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BE vs RUN
Which Stock Would AI Choose? Bloom Energy Corporation (BE) vs. Sunrun Inc. (RUN) Stock Comparison
Key Takeaways
- Bloom Energy Corporation (BE) focuses on solid oxide fuel cell systems for on-site power generation, while Sunrun Inc. (RUN) specializes in residential solar energy systems.
- BE has shown strong year-to-date momentum with substantial gains in the first half of 2026, though recent market activity has introduced volatility ahead of its July 28 earnings report.
- RUN has experienced notable declines over recent weeks and months amid sector pressures in residential solar, with ongoing volatility in its share price.
- Both companies operate in the clean energy sector but differ in business models: BE emphasizes stationary fuel cell technology, while RUN centers on distributed solar installations and ownership.
- Sector exposure for both includes renewable energy tailwinds, yet RUN faces additional sensitivity to financing conditions and policy dynamics affecting residential adoption.
- Market sentiment reflects BE's growth trajectory contrasted with RUN's more challenged positioning in recent trading sessions.
Introduction
This comparison examines Bloom Energy Corporation (BE) and Sunrun Inc. (RUN), two companies in the clean energy space that appeal to investors seeking exposure to renewable technologies and energy transition themes. BE develops and deploys fuel cell systems, while RUN provides residential solar solutions. Traders and investors monitoring relative performance, sector rotation within renewables, or shifts in market positioning may find this analysis relevant for understanding how these stocks have behaved amid broader economic and industry conditions. The focus remains on observable factors such as business models, recent price behavior, and key contrasts.
BE Overview and Recent Performance
Bloom Energy Corporation (BE) designs, manufactures, and installs solid oxide fuel cell systems for on-site power generation, serving commercial, industrial, and utility customers in the United States and internationally. In recent market activity, the stock demonstrated notable strength earlier in 2026 before encountering increased volatility. Recent weeks have featured sharp price movements, including a significant decline on July 24, amid anticipation of the company's second-quarter earnings release scheduled for July 28. Factors influencing sentiment include the firm's expanding contracted backlog and growth in the renewable energy sector, balanced against broader market fluctuations affecting high-growth clean energy names.
RUN Overview and Recent Performance
Sunrun Inc. (RUN) designs, develops, installs, sells, owns, and maintains residential solar energy systems across the United States. The company has operated in a challenging environment in recent weeks and months, with its share price reflecting downward pressure amid sector-wide dynamics in residential solar. Recent trading sessions have shown continued volatility, consistent with patterns observed over broader timeframes. Influences on performance include sensitivity to financing conditions, customer acquisition trends, and macroeconomic factors impacting distributed energy adoption, resulting in a more subdued relative trajectory compared to earlier periods.
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Head-to-Head Comparison
In business model terms, Bloom Energy Corporation (BE) emphasizes stationary fuel cell technology for reliable on-site generation, offering differentiation from Sunrun Inc. (RUN)’s focus on customer-owned or leased residential solar installations. Growth drivers for BE include expansion in contracted backlog and fuel cell adoption, while RUN’s trajectory ties more closely to residential demand, net metering policies, and financing availability. Recent momentum has favored BE’s earlier gains in 2026, contrasted with RUN’s more pronounced pullback over recent weeks. Risk factors differ as well: BE contends with execution on large-scale deployments and earnings variability, whereas RUN faces heightened exposure to interest rate sensitivity and solar-specific policy shifts. Sector exposure overlaps in renewables but highlights trade-offs between centralized fuel cell solutions and distributed solar assets. Market sentiment appears more constructive toward BE’s positioning amid growth indicators, while RUN reflects caution in current trading.
Tickeron AI Verdict
Based on observable factors such as trend consistency, stability metrics, and relative positioning in recent market activity, Tickeron’s AI would currently assign a higher probabilistic preference to Bloom Energy Corporation (BE). This assessment draws from BE’s stronger momentum trajectory and upcoming catalysts versus RUN’s more pressured recent performance profile. The view remains probabilistic and subject to new data, including earnings outcomes and broader sector developments.
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 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 0 FA rating(s) are green whileRUN’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 3 TA indicator(s) are bullish while RUN’s TA Score has 4 bullish TA indicator(s).
- BE’s TA Score: 3 bullish, 6 bearish.
- RUN’s TA Score: 4 bullish, 5 bearish.
Price Growth
BE (@Electrical Products) experienced а +11.31% price change this week, while RUN (@Alternative Power Generation) price change was -1.31% for the same time period.
The average weekly price growth across all stocks in the @Electrical Products industry was -3.07%. For the same industry, the average monthly price growth was -21.82%, and the average quarterly price growth was -17.31%.
The average weekly price growth across all stocks in the @Alternative Power Generation industry was +3.14%. For the same industry, the average monthly price growth was -3.13%, and the average quarterly price growth was -18.90%.
Reported Earning Dates
BE is expected to report earnings on Oct 29, 2026.
RUN is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Electrical Products (-3.07% 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 (+3.14% 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 | 60.6B | 2.34B | 2,590% |
| EBITDA | 113M | 700M | 16% |
| Gain YTD | 136.863 | -46.685 | -293% |
| P/E Ratio | 267.29 | 4.61 | 5,803% |
| 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 | 52 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 48 | 100 | |
SMR RATING 1..100 | 91 | 47 | |
PRICE GROWTH RATING 1..100 | 35 | 83 | |
P/E GROWTH RATING 1..100 | 100 | 86 | |
SEASONALITY SCORE 1..100 | 50 | 34 |
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 (48) 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.
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 (35) 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 (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 | RUN | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 81% | 3 days ago 82% |
| Stochastic ODDS (%) | 3 days ago 85% | 3 days ago 90% |
| Momentum ODDS (%) | 3 days ago 89% | 3 days ago 89% |
| MACD ODDS (%) | 5 days ago 82% | 3 days ago 86% |
| TrendWeek ODDS (%) | 3 days ago 85% | 3 days ago 87% |
| TrendMonth ODDS (%) | 3 days ago 83% | 3 days ago 85% |
| Advances ODDS (%) | N/A | 3 days ago 84% |
| Declines ODDS (%) | 5 days ago 84% | 5 days ago 86% |
| BollingerBands ODDS (%) | 3 days ago 85% | 3 days ago 90% |
| Aroon ODDS (%) | 3 days ago 79% | 3 days ago 80% |
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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.