BE Bloom Energy Corp
What matters nowUpdated 5 h ago
- Bloom Energy will report third-quarter 2026 financial results after the market close on October 22, 2026, with the call at 2:00 p.m. Pacific, a date it set on October 12 1. On September 16 it also published a 800 VDC power analysis estimating a 27% cut in non-compute capital spending for a 1 GW AI data center, a figure the company calls its own estimate, with NVIDIA's 800 VDC rack designs starting in 2027 2.
- BE traded at 258.24 on the pooled 24/7 venue price, down 0.61% from the previous close of 259.83. Recent sessions were volatile, with a 7.67% drop on October 12, a 6.33% drop on October 8 and an 11.11% gain on September 29.
- Revenue reached $2.02 billion in 2025, up 37%, and quarterly revenue passed $1 billion for the first time in the second quarter of 2026, when Energy Server product revenue rose 215% to $935.4 million. Management raised 2026 revenue guidance to $3.9 billion to $4.2 billion on July 28.
- On trailing figures to March 31, 2026, revenue was $2.45 billion, up 56.5% year on year, with a 29.6% gross margin and a 6.7% operating margin. The market capitalisation was $73.5 billion, or 30.0 times trailing sales.
- Insiders sold 243,315 shares worth $65.8 million over the last 180 days in 24 sales and made no purchases; 18 of those sales were under trading plans. The latest was Chief Commercial Officer Aman Joshi's sale of 8,437 shares on October 1 under a Rule 10b5-1 plan 3.
- Next, the September CPI report is due on October 14, and Polymarket odds for the October 2026 Fed meeting give an 81.5% chance of no rate change. Bloom expects to double Fremont output from 1 GW to 2 GW a year, with completion targeted for the end of 2026.
Bloom Energy newsroom · Oct 12
Bloom Energy newsroom · Sep 16
SEC EDGAR (Form 4) · Oct 1
Valuation & fundamentalsFull financials →
TTM through 2026-03-31 from SEC filings (some quarters derived from annual and year-to-date figures). Ratios use our pooled 24/7 price. Quarterly statements →
Every venue
| Venue | Price | vs pool | 24h vol | Open int. | Funding 8h |
|---|---|---|---|---|---|
| binance perp BEUSDT · just now | 263.89 | 0.00% | $40.4M | $8.3M | 0.0090% |
| bitget perp BEUSDT · just now | 263.77 | −0.05% | $5.2M | $2.0M | 0.0000% |
| hyperliquid perp xyz:BE · just now | 263.47 | −0.16% | $3.4M | $4.4M | 0.0050% |
| okx perp BE-USDT-SWAP · just now | 263.77 | −0.05% | $2.8M | $2.1M | 0.0000% |
| bybit perp BEUSDT · just now | 263.64 | −0.10% | $1.4M | $2.0M | 0.0000% |
| aster perp BEUSDT · just now | 263.74 | −0.06% | $27.9K | $436.9K | 0.0000% |
Pooled price = volume-weighted median of venues within 2% of each other. Venue markets for stocks, indices and gold are 24/7 perpetual contracts; they track but are not the official exchange price.
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NewsAll news →
Bloom Energy sets third-quarter 2026 results for October 22
Bloom said it will report third-quarter 2026 financial results after the market close on October 22, 2026.
Chief Commercial Officer Aman Joshi sells 8,437 shares under a trading plan
Aman Joshi, Bloom's Chief Commercial Officer, sold 8,437 shares on October 1, 2026 at a weighted average of $277.17.
Bloom Energy becomes jersey patch partner of the Philadelphia 76ers
Bloom Energy and the Philadelphia 76ers announced a multi-year strategic partnership on September 28, 2026, making Bloom the team's Official Jersey Patch Partner.
Bloom publishes 800V DC power analysis claiming $3.6 billion capex saving per gigawatt
Bloom released a report arguing its fuel cells can supply 800-volt DC power to AI racks directly, avoiding AC conversion gear.
Two Bloom officers sell shares to cover taxes on restricted stock settlement
Chief Operations Officer Satish Chitoori sold 2,870 shares at a weighted average of $270.06 on September 16, 2026, and Chief Accounting Officer Maciej Kurzymski sold 2,295 shares at $268.42 the same day.
Newsweek lists Bloom Energy among the world's most trustworthy companies for 2026
Bloom Energy was named to Newsweek's World's Most Trustworthy Companies 2026 list in the energy and utilities category.
S&P Dow Jones Indices adds Sandisk to the S&P 100, effective September 21
S&P Dow Jones Indices announced on September 4, 2026 that Sandisk will join the S&P 100, replacing Colgate-Palmolive before the open on September 21.
Oracle and Bloom Energy fund $400,000 for food bank route in New Mexico
Oracle and Bloom Energy committed $400,000 to the Roadrunner Food Bank of New Mexico to add a weekly mobile food route in Santa Teresa and Sunland Park.
Bloom launches Power Connect to cut onsite power installation time by over 40%
Bloom introduced Power Connect, a deployment system that moves much of the electrical integration work into the factory so equipment arrives largely wired, connected and tested.
Commercial chief and legal chief sell shares to cover RSU tax withholding
Aman Joshi sold 4,677 shares and Shawn Marie Soderberg sold 2,895 shares on August 14, 2026, both at prices near $240.
Bloom expands MiTAC relationship with islanded fuel cell microgrid in Fremont
Bloom will deploy fuel cell systems as an islanded microgrid at MiTAC's AI server manufacturing campus in Fremont, California.
Bloom Energy Q2 2026 revenue tops $1 billion and full-year revenue guidance rises to $3.9-4.2 billion
Bloom reported second-quarter 2026 total revenue of $1,065.4 million, up 165.5% from a year earlier, and its first quarter above $1 billion.
JPMorgan raises Bloom Energy price target to $346 from $267
JPMorgan analyst Mark Strouse raised his Bloom Energy price target to $346 from $267 on July 21, 2026.
Hunterbrook short report alleges Bloom relies on Chinese scandium
Hunterbrook Media published a report on July 8, 2026 saying Bloom's fuel cell supply chain depends on scandium that traces back to China, despite management's statements to the contrary.
Brookfield expands Bloom AI power financing framework from $5 billion to $25 billion
On June 30, 2026 Bloom and Brookfield Asset Management expanded their AI infrastructure partnership to a $25 billion financing framework, up from the $5 billion announced in October 2025, a fivefold increase.