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.↗ source
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