Advertisement
BE vs ENPH
Which Stock Would AI Choose? Bloom Energy (BE) vs. Enphase Energy (ENPH) Stock Comparison
Key Takeaways
- Bloom Energy (BE) has delivered explosive year-to-date (YTD) gains of approximately 166%, far outpacing Enphase Energy (ENPH)'s 11.6% rise.
- BE's market capitalization stands at $65.7 billion, dwarfing ENPH's $4.7 billion.
- BE reports trailing twelve-month (TTM) revenue growth of 35.9%, contrasting ENPH's quarterly decline of 10.3%.
- Forward price-to-earnings (P/E) ratio for BE is 163.93 versus ENPH's more moderate 15.87.
- Both stocks face upcoming Q1 earnings scrutiny, with BE riding data center momentum and ENPH navigating product expansions amid softer demand.
- BE trades near its 52-week high of $242.20, while ENPH remains range-bound between $25.78 and $54.43.
Introduction
Bloom Energy (BE) and Enphase Energy (ENPH) operate in the renewable energy sector, with BE focusing on solid oxide fuel cells for on-site power and ENPH specializing in solar microinverters. This stock comparison analyzes their recent performance, financial metrics, and market positioning amid shifting clean energy dynamics. Traders seeking momentum plays may eye BE's surge, while value-oriented investors could assess ENPH's stability. Both face Q1 earnings tests, offering insights into sector resilience and growth potential in recent market activity.
BE Overview and Recent Performance
Bloom Energy Corporation develops solid oxide fuel cell (SOFC) systems that generate electricity from natural gas or hydrogen for distributed power applications, including data centers. In recent weeks, BE shares have surged dramatically, trading around $231 with a 52-week range of $16.05 to $242.20. This momentum reflects robust revenue growth of 35.9% TTM and expanding backlogs driven by data center demand. Sentiment has shifted positively on analyst upgrades, such as Baird's Outperform rating with a $242 target, amid scaling manufacturing efforts. However, elevated valuations (forward P/E of 163.93) and high debt-to-equity (377.8%) introduce caution as Q1 earnings approach.
ENPH Overview and Recent Performance
Enphase Energy, Inc. designs microinverter systems and energy storage for residential and commercial solar installations. Recently, ENPH has traded around $36, within a 52-week range of $25.78 to $54.43, showing modest YTD gains amid session volatility. Product expansions, like GaN microinverters for U.S. commercial markets and virtual power plant (VPP) partnerships in Australia, have supported sentiment. Yet, anticipated Q1 revenue declines and quarterly earnings drops of 37.7% have pressured shares, with trailing P/E at 27.73 and revenue down 10.3%. Analyst targets average $45.50, reflecting balanced but cautious outlooks.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases a curated selection of 25 top AI trading bots from over 350 available on the platform, chosen by AI analysis as most suitable for current market conditions across key industries. These bots employ diverse trading styles, strategies, and timeframes—ranging from 5-minute to 60-minute intervals—while targeting stocks, ETFs, or crypto using technical or fundamental analysis, with risk levels from low to high volatility. Tickeron’s hundreds of AI Trading Bots collectively trade thousands of tickers, offering real-time signals for copy trading via Signal Agents, customizable Virtual Agents, or brokerage-linked performance. Explore these high-potential options to align automated strategies with today’s dynamic markets.
Head-to-Head Comparison
Bloom Energy (BE) and Enphase Energy (ENPH) both tap clean energy demand but diverge in models: BE’s fuel cells enable baseload power for data centers, contrasting ENPH’s intermittent solar focus. Growth drivers favor BE’s 35.9% revenue acceleration versus ENPH’s contraction, fueling BE’s superior recent momentum. Risk profiles differ, with BE’s premium forward P/E (163.93) and debt load signaling volatility against ENPH’s profitability (11.7% margins) and lower leverage. Sector exposure overlaps in renewables, but BE benefits from AI-driven power needs, while ENPH contends with solar cyclicality. Market sentiment tilts toward BE’s upside catalysts over ENPH’s stabilization efforts.
Tickeron AI Verdict
Tickeron’s AI currently favors BE with higher probability due to consistent upward trends, revenue momentum, and data center catalysts positioning it strongly relative to ENPH’s softer outlook. While ENPH offers relative stability, BE’s growth trajectory suggests greater near-term potential amid clean energy shifts.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BE is a Hold and ENPH is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BE’s FA Score shows that 2 FA rating(s) are green whileENPH’s FA Score has 2 green FA rating(s).
- BE’s FA Score: 2 green, 3 red.
- ENPH’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BE’s TA Score shows that 5 TA indicator(s) are bullish while ENPH’s TA Score has 3 bullish TA indicator(s).
- BE’s TA Score: 5 bullish, 4 bearish.
- ENPH’s TA Score: 3 bullish, 5 bearish.
Price Growth
BE (@Electrical Products) experienced а +25.99% price change this week, while ENPH (@Alternative Power Generation) price change was +0.03% for the same time period.
