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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) supplies solid-oxide fuel cells for on-site power, while First Solar (FSLR) manufactures thin-film solar modules — two very different business models within clean energy.
- BE has delivered explosive, AI data-center-driven revenue growth but trades at a much richer valuation, while FSLR has lagged in 2026 yet offers a far lower earnings multiple and a multi-year contracted backlog.
- Both stocks carry a consensus "Buy" rating, but their risk profiles diverge: BE faces execution and timing risks, whereas FSLR is more exposed to tariff and policy dynamics.
- Relative performance has been stark — BE has surged year-to-date, while FSLR has declined and sits near its 52-week low.
Introduction
Clean-energy investing spans a wide spectrum, and few contrasts are as instructive as that between BE (Bloom Energy) and FSLR (First Solar). One powers the data-center boom with fuel cells; the other manufactures the panels that electrify the grid. For traders and investors weighing growth momentum against valuation and stability, this stock comparison highlights how two names in the same broad sector can occupy very different positions in the current market environment. Understanding their relative performance, market positioning, and catalysts helps clarify where each might fit in a diversified portfolio.
BE Overview and Recent Performance
Bloom Energy builds solid-oxide fuel cell systems that generate electricity on-site, and it has become a focal point of the artificial intelligence infrastructure build-out, serving data centers, utilities, and industrial customers. Recent market activity has been defined by rapid business expansion: the company reported record quarterly revenue exceeding $1 billion, a year-over-year increase of more than 160%, and raised its full-year guidance to a range of roughly $3.9 billion to $4.2 billion.
Several large agreements have driven sentiment, including a deal with Oracle for up to 2.8 gigawatts (GW; a unit of power capacity) of fuel-cell capacity, a firm multi-billion-dollar order from American Electric Power, and a financing relationship tied to Brookfield. BE was also added to the S&P 500. That enthusiasm has, however, been tempered by a class-action lawsuit related to scandium sourcing and by timing uncertainty around a major data-center project. The stock has more than doubled on a year-to-date basis but trades at a price-to-earnings (P/E) ratio far above the broader market, reflecting high expectations.
FSLR Overview and Recent Performance
First Solar is the largest U.S.-headquartered solar manufacturer and the only American company among the world's biggest producers of photovoltaic (PV; solar-power-generating) modules. It specializes in cadmium-telluride thin-film technology made in the United States, largely independent of Chinese crystalline-silicon supply chains. Recent quarters have shown solid fundamentals: the company reported record first-half sales volume and earnings per share of $3.92 in its latest quarter, up 23% year over year, while maintaining a contracted backlog of roughly 45 gigawatts extending toward 2030.
Despite this operational strength, FSLR shares have declined sharply in 2026 and sit near their 52-week low. Sentiment has been shaped by policy considerations, including Section 232 tariffs on imported modules and Section 45X manufacturing tax credits, which support pricing but introduce uncertainty. Analysts have recently issued upgrades, and the stock trades at a forward P/E near 10 — a meaningful discount to the sector — even as consensus price targets imply significant upside.
Trending AI Robots
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Head-to-Head Comparison
The two companies differ most fundamentally in what they sell. BE is effectively a play on the need for fast, on-site power to support AI computing — a demand-driven, growth-heavy narrative with concentrated customer exposure and a valuation that assumes continued rapid scaling. FSLR, by contrast, is a manufacturing leader whose economics are tied to module pricing, trade policy, and utility-scale solar demand, giving it steadier cash generation but heavier reliance on government incentives.
Recent momentum clearly favors BE, which has been among the market's strongest performers, while FSLR has lagged despite healthy earnings. Risk profiles are also inverted: BE carries execution, project-timing, and valuation risk, whereas FSLR faces policy and commodity-pricing risk. On sector exposure, both are clean-energy names, but BE leans toward electrification of computing infrastructure while FSLR leans toward grid-scale generation.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely favor BE in the current environment, owing to the consistency and strength of its upward trend, repeated positive catalysts, and the powerful demand backdrop from AI data centers. However, that momentum comes with elevated volatility and rich valuation, which may reduce conviction for risk-sensitive strategies. FSLR, while fundamentally solid and attractively valued, has yet to demonstrate a confirmed trend reversal. As such, any AI-based assessment would tend to lean toward the name showing stronger relative strength, while acknowledging that FSLR's stability and valuation could make it the more measured choice.
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 Hold and FSLR is a Buy.
BE in downward trend: 10-day moving average crossed below 50-day moving average on October 21, 2026
The 10-day moving average for BE crossed bearishly below the 50-day moving average on October 21, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 14 of 15 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 90%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 09, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on BE as a result. In 59 of 73 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 81%.
The Moving Average Convergence Divergence Histogram (MACD) for BE turned negative on October 08, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 45 similar instances when the indicator turned negative. In 33 of the 45 cases the stock turned lower in the days that followed. This puts the odds of success at 73%.
BE moved below its 50-day moving average on October 14, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BE declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 84%.
The Aroon Indicator for BE entered a downward trend on November 03, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where BE's RSI Indicator exited the oversold zone, 29 of 33 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 88%.
The Stochastic Oscillator is in the oversold zone. Keep an eye out for a move up in the foreseeable future.
Following a +11.85% 3-day Advance, the price is estimated to grow further. Considering data from situations where BE advanced for three days, in 266 of 309 cases, the price rose further within the following month. The odds of a continued upward trend are 86%.
BE may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 42 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 87, placing this stock slightly better than average.
The Tickeron SMR rating for this company is 44 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 64 (best 1 - 100 worst), indicating steady price growth. BE’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 96 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 100 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: BE's P/B Ratio (39.102) is slightly higher than the industry average of (2.863). BE's P/E Ratio (248.849) is considerably higher than the industry average of (11.311). Projected Growth (PEG Ratio) (0.594) is also within normal values, averaging (2.910). Dividend Yield (0.000) settles around the average of (0.084) among similar stocks. P/S Ratio (24.876) is also within normal values, averaging (9.055).
