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

Bloom Energy issues Oracle warrant for 3,531,073 Class A shares at $113.28 each

Neutral Impact 3 of 5 financing Written later

On April 9, 2026, Bloom Energy issued Oracle Corporation a fully vested warrant to buy up to 3,531,073 Class A common shares at $113.28 per share, which was the October 28, 2025 closing price. The warrant can be exercised until 5:00 p.m. Eastern on October 9, 2026, by cash payment or cashless exercise. The warrant is tied to the companies' partnership to provide on-site solid state power for AI data centers, and any shares issued on exercise would add to Bloom's outstanding Class A shares.

Key points

  • Warrant covers up to 3,531,073 Class A common shares at an exercise price of $113.28 per share
  • Warrant issued April 9, 2026; fully vested and exercisable until 5:00 p.m. Eastern on October 9, 2026
  • Oracle may exercise by cash payment or cashless exercise; the warrant carries anti-dilution adjustments and registration rights
  • Issued under the Section 4(a)(2) registration exemption, tied to the Oracle partnership first disclosed October 30, 2025

The filing

CompanyBloom Energy (BE)
Form8-K, current report
Filed with the SECApr 13, 2026, 4:18 PM ET
Accession number0001628280-26-024896

Items reported: 1.01 Material Definitive Agreement3.02 Unregistered Equity Sale

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:42 AM ET, from this filing 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 April 13, 2026.

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