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BE vs RUN
Which Stock Would AI Choose? Bloom Energy (BE) vs. Sunrun (RUN) Stock Comparison
Key Takeaways
- BE has delivered explosive year-to-date gains of over 56%, driven by AI data center demand, contrasting with RUN's roughly 28% decline amid softer installation volumes.
- Bloom Energy reported record 2025 revenue of $2.02 billion, up 37%, with a $20 billion backlog fueled by onsite fuel cell deployments.
- Sunrun achieved 45% Q4 revenue growth but saw solar installs drop 11% year-over-year, pivoting toward battery storage and virtual power plants (VPPs).
- Both operate in renewables—BE via solid oxide fuel cells for commercial power, RUN through residential solar-plus-storage subscriptions.
- Recent catalysts include BE's $5 billion Brookfield partnership for AI infrastructure and RUN's $500 million JV with HASI for 300 MW distributed assets.
- Market positioning favors BE for momentum traders eyeing data center growth, while RUN appeals to those betting on residential grid services.
Introduction
This stock comparison examines BE (Bloom Energy Corporation) and RUN (Sunrun Inc.), two key players in the renewable energy sector amid rising demand for clean power solutions. Bloom Energy specializes in solid oxide fuel cells for onsite generation, while Sunrun leads in residential solar and battery subscriptions. Traders and investors tracking clean energy trends, particularly those influenced by AI-driven data centers and home electrification, will find value in analyzing their relative performance, growth drivers, and market sentiment. This review draws on recent financials and developments to highlight contrasts in momentum and positioning.
BE Overview and Recent Performance
Bloom Energy Corporation (BE) designs and deploys solid oxide fuel cell systems for reliable onsite power generation, serving data centers, utilities, and industrial clients internationally. In recent market activity, BE shares have shown strong momentum, with year-to-date returns exceeding 56% and one-year gains surpassing 500%, reflecting heightened investor interest. The company posted record 2025 revenue of $2.02 billion, a 37% increase, driven by product and service demand, alongside a $20 billion backlog boosted by AI infrastructure needs. Key influences include partnerships like the $5 billion Brookfield deal for fuel cells in data centers and deals with Oracle and AEP, addressing grid constraints for high-density computing. Sentiment has been buoyed by non-GAAP operating income of $221 million and projections for 2026 revenue between $3.1-$3.3 billion, though shares pulled back from peaks near $180 amid volatility.
RUN Overview and Recent Performance
Sunrun Inc. (RUN) provides residential solar energy systems, battery storage, and subscription services, owning and maintaining assets for homeowners across the U.S. Recent weeks have seen mixed performance, with shares down approximately 28% year-to-date after starting 2026 around $18, though up over 100% annually from lows. Full-year 2025 revenue reached nearly $3 billion, with Q4 up 45% to $1.16 billion, but solar installations fell 11% to 216 MW amid a storage pivot—attachment rates hit 71%. Developments like a $500 million HASI joint venture for 300 MW across 40,000 homes and VPP expansions with PG&E and NRG have supported grid services growth, adding over 100,000 batteries. Cash generation improved, yet high debt/equity (298%) and cautious 2026 guidance on volumes have tempered sentiment, with analysts holding a consensus "Hold" rating.
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Head-to-Head Comparison
BE and RUN both tap renewable energy tailwinds but diverge in business models: Bloom's fuel cells target commercial/industrial onsite power, ideal for data centers needing rapid, resilient supply, while Sunrun's subscription model focuses on residential rooftops with leasing and VPP revenue. Growth drivers contrast sharply—BE leverages AI/data center catalysts like $20B backlog versus RUN's battery attachments and grid partnerships amid installation softness. Recent momentum favors BE (YTD +56%, 1Y +688%) over RUN (-28% YTD, +145% 1Y), reflecting sector exposure: fuel cells benefit from grid independence, solar from incentives like the Inflation Reduction Act (IRA). Risk factors include BE's execution on hyperscaler deals amid volatility and RUN's high leverage (297% debt/equity) and policy sensitivity. Market sentiment tilts toward BE for stability in AI power, while RUN offers trade-offs in distributed energy scale.
Tickeron AI Verdict
Tickeron’s AI currently favors BE over RUN, based on superior trend consistency from AI data center catalysts, a $20 billion backlog signaling multi-year visibility, and stronger relative YTD momentum amid renewable sector shifts. Bloom's onsite fuel cell positioning aligns with observable demand for grid-independent power, offering higher probabilistic upside in stability and growth projections like 2026 revenue expansion, though both carry sector risks.
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 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 StrongBuy 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 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, 4 bearish.
Price Growth
BE (@Electrical Products) experienced а +18.06% price change this week, while RUN (@Alternative Power Generation) price change was -1.26% for the same time period.
The average weekly price growth across all stocks in the @Electrical Products industry was +3.30%. For the same industry, the average monthly price growth was -3.13%, and the average quarterly price growth was +0.88%.
The average weekly price growth across all stocks in the @Alternative Power Generation industry was -1.79%. For the same industry, the average monthly price growth was -7.82%, and the average quarterly price growth was -6.11%.
Reported Earning Dates
BE is expected to report earnings on May 06, 2026.
RUN is expected to report earnings on May 06, 2026.
Industries' Descriptions
@Electrical Products (+3.30% 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 (-1.79% 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 | 45.5B | 3.13B | 1,456% |
| EBITDA | 20M | 546M | 4% |
| Gain YTD | 84.290 | -27.554 | -306% |
| P/E Ratio | 1841.88 | 7.80 | 23,628% |
| Revenue | 2.02B | 2.96B | 68% |
| Total Cash | 2.45B | 823M | 298% |
| Total Debt | 2.99B | 14.8B | 20% |
BE | RUN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 64 | 72 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 95 Overvalued | |
PROFIT vs RISK RATING 1..100 | 24 | 100 | |
SMR RATING 1..100 | 93 | 51 | |
PRICE GROWTH RATING 1..100 | 34 | 43 | |
P/E GROWTH RATING 1..100 | 10 | 49 | |
SEASONALITY SCORE 1..100 | 85 | n/a |
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 (95) 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 (24) 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 (51) in the Electrical Products industry is somewhat better than the same rating for BE (93). 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 (43). This means that BE’s stock grew similarly to RUN’s over the last 12 months.
BE's P/E Growth Rating (10) in the Electrical Products industry is somewhat better than the same rating for RUN (49). This means that BE’s stock grew somewhat faster than RUN’s over the last 12 months.
| BE | RUN | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 82% |
| Stochastic ODDS (%) | 1 day ago 81% | 1 day ago 90% |
| Momentum ODDS (%) | 1 day ago 83% | 1 day ago 88% |
| MACD ODDS (%) | 1 day ago 85% | 1 day ago 90% |
| TrendWeek ODDS (%) | 1 day ago 84% | 1 day ago 87% |
| TrendMonth ODDS (%) | 1 day ago 85% | 1 day ago 83% |
| Advances ODDS (%) | 1 day ago 85% | 10 days ago 82% |
| Declines ODDS (%) | 12 days ago 84% | 4 days ago 87% |
| BollingerBands ODDS (%) | 1 day ago 66% | 1 day ago 83% |
| Aroon ODDS (%) | 1 day ago 78% | 1 day ago 77% |
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