BE at a glance
Bloom Energy Corp (BE, SEC CIK 1664703) filed its latest 10-K annual report on February 9, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on July 28, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Bloom Energy Corp (BE) reported revenue of $2.0 billion (up 38.9% from FY2024) and a net loss of $87.1 million. Diluted EPS was -$0.37.
- As of June 30, 2026, 42 institutional investment managers tracked by SignalX reported holding Bloom Energy Corp (BE) shares worth $36.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Joshi Aman on October 1, 2026 of 8,437 shares at $277.17 per share.
- In the last 90 days, BE insiders reported 0 open-market purchases ($0) and 11 open-market sales ($21.8M) on Form 4, a net sale of $21.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.0B
- +38.9% vs prior year
- Insiders · 90 days
- 0 buys · 11 sells
- Net −$21.8M
- 13F holders
- 42 funds
- $36.9B · +1 vs prior quarter
- Latest 8-K
- Jul 28, 2026
- Item 2.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
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%)
- Forward outlook notes growth driven by AI data-center power programs, joint venture expansions with Brookfield, and enhanced manufacturing automation reducing costs
AI summary of the BE 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Cash and equivalents $2,666.9M at June 30, 2026, versus $2,454.1M at December 31, 2025
- Operating cash flow $300.0M, versus $(323.8)M year-over-year for six months
- Investing cash outflow $(100.5)M, including $50.0M option-rights payment
- Oracle warrant cashless exercise, 1,905,433 shares issued plus 248,798 inducement shares
- Near-term liquidity sufficient for at least 12 months; tariffs and data-center opposition emerging headwinds
Risk Factors
- Newly added market risk: Short-seller reports may depress common-stock price and damage customer, supplier, and financing relationships
- Most materially updated risk: Short attacks may require costly investigations and defenses, disrupting operations and diverting management attention
- Regulatory and compliance risk: Confidentiality and state-law constraints may limit responses to allegations about suppliers, sourcing, or financial reporting
- Financial risk: Oracle warrant cashless exercise issued 1,905,433 shares plus 248,798 inducement shares, creating dilution
AI summary of the BE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026 announced July 28, 2026
- Press release furnished as Exhibit 99.1 contains the financial results and operating details
Item 7.01: Regulation FD Disclosure
- Management investor presentation furnished as Exhibit 99.2 under Regulation FD
- Presentation relates to discussions of the Company’s financial results
Item EX-99.1: Item EX-99.1
- Q2 2026 revenue reached $1.065B, up 165.5% year over year, marking Bloom’s first quarter above $1B
- Product revenue surged 215.4% to $935.4M, confirming data-center and AI-power demand as the primary growth engine
Item 7.01: Regulation FD Disclosure
- Bloom Energy rejects Hunterbrook Media’s financial-results and accounting allegations as false and misleading
- Hunterbrook disclosed potential short positions, creating an adversarial incentive behind the report
Item 5.02: Departure/Appointment of Directors or Principal Officers
- 2026 Award amended to grant 319,082 performance-based restricted stock units at target level
- Equity award creates potential future dilution tied to performance conditions
AI summaries of BE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BE
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Joshi Aman | Sell | Oct 1, 2026 | 8,437 | $277.17 |
| IMMELT JEFFREY R | A | Sep 30, 2026 | 81 | $276.98 |
| WARNER CYNTHIA J | A | Sep 30, 2026 | 83 | $276.98 |
| SODERBERG SHAWN MARIE | Sell | Sep 16, 2026 | 2,870 | $270.07 |
| Kurzymski Maciej | Sell | Sep 16, 2026 | 2,295 | $268.42 |
| Chitoori Satish | Sell | Sep 16, 2026 | 2,870 | $270.06 |
| Joshi Aman | Sell | Sep 16, 2026 | 3,601 | $269.94 |
| Sridhar KR | M | Sep 1, 2026 | 9,688 | $30.96 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.4B | $2.0B |
| Gross Profit | - | $404.6M | $587.4M |
| Operating Income | - | $22.9M | $72.8M |
| Net Income | - | -$27.2M | -$87.1M |
| Gross Margin | - | 28.1% | 29.3% |
| Op. Margin | - | 1.6% | 3.6% |
| Net Margin | - | -1.9% | -4.4% |
| Balance Sheet | |||
| Total Assets | $2.4B | $2.7B | $4.4B |
| Equity | - | $562.5M | $768.6M |
| ROE | - | -4.8% | -11.3% |
| Per Share | |||
| EPS | - | $-0.13 | $-0.37 |
| Cash Flow | |||
| Operating CF | - | $92.0M | $113.9M |
| CapEx | $83.7M | $58.9M | $56.8M |
Source: XBRL data in Bloom Energy Corp (BE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 42 | $36.91B |
| Q1 2026 | 41 | $17.06B |
| Q4 2025 | 39 | $11.53B |
| Q3 2025 | 37 | $11.80B |
| Q2 2025 | 32 | $3.20B |
| Q1 2025 | 28 | $2.10B |
| Q4 2024 | 23 | $1.88B |
| Q3 2024 | 21 | $602.6M |
- JPMorgan Chase & Co+6.37M (+370%)
- Goldman Sachs Group+4.83M (+53%)
- Millennium Management+2.14M (+552%)
- Wells Fargo & Co+650.2K (+48%)
- Citadel Advisors LLC+321.1K (+98%)
- BlackRock−6.62M (-26%)
- Ameriprise Financial−4.75M (-21%)
- Two Sigma Investments−1.53M (-43%)
- T. Rowe Price Group−1.29M (-59%)
- FMR LLC (Fidelity)−776.3K (-28%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 263 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| SC 13G | Aug 4, 2026 | - | - | |
| 10-Q | Jul 28, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 8-K | Jul 9, 2026 | - | Analysis | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 8-K | Jun 17, 2026 | - | Analysis | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
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BE SEC filings: frequently asked questions
Are BE insiders buying or selling?
In the last 90 days, Bloom Energy Corp (BE) officers, directors and 10% owners reported no open-market purchases and 11 open-market sales worth $21.8 million by 6 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BE stock?
As of June 30, 2026, the largest Bloom Energy Corp (BE) holders among the 13F filers tracked by SignalX were BlackRock ($5.6 billion), Ameriprise Financial ($5.5 billion), Goldman Sachs Group ($4.2 billion), Vanguard Portfolio Management LLC ($3.8 billion), Vanguard Capital Management LLC ($3.7 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BE's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Bloom Energy Corp (BE) reported revenue of $2.0 billion (up 38.9% from FY2024) and a net loss of $87.1 million. Diluted EPS was -$0.37. The figures come from the XBRL data in the 10-K.
What are the main risks in BE's latest 10-K?
In the 10-K filed February 9, 2026, Bloom Energy Corp (BE) flagged: 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. (AI summary of the Risk Factors section.)
What did BE report in its latest 8-K?
Bloom Energy Corp (BE) filed an 8-K on July 28, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Q2 2026 results for quarter ended June 30, 2026 announced July 28, 2026.
What are the latest BE SEC filings?
Bloom Energy Corp (BE) filed its latest 10-K annual report on February 9, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on July 28, 2026 and a Form 4 insider filing on October 2, 2026.
What is BE's SEC CIK number?
Bloom Energy Corp (BE)'s SEC Central Index Key (CIK) is 1664703. EDGAR lists every BE filing under that number.
Ask anything about BE
The research agent reads BE's filings, financials, insider trades and 13F holders, then answers with sources.