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BE vs FSLR
Which Stock Would AI Choose? Bloom Energy (BE) vs. First Solar (FSLR) Stock Comparison
Key Takeaways
- Bloom Energy (BE) shares have risen over 166% year-to-date, hitting new 12-month highs amid data center power demand.
- First Solar (FSLR) stock is down approximately 24% year-to-date, reflecting softer solar sector momentum.
- BE benefits from AI infrastructure tailwinds and raised 2026 revenue guidance, while FSLR contends with prior earnings guidance shortfalls.
- Both stocks await Q1 2026 earnings this week, with BE showing stronger recent price stability above key moving averages.
- Relative performance highlights BE's outperformance in recent market activity versus FSLR's consolidation.
Introduction
Bloom Energy (BE) and First Solar (FSLR) represent distinct approaches within the clean energy sector: fuel cell technology versus thin-film solar manufacturing. This stock comparison evaluates their recent performance, growth drivers, and market positioning amid rising demand for sustainable power solutions. Traders seeking momentum plays and long-term investors focused on renewable energy trends may find value in understanding their contrasts, particularly as both report Q1 earnings soon. Key metrics reveal divergent paths in a volatile market environment.
BE Overview and Recent Performance
Bloom Energy Corporation (BE) designs and deploys solid oxide fuel cell (SOFC) systems, which generate electricity from natural gas or hydrogen for on-site power applications. In recent weeks, BE shares have exhibited robust momentum, surging to new 12-month highs around $230 and trading above 50-day and 200-day simple moving averages (SMAs). This performance stems from heightened data center demand, AI infrastructure needs, and optimistic 2026 guidance projecting 60% revenue growth. Sentiment has shifted positively on deal announcements and analyst upgrades, though high valuations introduce caution. Q1 earnings are due April 28, with revenue forecasts at $531 million.
FSLR Overview and Recent Performance
First Solar, Inc. (FSLR) is a leading producer of thin-film photovoltaic (PV) solar modules, emphasizing utility-scale projects and domestic manufacturing capacity exceeding 14 GW annually. Recent market activity for FSLR has been mixed, with shares trading near $197 after a year-to-date decline of 24%, underperforming broader indices. Influences include a Q4 2025 earnings miss and 2026 guidance below expectations ($4.9-5.2 billion revenue), prompting selloffs, though pre-Q1 positioning has provided some lift. Sector headwinds like competition and policy uncertainties have tempered sentiment, with Q1 results scheduled for April 30.
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Head-to-Head Comparison
Bloom Energy (BE) and First Solar (FSLR) both advance clean energy but diverge in business models: BE’s fuel cells provide dispatchable, on-site power resilient to intermittency, ideal for data centers, while FSLR’s solar modules target large-scale, grid-tied installations vulnerable to weather and supply chains. Growth drivers contrast sharply—BE leverages AI power surges with 35-60% revenue growth projections, versus FSLR’s expansion amid softening demand. Recent momentum favors BE’s 160%+ YTD gains over FSLR’s declines. Risk factors include BE’s elevated valuation and execution on deals, and FSLR’s exposure to tariffs and competition. Market sentiment tilts toward BE for stability in high-demand sectors.
Tickeron AI Verdict
Tickeron’s AI currently favors BE over FSLR, based on superior trend consistency, above-SMA positioning, and catalysts from data center expansion. BE’s relative strength suggests higher probability of continued outperformance in the near term, though FSLR could rebound on strong earnings. Observable momentum metrics prioritize BE in current 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. 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 FSLR is a Buy.
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 whileFSLR’s FA Score has 2 green FA rating(s).
- BE’s FA Score: 2 green, 3 red.
- FSLR’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 2 TA indicator(s) are bullish while FSLR’s TA Score has 5 bullish TA indicator(s).
- BE’s TA Score: 2 bullish, 5 bearish.
- FSLR’s TA Score: 5 bullish, 4 bearish.
