{
 "ticker": "BE",
 "name": "Bloom Energy",
 "url": "https://grantbishop.pages.dev/index/BE",
 "sells": "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.",
 "why": "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.",
 "questions": [
  {
   "slug": "power",
   "question": "Who supplies the power?",
   "url": "https://grantbishop.pages.dev/index/q/power"
  }
 ],
 "tests": [
  {
   "id": "W-3",
   "claim": "Spare rented computing capacity moves work around; it does not cancel new power and cooling construction, which follows capital spending, not chip scarcity.",
   "url": "https://grantbishop.pages.dev/claims/spare-compute-does-not-stop-power-building"
  }
 ],
 "reports_next": null,
 "latest_disclosed": {
  "form": "10-Q/A",
  "filed": "2026-07-29",
  "period": "2026-06-30",
  "url": "https://www.sec.gov/Archives/edgar/data/1664703/000162828026050325/be-20260630.htm"
 },
 "disclosed": [
  {
   "date": "2026-10-25",
   "figure": "$1,235.8 million",
   "what": "Bloom Energy quarterly revenue in the Oct 22 results release",
   "source": "https://www.sec.gov/Archives/edgar/data/0001664703/000162828026066890/ex991_q326financialresults.htm"
  },
  {
   "date": "2026-10-25",
   "figure": "138.1%",
   "what": "Bloom Energy revenue growth, year over year",
   "source": "https://www.sec.gov/Archives/edgar/data/0001664703/000162828026066890/ex991_q326financialresults.htm"
  },
  {
   "date": "2026-10-25",
   "figure": "$4.4–4.6 billion",
   "what": "Bloom Energy raised full-year 2026 revenue guidance range (low end shown as value; high end 4.6)",
   "source": "https://www.sec.gov/Archives/edgar/data/0001664703/000162828026066890/ex991_q326financialresults.htm"
  },
  {
   "date": "2026-10-25",
   "figure": "$3.9–4.2 billion",
   "what": "Bloom Energy prior full-year 2026 revenue guidance range (low end shown as value; high end 4.2)",
   "source": "https://www.sec.gov/Archives/edgar/data/1664703/000162828026050150/ex991_q226financialresults.htm"
  },
  {
   "date": "2026-10-25",
   "figure": "one to two years",
   "what": "Bloom Energy expects to recognize unsatisfied performance obligations within 1 to 2 years",
   "source": "https://www.sec.gov/Archives/edgar/data/0001664703/000162828026066931/be-20260930.htm"
  },
  {
   "date": "2026-10-22",
   "figure": "Oct 22",
   "what": "Date of Bloom Energy and Comfort Systems quarterly results releases",
   "source": "https://www.sec.gov/Archives/edgar/data/0001664703/000162828026066890/ex991_q326financialresults.htm"
  },
  {
   "date": "2026-09-30",
   "figure": "$661.2 million",
   "what": "Bloom Energy unsatisfied performance obligations in Q3 10-Q",
   "source": "https://www.sec.gov/Archives/edgar/data/0001664703/000162828026066931/be-20260930.htm"
  },
  {
   "date": "2025-12-31",
   "figure": "$394.4 million",
   "what": "Bloom Energy unsatisfied performance obligations at end of 2025",
   "source": "https://www.sec.gov/Archives/edgar/data/0001664703/000162828026066931/be-20260930.htm"
  }
 ],
 "check": "Checked against the company's own business description in its latest annual filing.",
 "log": [
  {
   "date": "2026-10-19",
   "note": "Entry rewritten in plain words: what the company sells, and why we follow it."
  },
  {
   "date": "2026-10-12",
   "note": "Verified against the 10-Q/A filed 2026-07-29 at launch."
  }
 ],
 "living_report": {
  "report": false,
  "last_revised": null,
  "next_disclosure": null,
  "timeline": [
   {
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    "filed": "2026-10-22",
    "period": "2026-09-30",
    "url": "https://www.sec.gov/Archives/edgar/data/1664703/000162828026066931/be-20260930.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "8-K",
    "filed": "2026-10-22",
    "period": "2026-10-22",
    "url": "https://www.sec.gov/Archives/edgar/data/1664703/000162828026066890/be-20261022.htm",
    "what_it_said": null,
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   },
   {
    "form": "10-Q/A",
    "filed": "2026-07-29",
    "period": "2026-06-30",
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    "what_it_said": null,
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   },
   {
    "form": "10-Q",
    "filed": "2026-07-28",
    "period": "2026-06-30",
    "url": "https://www.sec.gov/Archives/edgar/data/1664703/000162828026050247/be-20260630.htm",
    "what_it_said": null,
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    "what_it_said": null,
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    "filed": "2026-07-09",
    "period": "2026-07-09",
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    "what_it_said": null,
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   {
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    "filed": "2026-06-22",
    "period": "2026-06-15",
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    "what_it_said": null,
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    "what_it_said": null,
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   }
  ],
  "history": []
 },
 "market": {
  "rule": "Each figure is kept only where Massive and Yahoo agree on it to the cent; a figure they do not agree on is null. Dated, not live. The market value and the forward multiple are computed from the close.",
  "last_close": {
   "value": 173.24,
   "currency": "USD",
   "as_of": "2026-11-06",
   "providers": [
    "Massive",
    "Yahoo"
   ]
  },
  "day_range": {
   "low": 168.84,
   "high": 186.33,
   "currency": "USD",
   "as_of": "2026-11-06",
   "providers": [
    "Massive",
    "Yahoo"
   ]
  },
  "range_52_week": {
   "low": 75.7,
   "low_date": "2025-12-17",
   "high": 351.28,
   "high_date": "2026-06-25",
   "sessions": 251,
   "currency": "USD",
   "as_of": "2026-11-06",
   "providers": [
    "Massive",
    "Yahoo"
   ]
  },
  "market_value": {
   "value": 51219564802,
   "currency": "USD",
   "as_of": "2026-11-06",
   "computed": "the last close times the shares outstanding on the filing cover",
   "shares": {
    "count": 295656689,
    "as_of": "2026-10-19",
    "form": "10-Q",
    "filed": "2026-10-22",
    "url": "https://www.sec.gov/Archives/edgar/data/1664703/000162828026066931/"
   }
  },
  "forward_multiple": null,
  "checked_at": "2026-11-10 00:15:40"
 },
 "exhibits": null,
 "mentions": [
  {
   "date": "2026-10-25",
   "slug": "bloom-energy-comfort-systems-say-about-data-center-growth",
   "headline": "Did anything in Bloom Energy's and Comfort Systems' Oct 22 filings explain the next day's drop?",
   "url": "https://grantbishop.pages.dev/pieces/bloom-energy-comfort-systems-say-about-data-center-growth",
   "line": null,
   "idea": {
    "id": "W-3",
    "text": null,
    "url": "https://grantbishop.pages.dev/claims/spare-compute-does-not-stop-power-building"
   }
  }
 ],
 "note": "Prices on this page are dated market records, shown free during the preview, each confirmed by two independent data providers. None is a recommendation.",
 "license": "Free to cite with a link."
}