Bloom Energy (BE) is a publicly traded Distributed Generation company founded in 2001 and based in San Jose, United States.
No dated funding rounds on file. This company is privately held and may be raising or operating on undisclosed capital.
Bloom Energy reported third quarter 2026 revenue of $1,235.8 million, up 138.1% year over year from $519.0 million in Q3 2025. Product revenue was $1,073.6 million, up 179.4%. GAAP gross margin was 33.8%, up 453 basis points, and GAAP operating income was $225.4 million (18.2% operating margin) versus $7.8 million a year earlier. GAAP diluted EPS was $0.78, compared with $(0.10) in Q3 2025. The company also reports adjusted (non-GAAP) gross margin of 34.5%, adjusted operating income of $285.7 million, and adjusted diluted EPS of $0.94. Net profit to common stockholders was $250.3 million. Operationally, the release cites installation revenue of $84.9 million and service revenue of $67.6 million, and notes that the company is building capacity while cash flow from operations was negative $27.1 million in the quarter. The company also states it was added to the S&P 500. For full year 2026, Bloom raised revenue guidance to $4.4–$4.6 billion, non-GAAP gross margin to 34%, non-GAAP operating income to $960–$1,030 million, and non-GAAP EPS to $3.10–$3.40.
FY2026 revenue $4.4B–$4.6B; non-GAAP gross margin 34%; non-GAAP operating income $960M–$1,030M; non-GAAP EPS $3.10–$3.40 (raised)

Seeking Alpha analysis argues Bloom Energy's stock does not yet reflect upside from its generation capacity.
AI data center buildout is driving rising demand for fuel cells as on-site power for datacenters.

Commentary argues Bloom Energy will be the biggest beneficiary of the AI data center power shortage.

Bloom Energy shares fall on cash flow concerns despite record Q3 revenue.

Bloom Energy raises its outlook while investors flag a new risk, per Yahoo Finance; no figures given.

Bloom Energy shares fall sharply in trading, with the article's stated cause not visible in the headline or summary.
The Bloom Energy Server is a solid oxide fuel cell system that converts natural gas or biogas into electricity on site through an electrochemical process, without combustion. It delivers continuous, grid-independent power and is sized for individual buildings or large campuses. Data center operators, hospitals, and manufacturers use it as primary or backup power. Bloom differentiates on fast deployment, low emissions, and high electrical efficiency compared with conventional generators and grid interconnection timelines.
The Bloom Electrolyzer uses solid oxide electrolysis to split water into hydrogen and oxygen, using the same core cell technology as the Bloom Energy Server. It targets producers of green hydrogen and industrial users who need hydrogen for refining, chemicals, or fuel applications. Because solid oxide electrolysis operates at high temperature, it can achieve high electrical efficiency when paired with heat sources. Bloom positions it as a way to produce hydrogen from renewable or low-carbon power at scale.
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