Form 10-Q · Quarterly report
Bloom Energy 10-Q, filed Oct 22, 2026
- Filed
- CIK
- 0001664703
- Accession no.
- 0001628280-26-066931
Summary
Bloom Energy rejected a short-seller's allegations about its supply chain, saying it has sufficient raw materials for current fuel-cell demand and backlog. The company also disclosed that the U.S. imposed new tariffs of 10% to 12.5% on imports from about 60 economies and that New York's governor ordered a moratorium on new hyperscale data centers.
Key points
- Bloom Energy said a short-seller published a report on July 8, 2026, making allegations about its supply chain, including the sourcing and sufficiency of certain raw materials; the company rejected the report's conclusions.
- The U.S. Supreme Court ruled in February 2026 that certain tariffs imposed under IEEPA were unlawful and required refunds, after which the administration imposed new temporary 10% tariffs and later 10% to 12.5% tariffs on imports from about 60 economies.
- New York's governor signed an executive order in July 2026 creating a moratorium on new hyperscale data centers and temporarily pausing state environmental permits for up to one year.
- Bloom Energy said it does not currently anticipate supply-chain shortages that would impact its 2026 production forecast, though it faces inflationary pressures and higher freight and logistics costs.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
ITEM 2—MANAGEMENT’S DISCUSSION Overview Description of Bloom Energy Bloom Energy is a global leader in onsite power generation, delivering a foundational platform purpose-built for the digital era and the global energy transition. We manufacture a versatile fuel cell energy platform, supporting the commercial availability of two primary products: the Bloom Energy Server® fuel cell system for generating electricity and the Bloom Electrolyzer™ for producing hydrogen. …
An excerpt of the text as filed with the SEC, cut for length.
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