Bloom Energy (BE) Powers to Record High. Here’s Why

Core Insights - Bloom Energy Corp. (NYSE:BE) has reached a new all-time high as investors show increased interest in energy stocks due to anticipated higher demand for heating in the winter season [1][2]. Financial Performance - The stock hit a 52-week high of $147.8 during intra-day trading, ultimately closing up 7.73% at $142.37 [2]. - The company announced an upsized convertible senior notes offering of $2.2 billion, increased from the previous $1.75 billion, aimed at financing research, development, and manufacturing activities [3]. - Bloom Energy reported a net loss attributable to shareholders of $23 million, a 56% increase from $14.7 million year-on-year, but a 46% decrease from the previous quarter's loss of $42.6 million [5]. - Revenues grew by 57% to $519 million from $330 million in the same period last year, driven by a 55.7% increase in product and service revenues [5]. Convertible Notes Details - The terms of the convertible notes allow noteholders to convert their holdings into cash, shares, or a combination of both starting August 15, 2030, until the notes mature on November 30, 2030 [4]. - Each $1,000 note can be converted into 5.1290 Class A common shares, representing a 52.50% premium over its closing price of $127.85 on October 30, 2025 [4].