{"filings":[{"id":695436,"accession_number":"0001628280-26-038451","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2026-05-27T20:04:22+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Bloom Energy stockholders approve officer exculpation, reelect four Class II directors at 2026 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Four Class II directors elected: Barbara Burger, Jeffrey Immelt, Jim Snabe, Eddy Zervigon; all received large majority.","Advisory say-on-pay for FY2025 approved: 180.5M for, 6.5M against, 0.4M abstain.","Charter amendment to exculpate officers per Delaware law approved with 170.4M for, effective May 26, 2026.","Charter amendment removing outdated Class B common stock references approved with 229.1M for.","Ratification of Deloitte as independent auditor for FY2026 approved: 229.3M for, 0.1M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94525,"accession_number":"0001628280-26-027913","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Bloom Energy Q1 revenue $751M (+130% YoY); raises FY26 revenue growth guidance to ~80%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Product revenue $653.3M (+208.4% YoY); total revenue $751.1M vs $326.0M in Q1'25.","GAAP operating income $72.2M (vs loss of $19.1M YoY); non-GAAP operating income $129.7M.","GAAP diluted EPS $0.23; non-GAAP diluted EPS $0.44; cash from operations $73.6M.","Raised FY26 revenue growth guidance midpoint to ~80% YoY from prior ~60%.","Service gross margin improved to 13.3% (GAAP) and 18.0% (non-GAAP), up ~12 and 13 ppt YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":751054000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94524,"accession_number":"0001193125-26-179381","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2026-04-27T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Bloom Energy files prospectus supplement for shelf offering; no terms disclosed","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Filed a prospectus supplement to automatic shelf registration statement (Form S-3) on April 27, 2026.","Relates to shares of Class A common stock; no pricing, amount, or use of proceeds disclosed.","Includes legal opinion from Latham & Watkins on share validity; no other material financial events.","No earnings, M&A, or operational updates reported in the 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":94523,"accession_number":"0001628280-26-024896","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2026-04-13T23:59:59+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"Bloom Energy issues Oracle warrant for 3.53M shares at $113.28, fully vested","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Warrant to purchase up to 3,531,073 shares of Class A common stock at $113.28 per share.","Warrant fully vested and exercisable immediately until October 9, 2026.","Issued in connection with previously disclosed partnership for AI data center power solutions.","Warrant includes cash or cashless exercise; shares freely tradable subject to securities laws."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106967,"accession_number":"0001193125-26-126402","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2026-03-26T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Bloom Energy appoints Simon Edwards as CFO effective April 13, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Simon Edwards appointed CFO effective April 13, 2026; Maciej Kurzymski continues as Principal Accounting Officer.","Edwards most recently CEO/CFO at Groq, previously CFO at Conga and ServiceMax; also held GE senior roles.","Compensation: $550K base salary, 70% target bonus, $1.59M RSUs and $1.59M PSUs (target) equity grants.","Offer letter includes severance: 12 months salary with COBRA or change-in-control severance of 1.5x base plus bonus."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106966,"accession_number":"0001628280-26-005798","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Bloom Energy reports record FY2025 revenue $2.02B (+37% YoY); Q4 GAAP EPS $0.00 vs $0.38","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year revenue $2.02B, +37.3% YoY; product/service revenue $1.76B, +35.5%.","GAAP net loss to common stockholders $88.4M in 2025 vs loss $29.2M in 2024; diluted EPS ($0.37) vs ($0.13).","Q4 revenue $777.7M, +35.9% YoY; Q4 GAAP net income $1.1M vs $104.8M in Q4'24.","Non-GAAP diluted EPS $0.76 for full year vs $0.28; Q4 Non-GAAP diluted EPS $0.45 vs $0.43.","Product backlog ~$6B, up ~2.5x YoY; total backlog ~$20B; second consecutive year positive operating cash flow."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":2023994000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123304,"accession_number":"0001628280-25-058618","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2025-12-23T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Bloom Energy enters $600M revolving credit facility, maturing December 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Facility secured by substantially all tangible/intangible personal property except IP; includes pledge of subsidiary equity.","Interest rate: Term SOFR + 1.50%-2.25% or base rate + 0.50%-1.25%, based on Total Leverage Ratio.","Financial covenants: Secured Leverage Ratio ≤ 3.25x and Consolidated Interest Coverage Ratio ≥ 3.00x.","Proceeds for working capital, capex, permitted acquisitions, and general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123303,"accession_number":"0001628280-25-049016","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Bloom Energy issues $2.5B 0% convertible notes due 2030; exchanges ~$975M of existing notes for cash and stock","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Notes priced at 0% coupon, due Nov 15, 2030; initial conversion price ~$194.97 (52.5% premium over Oct 30 close of $127.85).","Net proceeds ~$2.16B ($2.45B if initial purchasers' option exercised in full).","Exchange transactions: ~$532.8M of 2028 notes for $539.6M cash + 24.3M shares; $443.1M of 2029 notes for $448.7M cash + 18.1M shares.","~$988.4M of net proceeds used for cash consideration in exchanges; remainder for R&D, sales, mfg expansion, capex.","Notes are senior unsecured; redeemable by company after Nov 20, 2028 if stock exceeds 130% of conversion price."