Bloom Energy files 8-K: Regulation FD disclosure

Item 7.01. Regulation FD Disclosure.

On July 8, 2026, a report was published by Hunterbrook Media LLC, an outlet that has disclosed it may hold positions that would profit from a decline in Bloom Energy’s stock price (the “Report”).

Bloom Energy categorically rejects the Report’s claims regarding the Company’s financial results and accounting. Those claims are false and misleading. We stand behind the accuracy and integrity of our audited financial statements and financial reporting, and we refer investors to the disclosures in our most recent Forms 10-K and 10-Q filed with the U.S. Securities and Exchange Commission.

As to the claims regarding scandium oxide in the Report, we reject the conclusions. We have sufficient supply of scandium oxide to meet our current fuel cell demand and backlog, and our supply is not dependent on China. We are also not dependent on China to scale scandium oxide to meet future demand growth. We have clear visibility into our supply chain to support production of 25GW of fuel cells per year, and we will continue to expand this capacity. For more details, please see our blog post “Demystifying Scandium Oxide: Why It Matters in Bloom Fuel Cells” on our website at www.bloomenergy.com .