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BE vs RUN
Which Stock Would AI Choose? Bloom Energy Corporation (BE) vs. Sunrun Inc. (RUN) Stock Comparison
Key Takeaways
- BE has delivered over 1,100% returns in the past 52 weeks, vastly outperforming RUN, which trades near the lower end of its 52-week range.
- Bloom Energy benefits from expanding partnerships for AI data center power, driving recent momentum, while Sunrun faces analyst concerns over debt and cash burn.
- Both operate in clean energy, but BE's fuel cell technology targets industrial applications, contrasting RUN's residential solar focus.
- BE shows stronger relative performance amid market gains, with a Zacks Rank #1 (Strong Buy), while RUN exhibits volatility.
- Tickeron's AI tools highlight trending bots suited for volatile energy sectors, aiding traders in navigating such comparisons.
Introduction
Bloom Energy Corporation (BE) and Sunrun Inc. (RUN) represent distinct niches within the renewable energy sector, with BE focusing on solid oxide fuel cell technology for stationary power and RUN leading in residential solar installations and energy storage. This comparison is relevant for investors eyeing clean energy plays amid rising demand for sustainable power solutions, particularly as AI infrastructure strains traditional grids. Traders assessing relative performance, sector momentum, and growth catalysts will find insights into how these stocks position amid recent market dynamics.
BE Overview and Recent Performance
Bloom Energy Corporation develops and deploys solid oxide fuel cells for reliable, low-emission power generation, serving data centers, industrial sites, and utilities. In recent market activity, BE stock has surged dramatically, with year-to-date gains exceeding 134% and a 52-week increase over 1,100%. This momentum stems from strategic expansions, including a partnership with Oracle to deploy up to 2.8 gigawatts (GW) of fuel cell capacity for AI infrastructure build-out, addressing surging power needs. Sentiment has shifted positively on clean energy demand for mission-critical applications, though recent sessions saw a 2.69% dip to around $231 amid broader market improvements, with analysts noting potential overvaluation risks. Upcoming Q1 2026 results on April 28 add anticipation.
RUN Overview and Recent Performance
Sunrun Inc. designs, installs, and maintains residential solar energy systems, often bundled with battery storage, offering subscription-based power to homeowners. Recent weeks have seen RUN stock trade volatilely near $12.74, down 1.7% in a recent session despite market upticks, within a 52-week range of $5.38 to $22.44. Performance reflects scaling of distributed power plant programs, growing customer participation significantly in 2025, but tempered by analyst EPS cuts, high debt levels, and cash burn concerns ahead of Q1 earnings on May 6. Sentiment remains mixed amid residential solar adoption trends and electricity demand pressures from data centers and weather events.
Trending AI Robots
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Head-to-Head Comparison
BE and RUN both tap renewable energy tailwinds but diverge in business models: BE's B2B fuel cells provide on-site, dispatchable power ideal for data centers, while RUN's consumer-facing solar leasing emphasizes distributed generation. Growth drivers contrast sharply—BE rides AI power demands via hyperscaler deals, versus RUN's reliance on homeowner incentives and storage uptake. Recent momentum favors BE with explosive gains, while RUN lags amid balance sheet pressures. Risks include BE's elevated valuation (potentially overvalued by 23% per DCF) and RUN's debt load; sector exposure overlaps in clean tech but BE gains from industrial/AI shifts, boosting market sentiment over RUN's residential cyclicality.
Tickeron AI Verdict
Tickeron's AI currently leans toward BE with higher probability of near-term outperformance, based on superior trend consistency, AI infrastructure catalysts, and relative strength versus broader indices. RUN offers potential in residential solar recovery but trails on stability and momentum factors.
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 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 5 TA indicator(s) are bullish while RUN’s TA Score has 7 bullish TA indicator(s).
- BE’s TA Score: 5 bullish, 4 bearish.
- RUN’s TA Score: 7 bullish, 3 bearish.
Price Growth
BE (@Electrical Products) experienced а +25.99% price change this week, while RUN (@Alternative Power Generation) price change was +9.22% for the same time period.
The average weekly price growth across all stocks in the @Electrical Products industry was +0.58%. For the same industry, the average monthly price growth was +1.70%, and the average quarterly price growth was +15.24%.
The average weekly price growth across all stocks in the @Alternative Power Generation industry was -1.31%. For the same industry, the average monthly price growth was -4.45%, and the average quarterly price growth was +5.12%.
Reported Earning Dates
BE is expected to report earnings on Jul 30, 2026.
RUN is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Electrical Products (+0.58% 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 (-1.31% 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 | 98.4B | 3.25B | 3,029% |
| EBITDA | 113M | 700M | 16% |
| Gain YTD | 298.032 | -25.978 | -1,147% |
| P/E Ratio | 1841.88 | 6.39 | 28,805% |
| 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 | 25 | 76 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 86 Overvalued | |
PROFIT vs RISK RATING 1..100 | 4 | 100 | |
SMR RATING 1..100 | 91 | 47 | |
PRICE GROWTH RATING 1..100 | 34 | 45 | |
P/E GROWTH RATING 1..100 | 9 | 61 | |
SEASONALITY SCORE 1..100 | 25 | 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 (86) 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 (4) 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 (45). This means that BE’s stock grew similarly to RUN’s over the last 12 months.
BE's P/E Growth Rating (9) in the Electrical Products industry is somewhat better than the same rating for RUN (61). This means that BE’s stock grew somewhat faster than RUN’s over the last 12 months.
| BE | RUN | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 69% | 2 days ago 88% |
| Stochastic ODDS (%) | 2 days ago 81% | 2 days ago 87% |
| Momentum ODDS (%) | 2 days ago 83% | 2 days ago 80% |
| MACD ODDS (%) | 2 days ago 89% | 2 days ago 84% |
| TrendWeek ODDS (%) | 2 days ago 85% | 2 days ago 83% |
| TrendMonth ODDS (%) | 2 days ago 86% | 2 days ago 84% |
| Advances ODDS (%) | 2 days ago 86% | 2 days ago 83% |
| Declines ODDS (%) | 16 days ago 84% | 14 days ago 86% |
| BollingerBands ODDS (%) | 2 days ago 78% | 2 days ago 90% |
| Aroon ODDS (%) | 2 days ago 85% | 2 days ago 81% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EAD | 6.41 | 0.01 | +0.16% |
| Allspring Income Opportunities Fund | |||
| CPRY | 27.91 | -0.01 | -0.02% |
| Calamos Russell 2000 Str Alt Prt ETF-Jan | |||
| SPTB | 29.94 | -0.07 | -0.24% |
| State Street® SPDR® Portfolio Trs ETF | |||
| NEA | 11.53 | -0.06 | -0.52% |
| Nuveen AMT-Free Quality Municipal Income Fund | |||
| MOTI | 33.38 | -0.37 | -1.08% |
| VanEck Morningstar Intl Moat ETF | |||
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% | +0.74% | ||
| FCEL - RUN | 67% Closely correlated | +1.46% | ||
| BE - RUN | 61% Loosely correlated | +5.15% | ||
| PLUG - RUN | 61% Loosely correlated | -2.11% | ||
| SEDG - RUN | 59% Loosely correlated | -0.86% | ||
| ENPH - RUN | 59% Loosely correlated | +0.25% | ||
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