FSLR's MACD Histogram just turned positive
The Moving Average Convergence Divergence (MACD) for FSLR turned positive on October 07, 2026. Looking at past instances where FSLR's MACD turned positive, the stock continued to rise in 45 of 55 cases over the following month. The odds of a continued upward trend are 82%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 30, 2026. You may want to consider a long position or call options on FSLR as a result. In 73 of 90 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 81%.
Following a +6.59% 3-day Advance, the price is estimated to grow further. Considering data from situations where FSLR advanced for three days, in 214 of 273 cases, the price rose further within the following month. The odds of a continued upward trend are 78%.
Bearish Trend Analysis
The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where FSLR declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 79%.
FSLR broke above its upper Bollinger Band on November 02, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for FSLR entered a downward trend on October 29, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 35 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.936) is normal, around the industry mean (2.612). P/E Ratio (11.426) is within average values for comparable stocks, (5.606). Projected Growth (PEG Ratio) (0.322) is also within normal values, averaging (1.699). Dividend Yield (0.000) settles around the average of (0.049) among similar stocks. P/S Ratio (3.824) is also within normal values, averaging (5.133).
The Tickeron SMR rating for this company is 49 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 62 (best 1 - 100 worst), indicating steady price growth. FSLR’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 66 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 99, placing this stock slightly better than average.
The Tickeron PE Growth Rating for this company is 87 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
BE | FSLR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 60 | 33 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 35 Fair valued | |
PROFIT vs RISK RATING 1..100 | 42 | 66 | |
SMR RATING 1..100 | 44 | 49 | |
PRICE GROWTH RATING 1..100 | 64 | 62 | |
P/E GROWTH RATING 1..100 | 96 | 87 | |
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 (35) in the Electronic Components industry is somewhat better than the same rating for BE (100) in the Electrical Products industry. This means that FSLR’s stock grew somewhat faster than BE’s over the last 12 months.
BE's Profit vs Risk Rating (42) in the Electrical Products industry is in the same range as FSLR (66) in the Electronic Components industry. This means that BE’s stock grew similarly to FSLR’s over the last 12 months.
BE's SMR Rating (44) in the Electrical Products industry is in the same range as FSLR (49) in the Electronic Components industry. This means that BE’s stock grew similarly to FSLR’s over the last 12 months.
FSLR's Price Growth Rating (62) in the Electronic Components industry is in the same range as BE (64) in the Electrical Products industry. This means that FSLR’s stock grew similarly to BE’s over the last 12 months.
FSLR's P/E Growth Rating (87) in the Electronic Components industry is in the same range as BE (96) in the Electrical Products industry. This means that FSLR’s stock grew similarly to BE’s over the last 12 months.
| BE | FSLR | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 88% | N/A |
| Stochastic ODDS (%) | 2 days ago 77% | 2 days ago 79% |
| Momentum ODDS (%) | 2 days ago 81% | 2 days ago 81% |
| MACD ODDS (%) | 2 days ago 73% | 2 days ago 82% |
| TrendWeek ODDS (%) | 2 days ago 85% | 2 days ago 80% |
| TrendMonth ODDS (%) | 2 days ago 83% | 2 days ago 80% |
| Advances ODDS (%) | 8 days ago 86% | 2 days ago 78% |
| Declines ODDS (%) | 3 days ago 84% | 17 days ago 79% |
| BollingerBands ODDS (%) | 2 days ago 88% | 2 days ago 78% |
| Aroon ODDS (%) | 2 days ago 82% | 2 days ago 87% |
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 overvalued. 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 0 FA rating(s) are green while FSLR’s FA Score has 0 green FA rating(s).
- BE’s FA Score: 0 green, 5 red.
- FSLR’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 4 TA indicator(s) are bullish while FSLR’s TA Score has 3 bullish TA indicator(s).
- BE’s TA Score: 4 bullish, 6 bearish.
- FSLR’s TA Score: 3 bullish, 4 bearish.
Price Growth
BE (@Electrical Products) experienced а -2.05% price change this week, while FSLR (@Alternative Power Generation) price change was +5.72% for the same time period.
The average weekly price growth across all stocks in the @Electrical Products industry was +4.06%. For the same industry, the average monthly price growth was -14.84%, and the average quarterly price growth was -27.64%.
The average weekly price growth across all stocks in the @Alternative Power Generation industry was +17.87%. For the same industry, the average monthly price growth was +7.06%, and the average quarterly price growth was -36.21%.
Reported Earning Dates
BE is expected to report earnings on Feb 11, 2027.
FSLR is expected to report earnings on Mar 02, 2027.
Industries' Descriptions
@Electrical Products (+4.06% 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 (+17.87% 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.
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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.
FSLR and
Correlation & Price change
A.I.dvisor indicates that over the last year, FSLR has been loosely correlated with BE. These tickers have moved in lockstep 55% of the time. This A.I.-generated data suggests there is some statistical probability that if FSLR jumps, then BE could also see price increases.
| Ticker / NAME | Correlation To FSLR | 1D Price Change % | ||
|---|---|---|---|---|
| FSLR | 100% | +2.11% | ||
| BE - FSLR | 55% Loosely correlated | +9.05% | ||
| NXT - FSLR | 52% Loosely correlated | +5.37% | ||
| FCEL - FSLR | 52% Loosely correlated | +6.76% | ||
| CSIQ - FSLR | 52% Loosely correlated | +7.33% | ||
| SHLS - FSLR | 49% Loosely correlated | +11.45% | ||
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