LOADING…
LOADING…
San Jose, CA, USA · Public (NYSE: BE) · bloomenergy.com
Solid-oxide fuel cells (mainly natural-gas power for data centers) and SOEC electrolyzers
Most revenue is natural-gas fuel cells, not hydrogen
Open roles
100
counted 2026-11-09
Federal awards
$10M
6 grants, contracts, loans
Last private raise
—
no Form D on file
Revenue
$2.0B
fiscal year ending 2025-12-31
Coming up
POLICY45V: clean hydrogen
Facilities must begin construction before Jan 1, 2028. Affects Hydrogen.
+ THESISPOLICY45Q: carbon capture
Facilities must begin construction before 2033; inflation indexing starts in 2027. Affects Hydrogen.
+ THESISPOLICY45Y / 48E: all other clean power and storage
Full credit for projects beginning construction through 2033; 75% for 2034 starts, 50% for 2035, none from 2036. Affects Hydrogen.
+ THESISOTHERBloom Energy reports record Q3 2026 revenue, raises 2026 guidance
Q3 2026 revenue was $1,235.8M (+138.1% YoY) and non-GAAP EPS $0.94. Full-year 2026 revenue guidance raised to $4.4B–$4.6B; the company also said it was added to the S&P 500. Q3 free cash flow was negative $181M.
sec.gov →+ THESISOTHERBloom Energy reports record Q2 2026 revenue, raises 2026 guidance
Q2 2026 revenue was $1,065.4M (+165.5% YoY), the first quarter above $1B. Full-year 2026 revenue guidance raised to $3.9B–$4.2B.
sec.gov →+ THESISFEDERAL AWARDNational Aeronautics and Space Administration contract$541K
Igf::ot::igf other funcions - warranty and maintenance services for solid oxide fuel cell at nasa ames research center
usaspending.gov →+ THESISFEDERAL AWARDNational Aeronautics and Space Administration contract$750K
Solid oxide fuel cell (sofc) system to supply energy to the sustainability base (sb) facility. sb is a nasa ames research center (arc) project to create a supportive and nurturing
usaspending.gov →+ THESISFEDERAL AWARDDepartment of the Navy contract$832K
Research and development in the physical, engineering, and life sciences (except biotechnology)
usaspending.gov →+ THESISFEDERAL AWARDDepartment of the Army contract$6.0M
U435cfe advanced field demo of a sofc cluster
usaspending.gov →+ THESISFEDERAL AWARDDepartment of Energy grant$2.4M
Low-cost co-production of hydrogen and electricity
usaspending.gov →+ THESISRead from SEC 8-Ks (bankruptcy, default, delisting, restatement, impairment, restructuring), cash runway in annual reports, Form D raises and the 30-day hiring trend. A prompt to look closer, not a credit rating.
2026-11-062026-11-09
By team
By location
Sources: company job boards (daily), SEC EDGAR, USAspending.gov, and the reviewed technology spreadsheets. Public records only cover US entities, so foreign companies and private firms that don't file will show gaps.
How it works
The reverse: hydrogen (or natural gas, in some designs) meets oxygen across a membrane, making electricity and water with no combustion.
OPEN IN 3D →Others on this approach
Same segment
| Fiscal year end | 2021-12 | 2022-12 | 2023-12 | 2024-12 | 2025-12 |
|---|---|---|---|---|---|
| Revenue | $972M | $1.2B | $1.3B | $1.5B | $2.0B |
| Net income | −$193M | −$315M | −$308M | −$27M | −$87M |
| Cash | $396M | $348M | $665M | $803M | $2.5B |
| R&D spend | $103M | $151M | $156M | $149M | $186M |
Matched recipient: BLOOM ENERGY CORPORATION
STEP 4/4 · WATCH Solid-oxide fuel cells and electrolyzersYttria-stabilized zirconia is the electrolyte in solid-oxide cells.
Policy that applies
2026-10-22 · other
Bloom Energy reports record Q3 2026 revenue, raises 2026 guidanceQ3 2026 revenue was $1,235.8M (+138.1% YoY) and non-GAAP EPS $0.94. Full-year 2026 revenue guidance raised to $4.4B–$4.6B; the company also said it was added to the S&P 500. Q3 free cash flow was negative $181M.2026-07-28 · other
Bloom Energy reports record Q2 2026 revenue, raises 2026 guidanceQ2 2026 revenue was $1,065.4M (+165.5% YoY), the first quarter above $1B. Full-year 2026 revenue guidance raised to $3.9B–$4.2B.