Bloom Energy Corp: management transactions · United States · SEC (Form 4)

About Bloom Energy Corp

Bloom Energy Corp (NYSE: BE) is a U.S.-listed energy technology company focused on onsite power generation and distributed energy solutions. Founded in 2001, Bloom built its business around solid oxide fuel cell technology and has evolved into a supplier of resilient electricity systems for customers with high and growing power needs, especially data centers, semiconductor manufacturing, utilities, biotechnology, healthcare, and other industrial and commercial users. The company is headquartered in San Jose, California, United States, in the heart of Silicon Valley.([bloomenergy.com](https://www.bloomenergy.com/company/?utm_source=openai)) Bloom’s flagship product is the Bloom Energy Server, a fuel-cell-based power system designed to generate electricity near the point of use. The company also highlights adjacent applications such as microgrids, biogas energy, carbon capture, heat and water capture, and electrolyzers for clean hydrogen production. Strategically, Bloom positions itself as an onsite power platform: instead of relying entirely on the grid, customers can deploy Bloom systems to improve reliability, scalability, and energy resilience for critical loads. The company manufactures its systems in the United States, and in 2022 it opened a multi-gigawatt manufacturing facility in Fremont, California, to support higher production volumes.([investor.bloomenergy.com](https://investor.bloomenergy.com/press-releases/press-release-details/2026/Bloom-Energy-and-Oracle-Expand-Strategic-Partnership-to-Deploy-up-to-2-8-GW-to-Accelerate-AI-Infrastructure-Build-Out/default.aspx)) In competitive terms, Bloom sits at the intersection of power equipment, distributed generation, and digital infrastructure. Its investment case is closely tied to the need for dependable, modular power as electricity demand rises, particularly with AI-driven data center expansion. In 2026, Bloom announced an expanded strategic partnership with Oracle under which Oracle intends to procure up to 2.8 GW of Bloom fuel-cell systems, underscoring the company’s positioning in AI infrastructure. Bloom had also previously disclosed a landmark agreement with American Electric Power, described by the company as the world’s largest fuel-cell agreement to date.([investor.bloomenergy.com](https://investor.bloomenergy.com/press-releases/press-release-details/2026/Bloom-Energy-and-Oracle-Expand-Strategic-Partnership-to-Deploy-up-to-2-8-GW-to-Accelerate-AI-Infrastructure-Build-Out/default.aspx)) For French, Belgian, and Swiss investors, the key point is that Bloom is a growth-oriented industrial-energy name listed on the NYSE, and therefore sensitive to execution risk, customer financing conditions, deployment timelines, and policy changes. The company reported a strong first quarter of 2026, with robust year-over-year revenue growth and an increase in full-year guidance, suggesting improving operating momentum. Bloom also announced a new CFO in March 2026, which is a governance item worth monitoring.([bloomenergy.com](https://www.bloomenergy.com/news/bloom-energy-reports-record-first-quarter-2026-results-and-raises-full-year-2026-guidance/))