Fremont manufacturing expansion
Bloom is doubling Fremont output from 1 GW to 2 GW a year, with completion targeted for the end of 2026.
What it is
Bloom is expanding annual production capacity at its Fremont, California factory from 1 gigawatt to 2 gigawatts. The company set the target in 2025 and has said the work should be finished by the end of 2026.
Why it matters to the stock. Factory output limits how many systems Bloom can ship, so reaching 2 GW on schedule is the main constraint on how fast revenue can grow in 2027.
News
Proxy sets May 21 annual meeting and restates plan to double Fremont output to 2 GW
Bloom's definitive proxy statement, dated April 8, 2026, set the annual meeting for May 21, 2026, held virtually, with four Class II directors up for election.
SEC filing