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BE vs RUN
Which Stock Would AI Choose? Bloom Energy (BE) vs. Sunrun (RUN) Stock Comparison
Key Takeaways
- Bloom Energy (BE) has delivered exceptional year-to-date performance exceeding 195%, driven by record Q1 revenue growth of 130% year-over-year and raised full-year guidance, while Sunrun (RUN) trades significantly lower year-to-date amid sector pressures.
- Both companies are positioned in the clean energy sector with growing exposure to AI data center power demand through recent partnerships and pilots.
- Bloom Energy (BE) recently refuted short-seller allegations regarding its supply chain, supporting sentiment stability ahead of its July 28 earnings report.
- Sunrun (RUN) launched a distributed AI data center pilot in early July, leveraging residential solar and storage systems in collaboration with partners including Tesla.
- Bloom Energy (BE) exhibits higher volatility and momentum compared to Sunrun (RUN), which maintains a more modest valuation with analyst price targets around $18.76.
- Market sentiment for both remains tied to broader renewable energy trends and AI infrastructure expansion, with differing risk profiles in execution and financing.
Introduction
This comparison examines Bloom Energy (BE) and Sunrun (RUN), two publicly traded companies in the clean energy space that are increasingly linked to AI-driven electricity demand. Investors and traders focused on renewable energy, infrastructure growth, and relative momentum may find the analysis relevant for assessing positioning within the sector. The review emphasizes recent market activity, business fundamentals, and observable performance contrasts without projecting future outcomes.
Bloom Energy Overview and Recent Performance
Bloom Energy (BE) develops and deploys solid oxide fuel cell systems for on-site power generation, serving commercial, industrial, and utility customers. In recent weeks, the stock has shown strong upward momentum, closing near $257 on July 9 after a year-to-date advance exceeding 195%. Record first-quarter 2026 results featured 130% year-over-year revenue growth to $751.1 million, prompting an upward revision to full-year guidance with a midpoint of approximately 80% growth. Recent market activity included a response to short-seller claims concerning supply chain transparency and material sourcing, which the company refuted while affirming operational strength. Sentiment has been further supported by expanded partnerships, including with Brookfield for AI-related infrastructure, ahead of second-quarter results scheduled for July 28.
RUN Overview and Recent Performance
Sunrun (RUN) provides residential solar energy systems, battery storage, and energy services across the United States. The stock has traded around the $12 level in recent sessions, reflecting a more restrained year-to-date trajectory compared to broader sector leaders. First-quarter 2026 revenue rose 43% year-over-year to $722 million, accompanied by high storage attachment rates. In early July, the company announced a distributed AI data center pilot using existing home solar and storage assets in partnership with Renew Home and Tesla. Analyst consensus remains positive with a buy rating and average price target near $18.76. Recent market activity has centered on this pilot launch and ongoing sector dynamics related to electricity demand and project financing.
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Head-to-Head Comparison
Bloom Energy (BE) and Sunrun (RUN) operate in adjacent segments of the clean energy industry but differ in scale, customer base, and recent momentum. Bloom Energy (BE) focuses on fuel cell technology with large-scale deployments, benefiting from direct AI data center power opportunities and exhibiting stronger recent price appreciation alongside elevated volatility. Sunrun (RUN) emphasizes distributed residential solar and storage, with its AI pilot representing an innovative but smaller-scale approach to the same demand theme. Growth drivers for Bloom Energy (BE) include product revenue expansion and financing partnerships, while Sunrun (RUN) highlights customer acquisition and contracted value creation. Risk factors differ, with Bloom Energy (BE) facing scrutiny over supply chain elements and Sunrun (RUN) navigating installation volumes and tax-equity financing. Sector exposure overlaps in renewables, yet market sentiment has favored Bloom Energy (BE)’s recent catalysts more visibly in price action.
Tickeron AI Verdict
Based on observable factors including stronger trend consistency, revenue momentum, and positioning around AI infrastructure catalysts, Tickeron’s AI would currently assign a higher probability of relative outperformance to Bloom Energy (BE) over Sunrun (RUN) in the near term. This assessment draws from recent performance differentials and development timelines rather than definitive forecasts.
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 RUN 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 whileRUN’s FA Score has 0 green FA rating(s).
- BE’s FA Score: 2 green, 3 red.
