Bloom Energy makes fuel cells that generate electricity on-site from natural gas or hydrogen, supplying power to data centers and other large computing facilities. We follow it because the power needed to run AI, not the chips themselves, now sets the pace of data center construction, and Bloom supplies that power.
Checked against the company's own business description in its latest annual filing. · entry updated 2026-10-19
Bears on our standing view that spare computing capacity does not stop new power construction. It is proved wrong if hyperscaler capital-spending guidance cut at the late-October reports; or a data center of 100 megawatts or more publicly deferred citing surplus; or Vertiv cutting its growth guidance. Vertiv stopped reporting quarterly orders and backlog in February; we watch deferred revenue and growth guidance instead.
last revised 19 Oct 2026 · next scheduled disclosure not yet announced
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The market record
Free during the preview. Each figure shows only where two independent data providers, Massive and Yahoo, agree on it to the cent; a figure they do not agree on is left out. Dated, not live. It describes; it does not recommend.
Last close$173.24 close of 6 Nov 2026 · Massive and Yahoo agree
The day's range$168.84 – $186.33 6 Nov 2026 · both providers agree
52-week range$75.70 – $351.28 intraday low 17 Dec 2025 · intraday high 25 Jun 2026 · 251 sessions to 6 Nov 2026 · both providers agree
Market value$51.2 billion the 6 Nov 2026 close × 295,656,689 shares outstanding on the 10-Q cover, as of 19 Oct 2026
Filings
Newest first, from EDGAR. Where a piece read a filing, one line of what it said.
Newest first. Every figure traces to a filing; "Show sources" shows which.
25 Oct 2026Bloom Energy quarterly revenue in the Oct 22 results release: $1,235.8 millionBloom Energy Reports Record Third Quarter 2026 Financial Results and Raises Full Year 2026 Guidance (Form 8-K Ex. 99.1), Bloom Energy, Oct 22, 2026 · filing
25 Oct 2026Bloom Energy revenue growth, year over year: 138.1%Bloom Energy Reports Record Third Quarter 2026 Financial Results and Raises Full Year 2026 Guidance (Form 8-K Ex. 99.1), Bloom Energy, Oct 22, 2026 · filing(year over year)
25 Oct 2026Bloom Energy raised full-year 2026 revenue guidance range (low end shown as value; high end 4.6): $4.4–4.6 billionBloom Energy Reports Record Third Quarter 2026 Financial Results and Raises Full Year 2026 Guidance (Form 8-K Ex. 99.1), Bloom Energy, Oct 22, 2026 · filing
25 Oct 2026Bloom Energy prior full-year 2026 revenue guidance range (low end shown as value; high end 4.2): $3.9–4.2 billionBloom Energy Reports Record Second Quarter 2026 Financial Results and Raises Full Year 2026 Guidance (Form 8-K Ex. 99.1), Bloom Energy, 2026 · filing(prior full-year 2026 revenue guidance set in Q2 release)
25 Oct 2026Bloom Energy expects to recognize unsatisfied performance obligations within 1 to 2 years: one to two yearsBloom Energy Form 10-Q for quarter ended Sept 30, 2026, Bloom Energy, Oct 2026 · filing
22 Oct 2026Date of Bloom Energy and Comfort Systems quarterly results releases: Oct 22Bloom Energy Reports Record Third Quarter 2026 Financial Results and Raises Full Year 2026 Guidance (Form 8-K Ex. 99.1), Bloom Energy, Oct 22, 2026 · filing
30 Sep 2026Bloom Energy unsatisfied performance obligations in Q3 10-Q: $661.2 millionBloom Energy Form 10-Q for quarter ended Sept 30, 2026, Bloom Energy, Oct 2026 · filing(vs $394.4 million at Dec 31, 2025)
31 Dec 2025Bloom Energy unsatisfied performance obligations at end of 2025: $394.4 millionBloom Energy Form 10-Q for quarter ended Sept 30, 2026, Bloom Energy, Oct 2026 · filing(vs $661.2 million at Sept 30, 2026)
Mentioned in
Every piece that names this company, newest first: what it said, and the standing view it bore on. Written when the piece is committed; never edited, never removed.
19 Oct 2026Entry rewritten in plain words: what the company sells, and why we follow it.
12 Oct 2026Verified against the 10-Q/A filed 2026-07-29 at launch.
Prices on this page are dated market records, shown free during the preview, each confirmed by two independent data providers. None is a recommendation.
Record
Written according to the Grant Bishop standard — machine-researched, machine-checked, human-judged; then read and committed by the publisher. Every number traces to a filing or a dated market record; every claim carries a date and what would prove it wrong.