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123302,"accession_number":"0001628280-25-047228","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["1.01","3.02"],"status":"ready","headline":"Bloom Energy issues warrant to Oracle for up to 3.53M shares at $113.28 to deepen AI data center partnership","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Warrant to purchase 3,531,073 shares of Class A Common Stock at $113.28/share (Oct 28 closing price).","Warrant expires 6 months from issuance; includes anti-dilution adjustments and transfer restrictions.","Issued in connection with partnership to provide onsite solid oxide fuel cell power for AI data centers.","Issuance exempt from registration under Section 4(a)(2) of Securities Act.","No voting rights or dividends until warrant exercise; exercise price equals market price on date of agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123301,"accession_number":"0001193125-25-257353","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Bloom Energy negotiating up to $600M senior secured revolving credit facility","summary_kind":"llm","event_type":"debt","confidence":"medium","bullets":["Negotiating up to $600M in revolving commitments under senior secured credit facility.","Facility expected to contain covenants limiting additional debt, liens, investments, affiliate transactions, and dividends.","Proceeds intended for general corporate purposes, including working capital.","No commitments signed yet; final terms subject to market conditions and potential change."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123300,"accession_number":"0001628280-25-046745","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Bloom Energy Reports Q3 2025 Revenue of $519M, Up 57.1% YoY, and Record Operating Profit","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $519.0M in Q3 2025, up 57.1% from $330.4M in Q3 2024.","Non-GAAP operating income of $46.2M, compared to $8.1M in Q3 2024.","GAAP gross margin 29.2%, up 5.4 percentage points from 23.8% in Q3 2024.","Fourth consecutive quarter of record revenue and positive Cash Flow from Operating Activities.","Announced $5 billion strategic AI infrastructure partnership with Brookfield Asset Management."],"consensus_eps_estimate":null,"consensus_eps_actual":-380.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":1246311000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139969,"accession_number":"0001104659-25-074738","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Bloom Energy appoints Jim Snabe (Siemens Chairman) to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jim Snabe appointed Class II director effective Aug 6, 2025; board expanded from 9 to 10.","Snabe is Chairman of Siemens AG, former co-CEO of SAP, and serves on boards of Temasek and C3 AI.","He will join the Nominating, Governance, and Public Policy Committee and Compensation Committee.","Snabe receives standard non-employee director compensation; standard indemnification agreement to be executed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139968,"accession_number":"0001628280-25-036998","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bloom Energy Q2 revenue $401M, +19.5% YoY; non-GAAP EPS $0.10; reaffirms guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $401.2M, up 19.5% YoY; product & service revenue $351.1M, up 25.9%.","GAAP gross margin 26.7% (+6.3 ppt); non-GAAP gross margin 28.2% (+6.5 ppt).","Non-GAAP operating income $28.6M vs. loss $3.2M YoY; non-GAAP EPS $0.10 vs. -$0.06.","Announced Oracle collaboration for AI data center power; reiterates FY2025 guidance.","Plans to double factory capacity from 1 GW to 2 GW by end of 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":727263000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157588,"accession_number":"0001628280-25-026358","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2025-05-19T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Bloom Energy annual meeting passes director elections, say-on-pay; officer exculpation amendment fails","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Directors Bush, Pinkus, and Sridhar elected with 122.6M, 152.9M, and 122.9M votes respectively.","Say-on-pay approved: 96.6M for, 58.9M against, 0.3M abstentions.","Deloitte & Touche ratified as auditor: 190.7M for, 0.1M against.","Officer exculpation / Class B amendment failed: 140.1M for, 15.3M against; needed 2/3 of outstanding shares.","Six other directors (Boskin, Burger, Chambers, Immelt, Warner, Zervigon) continue on board."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157587,"accession_number":"0001628280-25-025162","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2025-05-13T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Bloom Energy exchanges $112.8M of 2.50% 2025 notes for $115.7M of 3.00% 2029 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exchanged $112.8M of existing 2.50% 2025 convertibles for $115.7M of new 3.00% 2029 convertibles.","Post-exchange: ~$2.2M of 2025 notes remain outstanding; $518.2M of 2029 notes outstanding.","New notes mature June 1, 2029; initial conversion price ~$20.84/shr (47.9795 shares per $1,000).","Bloom receives no cash proceeds; notes issued in private placement under Section 4(a)(2).","J. Wood Capital Advisors acted as financial advisor."