Price Growth
BE (@Electrical Products) experienced а -7.51% price change this week, while FSLR (@Alternative Power Generation) price change was -9.06% for the same time period.
The average weekly price growth across all stocks in the @Electrical Products industry was +2.86%. For the same industry, the average monthly price growth was +6.90%, and the average quarterly price growth was +9.35%.
The average weekly price growth across all stocks in the @Alternative Power Generation industry was +8.52%. For the same industry, the average monthly price growth was +16.41%, and the average quarterly price growth was +29.11%.
Reported Earning Dates
BE is expected to report earnings on Jul 30, 2026.
FSLR is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Electrical Products (+2.86% 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 (+8.52% 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 | FSLR | BE / FSLR | |
| Capitalization | 75B | 30B | 250% |
| EBITDA | 113M | 2.31B | 5% |
| Gain YTD | 203.384 | 6.806 | 2,988% |
| P/E Ratio | 1841.88 | 18.02 | 10,219% |
| Revenue | 2.45B | 5.42B | 45% |
| Total Cash | 2.49B | 2.43B | 103% |
| Total Debt | 2.95B | 587M | 502% |
BE | FSLR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 79 Overvalued | |
PROFIT vs RISK RATING 1..100 | 6 | 42 | |
SMR RATING 1..100 | 91 | 48 | |
PRICE GROWTH RATING 1..100 | 34 | 8 | |
P/E GROWTH RATING 1..100 | 9 | 28 | |
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.
FSLR's Valuation (79) in the Electronic Components industry is in the same range as BE (100) in the Electrical Products industry. This means that FSLR’s stock grew similarly to BE’s over the last 12 months.
BE's Profit vs Risk Rating (6) in the Electrical Products industry is somewhat better than the same rating for FSLR (42) in the Electronic Components industry. This means that BE’s stock grew somewhat faster than FSLR’s over the last 12 months.
FSLR's SMR Rating (48) in the Electronic Components industry is somewhat better than the same rating for BE (91) in the Electrical Products industry. This means that FSLR’s stock grew somewhat faster than BE’s over the last 12 months.
FSLR's Price Growth Rating (8) in the Electronic Components industry is in the same range as BE (34) in the Electrical Products industry. This means that FSLR’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 FSLR (28) in the Electronic Components industry. This means that BE’s stock grew similarly to FSLR’s over the last 12 months.
| BE | FSLR | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 78% | 4 days ago 69% |
| Stochastic ODDS (%) | 4 days ago 86% | 4 days ago 68% |
| Momentum ODDS (%) | 4 days ago 89% | 7 days ago 82% |
| MACD ODDS (%) | 4 days ago 78% | N/A |
| TrendWeek ODDS (%) | 4 days ago 84% | 4 days ago 77% |
| TrendMonth ODDS (%) | 4 days ago 83% | 4 days ago 82% |
| Advances ODDS (%) | 19 days ago 86% | 6 days ago 80% |
| Declines ODDS (%) | 8 days ago 84% | 4 days ago 78% |
| BollingerBands ODDS (%) | N/A | 4 days ago 67% |
| Aroon ODDS (%) | 4 days ago 90% | 4 days ago 81% |
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FSLR and
Correlation & Price change
A.I.dvisor indicates that over the last year, FSLR has been loosely correlated with RUN. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if FSLR jumps, then RUN could also see price increases.
| Ticker / NAME | Correlation To FSLR | 1D Price Change % | ||
|---|---|---|---|---|
| FSLR | 100% | -11.41% | ||
| RUN - FSLR | 57% Loosely correlated | -9.89% | ||
| BE - FSLR | 55% Loosely correlated | -9.53% | ||
| FCEL - FSLR | 52% Loosely correlated | -19.02% | ||
| SEDG - FSLR | 51% Loosely correlated | -13.63% | ||
| NXT - FSLR | 50% Loosely correlated | -12.47% | ||
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