The average weekly price growth across all stocks in the @Electrical Products industry was +0.58%. For the same industry, the average monthly price growth was +1.70%, and the average quarterly price growth was +15.24%.
The average weekly price growth across all stocks in the @Alternative Power Generation industry was -3.18%. For the same industry, the average monthly price growth was -6.03%, and the average quarterly price growth was +3.21%.
Reported Earning Dates
BE is expected to report earnings on Jul 30, 2026.
ENPH is expected to report earnings on Jul 28, 2026.
Industries' Descriptions
@Electrical Products (+0.58% weekly)The industry produces a diverse range of electricity-powered equipment, appliances and components, catering to both households and industries. The products include power, distribution and specialty transformers; electric motors, generators and motor-generator sets; switchgear and switchboard apparatus; light bulbs, tubes, fittings and electric signs etc. Consumer income, construction spending, and industrial production are major drivers of demand for this industry’s products. Large companies tend to have economies of scale in production, marketing, and distribution, while smaller companies can potentially carve out their own market through niche or specialty offerings. The US electrical products manufacturing industry includes about 5,700 establishments (single-location companies and units of multi-location companies) with combined annual revenue of about $125 billion. (according to a study published in First Research). Emerson Electric Co., Hubbell Incorporated and Eaton Corporation plc are major electrical products makers in the U.S.
@Alternative Power Generation (-3.18% weekly)The alternative power generation industry consists of companies that operate power facilities converting non-conventional forms of energy into electricity. These energy forms are alternatives to fossil fuels, and many of them are derived from natural resources. Alternative energy forms include solar, wind, hydro, and geothermal steam. A major purpose behind using alternative energy – also called ‘clean’ energy - is to address concerns related to the more conventional fossil fuels, such as the latter’s high carbon dioxide emissions which is often considered a factor in global warming. Alternative power generation has been gaining traction in recent years, and could grow further in the future. Large organizations like Google have invested substantially in wind and solar energy-powered electricity. Some of the prominent U.S. companies operating in the alternative power generation industry includes Ormat Technologies, Inc., TerraForm Power, Inc. and NextEra Energy Partners LP.
| BE | ENPH | BE / ENPH | |
| Capitalization | 98.4B | 6.91B | 1,424% |
| EBITDA | 113M | 229M | 49% |
| Gain YTD | 298.032 | 63.526 | 469% |
| P/E Ratio | 1841.88 | 51.89 | 3,550% |
| Revenue | 2.45B | 1.4B | 175% |
| Total Cash | 2.49B | 931M | 268% |
| Total Debt | 2.95B | 581M | 508% |
BE | ENPH | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 25 | 71 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 93 Overvalued | |
PROFIT vs RISK RATING 1..100 | 4 | 100 | |
SMR RATING 1..100 | 91 | 61 | |
PRICE GROWTH RATING 1..100 | 34 | 11 | |
P/E GROWTH RATING 1..100 | 9 | 15 | |
SEASONALITY SCORE 1..100 | 25 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ENPH's Valuation (93) in the Semiconductors industry is in the same range as BE (100) in the Electrical Products industry. This means that ENPH’s stock grew similarly to BE’s over the last 12 months.
BE's Profit vs Risk Rating (4) in the Electrical Products industry is significantly better than the same rating for ENPH (100) in the Semiconductors industry. This means that BE’s stock grew significantly faster than ENPH’s over the last 12 months.
ENPH's SMR Rating (61) in the Semiconductors industry is in the same range as BE (91) in the Electrical Products industry. This means that ENPH’s stock grew similarly to BE’s over the last 12 months.
ENPH's Price Growth Rating (11) in the Semiconductors industry is in the same range as BE (34) in the Electrical Products industry. This means that ENPH’s stock grew similarly to BE’s over the last 12 months.
BE's P/E Growth Rating (9) in the Electrical Products industry is in the same range as ENPH (15) in the Semiconductors industry. This means that BE’s stock grew similarly to ENPH’s over the last 12 months.
| BE | ENPH | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 69% | 2 days ago 88% |
| Stochastic ODDS (%) | 2 days ago 81% | 2 days ago 85% |
| Momentum ODDS (%) | 2 days ago 83% | 2 days ago 90% |
| MACD ODDS (%) | 2 days ago 89% | 2 days ago 84% |
| TrendWeek ODDS (%) | 2 days ago 85% | 2 days ago 88% |
| TrendMonth ODDS (%) | 2 days ago 86% | 2 days ago 79% |
| Advances ODDS (%) | 2 days ago 86% | 2 days ago 79% |
| Declines ODDS (%) | 16 days ago 84% | 8 days ago 90% |
| BollingerBands ODDS (%) | 2 days ago 78% | 2 days ago 90% |
| Aroon ODDS (%) | 2 days ago 85% | 2 days ago 77% |
Advertisement
BE and
Correlation & Price change
A.I.dvisor indicates that over the last year, BE has been loosely correlated with RUN. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if BE jumps, then RUN could also see price increases.