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157586,"accession_number":"0001628280-25-021092","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bloom Energy Q1 revenue $326M (+38.6% YoY); CFO Berenbaum departs May 1","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $326M, up 38.6% YoY; product & service rev $265.4M (+26.5%).","GAAP operating loss $19.1M improved from $49M loss YoY; non-GAAP operating profit $13.2M.","GAAP EPS ($0.10) vs ($0.25) YoY; non-GAAP EPS $0.03 vs ($0.17).","CFO Dan Berenbaum leaves effective May 1; interim CAO Maciej Kurzymski named Acting Principal Financial Officer.","2025 revenue and margin guidance reaffirmed."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":326021000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175957,"accession_number":"0001628280-25-008626","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bloom Energy reports record FY 2024 revenue $1.47B, Q4 revenue +60% YoY, guides 19% growth in 2025","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $572.4M (+60.4% YoY); product & service revenue $525.5M (+67.2% YoY).","GAAP diluted EPS Q4 $0.38; full year GAAP diluted EPS -$0.13 vs -$1.42 in 2023.","Non-GAAP gross margin 39.3% in Q4 (vs 27.4% Q4'23); full year non-GAAP gross margin 28.7%.","Generated $92M cash from operations in FY 2024, $484M in Q4.","For 2025, at mid-point guidance expects 19% revenue growth; CEO highlights AI data center demand."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":1473856000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192874,"accession_number":"0001628280-24-052234","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2024-12-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Bloom Energy cancels 1,150,000 CEO PSUs, grants new 2,600,000 equity awards","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board cancelled 1,150,000 PSUs granted to CEO Dr. Sridhar on May 12, 2021, including 1,000,000 stock price hurdle and 150,000 revenue/gross margin PSUs.","New 2025 Equity Package approved: 1,500,000 PSUs with three-year cliff vesting and 500,000 RSUs vesting over three years.","One-time grant of 600,000 PSUs: 300,000 vested immediately and 300,000 vest upon achieving strategic criteria by end of 2027.","Changes aim to better align CEO incentives with company's AI data center, industrial and utility product sales strategy.","Compensation Committee and Board acted based on recommendation from Meridian Compensation Partners."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192873,"accession_number":"0001628280-24-046303","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bloom Energy Q3 revenue down 17.5% to $330.4M, loss narrows; announces 80 MW fuel cell project","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $330.4M, down 17.5% YoY; GAAP gross margin 23.8% vs -1.3% last year.","GAAP operating loss improved to $9.7M from $103.7M; non-GAAP operating profit $8.1M vs $51.8M.","Net loss to common stockholders $14.7M ($0.06 diluted EPS) vs $169M ($0.80).","Announced 80 MW fuel cell project with SK Eternix, expected world's largest single site installation, commercial ops in 2025.","Reaffirmed 2024 financial guidance; expects strong Q4 close."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":901463000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":209280,"accession_number":"0001628280-24-038968","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2024-08-30T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Bloom Energy grants performance stock options to CCO Aman Joshi: 180k target, up to 270k shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Target of 180,000 shares in PSOs; 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refinances $115M of 2025 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $402.5M aggregate principal amount of 3.00% Green Convertible Senior Notes due 2029, including full exercise of $52.5M option.","Initial conversion price of ~$20.84 per share, a 32.5% premium over $15.73 closing price on May 23.","Used ~$141.8M of net proceeds to repurchase $115.0M of outstanding 2.50% convertible notes due 2025.","Net proceeds estimated at ~$389.7M after discounts and expenses; remainder for corporate purposes and green projects.","Notes are senior unsecured, mature June 1, 2029; interest payable semi-annually at 3.00%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227233,"accession_number":"0001628280-24-024744","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2024-05-22T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Bloom Energy announces proposed $250M green convertible notes offering due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offers $250M aggregate principal amount of green convertible senior notes due 2029; 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needed two-thirds vote."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":84549517054.59181,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":227231,"accession_number":"0001628280-24-022195","cik":1664703,"company_name":"Bloom Energy Corp","ticker":"BE","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Bloom Energy Q1 revenue $235.3M, down 14.5% YoY; operating loss narrows to $49M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $235.3M, down 14.5% from $275.2M in Q1 2023; product and service revenue down 10.5%.","GAAP gross margin 16.2% vs 19.7% a year ago; 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