secwatch.observer — SEC 8-K summary
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Issuer:     Bloom Energy Corp (BE)
CIK:        0001664703
Form:       8-K
Filed at:   2026-10-22T20:09:25+00:00
Accession:  0001628280-26-066890
Event type: earnings
Sentiment:  positive
Materiality: 0.92
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

Bloom Energy Q3 revenue $1.24B, up 138% YoY; raises FY26 outlook to $4.4-4.6B
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- Revenue $1,235.8M vs $519.0M in Q3 2025 (+138.1%); product revenue $1,073.6M, up 179.4%.
- GAAP diluted EPS $0.78 vs $(0.10) a year ago; non-GAAP diluted EPS $0.94 vs $0.15; net income to common $250.3M.
- GAAP gross margin 33.8% (+453 bps YoY); operating income $225.4M vs $7.8M; adjusted EBITDA $299.5M.
- Full-year 2026 revenue guidance raised to $4.4B-$4.6B, ~122% YoY growth at midpoint — third raise this year.
- Company was added to the S&P 500; CEO KR Sridhar said demand that began with hyperscalers is spreading across segments.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1664703/000162828026066890/0001628280-26-066890-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1664703/000162828026066890/be-20261022.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-066890

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