- RUN’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 RUN’s TA Score has 5 bullish TA indicator(s).
- BE’s TA Score: 3 bullish, 7 bearish.
- RUN’s TA Score: 5 bullish, 5 bearish.
Price Growth
BE (@Electrical Products) experienced а -9.70% price change this week, while RUN (@Alternative Power Generation) price change was -2.12% 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 -1.89%. For the same industry, the average monthly price growth was -13.57%, and the average quarterly price growth was -10.64%.
Reported Earning Dates
BE is expected to report earnings on Jul 28, 2026.
RUN is expected to report earnings on Aug 05, 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 (-1.89% 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 | RUN | BE / RUN | |
| Capitalization | 66.4B | 2.96B | 2,243% |
| EBITDA | 113M | 700M | 16% |
| Gain YTD | 168.719 | -32.554 | -518% |
| P/E Ratio | 1841.88 | 5.83 | 31,613% |
| Revenue | 2.45B | 3.18B | 77% |
| Total Cash | 2.49B | 680M | 366% |
| Total Debt | 2.95B | 14.9B | 20% |
BE | RUN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 20 | 100 | |
SMR RATING 1..100 | 91 | 47 | |
PRICE GROWTH RATING 1..100 | 34 | 59 | |
P/E GROWTH RATING 1..100 | 8 | 71 | |
SEASONALITY SCORE 1..100 | 50 | 20 |
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.
RUN's Valuation (87) in the Electrical Products industry is in the same range as BE (100). This means that RUN’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 RUN (100). This means that BE’s stock grew significantly faster than RUN’s over the last 12 months.
RUN's SMR Rating (47) in the Electrical Products industry is somewhat better than the same rating for BE (91). This means that RUN’s stock grew somewhat faster than BE’s over the last 12 months.
BE's Price Growth Rating (34) in the Electrical Products industry is in the same range as RUN (59). This means that BE’s stock grew similarly to RUN’s over the last 12 months.
BE's P/E Growth Rating (8) in the Electrical Products industry is somewhat better than the same rating for RUN (71). This means that BE’s stock grew somewhat faster than RUN’s over the last 12 months.
| BE | RUN | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 85% | 4 days ago 82% |
| Stochastic ODDS (%) | 4 days ago 76% | 4 days ago 85% |
| Momentum ODDS (%) | 4 days ago 86% | 4 days ago 85% |
| MACD ODDS (%) | 4 days ago 89% | 4 days ago 87% |
| TrendWeek ODDS (%) | 4 days ago 84% | 4 days ago 87% |
| TrendMonth ODDS (%) | 4 days ago 83% | 4 days ago 85% |
| Advances ODDS (%) | 14 days ago 86% | 4 days ago 83% |
| Declines ODDS (%) | 6 days ago 84% | 12 days ago 86% |
| BollingerBands ODDS (%) | 4 days ago 90% | 4 days ago 90% |
| Aroon ODDS (%) | 7 days ago 80% | 4 days ago 87% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TDI | 44.99 | N/A | N/A |
| Touchstone Dynamic International ETF | |||
| GUSE | 45.41 | N/A | N/A |
| Goldman Sachs Enhanced U.S. Equity ETF | |||
| VTEC | 99.96 | -0.12 | -0.12% |
| Vanguard California Tax-Exempt Bond ETF | |||
| RSBA | 20.92 | -0.05 | -0.24% |
| Return Stacked Bonds & Mrg Arbtrg ETF | |||
| FXB | 128.31 | -0.47 | -0.37% |
| Invesco CcyShrs® British Pound Stlg | |||
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.
RUN and
Correlation & Price change
A.I.dvisor indicates that over the last year, RUN has been closely correlated with FCEL. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if RUN jumps, then FCEL could also see price increases.
| Ticker / NAME | Correlation To RUN | 1D Price Change % | ||
|---|---|---|---|---|
| RUN | 100% | -0.48% | ||
| FCEL - RUN | 67% Closely correlated | -9.27% | ||
| BE - RUN | 61% Loosely correlated | -4.55% | ||
| PLUG - RUN | 61% Loosely correlated | -2.69% | ||
| ENPH - RUN | 59% Loosely correlated | -3.95% | ||
| FSLR - RUN | 56% Loosely correlated | -2.98% | ||
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