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BE vs ENPH
Which Stock Would AI Choose? Bloom Energy (BE) vs. Enphase Energy (ENPH) Stock Comparison
Key Takeaways
- Bloom Energy (BE) has delivered substantially stronger year-to-date performance than Enphase Energy (ENPH), with returns exceeding 195% compared to approximately 40% for ENPH.
- Bloom Energy (BE) reported robust Q1 2026 revenue growth of over 130% year-over-year, driven by demand for fuel cell solutions in data centers and AI infrastructure.
- Enphase Energy (ENPH) posted Q1 2026 revenue of $282.9 million with a non-GAAP gross margin of 43.9%, amid ongoing focus on residential solar and new product launches.
- Both companies are scheduled to report second-quarter 2026 results on July 28, 2026, providing near-term catalysts for price movement.
- Bloom Energy (BE) maintains a significantly larger market capitalization of approximately $72-73 billion versus roughly $5.9 billion for Enphase Energy (ENPH).
- Sector exposure differs markedly, with Bloom Energy (BE) tied to fuel cell and backup power technologies while Enphase Energy (ENPH) focuses on solar microinverters and energy storage.
Introduction
This comparison examines Bloom Energy (BE) and Enphase Energy (ENPH), two companies operating in the broader clean energy sector but serving distinct segments of the market. Bloom Energy (BE) specializes in solid oxide fuel cell systems, while Enphase Energy (ENPH) provides microinverter technology for solar installations. The analysis is relevant for traders and investors seeking to understand relative performance, growth drivers, and market positioning within renewable and distributed energy technologies amid evolving demand from data centers, residential solar adoption, and policy influences.
Bloom Energy (BE) Overview and Recent Performance
Bloom Energy (BE) develops and commercializes fuel cell power systems primarily for commercial and industrial applications, including data centers requiring reliable on-site generation. In recent weeks, the stock has exhibited strong upward momentum, building on year-to-date gains exceeding 195%. Recent market activity has been influenced by robust Q1 2026 revenue results showing 130% year-over-year growth, alongside management guidance for full-year revenue between $3.4 billion and $3.8 billion. Sentiment received additional support from the company's denial of short-seller allegations concerning its supply chain. Upcoming second-quarter 2026 earnings on July 28, 2026, represent a key near-term event for the shares.
Enphase Energy (ENPH) Overview and Recent Performance
Enphase Energy (ENPH) designs and manufactures microinverters, battery systems, and related software for residential and commercial solar installations. In recent market activity, the stock has posted more modest year-to-date returns of approximately 40%. Q1 2026 results showed revenue of $282.9 million and a non-GAAP gross margin of 43.9%, with shipments of microinverters and batteries continuing despite softer residential demand trends. Recent developments include new product pre-orders and participation in industry initiatives. The company will also release second-quarter 2026 results on July 28, 2026, which may influence sentiment around valuation and growth outlook.
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Head-to-Head Comparison
Bloom Energy (BE) and Enphase Energy (ENPH) operate in adjacent but differentiated clean energy niches. Bloom Energy (BE) centers on fuel cell technology suited for high-reliability power in data centers and industrial settings, benefiting from AI-driven electricity demand. Enphase Energy (ENPH) focuses on solar microinverters and storage optimized for distributed residential and small commercial applications. Recent momentum favors Bloom Energy (BE) with outsized year-to-date gains and larger market capitalization, while Enphase Energy (ENPH) trades at a smaller valuation with exposure to solar policy and product innovation cycles. Risk factors include supply chain considerations for Bloom Energy (BE) and demand variability in residential solar for Enphase Energy (ENPH). Market sentiment has been more constructive toward Bloom Energy (BE) amid earnings strength, whereas Enphase Energy (ENPH) has seen mixed analyst commentary and product-driven interest.
Tickeron AI Verdict
Based on observable factors including stronger trend consistency, revenue growth trajectory, and positioning in high-demand AI infrastructure applications, Tickeron’s AI models currently assign a higher probabilistic preference to Bloom Energy (BE) over Enphase Energy (ENPH) for relative outperformance potential in the near term. This assessment remains subject to upcoming earnings results and broader market conditions.
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 disclaimer.
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 Buy 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 0 green FA rating(s).
- BE’s FA Score: 2 green, 3 red.
- ENPH’s FA Score: 0 green, 5 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 3 TA indicator(s) are bullish while ENPH’s TA Score has 3 bullish TA indicator(s).
- BE’s TA Score: 3 bullish, 7 bearish.
- ENPH’s TA Score: 3 bullish, 7 bearish.
Price Growth
BE (@Electrical Products) experienced а -9.70% price change this week, while ENPH (@Alternative Power Generation) price change was -3.34% for the same time period.
The average weekly price growth across all stocks in the @Electrical Products industry was -11.74%. For the same industry, the average monthly price growth was -14.17%, and the average quarterly price growth was -10.88%.
The average weekly price growth across all stocks in the @Alternative Power Generation industry was -1.96%. For the same industry, the average monthly price growth was -13.61%, and the average quarterly price growth was -10.65%.
Reported Earning Dates
BE is expected to report earnings on Jul 28, 2026.
ENPH is expected to report earnings on Jul 28, 2026.
Industries' Descriptions
@Electrical Products (-11.74% 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 (-1.96% 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 | 66.4B | 5.68B | 1,170% |
| EBITDA | 113M | 229M | 49% |
| Gain YTD | 168.719 | 34.353 | 491% |
| P/E Ratio | 1841.88 | 42.63 | 4,320% |
| Revenue | 2.45B | 1.4B | 175% |
| Total Cash | 2.49B | 931M | 268% |
| Total Debt | 2.95B | 581M | 508% |
BE | ENPH | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 88 Overvalued | |
PROFIT vs RISK RATING 1..100 | 20 | 100 | |
SMR RATING 1..100 | 91 | 61 | |
PRICE GROWTH RATING 1..100 | 34 | 45 | |
P/E GROWTH RATING 1..100 | 8 | 36 | |
SEASONALITY SCORE 1..100 | 50 | 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 (88) 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 (20) 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.
BE's Price Growth Rating (34) in the Electrical Products industry is in the same range as ENPH (45) in the Semiconductors industry. This means that BE’s stock grew similarly to ENPH’s over the last 12 months.
BE's P/E Growth Rating (8) in the Electrical Products industry is in the same range as ENPH (36) in the Semiconductors industry. This means that BE’s stock grew similarly to ENPH’s over the last 12 months.
| BE | ENPH | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 85% | 7 days ago 90% |
| Stochastic ODDS (%) | 4 days ago 76% | 4 days ago 83% |
| Momentum ODDS (%) | 4 days ago 86% | 5 days ago 86% |
| MACD ODDS (%) | 4 days ago 89% | 5 days ago 79% |
| TrendWeek ODDS (%) | 4 days ago 84% | 4 days ago 80% |
| TrendMonth ODDS (%) | 4 days ago 83% | 4 days ago 87% |
| Advances ODDS (%) | 14 days ago 86% | 5 days ago 79% |
| Declines ODDS (%) | 6 days ago 84% | 12 days ago 89% |
| BollingerBands ODDS (%) | 4 days ago 90% | 4 days ago 74% |
| Aroon ODDS (%) | 7 days ago 80% | 4 days ago 77% |
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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.