BE Bloom Energy Corp

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Manufacture and operation of modular onsite solid oxide fuel cell power systems primarily for commercial, data center, industrial, and utility customers
• • New emphasis on Bloom Electrolyzer for hydrogen production alongside mature Energy Server, signaling entry into clean hydrogen market with international focus
• • Strategic shift toward rapid deployment onsite power amid rising AI-driven power demand and grid capacity limits; leveraging faster time to power vs traditional OEMs
• • Employee count over 2,000 globally; deployed systems at ~1,100 sites across 9 countries; 682 MW installed capacity in South Korea as second-largest market
• • Unique capability of Energy Server to deliver near-zero emissions electricity from multiple fuels with availability ~99.9% post-2020 and rapid output modulation tuned for AI workloads

Risk Factors

• • Loss of California Fuel Cell Net Energy Metering (FC NEM) tariff as of end 2023 may increase costs, impacting new sales and customer economics
• • AI data center demand concentration risk; slower AI adoption or permit delays could reduce revenue from this growing customer segment
• • Single and sole-source suppliers risk for capital equipment may disrupt timely product delivery and production schedules
• • Increasing competition risks from grid electricity, nuclear, geothermal, solar+storage, and alternative hydrogen generation technologies
• • Indebtedness and debt covenants may restrict financial flexibility and limit ability to raise additional capital for growth

Management Discussion & Analysis

• • Revenue $2.02B, up 37.3% YoY driven by product ($1.53B, +41.1%) and installation ($204M, +66.8%) growth
• • Total gross margin 29% vs 27%; product margin 35% vs 37%; electricity margin best at 46% vs 26%
• • Best segment: Product revenue $1.53B (+$446.1M) with $538.4M gross profit; worst segment: Installation gross loss narrowed ($1.9M) vs ($7.1M) loss
• • Operating expenses $514.6M, up 34.8%; R&D $186M (+25.1%), sales & marketing $130.2M (+91.5%), G&A $198.4M (+20.2%)
• • No cash flow specifics disclosed; increased stock-based compensation expense by $62M to $145M; capital allocation details not provided
• • Forward outlook notes growth driven by AI data-center power programs, joint venture expansions with Brookfield, and enhanced manufacturing automation reducing costs

What are the latest BE SEC filings in 2026?

Bloom Energy Corp (BE) has filed a 10-K annual report on February 9, 2026, a 10-Q quarterly report on April 29, 2026, an 8-K current report on July 28, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did BE file its most recent 10-K annual report?

Bloom Energy Corp (BE) filed its most recent 10-K annual report on February 9, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view BE 10-Q quarterly reports?

Bloom Energy Corp (BE)'s most recent 10-Q quarterly report was filed on April 29, 2026. SignalX displays every BE 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has BE filed recently?

Bloom Energy Corp (BE)'s most recent 8-K was filed on July 28, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find BE insider trading activity (Form 4)?

SignalX aggregates every BE Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does BE file with the SEC?

Bloom Energy Corp (BE) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new BE filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Bloom Energy Corp (BE).

What is BE's SEC CIK number?

Bloom Energy Corp (BE)'s SEC CIK (Central Index Key) number is 1664703. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1664703 to look up all BE filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find BE return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Bloom Energy Corp (BE) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.