ownership of Class A stock of Bloom Energy Corporation. BlackRock reports beneficial ownership of 17,011,609 shares, representing 6.0% of the Class A common stock.
BlackRock has sole voting power over 15,548,536 shares and sole dispositive power over 17,011,609 shares, with no shared voting or dispositive power. The filing notes that various underlying clients may receive dividends or sale proceeds, but no such person is reported to hold more than five percent of Bloom Energy’s outstanding common shares.
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 Corp director Cynthia J. Warner received a grant of 76 deferred stock units of Common Stock, acquired as a compensation award under the company’s 2021 Deferred Compensation Plan. The grant is recorded at a reference price of $302.70 per share. Following this award, Warner directly holds 34,895 shares or units reported as Common Stock-related holdings.
Bloom Energy Corp director Jeffrey R. Immelt reported an acquisition of 85 shares of Common Stock on 2026-06-30. The transaction was coded as a grant or award and represents deferred stock units acquired under the company’s 2021 Deferred Compensation Plan. Following this award, Immelt directly holds 231,243 shares of Bloom Energy common stock. This filing reflects routine compensation rather than an open-market purchase or sale.
Bloom Energy Corp Chief Commercial Officer Aman Joshi reported an open-market sale of 8,343 shares of common stock. The shares were sold at a weighted average price of $300.37 per share under a Rule 10b5-1 trading plan adopted on November 26, 2025. After the sale, Joshi directly holds 163,807 shares, indicating he retained a substantial equity position in the company.
Morgan Stanley Smith Barney LLC Executive Financial Services filed a Form 144 notice related to the proposed sale of 8,343 restricted stock units dated 05/13/2026. The filing also records prior 10b5-1 sales by Aman Joshi: 4,813 shares on 05/14/2026 for $1,387,128.26 and 3,558 shares on 06/16/2026 for $1,028,758.34.
This notice lists the securities class as Common and references the NYSE. The filing appears administrative in nature, reporting planned/reserved RSUs and recent 10b5-1 dispositions; cash‑flow treatment and ultimate sale timing are not detailed in the excerpt.
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 Chief Commercial Officer Aman Joshi reported an open-market sale of 3,558 shares of common stock at a weighted average price of $289.14 per share. According to the filing, the sale was made to cover tax withholding from restricted stock unit settlement under a Rule 10b5-1 trading plan, and Joshi now holds 172,150 shares directly.
Bloom Energy Corp Chief Accounting Officer Maciej Kurzymski reported selling 2,259 shares of common stock on June 16, 2026 at a weighted average price of $288.62 per share. The shares were sold to cover tax withholding obligations arising from restricted stock unit settlement, and Kurzymski held 79,686 shares afterward.