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

Bloom Energy Q1 revenue rises 130% to $751.1 million; raises 2026 guidance

Positive Impact 4 of 5 earnings Written later

Bloom Energy reported first-quarter 2026 revenue of $751.1 million, up 130.4% from a year earlier, and GAAP net income attributable to common stockholders of $70.7 million, compared with a loss of $23.8 million in the first quarter of 2025. The company raised its full-year 2026 revenue guidance to $3.4 billion to $3.8 billion, with the revenue growth midpoint now about 80% year over year, up from about 60% previously.

Key points

  • Q1 2026 revenue was $751.1 million; product revenue was $653.3 million, up 208.4%.
  • GAAP diluted EPS was $0.23 versus a loss of $0.10 in Q1 2025; GAAP operating income was $72.2 million versus a loss of $19.1 million.
  • Full-year 2026 guidance: revenue $3.4 billion to $3.8 billion; non-GAAP operating income $600 million to $750 million; non-GAAP EPS $1.85 to $2.25.
  • Cash flow from operating activities was $73.6 million in Q1 2026, compared with negative $110.7 million in Q1 2025.

The filing

CompanyBloom Energy (BE)
Form8-K, current report
Filed with the SECApr 28, 2026, 4:07 PM ET
Accession number0001628280-26-027913

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 April 28, 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.