Bloom Energy Corp

• 10-QQ2 FY2026Positive

  Filed Jul 28

  AI data-center demand and manufacturing efficiencies drove a swing to operating profit; Oracle incentives add dilution and future revenue deductions.

  • Revenue$1.1BYoY +165.5%
  • Net income$196.3Mvs −$42.6M year ago

• 8-KPositiveEarningsGuidance raised

  Filed Jul 28

  Product revenue surged 215% Y/Y; management raised FY2026 guidance and is investing in capacity to meet strong demand.

• 8-KInvestor update

  Filed Jul 9

  Rejected a report’s accounting claims; said scandium oxide supply covers fuel cell demand and backlog without dependence on China.

Coverage: 10-K, 10-Q and 8-K filings filed since Jul 1, 2026.

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