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AI brief of an SEC Form 8-K · Bloom Energy (BE)

Bloom Energy Q4 revenue rises 35.9% to $777.7 million; 2026 revenue outlook $3.1B-$3.3B

Mixed Impact 3 of 5 earnings Written later

Bloom Energy reported fourth-quarter 2025 revenue of $777.7 million, up 35.9% from a year earlier, and full-year 2025 revenue of $2.02 billion, up 37.3%. Profit weakened: fourth-quarter net income attributable to common stockholders was $1.1 million versus $104.8 million a year earlier, and the company recorded $66.2 million of debt conversion inducement expense, with full-year 2025 GAAP net loss widening to $88.4 million. The company also issued full-year 2026 outlook for revenue of $3.1 billion to $3.3 billion and non-GAAP EPS of $1.33 to $1.48.

Key points

  • Q4 2025 revenue $777.7 million, up 35.9% from $572.4 million in Q4 2024; Q4 GAAP gross margin 30.8%, down 7.5 percentage points year over year
  • Q4 2025 GAAP diluted EPS $0.00 versus $0.38 in Q4 2024; full-year 2025 GAAP diluted EPS $(0.37) versus $(0.13) in 2024
  • Q4 2025 operating cash flow $418.1 million; full-year 2025 operating cash flow $113.9 million
  • 2026 outlook: revenue $3.1B-$3.3B, non-GAAP gross margin about 32%, non-GAAP operating income $425M-$475M, non-GAAP EPS $1.33-$1.48

The filing

CompanyBloom Energy (BE)
Form8-K, current report
Filed with the SECFeb 5, 2026, 4:21 PM ET
Accession number0001628280-26-005798

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:42 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 05, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.