Every material Form 8-K Bloom Energy filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Bloom Energy reported third-quarter 2026 revenue of $1,235.8 million, up 138.1% from a year earlier, and GAAP diluted EPS of $0.78 compared with a loss of $0.10 per share in the same quarter of 2025. The company raised its full-year 2026 revenue guidance to $4.4 billion to $4.6 billion, and said it was added to the S&P 500.
Q3 2026 revenue was $1,235.8 million, up 138.1% year over year; product revenue was $1,073.6 million, up 179.4%.
GAAP diluted EPS was $0.78 versus a loss of $0.10 in Q3 2025; non-GAAP diluted EPS was $0.94.
Full-year 2026 revenue guidance was raised to $4.4 billion to $4.6 billion, and non-GAAP EPS guidance is $3.10 to $3.40.
Net cash used in operating activities was $27.1 million in Q3 2026, compared with cash provided of $226.4 million in Q2 2026.
Bloom Energy reported record second-quarter 2026 revenue of $1,065.4 million, up 165.5% from a year earlier, and GAAP net profit to common stockholders of $196.3 million versus a loss of $42.6 million in the prior-year quarter. The company raised its full-year 2026 revenue guidance to $3.9 billion to $4.2 billion, which it says represents 100% growth at the midpoint.
Q2 2026 revenue $1,065.4 million, up 165.5% from $401.2 million in Q2 2025; product revenue $935.4 million
GAAP diluted EPS $0.62 versus a loss of $(0.18) a year earlier; non-GAAP diluted EPS $0.78
Full-year 2026 guidance raised: revenue $3.9 billion to $4.2 billion; non-GAAP operating income $800 million to $900 million; non-GAAP EPS $2.55 to $2.85
Cash flow from operating activities $226.4 million in Q2 2026 versus negative $213.1 million a year earlier
Bloom Energy's board approved a performance-based restricted stock unit award for CEO KR Sridhar covering 271,076 shares at target, dated June 15, 2026. Vesting depends on aggregate total revenue over four consecutive quarters between July 1, 2026 and December 31, 2029, with payout up to 300% of target, and the award is meant to keep him in the role beyond 2027.
Award covers 271,076 shares of common stock at target, granted June 15, 2026 under the 2018 Equity Incentive Plan.
Vesting is based on aggregate total revenue over the four consecutive quarters with the highest revenue between July 1, 2026 and December 31, 2029, and may be adjusted by non-GAAP product gross margin in fiscal 2029.
Dr. Sridhar can earn up to 300% of target and must remain CEO through December 31, 2029, subject to limited exceptions, and hold net shares until December 31, 2031.
The board said the award replaces retention concerns ahead of 2027, when his 2024 award vests.
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.
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.
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.
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
Bloom Energy said former Groq CEO and CFO Simon Edwards will become its Chief Financial Officer effective April 13, 2026. Maciej Kurzymski, the Acting Principal Financial Officer, will continue as Principal Accounting Officer. The filing sets out Edwards's pay package, including a $550,000 base salary, a 70% target bonus, and equity grants with target values of $1,590,000 each in RSUs and PSUs.
Simon Edwards becomes CFO effective April 13, 2026, succeeding Maciej Kurzymski as Acting Principal Financial Officer
Base salary of $550,000 with a target annual incentive bonus of 70% of base salary; 2026 bonus will be pro-rated
Equity grants of RSUs and PSUs, each with a target value of $1,590,000; PSUs can vest from 0% to 200% of target
Severance on a change in control includes a lump sum of 1.5 times base salary plus target bonus, and up to 18 months of COBRA premium reimbursement
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.
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
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Bloom Energy filing is on SEC EDGAR ↗. 8-K briefs of other companies →