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BE vs SEDG
Which Stock Would AI Choose? Bloom Energy (BE) vs. SolarEdge Technologies (SEDG) Stock Comparison
Key Takeaways
- Bloom Energy (BE) has significantly outperformed SolarEdge (SEDG) year-to-date (YTD), posting returns of approximately 166% versus 59%.
- BE's market capitalization stands at around $66 billion, dwarfing SEDG's $2.8 billion, reflecting divergent investor enthusiasm in the clean energy space.
- Recent momentum for BE has been driven by major data center deals, while SEDG benefits from solar sector recovery signals ahead of earnings.
- Both stocks exhibit high volatility, with BE's beta (a measure of market volatility) at 3.18 compared to SEDG's 1.35.
- Analyst price targets suggest potential upside for both, but BE trades closer to its highs amid AI-related catalysts.
Introduction
Bloom Energy (BE) and SolarEdge Technologies (SEDG) operate in the burgeoning clean energy sector, offering innovative solutions for power generation and optimization. This comparison is particularly relevant for traders and investors tracking renewable energy trends, especially amid rising demand for sustainable power in data centers and solar installations. With both stocks showing strong relative performance in recent market activity, understanding their business models, momentum, and risk profiles can aid in assessing sector positioning and potential trade-offs.
BE Overview and Recent Performance
Bloom Energy Corporation (BE) designs and manufactures solid oxide fuel cell systems for on-site power generation, converting fuels like natural gas or hydrogen into electricity without combustion. The company targets utilities, data centers, and industrial clients. In recent weeks, BE stock has surged dramatically, reaching around $231 per share with a 52-week range of $16 to $242. This momentum stems from an expanded agreement with Oracle to supply up to 2.8 gigawatts (GW; a unit measuring power capacity) of fuel cell power for AI data centers, boosting sentiment amid growing energy needs for artificial intelligence infrastructure. YTD gains exceed 166%, though the company reports negative earnings per share (EPS; a profitability metric) of -$0.37 and no dividends. High beta reflects volatility tied to clean energy cycles and deal announcements.
SEDG Overview and Recent Performance
SolarEdge Technologies, Inc. (SEDG) provides direct current (DC) optimized inverter systems, power optimizers, energy storage, and EV charging solutions for solar photovoltaic (PV) installations worldwide. It serves residential, commercial, and utility-scale markets through installers and distributors. Recently, SEDG shares have climbed to about $46, within a 52-week range of $12 to $54, supported by anticipation around quarterly earnings and analyst price target adjustments. The stock has gained roughly 59% YTD, reflecting solar sector stabilization, though it grapples with negative EPS of -$6.88 and competitive pressures. Sentiment has improved with focus on storage and EV growth, but performance lags broader clean energy leaders.
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Head-to-Head Comparison
Bloom Energy (BE) focuses on fuel cell technology for reliable, on-site power, diversifying beyond intermittent solar with ties to high-demand AI data centers, while SolarEdge (SEDG) emphasizes solar optimization and storage amid PV market fluctuations. Growth drivers differ: BE leverages fuel flexibility and hyperscaler deals, contrasting SEDG's reliance on residential/commercial solar recovery. Recent momentum favors BE with explosive gains, but SEDG shows steadier upside potential pre-earnings. Risk factors include BE's elevated beta and debt levels versus SEDG's inventory challenges and sector cyclicality. Market sentiment tilts toward BE for stability in baseload power, though both benefit from clean energy tailwinds.
Tickeron AI Verdict
Tickeron’s AI models currently lean toward Bloom Energy (BE) over SolarEdge (SEDG), based on superior trend consistency, outsized momentum from data center catalysts, and stronger relative positioning in the clean energy transition. While SEDG holds appeal for solar rebound plays, BE's catalysts suggest higher probability of continued outperformance in the near term, subject to market dynamics.
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 SEDG 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 whileSEDG’s FA Score has 0 green FA rating(s).
- BE’s FA Score: 2 green, 3 red.
- SEDG’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 SEDG’s TA Score has 3 bullish TA indicator(s).
- BE’s TA Score: 5 bullish, 4 bearish.
- SEDG’s TA Score: 3 bullish, 4 bearish.
Price Growth
BE (@Electrical Products) experienced а +25.99% price change this week, while SEDG (@Alternative Power Generation) price change was -4.39% 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 -2.63%. For the same industry, the average monthly price growth was -5.48%, and the average quarterly price growth was +3.95%.
Reported Earning Dates
BE is expected to report earnings on Jul 30, 2026.
SEDG is expected to report earnings on Aug 04, 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 (-2.63% 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 | SEDG | BE / SEDG | |
| Capitalization | 98.4B | 3.5B | 2,811% |
| EBITDA | 113M | -299.68M | -38% |
| Gain YTD | 298.032 | 99.480 | 300% |
| P/E Ratio | 1841.88 | 95.92 | 1,920% |
| Revenue | 2.45B | 1.28B | 192% |
| Total Cash | 2.49B | 542M | 460% |
| Total Debt | 2.95B | 473M | 623% |
BE | SEDG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 25 | 75 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 100 Overvalued | |
PROFIT vs RISK RATING 1..100 | 4 | 100 | |
SMR RATING 1..100 | 91 | 99 | |
PRICE GROWTH RATING 1..100 | 34 | 36 | |
P/E GROWTH RATING 1..100 | 9 | 39 | |
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.
BE's Valuation (100) in the Electrical Products industry is in the same range as SEDG (100) in the Semiconductors industry. This means that BE’s stock grew similarly to SEDG’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 SEDG (100) in the Semiconductors industry. This means that BE’s stock grew significantly faster than SEDG’s over the last 12 months.
BE's SMR Rating (91) in the Electrical Products industry is in the same range as SEDG (99) in the Semiconductors industry. This means that BE’s stock grew similarly to SEDG’s over the last 12 months.
BE's Price Growth Rating (34) in the Electrical Products industry is in the same range as SEDG (36) in the Semiconductors industry. This means that BE’s stock grew similarly to SEDG’s over the last 12 months.
BE's P/E Growth Rating (9) in the Electrical Products industry is in the same range as SEDG (39) in the Semiconductors industry. This means that BE’s stock grew similarly to SEDG’s over the last 12 months.
| BE | SEDG | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 69% | 2 days ago 89% |
| Stochastic ODDS (%) | 2 days ago 81% | 2 days ago 82% |
| Momentum ODDS (%) | 2 days ago 83% | 2 days ago 88% |
| MACD ODDS (%) | 2 days ago 89% | 2 days ago 88% |
| TrendWeek ODDS (%) | 2 days ago 85% | 2 days ago 87% |
| TrendMonth ODDS (%) | 2 days ago 86% | 2 days ago 81% |
| Advances ODDS (%) | 2 days ago 86% | 12 days ago 81% |
| Declines ODDS (%) | 16 days ago 84% | 8 days ago 87% |
| BollingerBands ODDS (%) | 2 days ago 78% | N/A |
| Aroon ODDS (%) | 2 days ago 85% | 2 days ago 81% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VSDM | 76.51 | N/A | N/A |
| Vanguard Short Duration Tax-Exm Bd ETF | |||
| NUBD | 22.03 | -0.08 | -0.36% |
| Nuveen ESG US Aggregate Bond ETF | |||
| PBJ | 46.17 | -0.22 | -0.48% |
| Invesco Food & Beverage ETF | |||
| EAGL | 31.41 | -0.35 | -1.10% |
| Eagle Capital Select Equity ETF | |||
| GSGO | 43.77 | -0.57 | -1.28% |
| Goldman Sachs Growth Opportunities 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.