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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 a sharp rally on surging demand for on-site power from AI data centers, reporting record quarterly revenue and a rapidly expanding backlog.
- Sunrun (RUN) is repositioning as a distributed energy and grid-services platform, highlighted by recent partnerships targeting data-center power demand.
- The two companies occupy different parts of the clean-energy ecosystem: BE sells commercial-scale fuel-cell hardware, while RUN builds a residential solar-and-storage subscriber base.
- Relative performance has diverged sharply, with BE showing stronger recent momentum and RUN trading under pressure despite its AI-linked announcements.
- Both names carry elevated execution and valuation risk, making trend consistency and stability central to any AI-driven comparison.
Introduction
Investors tracking the energy transition are increasingly asking whether to favor companies selling power-generating hardware or those aggregating distributed energy assets. That is precisely the contrast between BE and RUN. Bloom Energy manufactures solid oxide fuel cells that provide on-site electricity to large commercial and industrial customers, while Sunrun is America's largest provider of residential solar, battery storage, and home-to-grid power plants. Both have been swept into the same catalyst—soaring electricity demand from artificial intelligence data centers—yet their recent stock performance and market positioning have differed considerably. This stock comparison examines their businesses, momentum, and risk profiles to help traders and longer-term investors assess which market positioning appears more consistent in the current environment.
BE Overview and Recent Performance
Bloom Energy develops and manufactures solid oxide fuel cell systems that deliver ultra-resilient, scalable on-site power to data centers, semiconductor facilities, utilities, and other commercial and industrial customers. The company's core growth narrative is its central role in powering AI infrastructure, where its fuel cells can be deployed faster than traditional grid connections. In recent weeks, the stock has been a standout performer, climbing sharply after a series of major agreements, including an expanded deal with Oracle for up to 2.8 gigawatts (GW) of fuel-cell capacity, a multi-billion-dollar order from American Electric Power, and a financing relationship with Brookfield that expanded to a reported $25 billion. The company reported record quarterly revenue above $1 billion, representing a roughly 166% year-over-year increase, and raised its full-year revenue guidance to between $3.9 billion and $4.2 billion. BE was also recently added to the S&P 500, reinforcing its improved market standing. Despite this momentum, valuation remains a focal point, as the stock trades at a high earnings multiple that reflects substantial future growth expectations.
RUN Overview and Recent Performance
Sunrun designs, installs, owns, and maintains residential solar and battery storage systems, primarily through a no-upfront-cost subscription model, and is positioning itself as a distributed energy and grid-services platform. In recent months, the company has leaned into the AI power narrative through partnerships: it announced a collaboration with Tesla and Renew Home to aggregate more than 16 GW of flexible residential energy capacity for hyperscalers and utilities, and expanded a partnership with SPAN linking home batteries to distributed AI-compute infrastructure. Financially, RUN reported second-quarter revenue of $870 million, up 53% year over year, and posted net income attributable to common stockholders of $115.2 million. However, it also trimmed its full-year cash generation guidance, reflecting tighter conditions in the residential solar market. Despite a brief rally on the Tesla partnership news, the stock has faced sustained pressure in recent weeks, with the shares trading well below analyst fair-value estimates—a signal that the market remains cautious about execution and funding risks even as the company's grid-services story evolves.
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Head-to-Head Comparison
The most important contrast between these two stocks is their place in the energy value chain. BE is fundamentally a hardware manufacturer selling fuel-cell systems to a concentrated set of large customers, which has produced explosive revenue growth but also dependence on a few high-profile projects, such as the Oracle deployment. RUN operates a consumer-facing, capital-intensive subscription business whose economics hinge on installation volumes, financing costs, and tax-credit policy—factors that have weighed on sentiment even as its grid-services ambitions broaden its addressable market.
On momentum, BE has clearly outperformed in recent months, driven by recurring order announcements and upward guidance revisions. RUN has shown choppier, catalyst-driven price action, with sharp single-session gains on partnership news that have not yet translated into sustained relative performance. Risk profiles also differ: BE faces valuation risk and project-timing concentration, while RUN faces policy, financing, and residential-demand headwinds. Sector exposure is a shared theme—both are leveraged to AI-driven electricity demand—but the translation of that demand into earnings is more direct and visible at BE today.
Tickeron AI Verdict
Based on observable factors such as trend consistency, stability, catalysts, and relative positioning, Tickeron's AI would likely favor BE over RUN in the current market environment. BE exhibits a more persistent uptrend backed by recurring positive catalysts—record revenue, rising guidance, and a large backlog—whereas RUN has shown more volatile, event-driven moves against a weaker underlying trend. The verdict is probabilistic rather than definitive: momentum and earnings visibility currently favor BE, while RUN offers a lower-valuation, higher-uncertainty profile that could re-rate if its grid-services partnerships begin producing sustained cash generation.
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 RUN 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 62 of 74 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 84%.
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 46 similar instances when the indicator turned negative. In 40 of the 46 cases the stock turned lower in the days that followed. This puts the odds of success at 87%.
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%.
Bullish Trend Analysis
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 6 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +4.39% 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.
The Aroon Indicator entered an Uptrend today. In 241 of 259 cases where BE Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 90%.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 40 (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 45 (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 95 (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 Seasonality Score of 95 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
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 (43.582) is slightly higher than the industry average of (-0.099). BE's P/E Ratio (277.360) is considerably higher than the industry average of (11.242). Projected Growth (PEG Ratio) (0.594) is also within normal values, averaging (2.900). Dividend Yield (0.000) settles around the average of (0.083) among similar stocks. P/S Ratio (24.876) is also within normal values, averaging (8.019).
