Bloom Energy Corp

Bloom Energy Corporation filed an amended Form 8-K/A to correct information regarding a grant of performance-based restricted stock units (RSUs) to Dr. KR Sridhar. The original Form 8-K, filed on June 17, 2026, contained a printer error and did not reflect the final details of the 2026 Award. The corrected filing states that 319,082 shares of common stock were granted at the target level under the Company's 2018 Equity Incentive Plan.

Bloom Energy's Board of Directors approved a grant of 271,076 performance-based restricted stock units (PSUs) to CEO Dr. K.R. Sridhar. This 2026 Award is designed to retain Dr. Sridhar and align his long-term incentives with the company's strategic priorities during a period of significant growth, with the company's market capitalization growing from approximately $5 billion to $79 billion. Vesting is tied to objective total revenue targets between July 2026 and December 2029, with potential adjustments based on non-GAAP product gross margin in fiscal year 2029, and requires continuous leadership through December 31, 2029.

Bloom Energy Corporation held its 2026 Annual Meeting of Stockholders, where several key proposals were approved. Stockholders voted to amend the company's Restated Certificate of Incorporation to provide for officer exculpation and to eliminate inoperative provisions related to Class B common stock. Additionally, four Class II Directors were elected to the Board, the compensation of named executive officers for fiscal year 2025 was approved on an advisory basis, and the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for 2026 was ratified.

Bloom Energy Corp (BE) reported a significant turnaround in Q1 2026, with total revenue increasing by 130% to $751.1 million and achieving a net income of $73.7 million, compared to a net loss in the prior year. The company also generated $73.6 million in positive operating cash flow. A key development includes the commitment and subsequent issuance of a warrant to Oracle Corporation, valued at $183.6 million, related to a partnership for AI data centers.

Bloom Energy Corp reported record first quarter 2026 financial results, with revenue increasing 130.4% year-over-year to $751.1 million and product revenue surging 208.4%. The company also demonstrated significant operating leverage, with GAAP operating income reaching $72.2 million compared to a loss in the prior year. Following these strong results, Bloom Energy raised its full-year 2026 guidance across key metrics, including revenue, non-GAAP gross margin, non-GAAP operating income, and non-GAAP EPS.

Bloom Energy Corporation has filed a prospectus supplement to its automatic shelf registration statement on Form S-3. This Current Report on Form 8-K was filed specifically to include the legal opinion from Latham & Watkins LLP, which addresses the validity of the Class A common stock shares offered by the prospectus supplement. This action is a procedural step to enable potential future equity offerings.

Bloom Energy Corporation issued a warrant to Oracle Corporation, allowing Oracle to purchase 3,531,073 shares of Bloom Energy's Class A Common Stock. The warrant price is set at $113.28 per share. The warrant is fully vested and exercisable from April 9, 2026, until October 9, 2026, and can be exercised via cash payment or a cashless exercise.