RUN sees its Stochastic Oscillator ascending out of oversold territory
On October 20, 2026, the Stochastic Oscillator for RUN moved out of oversold territory and this could be a bullish sign for the stock. Traders may want to buy the stock or buy call options. Tickeron's A.I.dvisor looked at 59 instances where the indicator left the oversold zone. In 51 of the 59 cases the stock moved higher in the following days. This puts the odds of a move higher at over 86%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 21, 2026. You may want to consider a long position or call options on RUN as a result. In 77 of 96 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 80%.
The Moving Average Convergence Divergence (MACD) for RUN just turned positive on October 20, 2026. Looking at past instances where RUN's MACD turned positive, the stock continued to rise in 37 of 45 cases over the following month. The odds of a continued upward trend are 82%.
Following a +10.60% 3-day Advance, the price is estimated to grow further. Considering data from situations where RUN advanced for three days, in 214 of 257 cases, the price rose further within the following month. The odds of a continued upward trend are 83%.
RUN may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
Following a 3-day decline, the stock is projected to fall further. Considering past instances where RUN 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 87%.
The Aroon Indicator for RUN entered a downward trend on October 21, 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 Seasonality Score of 12 (best 1 - 100 worst) indicates that the company is seriously undervalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 62 (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 Valuation Rating of 76 (best 1 - 100 worst) indicates that the company is slightly 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: P/B Ratio (0.526) is normal, around the industry mean (2.617). P/E Ratio (4.482) is within average values for comparable stocks, (5.265). Projected Growth (PEG Ratio) (3.071) is also within normal values, averaging (1.699). Dividend Yield (0.000) settles around the average of (0.057) among similar stocks. P/S Ratio (0.646) is also within normal values, averaging (5.133).
The Tickeron PE Growth Rating for this company is 81 (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 Price Growth Rating for this company is 83 (best 1 - 100 worst), indicating slightly worse than average price growth. RUN’s price grows at a lower 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 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. RUN’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 99, placing this stock worse than average.
BE | RUN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 70 | 18 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 76 Overvalued | |
PROFIT vs RISK RATING 1..100 | 40 | 100 | |
SMR RATING 1..100 | 44 | 62 | |
PRICE GROWTH RATING 1..100 | 45 | 83 | |
P/E GROWTH RATING 1..100 | 95 | 81 | |
SEASONALITY SCORE 1..100 | 90 | 12 |
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 (76) 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 (40) in the Electrical Products industry is somewhat better than the same rating for RUN (100). This means that BE’s stock grew somewhat faster than RUN’s over the last 12 months.
BE's SMR Rating (44) in the Electrical Products industry is in the same range as RUN (62). This means that BE’s stock grew similarly to RUN’s over the last 12 months.
BE's Price Growth Rating (45) in the Electrical Products industry is somewhat better than the same rating for RUN (83). This means that BE’s stock grew somewhat faster than RUN’s over the last 12 months.
RUN's P/E Growth Rating (81) in the Electrical Products industry is in the same range as BE (95). This means that RUN’s stock grew similarly to BE’s over the last 12 months.
| BE | RUN | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 2 days ago 84% | 2 days ago 86% |
| Momentum ODDS (%) | 2 days ago 84% | 2 days ago 80% |
| MACD ODDS (%) | 2 days ago 87% | 2 days ago 82% |
| TrendWeek ODDS (%) | 2 days ago 84% | 2 days ago 82% |
| TrendMonth ODDS (%) | 2 days ago 84% | 2 days ago 87% |
| Advances ODDS (%) | 21 days ago 86% | 2 days ago 83% |
| Declines ODDS (%) | 7 days ago 84% | 4 days ago 87% |
| BollingerBands ODDS (%) | 2 days ago 88% | 2 days ago 85% |
| Aroon ODDS (%) | 2 days ago 90% | 2 days ago 84% |
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 RUN’s FA Score has 0 green FA rating(s).
- BE’s FA Score: 0 green, 5 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 4 TA indicator(s) are bullish while RUN’s TA Score has 5 bullish TA indicator(s).
- BE’s TA Score: 4 bullish, 5 bearish.
- RUN’s TA Score: 5 bullish, 2 bearish.
Price Growth
BE (@Electrical Products) experienced а -0.34% price change this week, while RUN (@Alternative Power Generation) price change was +4.46% for the same time period.
The average weekly price growth across all stocks in the @Electrical Products industry was -9.22%. For the same industry, the average monthly price growth was -25.12%, and the average quarterly price growth was -33.38%.
The average weekly price growth across all stocks in the @Alternative Power Generation industry was -4.44%. For the same industry, the average monthly price growth was -14.65%, and the average quarterly price growth was -39.99%.
Reported Earning Dates
BE is expected to report earnings on Oct 22, 2026.
RUN is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Electrical Products (-9.22% 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 (-4.44% 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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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% | +0.66% | ||
| FCEL - RUN | 67% Closely correlated | +6.45% | ||
| BE - RUN | 61% Loosely correlated | +7.13% | ||
| PLUG - RUN | 61% Loosely correlated | +0.71% | ||
| ENVX - RUN | 55% Loosely correlated | +12.89% | ||
| ENPH - RUN | 52% Loosely correlated | -0.74% | ||
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